Investment Management Consultant II - Covington, KY

What you’d do

Serve as a product authority on Fidelity Managed Accounts, handling complex managed account sales and client management needs. Conduct Annual Strategic Reviews, mitigate risk, and act as the voice of Portfolio Advisory Services to customers, working with clients' Financial Consultants or Wealth Planners. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• FINRA Series 7 & 66 licenses or ability to acquire Series 66 upon hire
• Appropriate state registrations
• Minimum 7 years financial relationship management experience
• Bachelor's degree or equivalent experience
• CFP designation preferred