UK Investment Counsellor

6 days ago

Portland, Oregon, United States Fisher Investments Full time
The Opportunity

As an Investment Counsellor, you will be the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to provide exceptional service to our clients.

We take pride in our commitment to being a fee-only fiduciary firm, which means our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, you will receive 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 Camas, WA.

The Day-to-Day

As a UK Investment Counsellor, you will work with our UK clients to build trusting and professional relationships. You will proactively connect 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.

You will educate clients on our top-down portfolio strategy, their investments, important market events, and the competitive landscape. Our sales team will rely on you to gradually build your roster of high-net-worth clients within the first year.

You will demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities.

Your Qualifications
  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial, and client services
  • Required to pass the Series 65 exam or equivalent
  • Achieve results and provide unparalleled service
  • A thoughtful consultative approach with an emphasis on client focus
Compensation

$80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance.

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:

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 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

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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