UK Investment Counsellor

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

• Work closely with our UK clients to understand their investment goals and objectives
• Develop and implement customized investment strategies to meet the unique needs of each client
• Provide exceptional client service and support to ensure a high level of satisfaction
• Collaborate with our internal teams to stay up-to-date on market trends and developments
• Meet or exceed performance targets and contribute to the growth and success of the business

• 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
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

• $80,000 - $130,000 base salary per year
• Eligible for discretionary bonus based on firm and individual performance
• 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

We are a fee-only fiduciary firm dedicated to providing exceptional investment advice and service to our clients. Our team is passionate about delivering outstanding results and building long-term relationships with our clients. If you are a motivated and results-driven individual who is passionate about the financial services industry, we encourage you to apply for this exciting opportunity.