Portfolio Specialist - Jacksonville, FL

Jacksonville, FL
October 16 2018

Parlay your managed money expertise into a rewarding sales career


The Expertise We're Looking For

  • Minimum of 7 years of financial relationship management experience
  • NASD Series 7, 63, and 65/66 required
  • Bachelor's degree or equivalent experience; Professional designation (CFP) is preferred

The Purpose of Your Role

You will act as a product expert on Strategic Advisors, Inc. (SAI) portfolios and the associated managed account process. As a Portfolio Specialist, you will focus on customer experience, retention and sales associated with Fidelity Managed Accounts in coordination with the client's Account Executive.

The Skills You Bring

  • Solid understanding of managed account industry and Fidelity's managed offerings
  • Broad-based knowledge and understanding of financial planning, financial investments, global economics, and determinants of market movements
  • Solid understanding of asset allocation, tax planning, and estate planning to service each client's unique investment needs
  • Proven strong needs based/consultative sales skills and client/book management skills
  • Excellent time management and organizational skills, effective phone communicator, and aptitude for decision making and sound judgment

The Value You Deliver

  • Expertise on the managed money industry and Fidelity's product line including existing products and the launch of future products to meet client needs
  • Pre- and post-sales conversations with clients to establish expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
  • Leverage effective practice management capabilities and consultative selling skills to manage a book of business on behalf Strategic Advisors, Inc. utilizing internal support resources
  • Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
  • Reactive and proactive client engagement through effective practice management

How Your Work Impacts the Organization

In this direct customer contact role you have frequent customer contact to address the most complex managed account sales and client management needs. Specifically this includes Annual Strategic Reviews, risk mitigation, and acting as Strategic Advisors, Inc.'s voice to the customer.

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