Strategic Managed Accounts Consultant

Fidelity Investments in the United States seeks an Investment Management Consultant II to act as the product authority on managed accounts and the PAS process. You will focus on client experience, retention, and sales in coordination with Financial Consultants and Wealth Planners.

The role requires FINRA licenses, a Bachelor’s degree or equivalent, and a proven track record in financial relationship management with deep knowledge of asset allocation, tax planning, and estate planning to serve

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