About this role
Fidelity will not provide immigration sponsorship for this position.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!
The Expertise We're Looking For
Bachelor's degreeSeries 7 & Series 63 licenses required (may be attained in role)Experience in financial services and sales is helpful, but not requiredCommitment to growing technical knowledge of the financial industryPassion for capital markets and investment productsAptitude and dedication for constant learning and self-improvementTeam player, confident, and self-motivatedExcellent communicator, excited to engage clientsAppreciate the challenge of working in a goal and results oriented environment As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client's financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.
The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.
The three phases within the program:
Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client relationships and sales opportunitiesSales territory ownership with an external sales partner, to drive investment product sales Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills & knowledge:
Capital Market and Investment Product KnowledgeSales Process and Sales Territory ManagementConsultative Presentation CapabilitiesFinancial Advisor and Intermediary Eco-System The Skills You Bring
Your robust consultative selling, influencing and communication skillsA learner mindset, with determination for extensive skill developmentAbility to develop technical depth in financial markets and investment productAdditive (or leader) to a competitive, collaborative, energized teamOrganized, with ability to multitask, prioritize, and adjust to changeProven capability to be proactive and demonstrate initiativeReceptive to feedback and coachingThrive in team-based sales environmentTake initiative and strive to exceed expectationsYou provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independenceYou support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practicesThroughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity Fidelity's Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Sales Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.