Financial Consultant

6 days ago

Clearwater, United States Fisher Investments Full time

Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

 

The Opportunity:

 

As an Investment Counsellor, you are 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 give our clients the best service possible. 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, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL.

 

The Day-to-Day:

 

As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:

  • Work with our UK clients to build a trusting and professional relationship
  • 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
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
  • 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

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

  • Financial Consultant

    6 days ago

    Clearwater, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Financial Consultant

    1 month ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation...

  • Financial Consultant

    4 months ago

    Clearwater, FL, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • Financial Advisor Development Professional

    2 weeks ago

    Clearwater, United States Simplicity Group Holdings Full time

    Role OverviewWe are seeking a seasoned Financial Advisor Development Professional to join our team at Simplicity Group Holdings. This dynamic role will focus on acquiring new financial advisors, fostering existing relationships, and empowering advisors to reach the next level of production using our innovative tools and consultative sales process.

  • Senior Financial Consultant

    1 month ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Financial Counselor

    3 months ago

    Clearwater, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • Financial Counselor

    4 weeks ago

    CLEARWATER, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...

  • UK Investment Counsellor

    4 months ago

    Clearwater, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • UK Investment Counsellor

    4 months ago

    Clearwater, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • UK Investment Counsellor

    7 days ago

    CLEARWATER, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Mechanical Engineer, P.E.

    2 weeks ago

    Clearwater, United States Efi Global Full time

    The 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. If this does not apply to you please use the 'Apply' option. IF YOU CARE, THERE’S A PLACE FOR YOU HERE EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of...

  • Global Sales Professional

    2 weeks ago

    Clearwater, Florida, United States PODS Enterprises, LLC Full time

    PODS Enterprises, LLC is seeking a highly motivated and results-driven Global Sales Professional to join our team.As a Global Sales Professional, you will be responsible for promoting and selling PODS products and services, utilizing our 5-step consultative sales process to provide customers with the best value for their money. This role requires exceptional...

  • UK Investment Counsellor

    3 months ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Portfolio Counselor

    1 week ago

    Clearwater, United States Fisher Investments Full time

    Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...

  • Senior Performance Engineer

    5 months ago

    Clearwater, United States Energy Systems Group Full time

    ENERGY SYSTEMS GROUP is looking for a Senior Performance Engineer to join our Public Sector East team in Florida. Frequent travel (approximately 25%- 50%), including overnight stays is required. The Senior Performance Engineer is the primary technical project developer with in the northeast region. As the primary resource for technical expertise, Account...

  • UK Investment Counsellor

    4 months ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • UK Investment Counsellor

    3 months ago

    Clearwater, FL, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...

  • Travel PA

    1 week ago

    Clearwater, United States Locum Jobs Online Full time

    LocumJobsOnline is working with Adelphi Medical Staffing to find a qualified Neurosurgery PA in Clearwater, Florida, 33756 About The Position Job Quick Facts: • Specialty: Neurosurgery PA • Job Type: Locum Tenens • Facility Location: Clearwater, FL • Service Setting: Inpatient/Outpatient • Reason For Coverage: Supplemental • Coverage Period: ASAP...

  • Sage Intacct Integration Specialist

    2 months ago

    Clearwater, United States Ledgent Technology Full time

    Job Summary:We are seeking an experienced Sage Consultant to lead the integration of Sage to Sage Intacct. The ideal candidate will be responsible for managing the end-to-end integration process, ensuring seamless data migration, system configuration, and optimization. This role involves collaborating with cross-functional teams to align business processes...

  • Cath Lab Technologist for Travel Assignment

    2 weeks ago

    Clearwater, United States Remede Consulting Group Full time

    Travel Cath Lab Technologist OpportunityWe are seeking a skilled Cath Lab Technologist to join our team for a travel assignment in Florida.Job Details:Specialty: Cath Lab TechnologistEmployment Type: TravelDuration: 13 weeksShift: 10 hours, daysHours per Week: 40About the Assignment:This is an exciting opportunity to work with a top facility in Clearwater,...