Fidelity is seeking an Investment Management Consultant II in the United States. This client‑facing role drives customer experience, retention, and sales, focusing on complex managed account needs and Annual Plan Reviews in collaboration with Fidelity’s Financial Consultant team.
The ideal candidate will hold FINRA Series 7 & 66 or be able to acquire Series 66, with at least four years of industry experience and a Bachelor’s degree (CFP preferred).
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Senior Managed Account Advisor
Dormont Manufacturing Co · Salt Lake City, UT, USA ·
- Pay:
- 90.000 - 130.000
- Job type:
- Full Time