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Financial Consultant
2 months ago
As an Investment Counsellor at Fisher Investments, you will be the voice of our firm to high-net-worth clients in the United Kingdom. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service to our clients.
We take pride in our fee-only fiduciary firm structure, which aligns our compensation with our clients' best interests. Our unique training program will provide you with an elevated finance and capital markets education to understand our firm's approach.
You will report to a group manager who will assist you in navigating client relationships and provide personalized career development.
The Day-to-DayAs a UK Investment Counsellor, you will work with our UK clients to build trusting and professional relationships. You will proactively connect with clients on a quarterly basis to review their asset allocation and ensure we are on the right track towards their long-term financial goals.
You will educate clients on our top-down portfolio strategy, their investments, important market events, and the competitive landscape. Our sales team will support you in gradually building your roster of high-net-worth clients within the first year.
You will demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities.
Your QualificationsWe are seeking a candidate with a Bachelor's degree or equivalent work experience, 2+ years of experience in asset management, financial services, and client services. You must be able to pass the Series 65 exam or equivalent.
We value candidates who can achieve results and provide unparalleled service with a thoughtful consultative approach and an emphasis on client focus.
Why Fisher InvestmentsWe work for a bigger purpose: bettering the investment universe. We take pride in our inclusive culture, learning and development framework, and Great Place to Work Certification.
We invest in our employees by offering exceptional benefits, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, 20 days of PTO, and family support programs.
