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Senior Managed Accounts Consultant
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-07-26
Listing for:
VaultVestor
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Covington, KY seeks an Investment Management Consultant II to advance client outcomes in managed accounts. You will partner with Financial Consultants on complex sales, Annual Plan Reviews, and risk mitigation while delivering superior service to a diverse client base.
The role requires FINRA Series 7 & 66 (or ability to obtain), a bachelor’s degree or equivalent, and strong planning knowledge. CFP preferred and a focus on Growth and retention.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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