Financial Consultant

1 week ago


Garland, Texas, United States Fisher Investments Full time
{"The Opportunity": "As a UK Investment Counsellor at Fisher Investments, you will be the central voice of our firm, working from the United States to build trusting relationships with high-net-worth clients in the UK. Your role will involve partnering with our internal portfolio decision-makers, research teams, and sales team to provide exceptional client service. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, you'll gain an elevated finance and capital markets education to understand our firm's approach. You will report to your group manager, who will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. ", "Your Responsibilities": "As a UK Investment Counsellor, your day-to-day tasks will include:
\t* Working with our UK clients to build a trusting and professional relationship
\t* Proactively connecting with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long-term financial goals
\t* Educating clients on our top-down portfolio strategy, their investments, important market events, and competitive landscape
\t* Relying on our sales team to gradually build your roster of high-net-worth clients within the first year
\t* Demonstrating knowledge of UK regulatory practices and adhering to associated operational responsibilities ", "Your Qualifications": "To be successful in this role, you will need:
\t* A Bachelor's degree or equivalent work experience
\t* 2+ years of experience in asset management, financial, and client services
\t* Required to pass the Series 65 exam or equivalent
\t* Achieve results and provide unparalleled service
\t* A thoughtful consultative approach with an emphasis on client focus ", "Why Fisher Investments": "We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
\t* 100% paid medical, dental, and vision premiums for you and your qualifying dependents
\t* A 50% 401(k) match, up to the IRS maximum
\t* 20 days of PTO, plus 10 paid holidays
\t* 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
\t* $10,000 fertility, hormonal health, and family-forming benefit ", "FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER"}

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