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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 Vancouver, 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 to serve high-net-worth clients in the UK while based in the United States. The role focuses on building client relationships, providing financial education, and strategizing portfolio management without the pressure of prospecting.

Key responsibilities

  • Build trusting 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 enhance client 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
  • Ability to pass the Series 65 exam or equivalent
  • Strong consultative approach with client focus

What the company offers

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