Investment Sales Associate - January 2026 (Westlake)

Investment Sales Associate (ISA)

Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!

The Expertise We're Looking For :

• Bachelor's degree
• Series 7 & Series 63 licenses required (may be attained in role)
• Experience in financial services and sales is helpful, but not required
• 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

As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client's financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.

The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.

The three phases within the program :

Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills & knowledge :

The Skills You Bring :

Compensation / Career Progression :

Note : Fidelity will not provide immigration sponsorship for this position.