Investment Management Consultant II - Denver, CO

Fidelity Investments • Greenwood Village, CO

3d • $70,000 - $95,000 • Onsite

About The Position

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.

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
• 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 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.

Nice To Haves

• Professional designation (CFP) preferred.

Responsibilities

• Sharing 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.
• Building 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

Benefits

• competitive total rewards package
• stable base salary
• comprehensive health care coverage
• emotional well-being support
• market-leading retirement
• generous paid time off
• parental leave
• charitable giving employee match program
• educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree