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 prepare you for various aspects of financial services and investment offerings. If you enjoy engaging with clients, possess a keen interest in financial services, and are eager for robust skill development with clear pathways for advancement, this role is tailored for you.

Qualifications We Seek:

  • Bachelor's degree
  • Series 7 & Series 63 licenses are required (can be obtained during employment)
  • Prior experience in financial services and sales is advantageous, though not mandatory
  • Dedication to enhancing technical knowledge of 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 connect with clients
  • Appreciation for 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 valuable market insights, provide overviews of investment products, and suggest portfolio construction strategies to assist financial advisors in achieving their clients' financial objectives. This role offers the chance to expand your foundational understanding of the financial industry.

The Investment Sales Development Program is a structured multi-year initiative designed to enhance your foundational knowledge of the financial sector while developing essential skills. Throughout each phase, you will engage with our intermediary clients to influence the sales of our investment products. As you cultivate your skill set, you will be eligible to interview for merit-based promotions, contingent upon demonstrated proficiency in key competencies.

The Program's Three Phases Include:

  • Licensing, training, and assisting financial advisors with investment product inquiries
  • 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

Skills You Bring:

  • Strong consultative selling, influencing, and communication abilities
  • A mindset geared towards learning, with a commitment to extensive skill enhancement
  • Capacity to develop technical expertise in financial markets and investment products
  • Contributory (or leadership) role in a competitive, collaborative, and energized team
  • Organized, capable of multitasking, prioritizing, and adapting to change
  • Proven ability to take initiative and demonstrate proactivity
  • Open to feedback and coaching
  • Thrives in a team-oriented sales environment
  • Proactive in striving to exceed expectations

Your Impact:

  • You will 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 will support our 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 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 effectively manage their clients' assets.

Company Values

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 at every career stage, 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 10 Best Place to Work in 2024. Our working model combines the advantages of remote work with 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 need to complete a background investigation, which may include criminal, civil litigation, regulatory reviews, employment, education, and credit history checks. Where permitted by law, Fidelity may also conduct a pre-employment drug screening.

Fidelity Investments is 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.

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