Financial Counselor
Fisher Investments
Investment Management
Camas, WA - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
As an International Investment Counselor, you will serve UK-based high-net-worth clients from the US, partnering with portfolio decision-makers and client service teams. You’ll review asset allocations quarterly, educate clients on top-down portfolio strategy and market events, and help grow your roster with support from the sales team. The role emphasizes a fiduciary, fee-only model and client-focused service. This is an onsite position in Camas, WA, with potential for a hybrid program.
Compensation / Benefits
- 100% paid medical, dental and vision premiums for you and dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO + 10 holidays
- Family Support programs including paid caregiver leave and fertility/family health assistance
- Hybrid work-from-home option available
- Great Place to Work Certification
Tasks
- Build trusting, professional relationships with UK clients
- Quarterly asset allocation reviews to align with long-term goals
- Educate clients on top-down portfolio strategy, investments, and market events
- Collaborate with sales to grow your client roster
- Demonstrate knowledge of UK regulatory practices and related operations
Key requirements
- Bachelor's degree or equivalent work experience
- 2+ years in asset management, financial services or client services
- Series 65 (or equivalent)
- Results-driven with strong client service orientation
- Thoughtful consultative approach with client focus
Description
As an International Investment Counselor, you will serve UK-based high-net-worth clients from the US, partnering with portfolio decision-mak…
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