Investment Counsellor

4 weeks ago

Plano, Texas, United States Fisher Investments Full time
Role Overview

We are seeking a skilled Investment Counsellor to join our team in the UK. As a key member of our client service team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their investment goals and objectives.
  • Provide expert investment advice and guidance to clients to help them achieve their financial objectives.
  • Work closely with our internal portfolio decision-makers and research teams to stay up-to-date on market trends and investment opportunities.
  • Collaborate with our sales team to identify new business opportunities and grow our client base.
  • Stay compliant with UK regulatory requirements and ensure that our firm's operations are in line with industry standards.
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 communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
Why Fisher Investments?

We are a fee-only fiduciary firm committed to providing exceptional service to our clients. We offer a unique training program that provides our employees with the skills and knowledge they need to succeed in their roles. Our firm is committed to diversity, equity, and inclusion, and we strive to create a work environment that is inclusive and supportive of all employees.

We offer a competitive compensation package, including a 50% 401(k) match, 20 days of PTO, and a comprehensive benefits program. We are an equal opportunity employer and welcome applications from diverse candidates.

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