Investment Sales Associate

3 days 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 to help financial advisors achieve their clients' financial goals.

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, your primary responsibility will be to consult with financial advisor clients via phone and Zoom, providing valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their clients' financial goals.

The Investment Sales Development Program:

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.

  • 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
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 products
  • 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

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.

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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 hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

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.

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