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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 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
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to serve high-net-worth clients in the UK from their office in Plano, Texas. This role involves building and maintaining client relationships, educating clients on investment strategies, and collaborating with internal teams to deliver top-tier service while adhering to regulatory practices.

Key responsibilities

  • Build and maintain trusting professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy and market events
  • Gradually build a roster of high-net-worth clients through collaboration with the sales team
  • Demonstrate knowledge of UK regulatory practices

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management or client services
  • Ability to pass the Series 65 exam or equivalent
  • Consultative selling approach with a focus on client experience

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
  • Learning and development framework customized for every employee
  • Hybrid work from home program eligibility 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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