Job Description:

PWM, Investment Management Consultant

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.

The Expertise We’re Looking For

• 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

The Purpose of Your Role

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.

The Skills You Bring

• 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

Note: Fidelity is not providing immigration sponsorship for this position.

The Value You Deliver

• 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

The base salary range for this position is $100,000 - $140,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales Support