UK HNW Investment Advisor

Jobtome; Garland (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

100% paid medical, dental and vision.

50% 401(k) match, up to IRS maximum

20 days of PTO + 10 paid holidays

Paid primary caregiver leave and other

Hybrid work from home program (subject

Job summary

Fisher Investments International is seeking an International Investment Counselor to serve a roster of high-net-worth clients in the United Kingdom from our Plano, TX offices. This role emphasizes fiduciary, fee-only compensation with no prospecting required.

You will partner with portfolio decision-makers, research teams, and client service staff to deliver personalized investment guidance and education within a structured career development path.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of experience in asset management, financial and client services.
• Pass the Series 65 exam or equivalent.
• Achieve results and provide unparalleled service.
• A thoughtful consultative approach with an emphasis on client focus.

Responsibilities

• Build trusting and professional relationships with UK clients.
• Quarterly reviews of asset allocation and long-term goals.
• Educate clients on top-down portfolio strategy and market events.
• Collaborate with sales to grow your roster of high-net-worth clients.

Education

Bachelor's degree or equivalent work experience

2+ years of experience in asset management, financial and client services

Series 65 exam or equivalent

Job description

Fisher Investments International is seeking an International Investment Counselor to serve a roster of high-net-worth clients in the United Kingdom from our Plano, TX offices. This role emphasizes fiduciary, fee-only compensation with no prospecting required.

You will partner with portfolio decision-makers, research teams, and client service staff to deliver personalized investment guidance and education within a structured career development path.