PWM, Investment Management Consultant - WLK, JAX, MMK, COV

Fidelity Investments • Westlake, TX

401d • Onsite

About The Position

The Private Wealth Investment Management Consultant is a client-facing role focused on providing investment planning expertise to Fidelity's high net worth clients and their advisors. This position involves delivering a comprehensive investment management process, including portfolio construction, risk compliance, and operational support, while ensuring a seamless transition of client assets into managed account offerings.

Requirements

• Minimum of 5 years of Wealth Management experience.
• Client-facing experience with high-net-worth clients is preferred.
• Series 7, 63, and 65 licenses are required.
• Bachelor's Degree is preferred but not mandatory.
• CFP® or CFA® certification is a plus.
• Outstanding communication skills and problem-solving abilities.

Nice To Haves

• Experience presenting investment processes to larger groups.
• Broad understanding of capital markets and asset allocation.

Responsibilities

• Serve as an investment planning specialist for high net worth clients and their advisors.
• Provide support for Fidelity's Managed Account Offerings, including Wealth Management Advisory services.
• Deliver guidance on financial markets, portfolio construction, and investment planning integration.
• Coordinate the transition of client assets into managed accounts.
• Engage with Fidelity's sophisticated family relationships as an extension of the regional field-based team.
• Ensure timely and accurate completion of Client's Annual Strategic Reviews.
• Lead all Managed Account servicing, including account set-up and problem resolution.
• Oversee Managed Account Risk and Compliance, ensuring accurate oversight.

Benefits

• Flexible benefits supporting career stages.
• Opportunities for learning and career development.
• Hybrid working model combining onsite and offsite work experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree