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Fisher Investments · 1 day ago

International Investment Counselor (US Based) - UK Clients

Plano, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Fisher Investments is a firm focused on high-net-worth clients, and they are seeking an International Investment Counselor to service UK clients from the United States. The role involves building relationships with clients, educating them on investment strategies, and collaborating with internal teams to ensure client satisfaction.

Financial Services

Comp. & Benefits

Responsibilities

Work with our UK clients to build a trusting and professional relationship

Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals

Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape

Rely on our 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 associated operational responsibilities

Qualification

Asset managementClient servicesUK regulatory knowledgeSeries 65 examConsultative approach

Required

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

Benefits

100% paid medical, dental and vision premiums for you and your qualifying dependents

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

20 days of PTO, plus 10 paid holidays

Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care