UK Investment Counsellor (Financial Advisor Alternative)
UK Investment Counsellor (Financial Advisor Alternative)
Fisher Investments
Vancouver, WA
See who Fisher Investments has hired for this role
Pay found in job post
Retrieved from the description.
Base pay range
The Opportunity
As an Investment Counsellor, you are the voice of Fisher Investments to our clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. 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. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.
The Day-to-Day
As a UK Investment Counsellor, you are the central voice of Fisher Investments International, working from the United States. You will:
- Work with our UK clients to build a trusting and professional relationship
- 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
- Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Required to pass the Series 65 exam or equivalent
- Achieve results and provide unparalleled service
- A thoughtful consultative approach with an emphasis on client focus
- $80,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
- Eligible for discretionary bonus based on firm and individual performance
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. 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 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at Fisher Investments by 2x
See who you knowGet notified about new Investment Advisor jobs in Vancouver, WA.
Sign in to create job alertSimilar jobs
People also viewed
-
Canadian Investment Counsellor
Canadian Investment Counsellor
-
Investment Counselor (Financial Advisor Alternative)
Investment Counselor (Financial Advisor Alternative)
-
Senior Finance Manager – Investment & Economic Analysis
Senior Finance Manager – Investment & Economic Analysis
-
Financial Consultant
Financial Consultant
-
Financial Advisor - CFP
Financial Advisor - CFP
-
Financial Advisor - Alliant Credit Union
Financial Advisor - Alliant Credit Union
-
VP, Investment Consultant – Sustainable Strategies
VP, Investment Consultant – Sustainable Strategies
-
UK Investment Counsellor (Financial Advisor Alternative)
UK Investment Counsellor (Financial Advisor Alternative)
-
UK Investment Counsellor (Financial Advisor Alternative)
UK Investment Counsellor (Financial Advisor Alternative)
-
Financial Advisor (Career Changers Encouraged)
Financial Advisor (Career Changers Encouraged)
Similar Searches
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More