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RemoteWorker US 4 days ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
RemoteWorker US Get AI-powered advice on this job and more exclusive features. Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity
As an International 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 Plano, TX.
The Day-to-Day
As a International 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
Your Qualifications
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
Why Fisher Investments
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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at RemoteWorker US by 2x Get notified about new Financial Consultant jobs in
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Financial Consultant
role at
RemoteWorker US 4 days ago Be among the first 25 applicants Join to apply for the
Financial Consultant
role at
RemoteWorker US Get AI-powered advice on this job and more exclusive features. Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity
As an International 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 Plano, TX.
The Day-to-Day
As a International 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
Your Qualifications
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
Why Fisher Investments
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, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Staffing and Recruiting Referrals increase your chances of interviewing at RemoteWorker US by 2x Get notified about new Financial Consultant jobs in
Dallas, TX . Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Analyst - Dallas
Director of Financial Planning and Analysis
Audit (Business and Finance) | Analyst | Dallas
Dallas, TX $27,550.00-$125,000.00 2 days ago Addison, TX $130,000.00-$140,000.00 17 hours ago Consultant - Corporate Finance - Transaction Advisory
Director, Private Equity Investment Management Advisory (OPEN TO ALL US LOCATIONS)
Dallas-Fort Worth Metroplex $80,000.00-$90,000.00 1 day ago Financial Advisor - Career Changers Encouraged to Apply!
Dallas, TX $115,000.00-$280,000.00 3 days ago Financial Advisor - Dallas (Career Changers Encouraged to Apply!)
Dallas, TX $50,000.00-$250,000.00 2 months ago Plano, TX $65,000.00-$90,000.00 3 days ago Dallas, TX $150,000.00-$150,000.00 2 weeks ago Executive Director, Family Office Resources Generalist
J.P. Morgan Wealth Management – Private Client Advisor - Downtown Dallas, TX
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr