Investment Sales Associate - Feb/March 2026 (Westlake)

Fidelity Investments•Westlake, TX

7d•$0 - $74,000•Hybrid

About The Position

The Investment Sales Associate (ISA) is an entry-level role within the extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, this role offers a collaborative, competitive, and high-energy sales environment. The ISA role is designed to prepare and expose individuals to various facets of financial services and investment products. It is ideal for those who enjoy working with people, have a strong interest in financial services, seek aggressive skill development, and desire opportunities for progression and promotion.

Requirements

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
Appreciation for the challenge of working in a goal and results-oriented environment
Robust consultative selling, influencing and communication skills
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

Nice To Haves

Experience in financial services and sales is helpful, but not required

Responsibilities

Consulting with financial advisor clients via phone and Zoom.
Providing market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their clients' financial goals.
Growing foundational knowledge of the financial industry through a multi-year development program with distinct phases.
Influencing the sale of investment products by working with intermediary clients.
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 skills and knowledge in Capital Market and Investment Product Knowledge, Sales Process and Sales Territory Management, Consultative Presentation Capabilities, and the Financial Advisor and Intermediary Eco-System.
Supporting financial advisor clients in the growth and impact of their financial wellness planning and advisory practices.
Leading, mentoring, being an ally, and supporting a culture of inclusivity.