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Investment Sales Associate at Fidelity - ApplyBlast

Investment Sales Associate

Fidelity

20 days ago

4.4 on Glassdoor

Westlake, Texas, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Investment Sales Associate role serves as the entry point to Fidelity's multi-year Investment Sales Desk Development Program, focusing on consulting with financial advisor clients to provide market insights and investment product expertise. This position offers a collaborative environment designed to build foundational knowledge of the financial industry while developing vital sales and technical skills. The role involves proactive client engagement and territory ownership to drive investment product sales and support client financial goals.

Responsibilities

Consult with financial advisor clients via phone and Zoom
Provide market insight and investment product overviews
Drive investment product sales through proactive client engagement

Skills

Qualifications

Series 7Series 63

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.