Investment Management Consultant II – Managed Accounts
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Fidelity Investments is seeking an Investment Management Consultant II to serve as a product authority on Fidelity Managed Accounts. You will focus on customer experience, retention, and sales in coordination with Financial Consultants or Wealth Planners.
This is a high-touch, direct-contact role addressing complex client needs, including Annual Strategic Reviews and risk mitigation. You will work with Portfolio Advisory Services within the Wealth unit to help clients meet their long-term goals
Step into the Investment Management Consultant II – Managed Accounts role at Fidelity Investments Inc. in Westlake, TX, United States and grow with us.
This role, Investment Management Consultant II – Managed Accounts at Fidelity Investments Inc., could be your next opportunity.
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