Investment Counsellor

4 weeks ago

Tampa FL USA, United States Fisher Investments Full time
Role Overview

Fisher Investments International is seeking a skilled Investment Counsellor to service high-net-worth clients in the UK. As a key member of our team, you will partner with internal portfolio decision-makers, research teams, and sales professionals to deliver exceptional client service.


Key Responsibilities
  • Build and maintain strong relationships with UK clients, providing proactive communication and education on our top-down portfolio strategy.
  • Collaborate with internal teams to ensure seamless client service and portfolio management.
  • Stay up-to-date on UK regulatory practices and operational responsibilities.

Requirements
  • Bachelor's degree or equivalent work experience.
  • 2+ years of experience in asset management, financial services, or a related field.
  • Series 65 exam or equivalent required.
  • Strong consultative approach with a focus on client needs.

Why Fisher Investments?

We prioritize our employees' growth and well-being, offering a comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and a range of family support programs.

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