Strategic Managed Accounts Consultant

Fidelity Investments; Smithfield (RI); On-site; USD 90,000 - 140,000; Full time

Job summary

Fidelity Investments in the United States seeks an Investment Management Consultant II to act as the product authority on managed accounts and the PAS process. You will focus on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.

The role requires FINRA licenses, a Bachelor’s degree or equivalent, and a proven track record in financial relationship management with deep knowledge of asset allocation, tax planning, and estate planning to serve

Qualifications

• FINRA licenses required or ability to acquire Series 66 on hire.
• Hold appropriate state registrations.
• Minimum 7 years of financial relationship management experience.
• Bachelor’s degree or equivalent experience.
• Deep understanding of managed accounts and Fidelity offerings.
• Strong client/book management and consultative sales skills.
• Excellent time management and communication skills.

Responsibilities

• Serve as product authority on managed accounts and PAS.
• Address complex managed account sales and client needs.
• Collaborate with Financial Consultants during Annual Strategic Reviews.
• Present recommendations to retain clients and identify sales opportunities.
• Lead pre- and post-sales conversations on performance, fees, and portfolio construction.

Skills

FINRA licensing

State registrations

CFP (preferred)

Relationship management

Consultative sales

Client management

Communication skills

Portfolio advisory knowledge

Time management

Product knowledge (PAS)

Education

Bachelor’s degree or equivalent

Tools

PAS platform

Financial planning tools

Job description

Fidelity Investments in the United States seeks an Investment Management Consultant II to act as the product authority on managed accounts and the PAS process. You will focus on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.

The role requires FINRA licenses, a Bachelor’s degree or equivalent, and a proven track record in financial relationship management with deep knowledge of asset allocation, tax planning, and estate planning to serve