2027 Undergraduate - Investment Sales Development Program

Fidelity Investments • Smithfield, RI

1d • Onsite

About The Position

Join Fidelity's Investment Sales Development Program (ISDP), a dynamic career development program designed for individuals with strong people skills and a desire to learn about the financial services industry. This program offers a unique opportunity to make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team. You will start as an Investment Sales Associate (ISA), building skills and product knowledge in a supportive, high-energy, and collaborative environment. Over a 12–18-month period, you will receive continuous support and guidance to obtain required securities licenses (Series 7 & 63), develop product expertise, and hone relationship-building skills, all while progressing towards a successful sales career at Fidelity. The program is structured in three distinct phases: Licensing & Training, Client Engagement, and Territory Ownership, designed to build foundational knowledge and critical sales skills. Career progression can lead from Investment Sales Associate (ISA) to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC), with potential for leadership roles or territory sales responsibility.

Requirements

• Bachelor’s degree
• Commitment to growing technical knowledge of the financial industry
• Passion for capital markets and investment products
• Aptitude and dedication for continuous 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
• Strong communication skills
• Curiosity, a learner mindset, and the drive to develop an extensive skill set
• Ability to develop technical depth in financial markets and investment products
• Contributing member of a competitive, collaborative, and 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 a team-based sales environment
• Take initiative and strive to exceed expectations

Responsibilities

• Consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas.
• Supporting financial advisor investment product inquiries.
• Initiating new client relationships and uncovering sales opportunities.
• Collaborating with an external sales partner to drive investment product sales.
• Providing valuable market insights, consulting on portfolio construction, and leveraging investment product expertise to positively influence financial advisors.
• 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.

What This Job Offers

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