Managed Solutions Consultant - Salt Lake City, UT

Fidelity Investments
Salt Lake City, UT
30+ days ago
Fidelity Investments
Fidelity Investments

Job Description

Job Description:

Investments Solutions Consultant – Managed Accounts

Serving as the Managed Accounts subject matter authority and product specialist, this Investment Solutions Consultant is the senior sales partner for assigned branches and phone sites. Collaborating with Financial Consultants to generate new business, develop customer relationships and achieve Managed Account sales goals.

The Expertise We’re Looking For

  • Series 7,63 & 66 and Bachelor’s degree required
  • Significant and multifaceted experience in financial services, to include a solid understanding of asset allocation and financial planning
  • Solid understanding of all Fidelity products and industry alternatives
  • Up to15% travel in the field will be required

The Purpose of Your Role

Your role is to work with Branch Management and Regional Planning Consultants to develop a plan to achieve the managed account sales goal. You will assist with the execution of plan and tactics in conjunction with your business partners, while providing pertinent Managed Account market data and sales reports senior leadership. Ensuring consistency of strategy and approach to business opportunities across the network is critical.

The Skills You Bring

  • Expert-level of Consultative Selling Skills
  • Have excellent communication and presentation skills
  • Hardworking time management and interpersonal skills

The Value You Deliver

  • Your knowledge will be communicated in trainings related to sales strategies and product updates, to keep MA products top of mind.
  • You have a diligent focus on risk & compliance to ensure that new accounts are opened and funded accurately
  • Developing potential business opportunities within the representatives Book of Business and prioritizing appropriate next steps for pursuing new business opportunities.
  • Presenting Managed Money product updates and strategies during team meetings, 1:1s with sales reps, and informal and formal training sessions
  • Diligently focusing on risk & compliance, you help to ensure that sales reps are opening new accounts accurately and that they funded properly

How Your Work Impacts the Organization

Your support and influence of all things related to managed accounts, including but not limited to: pre-appointment planning, client appointments, client follow-up, assisting with paperwork, NIGO resolution, etc) is essential to the success of the sales representative and is imperative for the region’s goal achievement.


Series 07 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at

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, or by calling 800-835-5099, prompt 2, option 2.


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