Investment Counselor/Financial Advisor
2 weeks ago
Are you interested in building relationships and financially educating UK clients? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor
As a Fisher Investments UK Investment Counsellor we provide you with an abundance of support. Through our unique training and mentorship program, you will receive an elevated finance and capital markets education. Our UK Investment Counsellors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates and renowned sales team. With our commitment to being a fee-only fiduciary firm, you’ll appreciate knowing our compensation structure aligns with our clients’ best interests without relying on commissions. As a UK Investment Counsellor, serving UK clients from our US offices you will :
Help your clients understand our top-down portfolio strategy by walking them through specific investments and highlighting important events in the market
Rely on our UK sales team to gradually build your roster of high-net-worth UK clients within the first year
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
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
Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
3+ years of experience in asset management, financial and client services
~ Previous Investment industry experience
~ Eligible for discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents
~ 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
~ Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
~$10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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