International Investment Counselor (US Based) - UK Clients
Company: Fisher Investments
Location: Gresham
Posted on: January 6, 2026
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Job Description:
Job Description Do you have an interest in working in the United
States with high-net-worth clients living in the UK? Come join our
firm as an International Investment Counselor to service a roster
of high-net-worth clients. Since 2009, Fisher Investments
International has developed a specialized approach focused on our
private clients. With a firm structure that practices separation of
sales and client service, you don't have to wear the "many hats" of
a typical Financial Professional. No prospecting required. Now is
your opportunity to use your finance experience to better the
investment universe. The Opportunity: As an International
Investment Counselor, you are the voice of Fisher Investments to
our clients in the United Kingdom. You will partner with our
internal portfolio decision-makers, auxiliary research teams,
client service associates, and renowned sales team to give our
clients the best service possible. With our commitment to being a
fee-only fiduciary firm, you'll appreciate knowing our compensation
structure aligns with our clients' best interests without relying
on commissions. Through our unique training program, Fisher
Investments offers an elevated finance and capital markets
education to understand our firm's unique approach. You will report
to your group manager whose previous experience in the role will
assist you in navigating client relationships and provide
personalized career development. This onsite position is located in
Camas, WA. The Day-to-Day: As a International Investment Counselor,
you are the central voice of Fisher Investments International,
working from the United States. You will: - Work with our UK
clients to build a trusting and professional relationship -
Proactively connect with clients on a quarterly basis to review
their asset allocation and ensure we're on the right track towards
their long term financial goals - Educate clients on our top-down
portfolio strategy, their investments, important market events and
competitive landscape - Rely on our sales team to gradually build
your roster of high-net-worth clients within the first year -
Demonstrate knowledge of UK regulatory practices and adhere to
associated operational responsibilities Your Qualifications: -
Bachelor's degree or equivalent work experience - 2 years of
experience in asset management, financial and client services -
Required to pass the Series 65 exam or equivalent - Achieve results
and provide unparalleled service - A thoughtful consultative
approach with an emphasis on client focus Compensation: - $80,000 -
$130,000 base salary per year in the state of WA. New hires should
expect to start at the lower end of the range depending on
experience - Eligible for discretionary bonus based on firm and
individual performance Why Fisher Investments: We work for a bigger
purpose: bettering the investment universe. We take great pride in
our inclusive culture, our learning and development framework
customized for every employee, and our Great Place to Work
Certification. It's the people that make the Fisher purpose
possible, and we invest in them by offering exceptional benefits
like: - 100% paid medical, dental and vision premiums for you and
your qualifying dependents - A 50% 401(k) match, up to the IRS
maximum - 20 days of PTO, plus 10 paid holidays - Family Support
programs including 8 week Paid Primary Caregiver Leave, $10,000
fertility, family forming, and hormonal health assistance, and
back-up child, adult, and elder care - This is an in-office role.
Based on your role, tenure, and performance eligibility you may
have the opportunity to participate in our hybrid work from home
program. This program is subject to change. FISHER INVESTMENTS IS
AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Gresham , International Investment Counselor (US Based) - UK Clients, Accounting, Auditing , Gresham, Oregon
