Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is a leading financial services provider and they are seeking an Investment Management Consultant II to serve as a subject matter expert on managed accounts. This client-facing role involves managing complex sales and service needs, building strong partnerships with clients and the Wealth Management Team, and providing comprehensive advisory support.

Responsibilities

• Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team
• This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer
• Sharing your expertise with clients on the managed money industry and Fidelity’s product line including existing products and the launch of future products to meet client needs
• Managing a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team to deliver comprehensive advisory support
• Builds strong, trust‑based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience
• Participating in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities
• Conducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
• Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support resources
• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
• Engaging with clients reactively and dedicatedly through effective practice management

Skills

• 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
• Professional designation (CFP)

Benefits

• A competitive total rewards package, including a stable base salary
• A wide range of benefits to meet your evolving needs and help you live your best life at work and at home
• 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

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