UK Investment Advisor
2 months ago
Fisher 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 expert investment advice and guidance.
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment goals and objectives, and providing tailored investment advice and guidance.
- Investment Strategy: Work closely with our internal portfolio decision-makers and research teams to develop and implement investment strategies that meet the needs of our clients.
- Communication: Communicate effectively with clients, providing regular updates on their investments and market trends, and addressing any concerns or questions they may have.
- Team Collaboration: Collaborate with our sales team to identify new business opportunities and build relationships with potential clients.
- Education: Bachelor's degree or equivalent work experience.
- Experience: 2+ years of experience in asset management, financial services, or a related field.
- Certifications: Required to pass the Series 65 exam or equivalent.
- Skills: Strong communication and interpersonal skills, ability to work in a team environment, and a deep understanding of investment products and services.
- Competitive Salary: $80,000 - $130,000 base salary per year in the state of WA.
- Discretionary Bonus: Eligible for discretionary bonus based on firm and individual performance.
- Benefits: 100% paid medical, dental, and vision premiums for you and your qualifying dependents, 50% 401(k) match, up to the IRS maximum, 20 days of PTO, plus 10 paid holidays, and family support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care.
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