PWM, Investment Management Consultant - SLC or DEN

Fidelity • Salt Lake, UT

10h • $100,000 - $140,000 • Hybrid

About The Position

The Private Wealth Investment Management Consultant is a client-facing role that serves as an investment planning specialist for Fidelity's high net worth clients and their advisors. The Investment Management Consultant provides support for their aligned clients with Fidelity’s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This includes guidance on the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Operational support, and Risk/Compliance execution.

Requirements

• We require the Series 7 and 66 (or 63/65) licenses
• We believe that at least five years of Wealth Management experience will prepare you for this role
• We have found that client-facing experience with high-net-worth clients and companies is helpful
• A Bachelor’s Degree is preferred, but is not a requirement
• A CFP® or CFA® certification is a plus
• Outstanding communication skills in explaining the Strategic Advisers approach to investing
• Broad understanding of the capital markets and the ability to translate market action to the client's asset allocation portfolios.
• Ability to present detailed investment processes and philosophies in front of larger groups, including both internal colleagues and external clients
• Coordination and integration across a sophisticated Wealth and Investment Planning process; including, Managed Account Service, Operational, Risk and Compliance responsibilities.
• Outstanding problem-solving skills and operational efficiency

Nice To Haves

• A CFP® or CFA® certification is a plus

Responsibilities

• Acting as an extension to the regional field-based team by engaging with Fidelity’s most valuable and sophisticated family relationships
• Ensuring that there is timely and accurate completion of Client’s Annual Strategic Reviews
• Leadership in all Managed Account servicing including account set-up, money movement and problem resolution.
• Expertise in all elements of Managed Account Risk and Compliance and will ensure that there is accurate oversight.
• Investment knowledge across all Fidelity Managed Accounts including Fidelity Wealth Management Advisory

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees