Global Financial Strategist

5 days ago


Portland, Oregon, United States Fisher Investments Full time

We are seeking a talented Global Financial Strategist to join our team at Fisher Investments International. As an Investment Counsellor, you will be the voice of our firm to high-net-worth clients in the UK. You will partner with our internal portfolio decision-makers, research teams, client service associates, and sales team to provide exceptional service.

The Opportunity:

You will work closely with our clients to build trusting relationships, proactively connecting with them on a quarterly basis to review their asset allocation and ensure we're meeting their long-term financial goals. You will also educate clients on our top-down portfolio strategy, their investments, important market events, and the competitive landscape.

**Key Responsibilities:**

  • Build strong relationships with high-net-worth clients in the UK
  • Provide proactive quarterly reviews of clients' asset allocation
  • Educate clients on our investment approach and strategies

**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

**Compensation:**

  • $80,000 - $130,000 base salary per year in WA
  • Eligible for discretionary bonus based on firm and individual performance


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