Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.   The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations Minimum of 4 years of previous financial services experience Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred. Deep understanding of managed account industry and Fidelity’s managed offerings. Broad-based knowledge and understanding of general financial planning concepts, including managed solutions. Demonstrated customer service, relationship management, and sales skills....