Investment Advisor for UK Clients

2 weeks ago


St Petersburg, United States Fisher Investments Full time

Position Overview:

Are you passionate about providing exceptional service to high-net-worth individuals? As an Investment Advisor, you will be responsible for managing relationships with our esteemed clients based in the United Kingdom. At Fisher Investments International, we pride ourselves on our specialized approach to wealth management, ensuring that our clients receive tailored financial solutions.

Your Role:

In this position, you will serve as the primary contact for our UK clientele, collaborating closely with our internal investment strategists, research teams, and client service professionals. Your focus will be on delivering unparalleled service and guidance, ensuring that our clients' financial objectives are met with precision.

Key Responsibilities:

  • Establish and nurture trusting relationships with clients in the UK.
  • Conduct regular reviews of clients' asset allocations to align with their long-term financial aspirations.
  • Provide insights into our investment strategies, market developments, and competitive positioning.
  • Work alongside our sales team to expand your portfolio of high-net-worth clients.
  • Maintain compliance with UK regulatory standards and fulfill associated operational duties.

Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • A minimum of 2 years in asset management or client services.
  • Ability to pass the Series 65 exam or equivalent.
  • Demonstrated success in delivering exceptional client service.
  • A consultative mindset with a strong emphasis on client satisfaction.

Why Choose Fisher Investments?

At Fisher Investments, we are dedicated to enhancing the investment landscape. Our inclusive culture and commitment to employee development set us apart. We offer comprehensive benefits, including:

  • Fully covered medical, dental, and vision premiums for you and your eligible dependents.
  • A generous 401(k) match program.
  • 20 days of paid time off, plus 10 paid holidays.
  • Support programs for families, including paid caregiver leave and adoption assistance.
  • Substantial benefits for fertility and family planning.

Fisher Investments is an equal opportunity employer.



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