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Investment Sales Associate

2 months ago

Westlake, United States Fidelity Investments Full time

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
The Purpose of Your Role

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
The Value You Deliver

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
Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.