Financial Services Specialist
3 weeks ago
About Us
Fisher Investments is a global investment management firm that provides comprehensive portfolio management services to high-net-worth individuals and institutional clients.
Job Overview
We are seeking an experienced Financial Services Specialist to join our team in Tampa, FL. This is a unique opportunity to work with a roster of high-net-worth clients in the UK, providing exceptional client service and building long-term relationships.
Responsibilities
- Work closely with internal teams to provide tailored investment solutions for UK clients
- Develop and maintain strong relationships with clients through regular communication and quarterly reviews
- Educate clients on our top-down portfolio strategy and market trends
- Rely on our sales team to build a client roster within the first year
- Demonstrate expertise in UK regulatory practices and adhere to associated operational responsibilities
Requirements
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial services, or a related field
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled client service
- A 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 assistance, and back-up child care
Salary
$120,000 per annum
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