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Managed Accounts Advisory Specialist; Client‑Facing
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-07-15
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments Inc. seeks an Investment Management Consultant II to act as a subject matter expert on managed accounts, focusing on customer experience, retention, and sales in partnership with the client's Financial Consultant team.
This client‑facing role handles complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
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