UK Investment Counsellor (Financial Advisor Alternative)

Company: Fisher Investments
Location: Garland
Posted on: June 25, 2022

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 our team and be part of our growing presence in the United Kingdom market, by becoming a UK Investment Counsellor!
The Opportunity:
As a 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 responsibilitiesYour 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
  • Drive results and provide unparalleled service
  • Ability to think critically and manage complexity with a consultative communication styleWhy 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% 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 9 paid holidays
    • 8 weeks paid 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 OregonianWe 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

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