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UK Investment Counselor (Financial Advisor/Stock Broker Alternative) (2019-8134)

Camas, WA, United States


Job Description


Are you a high achiever? Do you have passion? Drive? Do you want to be innovative? Do you love to build relationships and educate? Are you interested in other cultures? Do you already have experience with the culture and language of the United Kingdom? Do you challenge yourself to continue to grow and develop? If so, our UK Investment Counselor role is the opportunity for you.


The Opportunity:

Be the voice of Fisher Investments from our office in Camas, Washington, to our high-net-worth clients in Europe, as a UK Investment Counselor. You will spend your time educating each of our clients on our investment philosophy, explaining why we’ve made certain decisions for their particular portfolio, and helping them understand events in the market—all to help each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building relationships based on trust and the expertise that Fisher Investments offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.


The Day-to-Day:
When you come to work for us as an Investment Counselor, we provide you with an arsenal of support, including:

  • An assigned roster of high–net-worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
  • An advanced finance and capital markets education through our training and mentoring program, allowing you to learn how our firm is different from our competitors and why that gives us a competitive advantage.
  • Internal portfolio decision-makers and auxiliary research teams who handle the portfolio itself, meaning you can focus on providing unparalleled customer service. You’re free to take off your “many hats” and become an expert in client relationship management and education.
  • Ongoing career development, empowering you to discover your own career path.
  • Opportunities for advancement driven by performance and attitude.
  • Competitive compensation that aligns your interest with the client’s, instead of working against each other. 

Your Qualifications:
You’re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships as opposed to selling products or trading accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first.


Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.







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