UK Investment Counsellor (Financial Advisor Alternative)
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About The Position
As an Investment Counsellor at Fisher Investments International, you will play a pivotal role in servicing high-net-worth clients based in the UK while working from the United States. This position is designed for individuals who are passionate about finance and client service, and who wish to leverage their expertise in a supportive and structured environment. Since its inception in 2009, Fisher Investments International has developed a specialized approach to managing private client investments, emphasizing a clear separation between sales and client service roles. This means that as an Investment Counsellor, you will not be required to engage in prospecting, allowing you to focus entirely on providing exceptional service to your clients. In this role, you will be the primary point of contact for our UK clients, representing Fisher Investments and ensuring that their investment needs are met with the highest standards of professionalism and care. You will collaborate closely with internal portfolio decision-makers, research teams, client service associates, and our renowned sales team to deliver comprehensive and tailored investment solutions. Our firm operates as a fee-only fiduciary, which means that your compensation structure is aligned with the best interests of your clients, free from commission-based incentives. This unique approach not only fosters trust but also enhances the overall client experience. Fisher Investments is committed to your professional growth, offering a unique training program that provides an elevated education in finance and capital markets. This training will equip you with the knowledge necessary to understand our firm's distinctive investment strategies and to effectively communicate these to our clients. You will report directly to your group manager, who has extensive experience in the role and will assist you in navigating client relationships while providing personalized career development opportunities. This position is based onsite in Plano, TX, and offers a dynamic and engaging work environment.
