Investment Sales Associate

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Fidelity Investments is offering an Investment Sales Associate role within our Intermediary Investment Client Group. You will consult with financial advisor clients via phone and Zoom, sharing market insights and product overviews while helping build diversified portfolios.

This is the entry point of a multi-year development program designed to grow your knowledge of finance and investment products. You will be exposed to licensing pathways, proactive client engagement, and sales territory

Qualifications

• Bachelor’s degree required.
• Series 7 and Series 63 licenses required (may be attained in role).
• 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.

Responsibilities

• Consult with financial advisor clients via phone and Zoom to provide market insight and investment product overviews.
• Offer portfolio construction ideas to help clients achieve financial goals.
• Grow foundational knowledge of the financial industry during the program.

Skills

Financial services sales

Capital markets

Continuous learning

Team player

Communication skills

Results oriented

Self-motivated

Education

Bachelor’s degree

Series 7 & Series 63 licenses (may be attained in role)

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!

The Expertise We’re Looking For

• Bachelor’s degree


• Series 7 & Series 63 licenses required (may be attained in role)


• 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

Skills

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.