Investment Sales Associate

Experience in financial services and sales is helpful, but not required

Commitment to growing technical knowledge of the financial industry

Passion for capital markets and investment products

Aptitude and dedication for constant learning and self-improvement

Team player, confident, and self-motivated

Excellent communicator, excited to engage clients

Appreciate the challenge of working in a goal and results oriented environment

As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.

The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.

The three phases within the program:

Licensing, training, and supporting financial advisor investment product inquiries

Pro-active client engagement to initiate new client relationships and sales opportunities

Sales territory ownership with an external sales partner, to drive investment product sales

Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills & knowledge:

Capital Market and Investment Product Knowledge

Sales Process and Sales Territory Management

Consultative Presentation Capabilities

Financial Advisor and Intermediary Eco-System

The Skills You Bring

Your robust consultative selling, influencing and communication skills

A learner mindset, with determination for extensive skill development

Ability to develop technical depth in financial markets and investment product

Additive (or leader) to a competitive, collaborative, energized team

Organized, with ability to multitask, prioritize, and adjust to change

Proven capability to be proactive and demonstrate initiative

Receptive to feedback and coaching

Thrive in team-based sales environment

Take initiative and strive to exceed expectations

You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence

You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices

Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.