Financial Sales Associate

1 week ago

Westlake, Ohio, United States Fidelity TalentSource LLC Full time



Position Overview:

The Investment Sales Associate (ISA) serves as the foundational role within our comprehensive, multi-year Investment Sales Desk Development Program (ISDP). Within the Fidelity Institutional (FI) - Intermediary Investment Client Group, we foster a collaborative, competitive, and dynamic sales atmosphere. The ISA position is designed to immerse you in various aspects of financial services and investment offerings. If you are passionate about engaging with clients, possess a keen interest in financial services, and are eager for aggressive skill enhancement with clear pathways for advancement, this role is tailored for you.

Qualifications We Seek:

  • Bachelor's degree
  • Possession of Series 7 & Series 63 licenses is required (may be obtained during employment)
  • Prior experience in financial services and sales is advantageous, but not mandatory
  • Dedication to expanding technical knowledge within the financial sector
  • Enthusiasm for capital markets and investment offerings
  • Commitment to continuous learning and self-improvement
  • Team-oriented, confident, and self-driven
  • Exceptional communication skills, eager to engage with clients
  • Appreciation for a goal-oriented and results-driven environment

Your Role's Purpose:

As an Investment Sales Associate (ISA), your primary duty will involve consulting with financial advisor clients through phone and virtual meetings. You will deliver insightful market analysis, provide overviews of investment products, and suggest portfolio construction strategies to assist financial advisors in achieving their clients' financial objectives. This role offers a unique opportunity to enhance your foundational understanding of the financial sector.

The Investment Sales Development Program is structured into multiple phases, each designed to enhance your foundational knowledge of the financial industry while cultivating essential skills. Throughout each phase, you will engage with our intermediary clients to promote the sale of our investment products. As you refine your skill set, you will have the chance to interview for merit-based promotions, contingent upon demonstrated proficiency in key competencies.

The Program's Three Phases Include:

  • Licensing, training, and supporting inquiries related to financial advisor investment products
  • Proactive client engagement to establish new client relationships and sales opportunities
  • Ownership of a sales territory in collaboration with an external sales partner to drive investment product sales

Skills and Knowledge Development:

  • Understanding of Capital Markets and Investment Products
  • Sales Process and Territory Management
  • Consultative Presentation Skills
  • Knowledge of Financial Advisors and the Intermediary Ecosystem

Attributes You Bring:

  • Strong consultative selling, influencing, and communication abilities
  • A growth mindset, with a commitment to extensive skill development
  • Capability to deepen technical knowledge in financial markets and investment products
  • Contributory (or leadership) presence in a competitive, collaborative, and energized team
  • Organized, with the ability to multitask, prioritize, and adapt to changes
  • Proven initiative and proactive approach
  • Receptive to constructive feedback and coaching
  • Ability to thrive in a team-based sales environment
  • Proactive in striving to exceed expectations

Value You Deliver:

  • You provide essential market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors in guiding their clients toward financial independence.
  • You support our financial advisor clients in enhancing the growth and impact of their financial wellness planning and advisory practices.
  • Throughout your tenure in our sales development program, you will have significant opportunities to lead, mentor, and contribute to a culture of inclusivity.


Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing benefits to their employees, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

At Fidelity, we value integrity, honesty, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will be required to complete a background investigation, which may include a review of criminal, civil litigations, regulatory history, employment, education, and credit history (role dependent). These investigations will cover a history of 7 years or more, depending on the position.

Fidelity is an equal opportunity employer, committed to attracting, developing, and retaining a diverse workforce by fostering a culture of inclusion and belonging.

  • Financial Sales Associate

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The Investment Sales Associate (ISA) serves as the foundational role within our comprehensive, multi-year Investment Sales Desk Development Program (ISDP). Within the Fidelity Institutional (FI) - Intermediary Investment Client Group, we foster a collaborative, competitive, and dynamic sales atmosphere. The ISA position is designed to...

  • Financial Sales Associate

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The role of Investment Sales Associate (ISA) serves as an introductory position within our comprehensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we foster a collaborative, competitive, and dynamic sales atmosphere. This position will...

  • Financial Sales Consultant

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The Investment Sales Associate (ISA) serves as the foundational role within our comprehensive, multi-year Investment Sales Desk Development Program (ISDP). Within the Fidelity Institutional (FI) - Intermediary Investment Client Group, we foster a collaborative, competitive, and dynamic sales atmosphere. The ISA position will equip you with...

  • Financial Sales Consultant

    1 week ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The Investment Sales Associate (ISA) serves as the foundational role within our comprehensive, multi-phase Investment Sales Desk Development Program (ISDP). As a member of the Fidelity Institutional (FI) - Intermediary Investment Client Group, you will engage in a dynamic, collaborative, and competitive sales environment. This role is...

  • Financial Sales Consultant

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The Investment Sales Associate (ISA) serves as the foundational role within our comprehensive, multi-phase Investment Sales Desk Development Program (ISDP). As a member of the Fidelity Institutional (FI) - Intermediary Investment Client Group, you will thrive in a collaborative, dynamic, and competitive sales atmosphere. This role is...

  • Sales Associate

    2 days ago

    Westlake, Ohio, United States EssilorLuxottica Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at EssilorLuxottica. As a Sales Associate, you will play a vital role in delivering exceptional customer experiences and driving sales growth.Key ResponsibilitiesConsistently meet or exceed sales targets by building strong relationships with customers and...

  • Retail Sales Associate

    1 week ago

    Westlake, Ohio, United States 7-Eleven Full time

    Job Overview:As a Retail Sales Associate at 7-Eleven, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers. Your duties will include:Customer Service: Greet customers, respond to their inquiries, and resolve any issues in a professional and courteous manner.Store Operations: Maintain...

  • Sales Associate

    4 days ago

    Westlake, Ohio, United States EssilorLuxottica Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Sunglass Hut. As a Sales Associate, you will play a vital role in delivering exceptional customer experiences and driving sales growth.Key ResponsibilitiesSales and Customer Service: Consistently meet or exceed sales targets by building strong...

  • Financial Operations Coordinator

    2 weeks ago

    Westlake, Ohio, United States Client Opportunities Full time

    Position OverviewClient Opportunities is seeking a dedicated and detail-oriented Financial Operations Coordinator to join our team. This role is essential in managing financial processes and office functions, ensuring adherence to regulations while delivering outstanding service to our stakeholders.As a part of our organization, you will benefit from a...

  • Sales Associate

    1 day ago

    Westlake, Ohio, United States Cambridge Spa Group Full time

    About Cambridge Spa GroupWe are a leading franchisee consolidator within the Massage Envy franchise system, dedicated to delivering exceptional customer experiences and driving member satisfaction and retention.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Cambridge Spa Group. As a Sales Associate, you...

  • Sales Associate, Retail

    2 weeks ago

    Westlake, Ohio, United States NIKE Full time

    Position Overview: Join our dynamic team at Nike as a Sales Associate, where your passion for sports and customer service will shine.Work Environment: This role is based in a vibrant retail setting, providing an engaging atmosphere for both employees and customers.Compensation: The starting pay for this position is competitive, reflecting the value we place...

  • Sales Associate

    5 days ago

    Westlake, Ohio, United States Tailored Brands Inc Full time

    About the RoleWe are seeking a highly motivated and customer-focused Seasonal Sales Associate to join our team at Tailored Brands Inc. As a Seasonal Sales Associate, you will play a critical role in delivering an exceptional customer experience across multiple businesses within our store location.Key ResponsibilitiesCustomer Service: Provide world-class...

  • Retail Sales Jewelry Associate

    5 days ago

    Westlake, Ohio, United States Macy's Full time

    **Job Summary**As a valued member of the Macy's team, you will play a critical role in the success of our Fine Jewelry Department. Your primary responsibility will be to process new merchandise and maintain accurate records for the department. You will also perform a variety of support and administrative functions, ensuring seamless operations and...

  • Sales Associate

    4 days ago

    Westlake, Ohio, United States Drybar Shops Full time

    Overview:Drybar Shops is a retail establishment that specializes in blow dry-only services. Our philosophy is centered around delivering exceptional customer experiences. We are seeking highly skilled retail sales representatives to provide top-notch service to our clients.Benefits:Competitive compensation package with opportunities for growth and...

  • Lead Financial Strategist

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The OpportunityThis role is part of the Center of Enterprise Technology Analytics team, dedicated to supporting the Enterprise Technology (ET) business sectors. The Senior Financial Analyst position is focused on delivering superior financial guidance and support regarding expense oversight. Responsibilities include evaluating and...

  • Lead Financial Strategist

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Position Overview:The OpportunityThis role is part of the Center of Enterprise Technology Analytics team, which provides support to various Enterprise Technology (ET) business units. The Senior Financial Analyst position is focused on delivering outstanding financial guidance and support regarding expense management. Responsibilities include analyzing...

  • Lead Financial Analyst

    2 weeks ago

    Westlake, Ohio, United States Fidelity TalentSource LLC Full time

    Job Overview:The PositionThis role is part of the Center of Enterprise Technology Analytics team, providing essential financial support to various Enterprise Technology (ET) business units. The Senior Financial Analyst position involves delivering high-quality financial guidance and insights on expense oversight. Responsibilities include evaluating and...

  • Financial Operations Manager

    2 weeks ago

    Westlake, Ohio, United States DMS Management Solutions Full time

    About the RoleDMS Management Solutions is on the lookout for a skilled Financial Operations Manager to enhance our expanding organization. In this pivotal role, you will oversee a team of financial professionals, nurture client partnerships, and deliver a range of financial services. We are interested in candidates who possess a strong commitment to the...

  • Financial Operations Manager

    1 week ago

    Westlake, Ohio, United States DMS Management Solutions Full time

    About the RoleDMS Management Solutions is on the lookout for a committed Financial Operations Manager to enhance our expanding organization. In this role, you will take charge of supervising our group of Accountants, nurturing client partnerships, and delivering a range of financial services. We are interested in individuals who are driven and possess a...

  • Financial Operations Manager

    2 weeks ago

    Westlake, Ohio, United States DMS Management Solutions Full time

    About the PositionDMS Management Solutions is on the lookout for a skilled Financial Operations Manager to enhance our expanding organization. In this role, you will take charge of our team of Accountants, nurture client partnerships, and deliver a range of financial services. We seek a proactive individual with a strong commitment to the field of...