Senior Managed Account Advisor & Portfolio Strategy

Fidelity Investments Inc.; Covington (KY); On-site; USD 95,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. is seeking 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 or Wealth Planners.

You will handle complex client needs, participate in Annual Strategic Reviews, and drive opportunities across Portfolio Advisory Services. This onsite role expects deep industry knowledge and strong consultative sales skills.

Qualifications

• FINRA Series 7 and 66 licenses required or ability to acquire Series 66 upon hire.
• State registrations required.
• CFP designation preferred.
• Minimum 7 years of financial relationship management experience.
• Bachelor’s degree or equivalent experience.
• Deep understanding of managed account industry and Fidelity’s offerings.

Responsibilities

• Serve as product authority on Fidelity Managed Accounts and managed account process.
• Address complex client needs with focus on experience, retention, and sales.
• Support Annual Strategic Reviews and risk mitigation.
• Collaborate with Financial Consultants/Wealth Planners on client journeys.
• Present recommendations during calls and drive opportunities for growth.
• Conduct pre- and post-sales conversations to set expectations on performance, fees, and construction.

Skills

FINRA Series 7

FINRA Series 66

State registrations

CFP (preferred)

7+ years client relationship mgmt

Bachelor's degree

Managed accounts knowledge

Sales & consultative skills

Time management

Portfolio Advisory Services experience

High-volume client leadership

Pre/post-sales communication

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 managed accounts, focusing on client experience, retention, and sales in coordination with Financial Consultants or Wealth Planners.

You will handle complex client needs, participate in Annual Strategic Reviews, and drive opportunities across Portfolio Advisory Services. This onsite role expects deep industry knowledge and strong consultative sales skills.