UK Investment Counsellor (Financial Advisor Alternative)

Fisher Investments

4.1

(21)

Camas, WA

Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.
  • #2024-13729

    Position summary

    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

    Compensation:

    • $75,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience

    • Eligible for discretionary bonus based on firm and individual performance

    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

    FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

    Why you should apply for a job to Fisher Investments:

  • 4.1/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 86% say women are treated fairly and equally to men
  • 76% would recommend this company to other women
  • 71% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • All women are eligible for 18-20 weeks of time off for bonding after childbirth; non-birthing parents are eligible for up to 12 weeks.
  • 20 days of PTO, plus 9 paid holidays.
  • Offering up to 10 days annually for back-up childcare.