Investment Sales Associate - Feb/March 2026 (Westlake)
Fidelity Investments is a leading financial services company, and they are seeking an Investment Sales Associate to join their team. This role will involve consulting with financial advisor clients, providing market insights, and participating in a multi-year development program to enhance skills in financial services.
Responsibilities
- Consulting with financial advisor clients via phone and Zoom
- Providing valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals
- Working with intermediary clients to influence the sale of investment products
- Engaging proactively with clients to initiate new client relationships and sales opportunities
- Owning sales territory with an external sales partner to drive investment product sales
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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