Investment Management Consultant II – Managed Accounts

Fidelity Investments Inc.; Westlake (TX); Presencial; USD 120.000 - 160.000; Jornada completa

Descripción de la vacante

Fidelity Investments is seeking an Investment Management Consultant II to serve as a product authority on Fidelity Managed Accounts. You will focus on customer experience, retention, and sales in coordination with Financial Consultants or Wealth Planners.

This is a high-touch, direct-contact role addressing complex client needs, including Annual Strategic Reviews and risk mitigation. You will work with Portfolio Advisory Services within the Wealth unit to help clients meet their long-term goals

Formación

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• Professional designation (CFP) preferred
• Minimum 7 years of financial relationship management experience
• Bachelor’s degree or equivalent experience
• Deep understanding of managed account industry and Fidelity’s managed offerings
• Broad-based knowledge of financial planning, investments, and market movements
• Understanding of asset allocation, tax planning, and estate planning

Responsabilidades

• Act as a product authority on Fidelity Managed Accounts and the managed account process
• Address complex managed account sales and client management needs
• Participate in joint calls with Financial Consultants during Annual Strategic Reviews to support retention and identify sales opportunities
• Conduct pre- and post-sales conversations with clients on performance, fees, and portfolio construction
• Support compliance and proper funding, investing procedures and risk mitigation

Conocimientos

FINRA licenses

State registrations

Consultative sales

Client/book management

Time management

Decision making

Managed accounts knowledge

Product knowledge (PAS)

Strong communication

Industry awareness

Relationship building

Portfolio advisory

Educación

Bachelor’s degree or equivalent experience

Descripción del empleo

Fidelity Investments is seeking an Investment Management Consultant II to serve as a product authority on Fidelity Managed Accounts. You will focus on customer experience, retention, and sales in coordination with Financial Consultants or Wealth Planners.

This is a high-touch, direct-contact role addressing complex client needs, including Annual Strategic Reviews and risk mitigation. You will work with Portfolio Advisory Services within the Wealth unit to help clients meet their long-term goals