Investment Management Consultant II – Regional Centers
Fidelity Investments
full-time
Posted on:
Location Type: Hybrid
Location: Westlake • Colorado • Florida • United States
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Salary
💰 $70,000 - $95,000 per year
About the role
- Serves as a subject matter expert on managed accounts and their processes
- Focuses on customer experience, retention, and sales in partnership with the client’s Financial Consultant team
- Handles the most complex managed account sales and service needs
- Conducts Annual Plan Reviews, risk mitigation, and represents Advisory Services’ voice to the customer
- Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues
- Participates in joint phone calls with Financial Consultants and clients for Annual Plan Reviews
- Manages a diverse book of 1:1 covered clients with assets under management
Requirements
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Minimum of 4 years of previous financial services experience
- Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred
- Deep understanding of managed account industry and Fidelity’s managed offerings
- Broad-based knowledge and understanding of general financial planning concepts, including managed solutions
- Demonstrated customer service, relationship management, and sales skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services experiencemanaged account salesrisk mitigationfinancial planning conceptsmanaged solutions
Soft Skills
customer experiencerelationship managementsales skillstrust-based partnerships
Certifications
FINRA Series 7FINRA Series 66CFP