Senior Investment Management Consultant — Managed Accounts

Fidelity Investments Inc.; Covington (KY); On-site; USD 90,000 - 140,000; Full time

Job summary

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

You will focus on customer experience, retention, and sales in coordination with the client’s Financial Consultant or Wealth Planner, handling complex needs and Annual Strategic Reviews. Ideal candidates have 7+ years in financial relationship management, FINRA licenses or ability to obtain Series 66, and a deep understanding of managed accounts, asset

Qualifications

• FINRA licenses required (Series 7 & 66) or ability to obtain Series 66.
• State registrations as required.
• CFP designation preferred.
• Minimum 7 years of financial relationship management experience.
• Bachelor’s degree or equivalent experience.
• Deep knowledge of managed accounts and Fidelity offerings.
• Strong understanding of financial planning, investments, global economics.
• Knowledge of asset allocation, tax and estate planning.
• Proven consultative sales skills and client/book management.
• Excellent time management, organization and communication.
• Ability to leverage Fidelity’s product line to serve client needs.
• Experience handling large books (850 clients) and substantial AUM.
• Experience in Annual Strategic Reviews and client retention.
• Strong practice management and consultative selling capabilities.
• Profiling, funding, investing procedures, risk mitigation and compliance.

Responsibilities

• Act as a product authority on managed accounts and the related process.
• Focus on customer experience, retention, and sales for Fidelity Managed Accounts with Financial Consultants or Wealth Planner.
• Address complex managed account sales and client management needs.
• Participate in Annual Strategic Reviews and risk mitigation.
• Coordinate with Financial Consultants and Wealth Planner.
• Present recommendations and support retention during client discussions.
• Lead joint calls with clients and Financial Consultants during reviews.

Skills

FINRA licenses

State registrations

CFP designation

Relationship management

Managed accounts knowledge

Financial planning knowledge

Asset allocation & tax planning

Consultative sales

Time management

Product line knowledge

Portfolio size management

Client reviews

Sales conversations

Practice management

Profiling & risk oversight

Client engagement

Education

Bachelor’s degree or equivalent experience

Job description

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

You will focus on customer experience, retention, and sales in coordination with the client’s Financial Consultant or Wealth Planner, handling complex needs and Annual Strategic Reviews. Ideal candidates have 7+ years in financial relationship management, FINRA licenses or ability to obtain Series 66, and a deep understanding of managed accounts, asset