Investment Sales Associate - Feb/March 2026 (Westlake)

Fidelity Investments • Westlake, TX

15d • $74,000 • Hybrid

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! 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 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

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
• 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

Nice To Haves

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

Responsibilities

• 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.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level