- Build strong relationships with UK clients
- Engage with clients regularly to review asset allocation
- Educate clients on investment strategies and market events
- Grow your client base gradually
- Ensure compliance with UK regulatory practices
- Bachelor's degree or equivalent experience
- 2+ years in asset management or financial services
- Series 65 exam completion
- Client-focused and results-oriented
- Strong communication and consultative skills
- Medical, dental, and vision coverage
- 401(k) matching
- Generous PTO and family support programs
- Diverse benefits including fertility and family-forming assistance
UK Investment Counsellor - Plano, United States - Fisher Investments
Description
Join our team as an Investment Counsellor for high-net-worth clients at Fisher Investments International. With us, you won't have to juggle multiple roles like a typical Financial Professional. Use your finance experience to make a difference in the investment world.
Exciting Opportunity:
As an Investment Counsellor, you represent Fisher Investments to UK clients. Collaborate with internal teams and leverage our unique training program. This role, based in Plano, TX, offers a structured approach without sales pressure.
Responsibilities:
Your Qualifications:
Why Choose Us:
At Fisher Investments, we aim to enhance the investment landscape. Enjoy a supportive culture, tailored development programs, and competitive benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER