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International Investment Counselor (US Based) - UK Clients

Date Posted: Jun 29, 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 27, 2026

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to work with high-net-worth clients in the UK from their Dallas, Texas office. This role focuses on building client relationships, educating clients on investment strategies, and ensuring adherence to UK regulatory practices, while fostering an environment that emphasizes client-centric service without the pressure of prospecting.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategies and market events
  • Work with the sales team to gradually build a roster of high-net-worth clients
  • Demonstrate knowledge of UK regulatory practices and operational responsibilities

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and client services
  • Series 65 exam or equivalent
  • Consultative approach with client focus

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

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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