Investment Sales Associate - Feb/March 2026 (Westlake)

Fidelity(22 days ago)

HybridFull TimeTrainee$0 - $74,000Sales

About this role

An Investment Sales Associate (ISA) is the entry position into Fidelity Institutional’s multi-year Investment Sales Desk Development Program. The role provides structured exposure to financial services and investment products through phased licensing and training, with merit-based progression into senior sales roles. It is designed for candidates seeking aggressive professional development, certification (Series 7/63), and a path to Regional Investment Consultant positions.

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Required Skills

Consultative Selling
Communication
Client Engagement
Capital Markets
Investment Products
Portfolio Construction
Territory Management
Presentation Skills
Teamwork
Self-Motivation

Qualifications

Bachelor's Degree
Series 7
Series 63

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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