What are the responsibilities and job description for the Strategic Financial Partner - UK Markets position at Fisher Investments?
About the Role:
Fisher Investments seeks an experienced Investment Counsellor to provide exceptional service to high-net-worth clients in the United Kingdom. As a key member of our team, you will collaborate with internal portfolio decision-makers, research teams, client service associates, and sales professionals to deliver tailored investment solutions.
Day-to-Day Responsibilities:
Establish trusting relationships with UK-based clients, prioritizing their needs and goals.
Regularly engage with clients (quarterly) to review their asset allocation strategies and ensure alignment with long-term objectives.
Educate clients on our top-down portfolio approach, investments, market insights, and competitive landscape, fostering informed decision-making.
Leverage the expertise of our sales team to expand your client base within the first year, focusing on building strong relationships.
Demonstrate knowledge of UK regulatory requirements and adhere to associated operational responsibilities.
Qualifications and Requirements:
Bachelor's degree or relevant work experience.
A minimum of 2 years' experience in asset management, financial services, or client-facing roles.
Must pass the Series 65 exam or equivalent to demonstrate proficiency.
Deliver outstanding results and exceptional client service through a consultative approach.
Compensation Package:
$80,000-$130,000 base salary per year in Washington state. New hires can expect to start at the lower end of the range based on experience.
Eligibility for discretionary bonuses tied to individual and firm performance.
Salary : $80,000 - $130,000
