Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is a leading financial services provider and they are seeking an Investment Management Consultant II to serve as a subject matter expert on managed accounts. This client-facing role involves managing complex sales and service needs, building strong partnerships with clients and the Wealth Management Team, and providing comprehensive advisory support.
Responsibilities
- 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
- This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer
- Sharing your 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
- Managing 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
- 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
- Demonstrating 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
- Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
- Engaging with clients reactively and dedicatedly through effective practice management
Skills
- 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
- Professional designation (CFP)
Benefits
- A competitive total rewards package, including a stable base salary
- A wide range of benefits to meet your evolving needs and help you live your best life at work and at home
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Fidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.