Financial Services Professional

7 days ago


Vancouver, Washington, United States Fisher Investments Full time
About the Role

Fisher 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 Responsibilities
  • Work closely with clients to understand their financial goals and develop tailored investment strategies
  • Proactively communicate with clients on a quarterly basis to review their portfolio performance and provide recommendations for improvement
  • Educate clients on our top-down portfolio approach and provide insights on market trends and competitive landscape
  • Collaborate with our sales team to identify new business opportunities and grow our client base
  • Stay up-to-date on UK regulatory practices and ensure compliance with all relevant laws and regulations
Requirements
  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial services, or a related field
  • Ability to pass the Series 65 exam or equivalent
  • Strong communication and interpersonal skills
  • Results-driven and client-focused approach
What We Offer
  • $80,000 - $130,000 base salary per year in the state of WA
  • 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
  • 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
  • $10,000 fertility, hormonal health, and family-forming benefit


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