Fidelity Investments

Fidelity Investments

PWM, Investment Management Consultant - Greenwood Village, CO

Greenwood Village, CO | $90K - $140K

Apply for job

Qualifications

  • 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
  • You are a subject matter expert with a comprehensive understanding of the end-to-end investment management process
  • Broad understanding of the capital markets and the ability to translate market action to the impact on asset allocation portfolios
  • 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

Responsibilities

  • he 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
  • 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

Benefits

  • The base salary range for this position is $90,000 - $140,000 per year
  • Base salary is only part of the total compensation package
  • Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation
  • We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home
  • These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
  • 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

Company information

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. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Linkedin Icon
10,001+ employees
Insurance, Finance, Financial Services, Asset Management, Wealth Management, Banking, Investment Services, Investment Management, Investment Banking, Private Equity
Privately Held
Founded: 1946
Crunchbase Link
Last round: Debt financing
Last round: US$ 66.1M
Boston, MA
Company Specialties:
Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Investing, and Business news