Job Description:
The Role
The Wealth Advisory Product Consultant is responsible for working with Broker/Dealers, Banks, and RIAs to help them grow and evolve their advisory businesses. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base.
The Expertise and Skills You Bring
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Bachelor's degree required; MBA preferred
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Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)
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Passionate about wealth management, advisory platforms, and investment solutions
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You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity
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Familiarity with clearing and custody services
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Minimum five years experience working with institutional wealth management clients
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Series 7, 63, 65/66 required
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Willing to travel 35-50%
The Team
Our team is well versed in understanding the trends, opportunities and challenges facing Fidelity Institutional clients, as well as designing and articulating how our fee-based advisory capabilities can help firms evolve their businesses and thrive through transformational change.
We actively engage with clients and prospects to ensure the awareness and adoption of our various Wealth Advisory solutions to help them achieve their business growth, productivity and client satisfaction goals. We also play a key role in both communicating the FI Wealth Advisory Solutions vision and roadmap, as well as making sure Fidelity Institutional initiatives are aligned with our clients and prospective clients’ business needs and priorities.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:Product Management
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
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