Current jobs related to Investment Sales Associate - Smithfield - Fidelity TalentSource LLC

  • Investment Sales Associate

    4 weeks ago

    Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description:As an Investment Sales Associate at Fidelity Investments, you will be part of our extensive Investment Sales Desk Development Program (ISDP). This program is designed to equip you with the skills and knowledge necessary to succeed in the financial services industry.The Role:You will be responsible for consulting with financial advisor clients...

  • Investment Sales Associate

    1 month ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Title: Investment Sales AssociateJob Summary: We are seeking a highly motivated and results-driven Investment Sales Associate to join our team. As an Investment Sales Associate, you will be responsible for consulting with financial advisor clients via phone and Zoom, providing valuable market insight, investment product overviews, and portfolio...

  • Investment Sales Associate

    2 months ago

    Smithfield, Rhode Island, United States Fidelity Investments Full time

    {"title": "Investment Sales Associate", "description": "Job SummaryFidelity Investments is seeking a highly motivated and results-driven Investment Sales Associate to join our team. As a key member of our sales team, you will be responsible for consulting with financial advisor clients to provide valuable market insight, investment product overviews, and...

  • Investment Sales Associate

    2 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity TalentSource LLC is seeking a highly motivated and detail-oriented Investment Sales Associate to join our team. As an Investment Sales Associate, you will be responsible for consulting with financial advisor clients via phone and Zoom, providing valuable market insight, investment product overviews, and portfolio construction ideas...

  • Investment Sales Associate

    2 weeks ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP).\u00A0 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...

  • Investment Sales Development Program Associate

    4 weeks ago

    Smithfield, Rhode Island, United States Soteriare Full time

    Investment Sales Development ProgramAre you ready to start your career in sales and make a meaningful impact in the financial services industry? Our Investment Sales Development Program (ISDP) is a dynamic career development program where you will work directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client...

  • Investment Sales Development Program Associate

    4 weeks ago

    Smithfield, Rhode Island, United States Fidelity Investments Full time

    Investment Sales Development ProgramAre you ready to launch your career in sales? Fidelity Investments is seeking highly motivated and ambitious individuals to join our Investment Sales Development Program (ISDP). As an ISDP associate, you will have the opportunity to develop your skills and knowledge in the financial services industry, working directly with...

  • Investment Sales Development Program Associate

    3 weeks ago

    Smithfield, Ohio, United States Soteriare Full time

    Investment Sales Development ProgramAre you ready to start your career in sales and make a meaningful impact in the financial services industry?We are seeking highly motivated and driven individuals to join our Investment Sales Development Program (ISDP) as an Investment Sales Associate (ISA). As an ISA, you will work directly with financial advisors as part...

  • Investment Sales Development Program Associate

    2 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description: Are you ready to start your career in sales? Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part...

  • Investment Sales Development Program Associate

    2 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to launch your career in sales? Fidelity TalentSource LLC is seeking highly motivated and people-oriented individuals to join our Investment Sales Development Program (ISDP). As an ISDP Associate, you will work directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team....

  • Investment Sales Associate

    2 months ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP).\u00A0 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...

  • Investment Sales Development Program Associate

    2 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:As a member of the Fidelity Institutional Intermediary Investment Client Group team, you will play a critical role in supporting financial advisor clients in achieving their financial goals. This dynamic career development program is designed to equip you with the skills and knowledge necessary to succeed in the financial services...

  • Investment Sales Development Program Associate

    1 month ago

    Smithfield, Rhode Island, United States Fidelity Investments Full time

    Investment Sales Development ProgramAre you ready to launch your career in sales? Fidelity Investments is seeking highly motivated and ambitious individuals to join our Investment Sales Development Program (ISDP). As an ISDP associate, you will have the opportunity to develop your skills and knowledge in the financial services industry while working directly...

  • Investment Sales Development Program Associate

    4 weeks ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:Are you ready to launch your career in sales? Fidelity TalentSource LLC is seeking highly motivated and ambitious individuals to join our Investment Sales Development Program (ISDP). As an ISDP Associate, you will work directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team,...

  • Investment Sales Development Program Associate

    1 month ago

    Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

    Job Description:As a member of the Fidelity Institutional Intermediary Investment Client Group team, you will play a critical role in supporting financial advisors and their clients in achieving their financial goals. This dynamic career development program is designed to equip you with the skills and knowledge necessary to succeed in the financial services...

  • Undergrad- Investment Sales Development Program

    2 months ago

    Smithfield, United States Fidelity TalentSource LLC Full time

    Job Description:Job Description: 2025-2025 Undergraduates, Investment Sales Development Program Associate Are you ready to start your career in sales? Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program...

  • Retail Sales Associate

    3 weeks ago

    Smithfield, North Carolina, United States GPM Investments Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Sales Associate at GPM Investments.Key Responsibilities:Provide exceptional customer service by greeting customers in a friendly manner and responding to their needs.Process customer transactions accurately and efficiently using an electronic cash...

  • Senior Manager Investment Product

    2 weeks ago

    Smithfield, Rhode Island, United States Fidelity Investments Full time

    Job Description:The RoleAs a Senior Manager, Investment Product, you will play a crucial role in ensuring that the CRG Group has the necessary product and technology expertise to execute on its business goals. Your primary focus will be to collaborate with the Product & Practice Consulting, Product Management team, and Technology and Platform consulting...

  • Retail Sales Associate

    6 days ago

    Smithfield, North Carolina, United States GPM Investments Full time

    Job Summary: As a Sales Associate at GPM Investments, you will be responsible for providing excellent customer service and ensuring a positive shopping experience for our customers.Key Responsibilities: Greet customers in a friendly and welcoming manner. Ring customer sales using an electronic cash register. Assist with shift change by counting money in the...

  • Senior Manager, Investment Product

    3 weeks ago

    Smithfield, Ohio, United States Fidelity Investments Full time

    Job Description:The RoleAs a Senior Manager, Investment Product, you will play a crucial role in ensuring that the CRG Group has the product and technology understanding to execute on the goals set forth by the business.Your primary focus will be to partner with the Product & Practice Consulting, Product Management team, and Technology and Platform...

Investment Sales Associate

2 months ago

Smithfield, United States Fidelity TalentSource LLC Full time



Job Description:

Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP).\u00A0 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\u00A0We 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\u00A0of 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.\u00A0 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.\u00A0 In each phase you will be working with our intermediary clients to influence the sale of our investment products.\u00A0 As you develop your skill sets, you will earn the opportunity to interview for merit based promotion, based on exhibited command of competencies.\u00A0

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:\u00A0 \u00A0

  • Capital Market and Investment Product Knowledge
  • Sales Process and Sales Territory Management
  • Consultative Presentation Capabilities
  • Financial Advisor and Intermediary Eco-System

The Skills\u00A0You 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\u00A0You 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 \u00A0planning 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\u2014we 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.