Fidelity Investments is a financial services company offering a collaborative and competitive sales environment. The Investment Sales Associate role prepares individuals for various facets of financial services and investment products while providing valuable market insights and support to financial advisors.
Responsibilities
- Consulting with financial advisor clients via phone and Zoom
- Providing valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals
- Working with intermediary clients to influence the sale of investment products
- Initiating new client relationships and sales opportunities
- Driving investment product sales with an external sales partner
- Building capital market and investment product knowledge
- Managing sales processes and territories
- Delivering consultative presentations to clients
- Supporting financial advisor clients in their financial wellness planning and advisory practices
- Leading, mentoring, and supporting a culture of inclusivity
Skills
- Bachelor's degree
- Series 7 & Series 63 licenses required (may be attained in role)
- Commitment to growing technical knowledge of the financial industry
- Passion for capital markets and investment products
- Aptitude and dedication for constant learning and self-improvement
- Team player, confident, and self-motivated
- Excellent communicator, excited to engage clients
- Appreciate the challenge of working in a goal and results oriented environment
- Your robust consultative selling, influencing and communication skills
- A learner mindset, with determination for extensive skill development
- Ability to develop technical depth in financial markets and investment product
- Additive (or leader) to a competitive, collaborative, energized team
- Organized, with ability to multitask, prioritize, and adjust to change
- Proven capability to be proactive and demonstrate initiative
- Receptive to feedback and coaching
- Thrive in team-based sales environment
- Take initiative and strive to exceed expectations
- You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence
- You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
- Experience in financial services and sales is helpful, but not required
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.
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