UK Investment Counsellor

Company: Fisher Investments
Location: Gresham
Posted on: November 1, 2024

Job Description:

At Fisher Investments, we're seeking a skilled Investment Counsellor to join our team and provide exceptional service to our high-net-worth clients in the UK. As a key member of our team, you'll work closely with our internal portfolio decision-makers, research teams, and sales team to deliver tailored investment solutions that meet our clients' unique needs.The Opportunity:As an Investment Counsellor, you'll be responsible for building and maintaining strong relationships with our UK clients, providing them with expert guidance and support to achieve their long-term financial goals. You'll work closely with our portfolio decision-makers to develop and implement investment strategies that align with our clients' risk tolerance and financial objectives.The Day-to-Day:As a UK Investment Counsellor, your key responsibilities will include:

• Working closely with our UK clients to understand their investment goals and risk tolerance
• Developing and implementing tailored investment strategies to meet our clients' unique needs
• Providing regular portfolio reviews and updates to our clients
• Collaborating with our sales team to identify new business opportunities and grow our client base
• Staying up-to-date with market trends and regulatory changes that may impact our clients' investmentsQualifications:
  • Bachelor's degree or equivalent work experience
  • 2+ years of experience in asset management, financial services, or a related field
  • Series 65 exam or equivalent required
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skillsCompensation:
    • $80,000 - $130,000 base salary per year in the state of WA
    • Eligible for discretionary bonus based on firm and individual performanceWhy Fisher Investments:We're a fee-only fiduciary firm that prioritizes our clients' best interests above all else. We offer a supportive and inclusive work environment, with opportunities for professional growth and development. Our comprehensive benefits package includes 100% paid medical, dental, and vision premiums, a 50% 401(k) match, and 20 days of PTO per year.

Keywords: Fisher Investments, Corvallis , UK Investment Counsellor, Other , Gresham, Oregon