Fidelity Bank · 3 months ago
Investment Sales Associate - January 2026 (Westlake)
Westlake, TX
Full-time
Hybrid
New Grad, Entry Level
$74K/yr - $74K/yrFidelity Bank is a financial services company offering a collaborative and competitive sales environment. The Investment Sales Associate role prepares individuals for a career in financial services by providing market insights and investment product overviews to financial advisors, while also participating in a multi-year development program to enhance skills and knowledge in the industry.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
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
Engaging in proactive client engagement to initiate new client relationships and sales opportunities
Owning a sales territory with an external sales partner to drive investment product sales
Building knowledge in capital markets and investment products, sales processes, and consultative presentation capabilities
Qualification
Required
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
Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity
Preferred
Experience in financial services and sales is helpful, but not required
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
Founded in 1974
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase