Portfolio Advisory Investment Consultant II

Fidelity Investments Inc.; Smithfield (RI); Presencial; USD 110 000 - 150 000; Tempo integral

Resumo da oferta

Fidelity Investments Inc. seeks an Investment Management Consultant II to act as a product authority on managed accounts, focusing on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.

You will manage a large client book, lead Annual Strategic Reviews, and advocate Fidelity PAS capabilities while ensuring compliant, thoughtful investment solutions for diverse client needs.

Qualificações

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• 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

Responsabilidades

• Serve as product authority on managed accounts and the process.
• Address complex managed account sales and client management needs.
• Lead Annual Strategic Reviews and risk mitigation initiatives.
• Collaborate with Financial Consultants and Wealth Planners to serve clients.
• Present recommendations to support retention and uncover additional sales opportunities.
• Conduct pre- and post-sales conversations on performance, fees, and portfolio construction.

Conhecimentos

Client relationship management

Consultative sales

Time management

Strong communication

Portfolio advisory services

Risk mitigation

Formação académica

Bachelor's degree or equivalent experience

CFP designation preferred

Ferramentas

FINRA Series 7 & 66 licenses

State registrations

Descrição da oferta de emprego

Fidelity Investments Inc. seeks an Investment Management Consultant II to act as a product authority on managed accounts, focusing on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.

You will manage a large client book, lead Annual Strategic Reviews, and advocate Fidelity PAS capabilities while ensuring compliant, thoughtful investment solutions for diverse client needs.