Investment Management Consultant II - Denver, CO

About the role

Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team.

Responsibilities

• Handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services' voice to the customer.
• Manages a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team to deliver comprehensive advisory support.
• Participates in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunities.
• Conducts pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies.
• Engages with clients reactively and dedicatedly through effective practice management.
• Utilizes internal support resources for profiling, funding, investing procedures, risk mitigation and compliance oversight.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• Minimum of 4 years of previous financial services experience.
• Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred.
• Deep understanding of managed account industry and Fidelity’s managed offerings.
• Broad-based knowledge and understanding of general financial planning concepts, including managed solutions.
• Demonstrated customer service, relationship management, and sales skills.

Qualifications

• 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.
• Strong verbal and written communication skills.

Skills

• 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.
• Strong verbal and written communication skills.

Benefits

The value you deliver includes sharing your expertise with clients on the managed money industry and Fidelity’s product line, managing a diverse book of 1:1 covered clients with assets under management, building strong, trust-based partnerships with Wealth Management Team members and branch colleagues, participating in joint phone calls with Financial Consultants and clients for Annual Plan 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, engaging with clients reactively and dedicatedly through effective practice management, utilizing internal support resources for profiling, funding, investing procedures, risk mitigation and compliance oversight, and demonstrating effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Personal and Workplace Advisors LLC.

Pay

The base salary range for this position is $70,000 - $95,000 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.

Schedule

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.