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Financial Consultant

Date Posted: Jun 29, 2026
Yearly: £ - £

Job Detail

  • location_on
    Location Gresham Park, Oregon, 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 28, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to work with high-net-worth clients based in the UK from their office in Camas, WA. This role involves building relationships, educating clients on investment strategies, and managing their asset allocation without the need for prospecting, supported by a commission-free compensation structure that prioritizes client interests.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy, investments, and market events
  • Work with the sales team to build a roster of high-net-worth clients
  • Adhere to UK regulatory practices and operational responsibilities

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and financial client services
  • Knowledge of UK regulatory practices
  • Ability to pass the Series 65 exam or equivalent
  • Client-focused consultative approach

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 paid caregiver leave and fertility assistance
  • Learning and development framework customized for every employee
  • Great Place to Work Certification

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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