Investment Management Consultant II - Westlake, TX

What you’d do

Serve as a product authority on Fidelity Managed Accounts, handling complex managed account sales and client management needs in coordination with Financial Consultants and Wealth Planners. Includes annual strategic reviews, risk mitigation, and acting as Portfolio Advisory Services' voice to clients. 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 required or ability to acquire Series 66 upon hire
• Appropriate state registrations
• Minimum 7 years of financial relationship management experience
• Bachelor's degree or equivalent experience
• CFP designation preferred