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International Investment Counselor (US Based) - UK Clients

Date Posted: Jun 30, 2026
Yearly: £ - £
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Job Detail

  • location_on
    Location Catacamas, Washington, 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 28, 2026
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Job Description

Overview

Fisher Investments is seeking an International Investment Counselor based in the United States to serve high-net-worth clients living in the UK. This role focuses on building trusting relationships with clients, educating them on investment strategies, and collaborating with internal teams to provide exceptional service without the pressure of sales prospecting.

Key responsibilities

  • Build and maintain professional relationships with UK clients
  • Review asset allocation with clients on a quarterly basis
  • Educate clients on portfolio strategies and market events
  • Gradually build a roster of high-net-worth clients with support from the sales team
  • Adhere to 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
  • Knowledge of UK regulatory practices
  • Ability to pass the Series 65 exam or equivalent
  • Consultative approach with strong client focus

What the company offers

  • $80,000 - $130,000 base salary per year
  • Eligible for discretionary bonuses based on firm and individual performance
  • 100% paid medical, dental and vision premiums for you 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 Paid Primary Caregiver Leave
  • $10,000 fertility, family forming, and hormonal health assistance

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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