UK Private Client Investment Advisor

Jobtome; Arlington (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision premiums

401(k) match up to IRS maximum

PTO + 10 paid holidays

Family support programs

In-office role with hybrid option

Job summary

Fisher Investments International seeks an International Investment Counselor to service high-net-worth clients in the United Kingdom. You will collaborate with decision-makers and client service teams to provide premium service with a fee-only fiduciary model.

Training and career development are emphasized, with reporting to a group manager. This onsite role is located in Plano, TX, USA, and offers exposure to private clients, UK regulatory practices, and a path toward building a robust U.K.

Qualifications

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

Responsibilities

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

Skills

Asset management experience

Client services experience

Series 65 exam

Education

Bachelor's degree or equivalent work experience

Job description

Fisher Investments International seeks an International Investment Counselor to service high-net-worth clients in the United Kingdom. You will collaborate with decision-makers and client service teams to provide premium service with a fee-only fiduciary model.

Training and career development are emphasized, with reporting to a group manager. This onsite role is located in Plano, TX, USA, and offers exposure to private clients, UK regulatory practices, and a path toward building a robust U.K.