UK International Investment Counselor

Jobtome; Dallas (TX); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, dental and vision premiums (

50% 401(k) match

20 days PTO + 10 holidays

Family support programs including paid

Hybrid work from home program (subject

This is an in-office role. Based on

Fisher Investments is an equal

Résumé du poste

Fisher Investments seeks an International Investment Counselor to serve high-net-worth UK clients from our Plano, TX office. This fee-only fiduciary firm emphasizes client service over commissions and offers structured training and career development.

You will collaborate with internal portfolio decision-makers and client service teams to deliver tailored asset strategies, quarterly reviews, and market-education, while growing your UK roster under senior guidance.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years of experience in asset management, financial and client services.
• Must pass the Series 65 exam or equivalent.
• Deliver results with a high standard of client service.
• Consultative approach focused on the client.

Responsabilités

• Engage UK clients and build trusted relationships.
• Conduct quarterly reviews to align asset allocation with goals.
• Educate clients on top-down portfolio strategy and market events.
• Collaborate with sales to grow the client roster in the first year.
• Adhere to UK regulatory practices and related operations.

Connaissances

Asset management

Financial services

Client relations

Regulatory awareness

Formation

Bachelor's degree or equivalent

Description du poste

Fisher Investments seeks an International Investment Counselor to serve high-net-worth UK clients from our Plano, TX office. This fee-only fiduciary firm emphasizes client service over commissions and offers structured training and career development.

You will collaborate with internal portfolio decision-makers and client service teams to deliver tailored asset strategies, quarterly reviews, and market-education, while growing your UK roster under senior guidance.