Investment Management Consultant II - Smithfield

Investment Management Consultant II

Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client‑facing role handles the most complex managed account sales and service needs, including annual plan reviews, risk mitigation, and representing Advisory Services’ voice to the customer.

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or ability to acquire Series 66 upon hire.
• Minimum of 4 years of previous financial services experience.
• Bachelor’s degree or equivalent experience; CFP preferred.
• Deep understanding of managed account industry and Fidelity’s managed offerings.
• Broad knowledge of general financial planning concepts and managed solutions.
• Demonstrated customer service, relationship management, and sales skills.

• Knowledge of financial planning, investments, global economics, and market determinants.
• Understanding of asset allocation, tax planning, and estate planning.
• Strong consultative sales and client management skills.
• Excellent time‑management, organizational, communication, and decision‑making skills.
• Strong verbal and written communication.

• Share expertise on managed money products and launch initiatives to meet client needs.
• Manage a diverse book of clients while partnering with the Wealth Management Team for comprehensive advisory support.
• Build trust‑based partnerships, collaborate beyond appointments to elevate client experience.
• Participate in joint phone calls for annual plan reviews and other conversations, presenting recommendations and sales opportunities.
• Conduct pre‑ and post‑sales conversations on performance, fees, portfolio construction, rebalancing, and reallocation strategies.
• Demonstrate effective practice management and consultative selling skills on behalf of Fidelity Personal and Workplace Advisors LLC.
• Oversee profiling, funding, investing procedures, risk mitigation, and compliance oversight.
• Engage clients reactively and proactively through practice management.

We offer a competitive total rewards package, including a stable base salary and benefits designed to support you and your family’s balance.

Series 7 -- FINRA, Series 66 -- FINRA

Fidelity will not provide immigration sponsorship for this position.

Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and numerous state laws governing securities, investment and retirement‑related activities. These laws and regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.