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Financial Counselor

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

Job Detail

  • location_on
    Location Dallas, 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 high-net-worth clients primarily located in the UK. This role focuses on providing exceptional service through proactive communication and education on investment strategies while adhering to UK regulatory standards. The position is onsite in Plano, Texas, and is dedicated to fostering strong client relationships without the need for prospecting.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Connect with clients quarterly to review asset allocation and financial goals
  • Educate clients on portfolio strategy, investments, and market events
  • Collaborate with internal teams to provide the best client service
  • Understand and adhere to UK regulatory practices

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 consultative approach focused on client satisfaction

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 primary caregiver leave and fertility assistance
  • Inclusive culture and customized learning and development framework
  • 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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