Financial Counselor
Fisher Investments
Investment Management
97030 Gresham, OR - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
In this role you serve UK high-net-worth clients from Fisher Investments, acting as the central voice to coordinate with portfolio decision-makers and client service teams. You work within a fee-only fiduciary framework and join a structured training program to deepen understanding of our unique approach. Based in Camas, WA, you’ll collaborate with sales to grow your client roster while prioritizing long-term financial goals and regulatory knowledge.
Compensation / Benefits
- 100% paid medical, dental and vision premiums for you and qualifying dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including Paid Primary Caregiver Leave and fertility/family forming assistance
- Hybrid work-from-home program (subject to change)
- Great Place to Work Certification
Tasks
- Build trusting, professional relationships with UK clients
- Proactively review asset allocation with clients on a quarterly basis
- Educate clients on our top-down portfolio strategy, market events, and competitive landscape
- Collaborate with sales to expand your roster of high-net-worth clients within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to related operational responsibilities
Key requirements
- Bachelor's degree or equivalent work experience
- 2+ years of experience in asset management, financial and client services
- Series 65 exam or equivalent
- Achieve results and deliver unparalleled service
- Thoughtful consultative approach with strong client focus
Description
In this role you serve UK high-net-worth clients from Fisher Investments, acting as the central voice to coordinate with portfolio decision-…
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