Senior Investment Management Consultant — Managed Accounts
Listed on 2026-10-16
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Fidelity Investments Inc. is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts.
You will focus on customer experience, retention, and sales in coordination with the client’s Financial Consultant or Wealth Planner, handling complex needs and Annual Strategic Reviews. Ideal candidates have 7+ years in financial relationship management, FINRA licenses or ability to obtain Series 66, and a deep understanding of managed accounts, asset
Step into the Senior Investment Management Consultant — Managed Accounts role at Fidelity Investments Inc. in Covington, KY, United States and grow with us.
This opportunity is for the Senior Investment Management Consultant — Managed Accounts role at Fidelity Investments Inc.
We are seeking a motivated Senior Investment Management Consultant — Managed Accounts to join Fidelity Investments Inc. in Covington, KY, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).