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International Investment Counselor (US Based) - UK Clients

Date Posted: Jun 23, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Clearwater, Florida, 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
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients living in the UK while working from the United States. This role focuses on building strong client relationships and providing exceptional service without the need for prospecting, thanks to a firm structure that emphasizes client service over sales.

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
  • Collaborate with internal teams to deliver top-notch client service
  • Demonstrate knowledge of UK regulatory practices and adhere to operational responsibilities

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and client services
  • Knowledge of financial analysis and investment strategy
  • Ability to pass the Series 65 exam or equivalent
  • Strong consultative approach with client focus

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and 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 financial assistance for fertility and family forming

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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