Strategic Managed Accounts Consultant II
Fidelity Investments
Fidelity Investments in Covington, KY invites applications for an Investment Management Consultant II. This role serves as a product authority on managed accounts, enhancing customer experience, retention, and sales for Fidelity Managed Accounts in collaboration with Financial Consultants and Wealth Planners. Ideal candidates hold FINRA licenses and a CFP designation, with 7+ years of relationship management experience, and a strong foundation in financial planning, asset allocation, and #J-18808-Ljbffr Fidelity Investments
Vacancy posted 6 days ago
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