Investment Sales Associate - Feb/March 2026 (Smithfield)

Fidelity(22 days ago)

HybridFull TimeTrainee$0 - $74,000Sales

About this role

Entry-level Investment Sales Associate role within Fidelity Institutional’s Intermediary Investment Client Group, serving as the starting position in a multi-year Investment Sales Development Program. The program is designed to develop foundational knowledge of financial services, capital markets, and investment product sales while providing structured phases for skill growth and merit-based promotion opportunities. The role is positioned for individuals seeking aggressive skill development and a pathway into senior sales roles.

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Required Skills

Consultative Selling
Communication
Capital Markets
Investment Products
Sales Process
Territory Management
Presentation
Client Engagement
Portfolio Construction
Teamwork

+1 more

Qualifications

Bachelor's Degree
Series 7 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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