International Investment Counselor (US Based) - UK Clients
Fisher Investments
Investment Management
Vancouver, WA - USA
Senior Specialist / Project Manager
Hybrid
Experteer Overview
In this role you serve as the main liaison for Fisher Investments International, supporting UK high-net-worth clients from the US. You will build trust-based relationships, coordinate with internal portfolio decision-makers, and ensure high-quality client service within a fee-only fiduciary framework. You’ll learn Fisher’s unique approach through the training program and contribute to client outcomes by reviewing allocations, communicating market insights, and staying compliant with UK practices. This is an in-office, impact-driven opportunity anchored in Camas, WA.
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 caregiver leave and fertility/family forming assistance
- Hybrid work-from-home option (where applicable)
- Great Place to Work Certification
Tasks
- Build trusting, professional relationships with UK clients
- Proactively connect with clients quarterly to review asset allocation and progress toward long-term goals
- Educate clients on top-down portfolio strategy, investments, market events, and competitive landscape
- Collaborate with sales to gradually grow the client roster within the first year
- Demonstrate knowledge of UK regulatory practices and adhere to related operational responsibilities
Key requirements
- Bachelor or equivalent work experience
- 2+ years in asset management, financial services, or client services
- Series 65 exam or equivalent
- Track record of achieving results and delivering outstanding service
- Thoughtful, consultative approach with strong client focus
Description
In this role you serve as the main liaison for Fisher Investments International, supporting UK high-net-worth clients from the US. You will …
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