UK Investment Counsellor

2 weeks ago

Clearwater, United States Fisher Investments Full time
The Opportunity

As an Investment Counsellor at Fisher Investments, you will be the primary point of contact for our high-net-worth clients in the UK. You will work closely with our internal teams to provide exceptional service and support to our clients, ensuring their financial goals are met.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their financial needs and goals.
  • Proactively communicate with clients on a quarterly basis to review their asset allocation and provide guidance on their investments.
  • Educate clients on our top-down portfolio strategy 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 with 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.
  • Series 65 exam or equivalent required.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
Why Fisher Investments

We are a fee-only fiduciary firm, committed to putting our clients' interests first. Our unique training program provides an elevated finance and capital markets education, ensuring our team members have the knowledge and skills to excel in their roles. We offer a comprehensive benefits package, including 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO, plus 10 paid holidays.

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