International Investment Counselor (US Based) - UK Clients
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 the United States, acting as the central voice for Fisher Investments International. You collaborate with internal decision-makers and service teams to deliver top-tier, fiduciary-driven service. You’ll educate clients on our top-down approach and market context while supporting cross-functional client growth. This onsite position in Camas, WA offers a structured path with strong compliance and development focus.
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 plus 10 paid holidays
- Family support programs including caregiving leave and fertility/family health assistance
- Hybrid work-from-home option (subject to change)
- Equal opportunity employer
Tasks
- Build trusting, professional relationships with UK clients
- Conduct quarterly reviews of asset allocation and progress toward goals
- Educate clients on top-down portfolio strategy, investments, and market context
- Collaborate with sales to grow your roster of high-net-worth clients
- Demonstrate knowledge of UK regulatory practices and related operational duties
Key requirements
- Bachelor or equivalent work experience
- 2+ years in asset management, financial and client services
- Series 65 exam or equivalent
- Proven results and high-level client service
- Thorough, consultative client-focused approach
Description
In this role you serve UK high-net-worth clients from the United States, acting as the central voice for Fisher Investments International. Y…
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