UK Investment Counsellor (Financial Advisor Alternative)
Company: Fisher Investments
Location: Grand Prairie
Posted on: May 10, 2022
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Job Description:
Are you interested in building relationships and financially
educating UK clients? Do you enjoy working with other cultures
while developing your career?--Join our team and be part of our
growing--presence in the United Kingdom market, by becoming a UK
Investment Counsellor! The Opportunity: As a UK Investment
Counsellor we provide you with an abundance of support. Through our
unique training and mentorship program, you will receive an
elevated finance and capital markets education. Our UK Investment
Counsellors--partner with--our internal portfolio decision-makers
and auxiliary research teams, client service associates and
renowned sales team. With our commitment to being a fee-only
fiduciary firm, you'll appreciate knowing our compensation
structure aligns with our clients' best interests without relying
on commissions. You will report to your group manager whose
experience in the role will assist you in navigating client
relationships and provide personalized career development. The
Day-to-Day: As a UK Investment Counsellor, serving UK clients from
our US--offices you will : Help your clients understand our
top-down portfolio strategy by walking them through specific
investments and highlighting important events in the market Rely on
our UK sales team to gradually build your roster of high-net-worth
UK clients within the first year Be the heart of our Private Client
Group, build trusting relationships with our clients and educate
them on our top-down portfolio strategy, their investments and
important market events. Proactively connect with clients on a
quarterly basis to review their asset allocation and ensure we're
on the right track towards their long term financial goals.
Demonstrate knowledge of UK regulatory practices and adhere to
associated operational responsibilities Your Qualifications: 3+
years of experience in asset management, financial and client
services Required to pass the Series 65 exam or equivalent Previous
Investment industry experience Drive results and provide
unparalleled service Ability to think critically and--manage
complexity with a consultative communication style Why Fisher
Investments At Fisher Investments, we work for a bigger purpose:
bettering the investment universe. From unmatched service to unique
perspectives on investing, it's the people that make the Fisher
purpose possible. And we invest in them by offering exceptional
benefits like: 100% paid medical, dental and vision premiums for
you and your qualifying dependents A 50% 401(k) match , up to the
IRS maximum 20 days of PTO*, plus 9 paid holidays 8 weeks paid
Primary Caregiver Parental Leave Back-up Child Care Program
available, offering up to 10 days annually A cumulative learning
and development framework customized for every employee An
award-winning work environment - we're Great Place to Work
Certified, and Top Workplace winners from The Oregonian We take
great pride in our inclusive culture. We value the different
perspectives and unique skills you bring to the team - it makes us
all better.--Success at Fisher Investments is motivated by results,
a collaborative mindset and a commitment to accomplishing great
things - so if you are ready to do that, we are ready for you!
Apply today to be a part of a team environment where you make a
difference in the lives of people by bettering the investment
universe. *California employees accrue up to 17 days of PTO and 3
days of sick time per year. FISHER INVESTMENTS IS AN EQUAL
OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Grand Prairie , UK Investment Counsellor (Financial Advisor Alternative), Accounting, Auditing , Grand Prairie, Texas
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