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International Investment Counselor (US Based) - UK Clients

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

Job Detail

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    Location Portarlington, Texas, 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

Job Description

Overview

Fisher Investments is seeking an International Investment Counselor to provide premium service to high-net-worth clients based in the UK while working from the US. This role allows you to focus solely on client service without the traditional pressure of prospecting, ensuring alignment with client interests by operating as a fee-only fiduciary firm.

Key responsibilities

  • Build and maintain trusting and professional relationships with UK clients
  • Proactively connect with clients quarterly to review asset allocation and financial goals
  • Educate clients on portfolio strategies, investments, and market developments
  • Collaborate with internal teams to enhance client service
  • Comply with 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
  • Client-focused 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 paid caregiver leave and fertility assistance
  • Great Place to Work Certification and a commitment to inclusive culture

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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