Portfolio Advisory & Managed Accounts Consultant

Fidelity Investments Inc.; Merrimack (NH); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity Investments Inc. is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts.

The role emphasizes customer experience, retention, and sales, coordinating with Financial Consultants and Wealth Planners to address complex client needs. Applicants should have FINRA Series 7/66, state registrations, a bachelor’s degree or equivalent, and at least 7 years in financial relationship management.

Qualifications

• 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, global economics, and market movements.
• Experience in needs-based consultative sales and client/book management.

Responsibilities

• Serve as product authority on managed accounts and the related process.
• Focus on customer experience, retention, and sales for Fidelity Managed Accounts.
• Lead Annual Strategic Reviews and risk mitigation with clients and Financial Consultants.
• Coordinate with Portfolio Advisory Services and Wealth Planner to deliver tailored solutions.
• Participate in joint calls with Financial Consultants and clients to present recommendations.

Skills

FINRA Series 7

FINRA Series 66

State registrations

CFP preferred

7+ years relationship mgmt

Bachelor's degree

Managed account knowledge

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts.

The role emphasizes customer experience, retention, and sales, coordinating with Financial Consultants and Wealth Planners to address complex client needs. Applicants should have FINRA Series 7/66, state registrations, a bachelor’s degree or equivalent, and at least 7 years in financial relationship management.