Investment Sales Associate - Feb/March 2026 (Westlake)
Fidelity Bank is looking for an Investment Sales Associate (ISA) to join their Investment Sales Desk Development Program. This entry-level role involves consulting with financial advisor clients, providing market insights, and developing foundational knowledge in financial services and investment products.
Responsibilities
- Consulting with financial advisor clients via phone and Zoom
- Providing valuable market insight, investment product overviews, and portfolio construction ideas
- Engaging in proactive client engagement to initiate new client relationships and sales opportunities
- Working with intermediary clients to influence the sale of investment products
- Building skills and knowledge in capital markets and investment product knowledge, sales process, and consultative presentation capabilities
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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