Senior Managed Accounts Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
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
For the Senior Managed Accounts Advisor position at Fidelity Investments, we are reviewing applications now.
Learn more about the Senior Managed Accounts Advisor role in the description above.
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This posting is for the Senior Managed Accounts Advisor role at Fidelity Investments, based in Merrimack, NH, United States.
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