Investment Sales Associate - January 2026 (Westlake)
Fidelity Investments is a leading financial services company, and they are seeking an Investment Sales Associate to join their Investment Sales Desk Development Program. This role involves consulting with financial advisor clients, providing market insights, and developing foundational knowledge of the financial industry while engaging in sales activities.
Responsibilities
- Consulting with financial advisor clients via phone and Zoom
- Provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals
- Working with our intermediary clients to influence the sale of our investment products
- Licensing, training, and supporting financial advisor investment product inquiries
- Pro-active client engagement to initiate new client relationships and sales opportunities
- Sales territory ownership with an external sales partner, to drive investment product sales
- Building Capital Market and Investment Product Knowledge
- Sales Process and Sales Territory Management
- Consultative Presentation Capabilities
- Financial Advisor and Intermediary Eco-System
- Provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence
- Support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
- Lead, mentor, be an ally, support our culture of inclusivity
Skills
- Bachelor's degree
- Series 7 & Series 63 licenses required (may be attained in role)
- 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
- Your robust consultative selling, influencing and communication skills
- A learner mindset, with determination for extensive skill development
- Ability to develop technical depth in financial markets and investment product
- Additive (or leader) to a competitive, collaborative, energized team
- Organized, with ability to multitask, prioritize, and adjust to change
- Proven capability to be proactive and demonstrate initiative
- Receptive to feedback and coaching
- Thrive in team-based sales environment
- Take initiative and strive to exceed expectations
- You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence
- You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
- Experience in financial services and sales is helpful, but not required
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