Strategic Managed Accounts Consultant II

Fidelity Investments; Covington (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments in Covington, KY invites applications for an Investment Management Consultant II. This role serves as a product authority on managed accounts, enhancing customer experience, retention, and sales for Fidelity Managed Accounts in collaboration with Financial Consultants and Wealth Planners.

Ideal candidates hold FINRA licenses and a CFP designation, with 7+ years of relationship management experience, and a strong foundation in financial planning, asset allocation, and

Qualifications

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire.
• Hold appropriate state registrations.
• Professional designation (CFP) preferred.

Responsibilities

• Act as product authority on managed accounts and the associated process.
• Focus on customer experience, retention, and sales for Fidelity Managed Accounts.
• Coordinate with Financial Consultant or Wealth Planner during client interactions.

Skills

FINRA licenses

State registrations

CFP

Relationship mgmt

Bachelor’s degree

Managed accounts

Financial planning

Asset allocation

Consultative selling

Time management

Education

Bachelor’s degree

Job description

Fidelity Investments in Covington, KY invites applications for an Investment Management Consultant II. This role serves as a product authority on managed accounts, enhancing customer experience, retention, and sales for Fidelity Managed Accounts in collaboration with Financial Consultants and Wealth Planners.

Ideal candidates hold FINRA licenses and a CFP designation, with 7+ years of relationship management experience, and a strong foundation in financial planning, asset allocation, and