Fidelity Investments · 2 hours ago
Investment Sales Associate - Feb/March 2026 (Westlake)
Roanoke, TX
Full-time
Hybrid
New Grad, Entry Level
$74K/yr - $74K/yrFidelity Investments is seeking an Investment Sales Associate as part of their Investment Sales Desk Development Program. This role involves consulting with financial advisor clients to provide market insights and investment product overviews, while also focusing on skill development in the financial services industry.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Consulting with financial advisor clients via phone and Zoom
Provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals
Working with our intermediary clients to influence the sale of our investment products
Licensing, training, and supporting financial advisor investment product inquiries
Pro-active client engagement to initiate new client relationships and sales opportunities
Sales territory ownership with an external sales partner, to drive investment product sales
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 Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
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