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Investment Sales Associate

1 month ago

Roanoke, Virginia, United States Fidelity Investments Full time
Job Title: Investment Sales Associate

Join Fidelity Investments, a leading financial services company, as an Investment Sales Associate. This role is part of our extensive Investment Sales Desk Development Program, designed to equip you with the skills and knowledge needed to succeed in the financial industry.

About the Role

As an Investment Sales Associate, you will work closely with financial advisor clients to provide valuable market insights, investment product overviews, and portfolio construction ideas. You will be responsible for consulting with clients via phone and Zoom, providing expert advice to help them achieve their financial goals.

Key Responsibilities
  • Consult with financial advisor clients to provide market insights and investment product expertise
  • Develop and maintain relationships with clients to drive sales opportunities
  • Work with the Investment Sales Development Program team to develop skills and knowledge in capital markets and investment products
  • Collaborate with colleagues to achieve sales targets and drive business growth
Requirements
  • 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
What We Offer
  • A collaborative, competitive, and high-energy sales environment
  • A comprehensive training program to develop skills and knowledge in capital markets and investment products
  • Opportunities for progression and promotion
  • A competitive salary and benefits package
How to Apply

If you are a motivated and ambitious individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.