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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 Saint Petersburg, Florida, 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 work with high-net-worth clients based in the UK. This role focuses on servicing clients from the United States, emphasizing client relationships, portfolio management, and financial advising without the need for prospecting.

Key responsibilities

  • Build trusting and professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation
  • Educate clients on portfolio strategy and market events
  • Collaborate with internal teams to provide exceptional service
  • Demonstrate knowledge of UK regulatory practices

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and client services
  • Knowledge of UK regulatory practices
  • Required to pass the Series 65 exam or equivalent
  • Strong communication and consultative skills

What the company offers

  • 100% paid medical, dental and vision premiums for employees and dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family support programs including paid caregiver leave and fertility 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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