Fidelity Covington, KY seeks an Investment Management Consultant II to advance client outcomes in managed accounts. You will partner with Financial Consultants on complex sales, Annual Plan Reviews, and risk mitigation while delivering superior service to a diverse client base.
The role requires FINRA Series 7 & 66 (or ability to obtain), a bachelor’s degree or equivalent, and strong planning knowledge. CFP preferred and a focus on Growth and retention.
#J-18808-Ljbffr
Senior Managed Accounts Consultant
VaultVestor · Covington, KY, USA ·
- Pay:
- 90.000 - 130.000
- Job type:
- Full Time