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Financial Consultant

Date Posted: Jun 24, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Garland, Texas, United States of America
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 23, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to manage relationships with high-net-worth clients in the UK from their office in Plano, Texas. This role offers an opportunity to leverage financial expertise while focusing on customer service rather than prospecting, as the firm maintains a fee-only fiduciary structure.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategies and market events
  • Work with the sales team to grow your roster of clients
  • Demonstrate knowledge of UK regulatory practices

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and financial services
  • Ability to pass the Series 65 exam or equivalent
  • Strong communication and client service skills
  • Consultative approach with client focus

What the company offers

  • 100% paid medical, dental and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including 8 weeks of Paid Primary Caregiver Leave
  • $10,000 for fertility and family forming assistance
  • Back-up child, adult, and elder care
  • Opportunity for hybrid work from home program subject to eligibility and performance

Skills Required

Company Overview

United States of America

Fisher Investments is a privately held, multi-billion-dollar global investment firm focused on improving the investment universe. The firm takes pride in its inclusive culture and offers tailored learning and development opportunities for its employe... Read More

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