Customer Experience, Financial Planning, Financial Services, Investment Management, Management Consulting, Sales, Sales Management, Series 7
Fidelity Investments Inc. is seeking an Investment Management Consultant II responsible for managing complex managed account sales and enhancing customer experience. The role requires strong knowledge of financial planning and sales skills.The ideal candidate has a bachelor's degree and FINRA Series 7 & 66 licenses, along with at least four years in the financial services industry. This position operates on a fully onsite working model.#J-18808-Ljbffr
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Fidelity Investments
We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.
Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
10,000 employees or more
https://jobs.fidelity.com/