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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-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 will equip you with exposure to 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 skill enhancement with built-in avenues for advancement, this role is tailored for you.

Qualifications We Seek:

  • Bachelor's degree
  • Series 7 & Series 63 licenses required (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-improvement
  • Team-oriented, confident, and self-driven
  • Exceptional communication skills, eager to engage with clients
  • Appreciation for the challenges of a goal-oriented 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, present investment product summaries, and propose 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 a structured multi-year initiative designed to enhance your foundational knowledge of the financial industry while cultivating essential skills. Throughout each phase, you will collaborate with our intermediary clients to promote the sale of our investment products. As you refine your competencies, you will have the chance to interview for merit-based promotions based on demonstrated proficiency.

The Program's Three Phases Include:

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

Skills and Knowledge Development:

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

Skills You Bring:

  • Strong consultative selling, influencing, and communication abilities
  • A learner's mindset, driven for extensive skill development
  • Capability to gain technical depth 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
  • Proven initiative and proactive approach
  • Open to feedback and coaching
  • Ability to thrive in a team-based sales environment
  • Proactive in striving to exceed expectations

The Value You Provide:

  • You deliver valuable market insights, consult on portfolio strategies, and leverage investment product expertise to positively influence financial advisors in guiding their clients toward financial independence.
  • You 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 committed 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' funds.

Company Values

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated industry. We are dedicated to building a diverse workforce and fostering a culture of inclusion and belonging.