One million success stories. Start yours today.

International Investment Counselor (US Based) - UK Clients

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

Job Detail

  • location_on
    Location Portarlington, 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
Email to Friend Add to Favourite Report Abuse

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to work with high-net-worth clients in the UK from the United States. This role involves building and maintaining client relationships while providing personalized investment advice and service without the need for prospecting.

Key responsibilities

  • Serve as the primary contact for UK clients
  • Build and maintain trusting and professional relationships with clients
  • Conduct quarterly asset allocation reviews with clients
  • Educate clients on portfolio strategy, investments, and market events
  • Work with internal teams to enhance client service and support
  • Adhere to UK regulatory practices

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management or financial services
  • Knowledge of UK market and regulatory practices
  • Ability to provide exceptional client service
  • Consultative approach to client interactions
  • Required to pass the Series 65 exam or equivalent

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 8 weeks of Paid Primary Caregiver Leave
  • $10,000 assistance for fertility and family forming
  • Backup child, adult, and elder care support
  • Opportunities 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

Google Map

Related Jobs