Investment Management Consultant

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. - 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 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, utilizing internal support resources. - Ensures effective profiling, funding, investing procedures, risk mitigation, and compliance oversight. - Engages with clients reactively and dedicatedly through effective practice management. Required Qualifications: - 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. - Broad-based knowledge of financial planning, investments, global economics, and market movements. - Deep understanding of asset allocation, tax planning, and estate planning. - Excellent time management, organizational, and decision-making skills with strong verbal and written communication.