Job Information
Fisher Investments Company UK Investment Counselor (Financial Advisor Alternative) in Plano, Texas
UK Investment Counselor (Financial Advisor Alternative)
Plano, TX, United StatesService9396
Job Description
Overview
Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join our team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counselor!
The Opportunity:
As a UK Investment Counselor we provide you with an abundance of support. Through our unique training and mentorship program,you willreceive an elevated finance and capital markets education. Our UK Investment Counselors partner with our internal portfolio decision-makers and auxiliary research teams, client service associates and renowned sales team. With our commitment to being a fee-only fiduciary firm,you’llappreciate knowing our compensation structure aligns with our clients’ best interests without relying on commissions.You will report toyour group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
As a UK Investment Counselor, serving UK clients from our US officesyou will:
Help your clients understand our top-down portfolio strategy by walking them through specific investments and highlighting important events in the market
Rely on our UK sales team to gradually build your roster of high-net-worth UK clients within the first year
Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
Proactivelyconnect 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.
Demonstrate knowledge of UK regulatory practices andadhere toassociated operational responsibilities
Your Qualifications:
3+ years of experiencein asset management, financial and client services
Required to pass the Series 65 exam or equivalent
Previous Investment industry experience
Drive results and provide unparalleled service
Ability to think criticallyand manage complexity witha consultative communication style
Why Fisher Investments
At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it’s the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:
100% coverage of premiums for health, vision and dental insurance
A 50%401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
8 weekspaid Primary Caregiver Parental Leave
Back-up Child Care Program available, offering up to 10 days annually
A cumulative learning and development framework customized for every employee
An award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The Oregonian
We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.
*California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER