[Remote] Investment Management Consultant II - RCS

Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is a leading financial services provider and they are seeking an Investment Management Consultant II to serve as a subject matter expert on managed accounts. This client-facing role involves managing complex sales and service needs, building strong partnerships with clients and the Wealth Management Team, and providing comprehensive advisory support.ResponsibilitiesServes 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 teamThis 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 customerSharing your 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 needsManaging a diverse book of 1:1 covered clients with assets under management while actively partnering with the Wealth Management Team to deliver comprehensive advisory supportBuilds 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 experienceParticipating in joint phone calls with Financial Consultants and clients for Annual Plan Reviews, presenting recommendations, retention/at risk conversations and additional sales opportunitiesConducting pre and post sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategiesDemonstrating 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 resourcesEffective profiling, funding, investing procedures, risk mitigation and compliance oversightEngaging with clients reactively and dedicatedly through effective practice managementSkillsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireMinimum of 4 years of previous financial services experienceBachelor's degree or equivalent experience; Professional designation (CFP) preferredDeep understanding of managed account industry and Fidelity's managed offeringsBroad-based knowledge and understanding of general financial planning concepts, including managed solutionsDemonstrated customer service, relationship management, and sales skillsProfessional designation (CFP)BenefitsA competitive total rewards package, including a stable base salaryA wide range of benefits to meet your evolving needs and help you live your best life at work and at homeComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your careerCompany OverviewFidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.