Job Description:

IMC II

Internal Job Description

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius, as the time of application from the Greenwood Village Regional Center

Investment Management Consultant II

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.

The Expertise We’re Looking For

Minimum of 7 years of financial relationship management experience
NASD Series 7, 63, and 65/66 required
Bachelor’s degree or equivalent experience; Professional designation (CFP) is preferred
Deep understanding of managed account industry and Fidelity’s managed offerings

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer.

The Skills You Bring

Broad-based knowledge and understanding of financial planning, financial investments, global economics, and determinants of market movements
Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
Shown strong needs based/consultative sales skills and client/book management skills
Excellent time management and organizational skills, effective phone communicator, and aptitude for decision-making and good judgment

The Value You Deliver

Sharing your expertise with client on the managed money industry and Fidelity’s product line including existing products and the launch of future products to meet client needs
Handling a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM.
Participating in joint phone calls with Financial Consultants and clients for Annual Strategic Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities
Conducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
Demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC| utilizing internal support resources
Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
Engaging with clients reactively and dedicatedly through effective practice management

How Your Work Impacts the Organization

The Investment Management Consultant II is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit. We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in building and nurturing a work environment that attracts the best talent and reflects our dedication to our associates. For information about working at Fidelity, visit FidelityCareers.com

Fidelity Investments is an equal opportunity employer.

The base salary range for this position is $78,000 - $116,500 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category:

Sales