FI
Fidelity Investments
Smithfield, RI
Aug 12, 2026
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Job Description: Investment Management Consultant II Note: Fidelity will not provide immigration sponsorship for this position. The Role The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. The Expertise and Skills You Bring FINRA Series 7 & 66 licenses required or ability to...
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