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Fidelity Investments
Salt Lake City, UT
Apr 18, 2026
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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®...
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