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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 thrive in a collaborative, dynamic, and competitive sales atmosphere. This role is designed to immerse you in various aspects of financial services and investment offerings. If you are passionate about engaging with clients, eager to expand your knowledge in financial services, and motivated by opportunities for advancement, this position is ideal for you.

Qualifications We Seek:

  • Bachelor's degree
  • Possession of Series 7 & Series 63 licenses (can be obtained during employment)
  • Prior experience in financial services and sales is advantageous, but not mandatory
  • Dedication to enhancing technical expertise in the financial sector
  • Genuine interest in capital markets and investment solutions
  • Commitment to continuous learning and self-improvement
  • Team-oriented, confident, and self-driven
  • Exceptional communication skills, enthusiastic about client engagement
  • Ability to thrive 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 information, and propose portfolio strategies to assist financial advisors in meeting their clients' financial objectives. This role offers a unique opportunity to deepen your foundational understanding of the financial industry.

The Investment Sales Development Program is structured into multiple phases, each aimed at enhancing your foundational knowledge of the financial sector while cultivating essential skills. Throughout the program, 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 based on demonstrated competencies.

The Program Phases Include:

  • Licensing, training, and addressing financial advisor inquiries regarding investment products
  • Proactive client engagement to establish new relationships and sales opportunities
  • Ownership of a sales territory in partnership with an external sales representative to drive investment product sales

During the 12-18 months in the ISA role and subsequent stages of the development program, you will focus on enhancing the following skills and knowledge:

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

Skills You Bring:

  • Strong consultative selling, influencing, and communication abilities
  • A growth mindset, committed to extensive skill development
  • Capacity to gain technical depth in financial markets and investment products
  • Contributory (or leadership) role in a competitive, collaborative, and energetic team
  • Organized, capable of multitasking, prioritizing, and adapting to change
  • Proven ability to take initiative and demonstrate proactivity
  • Open to feedback and coaching
  • Ability to excel in a team-based sales environment
  • Proactive in striving to exceed expectations

The Value You Provide:

  • You offer valuable market insights, consult on portfolio strategies, and utilize investment product expertise to positively influence 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 significant opportunities to lead, mentor, and support our 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 employee benefits, and offer institutions and independent advisors investment and technology solutions to effectively manage their clients' assets.

Company Culture

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively impacts lives, including your own. We provide flexible benefits that support you throughout your career journey, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top workplace. You do not need a finance background to succeed at Fidelity; we offer a variety of learning opportunities to help you create the career you envision.

Fidelity values honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will need to complete a background investigation, which may include a review of criminal history, civil litigations, regulatory compliance, employment history, education, and credit history, depending on the role.

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

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