Investment Management Consultant II

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Act as a subject matter expert on managed accounts and their associated processes, with an emphasis on enhancing customer experience, retention, and sales.

• Address the most intricate managed account sales and service requirements, which include conducting Annual Plan Reviews and implementing risk mitigation strategies.

• Oversee a varied portfolio of 1:1 covered clients with assets under management, while collaborating closely with the Wealth Management Team.

• Initiate and conduct pre and post-sales discussions with clients, setting clear expectations regarding performance, fees, and portfolio strategies.

⛳️ Requirements

• Possess FINRA Series 7 & 66 licenses and appropriate state registrations, or the capability to obtain Series 66 upon hiring.

• Have a minimum of four years of prior experience in financial services.

• Hold a Bachelor’s degree or possess equivalent experience; a Professional designation such as CFP is preferred.

• Have a thorough understanding of the managed account industry and Fidelity’s managed offerings.

• Possess extensive knowledge of general financial planning concepts, particularly in managed solutions.

• Showcase proven customer service, relationship management, and sales capabilities.

🏝️ Benefits

• Comprehensive health care coverage and support for emotional well-being.

• Competitive retirement benefits.

• Generous paid time off and parental leave policies.

• Charitable giving program that matches employee contributions.

• Educational assistance programs, including student loan repayment, tuition reimbursement, and resources for professional development.