Investment Management Consultant II

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Investment Management Consultant II at Fidelity providing expertise on managed accounts and enhancing customer experience in financial services. Collaborating with Financial Consultants to manage complex sales and service needs.

Posted 6/2/2026full-timeRemote • California, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales
Handle the most complex managed account sales and service needs, including Annual Plan Reviews and risk mitigation
Manage a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team
Conduct pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio strategies

Requirements

What you’ll need

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

Comp & perks

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

ATS Keywords

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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 salesAnnual Plan Reviewsrisk mitigationportfolio strategiesfinancial planning conceptsmanaged solutions

Soft Skills

customer servicerelationship managementsales skills

Certifications

FINRA Series 7FINRA Series 66Bachelor’s degreeCFP