Financial Counselor
Fisher Investments
Investment Management
Portland, OR - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
In this role you serve as the primary voice for Fisher Investments International to UK high-net-worth clients. You collaborate with internal portfolio teams, research, and client service to deliver attentive, fiduciary-led service from the US. You’ll educate clients on our top-down strategy and market context while coordinating with a cross-functional team to support long-term goals. This position offers a structured, fee-only framework with strong development and a clear path to expanding your client roster. You join a mission-driven firm focused on elevating the investment universe and client outcomes.
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 8 week Paid Primary Caregiver Leave, fertility and family health support
- Potential participation in hybrid work-from-home program
- Great Place to Work Certification
Tasks
- Cultivate and maintain professional relationships with UK clients
- Proactively engage clients quarterly to review asset allocation and progress toward goals
- Educate clients on top-down portfolio strategy, investments, market events, and competitive landscape
- Collaborate with the sales team to grow the client roster within the first year
- Demonstrate knowledge of UK regulatory practices and uphold related operational duties
Key requirements
- Bachelor's degree or equivalent work experience
- 2+ years experience in asset management, financial services, and client services
- Series 65 or equivalent license
- Proven results and commitment to exceptional service
- Consultative, client-focused approach
Description
In this role you serve as the primary voice for Fisher Investments International to UK high-net-worth clients. You collaborate with internal…
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