UK International Investment Advisor

Jobtome; Plano (KY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Full medical, dental and vision foryou

50% 401(k) match

20 days PTO + 10 holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments International is seeking an International Investment Counselor to service high-net-worth UK clients from Plano, TX. This role emphasizes a fee-only fiduciary approach with no commissions, offering an advanced training program and career development under a group manager.

You will join a team that coordinates with internal portfolio decision-makers and client service staff to deliver top-tier service, with a structured path to build a robust client roster in your first year.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of asset management, financial and client services experience.
• Must pass Series 65 or equivalent.
• Demonstrated results and superior service.
• Consultative, client-focused approach.

Responsibilities

• Work with UK clients to build a trusting, professional relationship.
• Proactively connect with clients quarterly to review asset allocation and goals.
• Educate clients on top-down portfolio strategy and market events.
• Leverage the sales team to build your roster of high-net-worth clients within the first year.
• Demonstrate knowledge of UK regulatory practices and related responsibilities.

Skills

Asset management

Client services

Education

Bachelor's degree or equivalent

Series 65 exam or equivalent

Job description

Fisher Investments International is seeking an International Investment Counselor to service high-net-worth UK clients from Plano, TX. This role emphasizes a fee-only fiduciary approach with no commissions, offering an advanced training program and career development under a group manager.

You will join a team that coordinates with internal portfolio decision-makers and client service staff to deliver top-tier service, with a structured path to build a robust client roster in your first year.