UK Investment Counsellor (Financial Advisor Alternative)

Company: Fisher Investments
Location: Plano
Posted on: April 17, 2024

Job Description:

Are you interested in building relationships and financially educating UK clients? Do you enjoy working with other cultures while developing your career? Join the Fisher Investments team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor!

The Opportunity:

As a Fisher Investments UK Investment Counsellor we provide you with an abundance of support. Through our unique training and mentorship program, you will receive an elevated finance and capital markets education. Our UK Investment Counsellors 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'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. You will report to your 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 Counsellor, serving UK clients from our US offices you 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
• 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
• Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
  Your Qualifications:
  
  • 3+ years of experience in asset management, financial and client services
  • Required to pass the Series 65 exam or equivalent
  • Previous Investment industry experience
  • Achieve results and provide unparalleled service
  • Ability to think critically and manage complexity with a consultative communication style
    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 (*17 days of PTO and 3 days of sick time for California employees)
    • Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
    • $10,000 fertility, hormonal health and family-forming benefit
      FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Keywords: Fisher Investments, Richardson , UK Investment Counsellor (Financial Advisor Alternative), Accounting, Auditing , Plano, Texas