International Investment Counselor (US Based) - UK Clients

At Fisher, it’s the people who drive our success and make our purpose possible. We have excellent opportunities for financial service professionals who want to grow a rewarding, long-term career at a firm where they can utilize their skills and reach their potential while helping our clients reach their goals.

Success Profile

At Fisher, our Financial Service Professionals demonstrate the following traits, and all are equally important to their success.

• Communicator
• Competitive
• Detail-Oriented
• Multi-Tasker
• Persuasive
• Sincere

Culture

Our financial professionals focus on providing unparalleled service in an industry known for cookie-cutter solutions and impersonal relationships. We understand clients deserve better. Our team of financial professionals communicates Fisher’s value proposition to high-net-worth investors and helps them reach their goals.

Are you interested in sharing your industry knowledge and serving as a liaison between a prospective client and the firm? Do you want to help us give people a better financial option? If you’re interested in making a difference and working for a mission-driven business, Fisher Investments might be the best place to take your career to the next level.

Potential Career Path

The Investment Counselor role is one of many exciting professional-level opportunities. We believe in career mobility – where you start is just the beginning of a rewarding Fisher career. Whether you serve as an Investment Counselor for the long term or decide to explore other groups and roles at the firm, you own your career journey.

You can start as an Investment Counselor, but after that, you can continue in any of the following departments:

• IC Management
• Research Analyst
• Legal & Compliance
• Recruiting/Human Capital
• Data & Analytics
• Marketing
• Corporate Finance
• Communications
• Information Security & Technology
• Operations
• IC Program Management
• Sales VP
• Specialized IC

Responsibilities

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 International Investment Counselor 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 International Investment Counselor, 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 Plano, TX.

The Day-to-Day:

As a International Investment Counselor, 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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER