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Financial Consultant

Date Posted: Jun 30, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Portland, 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
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to serve high-net-worth clients from the UK. This role focuses on building professional relationships and ensuring exceptional client service without the need for prospecting, leveraging the firm's fiduciary model and unique training program.

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 develop 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 client services
  • Knowledge of UK regulatory practices
  • Ability to pass the Series 65 exam or equivalent
  • Strong communication and problem-solving skills

What the company offers

  • Base salary of $80,000 - $130,000 per year
  • Eligible for discretionary bonus based on performance
  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including paid primary caregiver leave and fertility assistance
  • Opportunity for hybrid work from home program based on role and performance

Skills Required

Company Overview

Fisher Investments
United States of America
144 Current Jobs Openings

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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