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Financial Sales Consultant

2 months 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 designed to equip you with exposure to various aspects of financial services and investment offerings. If you are passionate about working with clients, possess a keen interest in financial services, and are eager for skill enhancement with clear pathways for advancement, this position is tailored for you.

Qualifications We Seek:

  • Bachelor's degree
  • Possession of Series 7 & Series 63 licenses (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 solutions
  • Commitment to continuous learning and self-development
  • Ability to work collaboratively, demonstrating confidence and self-motivation
  • Strong communication skills, eager to engage with clients
  • Enjoyment of working in a goal-oriented and results-driven environment

Your Role's Purpose:

As an Investment Sales Associate (ISA), your main duty will involve consulting with financial advisor clients through phone and virtual meetings. You will deliver insightful market analysis, present investment product summaries, and offer portfolio construction strategies to assist financial advisors in meeting their clients' financial objectives. This role provides a unique opportunity to deepen your foundational understanding of the financial sector.

The Investment Sales Development Program is structured into several distinct phases, aimed at enhancing your foundational knowledge of the financial industry while cultivating essential skills. Throughout each phase, you will collaborate with intermediary clients to promote the sale of our investment products. As you refine your skill set, you will have the chance to apply 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 partnership with an external sales associate to drive investment product sales

Skills and Knowledge Development:

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

Essential Skills You Bring:

  • Strong consultative selling, influencing, and communication abilities
  • A growth mindset, committed to extensive skill development
  • Capability to develop technical expertise in financial markets and investment products
  • Contributory (or leadership) role in a competitive, collaborative, and energetic team
  • Organized with the ability to multitask, prioritize, and adapt to changes
  • Proactive approach with a demonstrated initiative
  • Open to feedback and coaching
  • Thrives in a team-oriented sales environment
  • Strives to exceed expectations

The Value You Contribute:

  • You provide critical market insights, consult on portfolio strategies, and leverage investment product expertise to positively impact financial advisors in guiding their clients toward financial independence
  • You assist financial advisor clients in enhancing their financial wellness planning and advisory practices
  • Throughout your journey in our sales development program, you will have ample opportunities to lead, mentor, and support our culture of inclusivity


Certifications Required:

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 empower individuals to invest and plan for their futures, assist companies and non-profit entities in providing employee benefits, and offer institutions and independent advisors investment and technology solutions for managing their clients' assets.

Our Commitment

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences lives, including your own. We provide flexible benefits that support you throughout your career journey, enabling you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work in 2024. A finance background is not a prerequisite for success at Fidelity; we offer various learning opportunities to help you build the career you envision. Our working model combines the advantages of remote work with maximizing in-person collaboration to meet the needs of associates and the business.

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain positions may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be subject to a background investigation, which may include a review of criminal history, civil litigations, regulatory compliance, employment history, education, and credit (role-dependent). Where permissible by federal or state law, Fidelity may also conduct a pre-employment drug screening.

We invite you to explore opportunities with Fidelity Investments, an equal opportunity employer committed to fostering a diverse workforce through a culture of inclusion and belonging.

Fidelity will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.