Investment Sales Associate - Feb/March 2026 (Westlake)
About The Position
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! 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 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 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 Knowledge Sales Process and Sales Territory Management Consultative Presentation Capabilities Financial Advisor and Intermediary Eco-System The Skills You Bring 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 Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity Note: Fidelity will not provide immigration sponsorship for this position. Compensation/Career Progression ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones. After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target. Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!
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
- Appreciate the challenge of working in a goal and results oriented environment
- 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
Nice To Haves
- Experience in financial services and sales is helpful, but not required
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
101-250 employees
