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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 Portland, Oregon, 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 to service high-net-worth clients in the UK from their location in the United States. This role involves fostering client relationships, providing financial education, and collaborating with internal teams to ensure client satisfaction without the need for prospecting.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Connect with clients quarterly to review asset allocations and long-term financial goals
  • Educate clients on portfolio strategies and market events
  • Collaborate with the sales team to build a roster of high-net-worth clients
  • 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
  • Strong client focus and consultative approach

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 Paid Primary Caregiver Leave and $10,000 fertility assistance
  • Great Place to Work Certification and inclusive culture

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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