Senior Managed Accounts Advisor
Job in
Merrimack, Hillsborough County, New Hampshire, 03054, USA
Listed on 2026-08-15
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Fidelity Investments is seeking an Investment Management Consultant II to serve as the product authority on managed accounts. You will focus on customer experience, retention, and sales alongside Financial Consultants to deliver comprehensive portfolio guidance.
Responsibilities include Annual Strategic Reviews, risk mitigation, and acting as the voice for Portfolio Advisory Services with clients. This role requires strong consultative skills and a deep understanding of asset allocation and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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