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Fidelity Bank · 2 months ago

Investment Sales Associate - January 2026 (Smithfield)

Smithfield, RI

Full-time

Hybrid

New Grad, Entry Level

$74K/yr - $74K/yr

Fidelity Bank is seeking an Investment Sales Associate (ISA) to join their Investment Sales Desk Development Program. This entry-level role involves consulting with financial advisor clients, providing market insights, and developing skills in financial services and investment products.

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

Qualification

Series 7 licenseSeries 63 licenseCapital Market KnowledgeSales Process ManagementConsultative SellingProactive InitiativeLearner MindsetCommunicationTeam Player

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