Strategic Managed Accounts Consultant
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in the United States seeks an Investment Management Consultant II to act as the product authority on managed accounts and the PAS process. You will focus on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.
The role requires FINRA licenses, a Bachelor’s degree or equivalent, and a proven track record in financial relationship management with deep knowledge of asset allocation, tax planning, and estate planning to serve
We are currently recruiting a Strategic Managed Accounts Consultant for our team in Smithfield, RI, United States.
Step into the Strategic Managed Accounts Consultant role at Fidelity Investments Inc. in Smithfield, RI, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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