About this opportunity
Fidelity Investments Inc. lists this Investment Management Consultant II – Managed Accounts opportunity in westlake, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.