Senior Investment Management Consultant Managed Accounts
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-08-24
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments Inc. is seeking an Investment Management Consultant II to serve as a product authority on managed accounts, focusing on client experience, retention, and sales within Fidelity Managed Accounts.
You will collaborate with Financial Consultants and Wealth Planners to address complex client needs, conduct Annual Strategic Reviews, and guide portfolio advice. In this role, you will manage a large book of clients, apply deep knowledge of asset allocation and estate planning, and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×