Investment Consultant for UK Clients

2 weeks ago


Arlington, Virginia, United States Fisher Investments Full time

Position Overview:

Are you passionate about providing exceptional service to high-net-worth individuals in the UK? As an Investment Consultant at Fisher Investments, you will be instrumental in managing a portfolio of affluent clients. Our firm has cultivated a distinctive methodology tailored to our private clientele since 2009, ensuring a clear division between sales and client service roles.

Your Role:

In this position, you will serve as the primary liaison between Fisher Investments and our UK clients. Collaborating closely with our internal portfolio strategists, research teams, and dedicated client service professionals, you will ensure that our clients receive unparalleled support. As a fee-only fiduciary firm, our compensation model is designed to align with the best interests of our clients, eliminating the need for commission-based incentives.

Key Responsibilities:

  • Establish and nurture trusting relationships with clients in the UK.
  • Conduct quarterly outreach to clients to assess their asset allocation and progress towards long-term financial objectives.
  • Provide education on our comprehensive portfolio strategy, investment details, significant market developments, and competitive insights.
  • Work collaboratively with our sales team to expand your roster of high-net-worth clients.
  • Demonstrate a solid understanding of UK regulatory standards and comply with all operational requirements.

Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • A minimum of 2 years in asset management or client services.
  • Must pass the Series 65 exam or an equivalent qualification.
  • Proven ability to deliver outstanding results and client service.
  • A consultative approach with a strong focus on client needs.

Why Choose Fisher Investments?

At Fisher Investments, we are dedicated to enhancing the investment landscape. Our inclusive culture and tailored learning and development programs are designed to support every employee's growth. We take pride in our recognition as a Great Place to Work and offer exceptional benefits, including:

  • Comprehensive medical, dental, and vision coverage for you and your eligible dependents.
  • A generous 401(k) matching program.
  • 20 days of paid time off, plus 10 paid holidays.
  • Family support initiatives, including paid caregiver leave and adoption assistance.
  • Financial assistance for fertility and family planning services.

Fisher Investments is an Equal Opportunity Employer.



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