Investment Sales Development Program Associate

1 week ago


Smithfield, Ohio, United States Soteriare Full time
Investment Sales Development Program

Are you ready to start your career in sales and make a meaningful impact in the financial services industry?

We are seeking highly motivated and driven individuals to join our Investment Sales Development Program (ISDP) as an Investment Sales Associate (ISA). As an ISA, you will work directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.

Program Overview

The ISDP is a dynamic career development program that provides a supportive and collaborative team environment to help you build your skills and product knowledge. Throughout the 12–18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills.

Key Responsibilities
  • Consult with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas.
  • Grow your foundational knowledge of the financial industry and build your consultative selling skills.
  • Work with our intermediary clients (financial advisors) to influence the sale of our investment products.
What We're Looking For

We are seeking individuals with a strong passion for capital markets and investment products, a commitment to growing their technical knowledge of the financial industry, and a desire to develop an extensive skill set.

As a member of our team, you will have the opportunity to lead, mentor, and support our culture of inclusivity.

Benefits

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.



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