Investment Advisor for UK Clients
2 weeks ago
Position Overview:
Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Advisor, you will engage with a select group of affluent clients, delivering tailored investment strategies and insights. At Fisher Investments International, we have honed a unique methodology since 2009, emphasizing dedicated client service without the distractions of traditional sales roles.
Your Role:
In this capacity, you will serve as the primary liaison between Fisher Investments and our esteemed UK clientele. Collaborating closely with our internal investment teams, research analysts, and client service professionals, your focus will be on ensuring that our clients receive unparalleled service and advice. Our firm operates on a fee-only fiduciary model, ensuring that our interests align with those of our clients, free from commission-based pressures.
Key Responsibilities:
- Develop and maintain strong, trusting relationships with UK clients.
- Conduct quarterly outreach to clients to assess their asset allocation and progress towards financial objectives.
- Provide education on our comprehensive portfolio management approach, market trends, and investment opportunities.
- Leverage our sales support to gradually expand your portfolio of high-net-worth clients.
- Ensure compliance with UK regulatory standards and manage associated operational tasks.
Qualifications:
- A bachelor's degree or equivalent professional experience.
- A minimum of 2 years in asset management or client-facing financial services.
- Must pass the Series 65 exam or its equivalent.
- Demonstrated ability to achieve results while delivering exceptional client service.
- A consultative approach that prioritizes client needs and goals.
Compensation Package:
- Competitive base salary ranging from $80,000 to $130,000, commensurate with experience.
- Eligibility for performance-based discretionary bonuses.
Why Choose Fisher Investments?
Our mission is to enhance the investment landscape for our clients. We pride ourselves on fostering an inclusive workplace culture, offering personalized development opportunities, and achieving recognition as a Great Place to Work. Our commitment to our employees is reflected in our comprehensive benefits package, which includes:
- Fully covered medical, dental, and vision premiums for you and your eligible dependents.
- A 50% match on 401(k) contributions, up to the IRS limit.
- 20 days of paid time off, in addition to 10 paid holidays.
- Family support initiatives, including paid primary caregiver leave and adoption assistance.
- Generous benefits for fertility and family planning.
Fisher Investments is proud to be an equal opportunity employer.
-
Investment Consultant for UK Clients
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timePosition Overview: Are you passionate about providing exceptional financial guidance to high-net-worth individuals in the UK? As an Investment Consultant, you will be instrumental in managing a portfolio of affluent clients. Our firm, Fisher Investments International, has been dedicated to enhancing the investment experience for private clients since 2009....
-
Investment Advisor for Canadian Clients
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the Role: Are you a CFA Level 1 holder currently based in the United States, eager to provide exceptional service to clients in Canada? As an Investment Counsellor, you will manage a portfolio of affluent clients, utilizing our firm’s unique investment strategies. At Fisher Investments International, we pride ourselves on our client-centric approach,...
-
Financial Services Professional
5 days ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the RoleFisher Investments is seeking a highly skilled UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK.Key ResponsibilitiesWork closely with clients to understand their financial goals and...
-
Client Portfolio Advisor
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timeAre you a financial consultant overwhelmed by multiple responsibilities? Are you seeking to transition away from cold outreach? Does a blended service and sales atmosphere without the need for prospecting resonate with you? Consider a role at Fisher Investments, a privately owned multi-billion-dollar global investment firm, as a Client Portfolio Advisor in...
-
Private Client Advisor II
3 days ago
Vancouver, Washington, United States Bank of America Full timeJob SummaryWe are seeking a highly skilled and experienced Private Client Advisor II to join our team at Bank of America. As a key member of our Private Bank, you will be responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals.Key ResponsibilitiesLead the...
-
Investment Counselor for Canadian Clients
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timePosition Overview: Are you a CFA Level 1 holder currently based in the United States with aspirations to assist clients in Canada? As an Investment Counselor, you will manage a portfolio of affluent clients, leveraging our firm’s established methodology tailored for private clientele. At Fisher Investments International, we have cultivated a distinctive...
-
Financial Advisor at Sun Life
2 weeks ago
Vancouver, Washington, United States Sun Life Financial Full timeJob Overview:As a Financial Advisor with Sun Life, you will benefit from comprehensive training and support designed to help you cultivate your business. Enjoy competitive remuneration and consistent acknowledgment for your accomplishments.Benefits of Joining Us:Take control of your own business and income potentialReceive dedicated support from leadership...
-
International Portfolio Manager
5 days ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the RoleFisher Investments is seeking a highly skilled and experienced UK Investment Counsellor to join our team in the United States. As a key member of our international team, you will be responsible for building and maintaining relationships with high-net-worth clients in the UK, providing them with exceptional investment advice and service.Key...
-
Client Relations Specialist
2 weeks ago
Vancouver, Washington, United States Elite Distributing Full timeOverview of the Role and CompanyBecome a vital part of our organization as a Client Relations Specialist at Elite Distributing, where your contributions will significantly enhance our clients' satisfaction. In this position, you will interact with clients, respond to their inquiries, and ensure they receive exceptional support from our team. Are you prepared...
-
Senior Wealth Management Consultant
2 weeks ago
Vancouver, Washington, United States Bank of America Full timePosition Overview:This role is focused on attracting new clientele, enhancing existing client relationships, and expanding both internal and external networks to fulfill business growth objectives. Key duties involve steering the Client Management Process and collaborating across the organization to deliver a Premium Client Experience, ensuring access to the...
-
Senior Wealth Management Consultant
1 week ago
Vancouver, Washington, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Vancouver, Washington; Portland, OregonPosition Overview:At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which shapes our operations and our dedication to clients, colleagues, communities, and shareholders alike.We strive to...
-
Customer Support Advisor
1 week ago
Vancouver, Washington, United States Caliber Collision Repair Services Full timePosition OverviewCaliber Collision Repair Services is seeking a dedicated Customer Service Consultant to join our team. In this role, you will be responsible for a variety of essential tasks aimed at enhancing customer satisfaction and ensuring a seamless service experience.Key ResponsibilitiesWelcoming Customers: Greet clients warmly, whether in person or...
-
Principal Cultural Resources Advisor
2 weeks ago
Vancouver, Washington, United States Burns & McDonnell Full timePosition OverviewBurns & McDonnell is seeking a Senior Cultural Resources Specialist to oversee project evaluations and surveys, construction oversight, archaeological digs, and related field activities across diverse initiatives. As a 100% employee-owned organization recognized multiple times on FORTUNE's List of 100 Best Companies to Work For, we pride...
-
Portfolio Management Specialist
6 days ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...
-
Financial Services Professional
6 days ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...
-
Financial Services Professional
6 days ago
Vancouver, Washington, United States Fisher Investments Full timeAbout the RoleFisher Investments is seeking a highly skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will be responsible for welcoming and onboarding new clients, providing financial planning expertise, and promoting our investment philosophy.Key ResponsibilitiesPartner with sales professionals to onboard...
-
Studio Operations Manager
5 days ago
Vancouver, Washington, United States YogaSix - West Vancouver Full timeJob DescriptionCompany Overview:YogaSix West Vancouver is a leading boutique yoga studio dedicated to providing a unique mind-body experience for our clients. Our studio offers six different class types designed to accommodate students of all levels, empowering, encouraging, and fun.Job Summary:The Assistant General Manager is a key member of our studio...
-
Healthcare Sales Consultant
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timePosition Overview: Are you a professional in the healthcare sales sector looking to focus on client relationships without the burden of prospecting? At Fisher Investments, a leading global investment firm, we are seeking a Medical Sales Counselor to enhance our New Client Conversion (NCC) team. Your Role: As a Medical Sales Counselor, you will play a crucial...
-
Assistant General Manager
15 hours ago
Vancouver, Washington, United States YogaSix - West Vancouver Full timeJob Title: Assistant General Manager - Studio OperationsCompany Overview:YogaSix - West Vancouver is a leading boutique yoga company that offers a unique mind-body experience to its customers. With a focus on customer satisfaction and studio excellence, we are seeking an experienced Assistant General Manager to join our team.Job Summary:The Assistant General...
-
Healthcare Sales Consultant
2 weeks ago
Vancouver, Washington, United States Fisher Investments Full timeOverview: Are you an experienced sales professional with a passion for healthcare? At Fisher Investments, we are seeking a Medical Sales Counselor to play a vital role in our New Client Conversion (NCC) team. Role Responsibilities: Act as the primary contact for high-net-worth clients, providing exceptional service and support. Utilize your expertise in...
