Investment Management Consultant II - Covington, KY
On-siteCovington, Kentucky, United States
Covington, Kentucky, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Conduct Annual Strategic Reviews with clients and Financial Consultants to present recommendations, support retention, and identify sales opportunities. Manage a book of 850 clients and approximately $500MM in assets by addressing complex sales needs, risk mitigation, and portfolio advisory services. Execute pre- and post-sales conversations to establish expectations on performance, fees, and rebalancing strategies while leveraging expertise in asset allocation and tax planning. This role operates within Fidelity's Portfolio Advisory Services group, focusing on customer experience and retention for managed accounts.
Required Qualifications
- FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
- Hold appropriate state registrations
- Minimum 7 years of financial relationship management experience
- Bachelor's degree or equivalent experience
- Deep understanding of managed account industry and Fidelity's managed offerings
- Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
- Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
- Demonstrated success in strong needs-based consultative sales skills and client/book management skills
- Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
- Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
- Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
- Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
- Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
- Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
- Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
- Ability to engage clients in response to their needs while leveraging strong practice management skills
- 100% onsite presence
Desired Qualifications
- Professional designation (CFP) preferred
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