Investment Management Consultant II
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as a managed-account product authority and address complex sales and client-management needs. You will conduct annual strategic reviews, discuss performance, fees, portfolio construction, and rebalancing, and work with Financial Consultants to retain clients and identify sales opportunities.
Requirements
- FINRA Series 7 and 66 licenses, or ability to acquire Series 66 upon hire
- Appropriate state registrations
- Minimum 7 years of financial relationship management experience
- Bachelor's degree or equivalent experience
- Deep understanding of the managed-account industry and Fidelity managed offerings
- Knowledge of financial planning, investments, global economics, asset allocation, tax planning, and estate planning
- Consultative sales and client-management skills
- CFP designation preferred
Responsibilities
- Act as a product authority on managed accounts and associated processes
- Conduct Annual Strategic Reviews with Financial Consultants and clients
- Address complex managed-account sales and client-management needs
- Mitigate risk and provide compliance oversight
- Conduct pre- and post-sales client conversations on performance, fees, portfolio construction, rebalancing, and reallocation
- Manage a book of 850 clients and approximately $500MM in Portfolio Advisory Services assets
- Identify retention and additional sales opportunities
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources