Fidelity TalentSource LLC
Investment Sales Associate - Westlake TX
Fidelity TalentSource LLC, Westlake, Texas, United States,
Job Description:Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP).\u00A0 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 Expertise\u00A0We re Looking ForBachelor s degreeSeries 7 & Series 63 licenses required (may be attained in role)Experience in financial services and sales is helpful, but not requiredCommitment to growing technical knowledge of the financial industryPassion for capital markets and investment productsAptitude and dedication for constant learning and self-improvementTeam player, confident, and self-motivatedExcellent communicator, excited to engage clientsAppreciate the challenge of working in a goal and results oriented environment
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.\u00A0 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.\u00A0 In each phase you will be working with our intermediary clients to influence the sale of our investment products.\u00A0 As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.\u00A0
The three phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client relationships and sales opportunitiesSales 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:\u00A0 \u00A0Capital Market and Investment Product KnowledgeSales Process and Sales Territory ManagementConsultative Presentation CapabilitiesFinancial Advisor and Intermediary Eco-System
The Skills\u00A0You BringYour robust consultative selling, influencing and communication skillsA learner mindset, with determination for extensive skill developmentAbility to develop technical depth in financial markets and investment productAdditive (or leader) to a competitive, collaborative, energized teamOrganized, with ability to multitask, prioritize, and adjust to changeProven capability to be proactive and demonstrate initiativeReceptive to feedback and coachingThrive in team-based sales environmentTake initiative and strive to exceed expectationsYou provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independenceYou support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practicesThroughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity
Compensation/Career ProgressionISAs 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!Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity 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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
The Expertise\u00A0We re Looking ForBachelor s degreeSeries 7 & Series 63 licenses required (may be attained in role)Experience in financial services and sales is helpful, but not requiredCommitment to growing technical knowledge of the financial industryPassion for capital markets and investment productsAptitude and dedication for constant learning and self-improvementTeam player, confident, and self-motivatedExcellent communicator, excited to engage clientsAppreciate the challenge of working in a goal and results oriented environment
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.\u00A0 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.\u00A0 In each phase you will be working with our intermediary clients to influence the sale of our investment products.\u00A0 As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.\u00A0
The three phases within the program: Licensing, training, and supporting financial advisor investment product inquiriesPro-active client engagement to initiate new client relationships and sales opportunitiesSales 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:\u00A0 \u00A0Capital Market and Investment Product KnowledgeSales Process and Sales Territory ManagementConsultative Presentation CapabilitiesFinancial Advisor and Intermediary Eco-System
The Skills\u00A0You BringYour robust consultative selling, influencing and communication skillsA learner mindset, with determination for extensive skill developmentAbility to develop technical depth in financial markets and investment productAdditive (or leader) to a competitive, collaborative, energized teamOrganized, with ability to multitask, prioritize, and adjust to changeProven capability to be proactive and demonstrate initiativeReceptive to feedback and coachingThrive in team-based sales environmentTake initiative and strive to exceed expectationsYou provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independenceYou support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practicesThroughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity
Compensation/Career ProgressionISAs 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!Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity 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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.