Job Description:

PWM, Investment Management Consultant

The Private Wealth Investment Management Consultant provides expertise and support for their aligned Clients for all of Fidelity’s Managed Account Offerings, including Fidelity Wealth Management Advisory services. This expertise and support includes expertise in the Financial Markets, Portfolio Construction, Managed Account Capabilities, Wealth and Investment planning integration, Service and Operational support and Risk/Compliance execution.

The Expertise We’re Looking For

We require the Series 7, 63 & 65 and Life Insurance licenses

We believe that at least five years of Financial Service experience will prepare you for this role

A Bachelor’s Degree is preferred, but is not a requirement

The Purpose of Your Role

You are a subject matter expert with a comprehensive understanding of the end-to-end investment management process

Extensive depth and expertise on portfolio construction, portfolio positioning and transition clients assets into our managed account capabilities

Strong/exceptional communication skills in explaining the SAI approach to managing money

Broad understanding of the capital markets and the ability to translate market action to the impact on asset allocation portfolios.

Ability to present detailed investment processes and philosophies in front of larger groups including both internal colleagues and external clients

As an Extension to the regional field based team that engages with Fidelity’s most valuable and complex family relationships, you will assure that Managed Account Offerings will be effectively integrated into the overall Private Wealth and Investment Planning  process and Client experience

Leadership in assuring that there is timely and accurate completion of Client’s Annual Strategic Reviews

Leadership role in all Managed Account serving including account set-up, money movement and problem resolution.

Expertise in all elements of Managed Account Risk and Compliance and will ensure that there is proper oversight.

The Skills You Bring

The breadth and matrixed complexity of this role requires a very high combination of problem solving skills and an understanding for appropriately acting independently versus needed team coordination.

The breadth of this role is very wide:  Investment knowledge across all Fidelity Managed Accounts including Fidelity Wealth Management Advisory; Coordination and integration across a complex Wealth and Investment Planning process; Managed Account Service, Operational, Risk and Compliance responsibilities. 

Coordinate and integrate with their aligned advisor who is point on the overall Private Client relationship, and the broader team to assure a seamless Wealth Management Client experience.

Please see below for the salary range for work locations in Colorado only:

$70,000 – $125,000

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.