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Fidelity Investments · 2 months ago

Investment Sales Associate - January 2026 (Smithfield)

Smithfield, RI

Full-time

Onsite

New Grad, Entry Level

$74K/yr - $74K/yr

Fidelity Investments is a leading financial services company offering a collaborative and competitive sales environment. The Investment Sales Associate (ISA) role is designed to prepare individuals for a career in financial services, focusing on client engagement, market insight, and investment product sales.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Consulting with financial advisor clients via phone and Zoom

Providing valuable market insight, investment product overviews, and portfolio construction ideas

Working with intermediary clients to influence the sale of investment products

Engaging proactively with clients to initiate new relationships and sales opportunities

Managing a sales territory with an external sales partner

Building capital market and investment product knowledge

Developing sales process and territory management skills

Enhancing consultative presentation capabilities

Supporting financial advisor clients in their financial wellness planning and advisory practices

Leading, mentoring, and supporting a culture of inclusivity

Qualification

Series 7 licenseSeries 63 licenseCapital Market KnowledgeSales Process ManagementConsultative SellingProactive InitiativeCommunicationTeam PlayerOrganizational Skills

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