Soteriare
Undergrad- Investment Sales Development Program
Soteriare, Smithfield, Rhode Island, us, 02917
Undergrad- Investment Sales Development Program
Applylocations: Smithfield, RI; Westlake, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: 2099956Job Description:
2025-2025 Undergraduates, Investment Sales Development Program AssociateAre you ready to start your career in sales?Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity.
Join our Investment Sales Development Program (ISDP) , a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.You will begin your journey as an
Investment Sales Associate (ISA)
where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12–18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We’re Looking For
Bachelor’s degreeCommitment to growing your technical knowledge of the financial industryPassion for capital markets and investment productsAptitude and dedication for continuous learning and self-improvementTeam player, confident, and self-motivatedExcellent communicator, excited to engage clientsAppreciate the challenge of working in a goal and results-oriented environmentThe Purpose of Your RoleAs an Investment Sales Associate (ISA), your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients’ financial goals.Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:Capital Markets and Investment Product KnowledgeSales Process and Territory ManagementConsultative Presentation CapabilitiesFinancial Advisor and Intermediary Segment LandscapeThe Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.The three phases within the ISDP include:1)
Licensing & Training - Master the essentials and support financial advisor investment product inquiries.2)
Client Engagement - Initiate new client relationships and uncover sales opportunities.3)
Territory Ownership - Collaborate with an external sales partner to drive investment product sales.Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.The Skills You BringStrong communication skillsCuriosity, a learner mindset, and the drive to develop an extensive skill setAbility to develop technical depth in financial markets and investment productsContributing member of a competitive, collaborative, and energized teamOrganized, with ability to multitask, prioritize, and adjust to changeProven capability to be proactive and demonstrate initiativeReceptive to feedback and coachingThrive in a team-based sales environmentTake initiative and strive to exceed expectationsThe Value You DeliverYou provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve 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, and support our culture of inclusivity.Certifications:
Category:
SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
#J-18808-Ljbffr
Applylocations: Smithfield, RI; Westlake, TXtime type: Full timeposted on: Posted 2 Days Agojob requisition id: 2099956Job Description:
2025-2025 Undergraduates, Investment Sales Development Program AssociateAre you ready to start your career in sales?Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity.
Join our Investment Sales Development Program (ISDP) , a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.You will begin your journey as an
Investment Sales Associate (ISA)
where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12–18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We’re Looking For
Bachelor’s degreeCommitment to growing your technical knowledge of the financial industryPassion for capital markets and investment productsAptitude and dedication for continuous learning and self-improvementTeam player, confident, and self-motivatedExcellent communicator, excited to engage clientsAppreciate the challenge of working in a goal and results-oriented environmentThe Purpose of Your RoleAs an Investment Sales Associate (ISA), your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients’ financial goals.Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:Capital Markets and Investment Product KnowledgeSales Process and Territory ManagementConsultative Presentation CapabilitiesFinancial Advisor and Intermediary Segment LandscapeThe Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.The three phases within the ISDP include:1)
Licensing & Training - Master the essentials and support financial advisor investment product inquiries.2)
Client Engagement - Initiate new client relationships and uncover sales opportunities.3)
Territory Ownership - Collaborate with an external sales partner to drive investment product sales.Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.The Skills You BringStrong communication skillsCuriosity, a learner mindset, and the drive to develop an extensive skill setAbility to develop technical depth in financial markets and investment productsContributing member of a competitive, collaborative, and energized teamOrganized, with ability to multitask, prioritize, and adjust to changeProven capability to be proactive and demonstrate initiativeReceptive to feedback and coachingThrive in a team-based sales environmentTake initiative and strive to exceed expectationsThe Value You DeliverYou provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve 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, and support our culture of inclusivity.Certifications:
Category:
SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
#J-18808-Ljbffr