Fisher Investments
Job Location :
Dallas,TX, USA
Posted on :
2024-12-24T19:05:45Z
Job Description :
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 Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our privateclients. 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. Now is your opportunity to use your finance experience to better the investment universe.As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. 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. As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. 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 goalsEducate clients on our top-down portfolio strategy, their investments, important market events and competitive landscapeRely on our sales team to gradually build your roster of high-net-worth clients within the first yearDemonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilitiesBachelor's degree or equivalent work experience~2+ years of experience in asset management, financial and client services~ Why Fisher Investments:We work for a bigger purpose: bettering the investment universe. 100% paid medical, dental and vision premiums for you and your qualifying dependents~ 20 days of PTO, plus 10 paid holidays~ Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care~$FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
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