Investment Management Consultant II - Merrimack

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.
• Shares expertise with clients on the managed money industry and Fidelity’s product line, including existing products and the launch of future products to meet client needs.
• 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.
• Builds strong, trust-based partnerships with Wealth Management Team members and branch colleagues, actively collaborating beyond client appointments to drive shared goals and elevate the overall client experience.
• 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.
• Demonstrates 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.
• Engages with clients reactively and dedicatedly through effective practice management.

Requirements

• FINRA Series 7 & 66 licensed and hold appropriate state registrations
• 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

• 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
• 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

Benefits

Fidelity offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. Benefit programs are designed to help you and your family strike the right balance.

Pay

Commensurate with experience

Schedule

Varies