Private Wealth Management, Investment Management Consultant - Multiple Locations
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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. This position delivers an end-to-end investment management process. This includes providing extensive depth and expertise on portfolio construction, portfolio positioning and coordinating the transition of client assets into our managed account suite.
