Portfolio Advisory & Managed Accounts Consultant
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management, Financial Analyst
Fidelity Investments Inc. is seeking an Investment Management Consultant II to act as a product authority on Fidelity Managed Accounts.
The role emphasizes customer experience, retention, and sales, coordinating with Financial Consultants and Wealth Planners to address complex client needs. Applicants should have FINRA Series 7/66, state registrations, a bachelor’s degree or equivalent, and at least 7 years in financial relationship management.
We are currently recruiting a Portfolio Advisory & Managed Accounts Consultant for our team in Merrimack, NH, United States.
We are looking to fill the Portfolio Advisory & Managed Accounts Consultant position at Fidelity Investments Inc. in Merrimack, NH, United States.
The Portfolio Advisory & Managed Accounts Consultant role at Fidelity Investments Inc. is now open for applications in Merrimack, NH, United States.
Join us at Fidelity Investments Inc. as our next Portfolio Advisory & Managed Accounts Consultant in Merrimack, NH, United States.
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