Financial Counselor
Fisher Investments
Investment Management
Vancouver, WA - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
As an International Investment Counselor, you serve UK clients from the US, acting as the primary voice for Fisher Investments International. You collaborate with internal portfolio decision-makers and sales teams to deliver high-touch, fiduciary client service. You’ll focus on asset allocation reviews, educating clients on top-down strategies, and maintaining regulatory awareness. The role offers training and a clear path for career development in a reputable, fee-only firm with strong client outcomes.
Compensation / Benefits
- 100% paid medical, dental and vision premiums
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO + 10 paid holidays
- Family Support programs including Paid Primary Caregiver Leave and fertility support
- Hybrid work from home program (in-office role)
- Equal opportunity employer
Tasks
- Build trusting relationships with UK clients
- Proactively review asset allocation with clients on a quarterly basis
- Educate clients on top-down portfolio strategy, investments, and market events
- Support roster growth by collaborating with the sales team
- Demonstrate knowledge of UK regulatory practices and align with operational responsibilities
Key requirements
- Bachelor or equivalent work experience
- 2+ years in asset management, financial and client services
- Pass the Series 65 or equivalent
- Results-oriented with a client-focused, consultative approach
Description
As an International Investment Counselor, you serve UK clients from the US, acting as the primary voice for Fisher Investments International…
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