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International Investment Counselor (US Based) - UK Clients

Date Posted: Jun 29, 2026
Yearly: £ - £
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Job Detail

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    Location Garland, 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:
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    Apply Before: Sep 27, 2026
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to service high-net-worth clients in the UK from their office in Garland, Texas. This role focuses on building relationships with these clients while ensuring their investment needs align with their long-term financial goals, all while adhering to UK regulatory practices.

Key responsibilities

  • Build and maintain trusting relationships with UK clients
  • Connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategies and market events
  • Work with internal teams to provide exceptional service
  • Demonstrate knowledge of UK regulatory practices

Required skills

  • Bachelor's degree or equivalent experience
  • 2+ years in asset management or client services
  • Knowledge of financial planning and portfolio management
  • Understanding of UK regulatory compliance
  • Ability to pass the Series 65 exam or equivalent
  • Strong relationship building and client service skills

What the company offers

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks of paid primary caregiver leave and $10,000 for fertility and family forming assistance
  • Opportunities for hybrid work from home program eligibility

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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