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International Investment Counselor (US Based) - UK Clients

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

Job Detail

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    Location Clearwater, 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:
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    Apply Before: Sep 28, 2026

Job Description

Overview

As an International Investment Counselor at Fisher Investments, you will work with high-net-worth clients based in the UK while being located in the United States. This role involves building and maintaining professional relationships, educating clients on investment strategies, and collaborating with internal teams to provide exceptional service without the need for prospecting.

Key responsibilities

  • Build trusting and professional relationships with UK clients.
  • Connect with clients quarterly to review asset allocation and financial goals.
  • Educate clients on portfolio strategy and market events.
  • Rely on the sales team to gradually build a client roster.
  • Demonstrate knowledge of UK regulatory practices.

Required skills

  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management and financial services
  • Knowledge of UK regulatory practices
  • Ability to pass the Series 65 exam or equivalent
  • Consultative approach with an emphasis on client focus

What the company offers

  • 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-week Paid Primary Caregiver Leave and $10,000 assistance for fertility and family forming

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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