Investment Sales Associate

Fidelity Investments

. Consult with financial advisor clients via phone and Zoom .

Posted 9/16/2026full-timeWestlake • Rhode Island • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in consultative selling and client engagement within the financial services sector, with a strong focus on capital markets and investment products. Possesses the ability to mentor and support colleagues while fostering an inclusive culture.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseConsultative SellingCapital Markets KnowledgeInvestment Product Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Services ExperienceSales Process DevelopmentPortfolio ConstructionMarket InsightFinancial Wellness Planning

Soft Skills

Excellent Communication SkillsProactive InitiativeMultitasking AbilityReceptiveness to FeedbackGoal-Oriented Mindset

Tools & Technologies

ZoomPhone Communication

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Financial Advisor EcosystemInvestment ProductsSales Territory ManagementClient Relationship ManagementFinancial Goals

About the role

Key responsibilities & impact

Consult with financial advisor clients via phone and Zoom
Provide market insight, investment product overviews, and portfolio construction ideas
Help financial advisors achieve their clients’ financial goals
License, train, and support financial advisor investment product inquiries
Proactively engage clients to initiate new client relationships and sales opportunities
Progress toward sales territory ownership with an external sales partner to drive investment product sales
Build capital market and investment product knowledge
Develop sales process and sales territory management skills
Develop consultative presentation capabilities
Develop knowledge of the financial advisor and intermediary ecosystem
Support financial advisor clients’ financial wellness planning and advisory practices
Lead, mentor, support colleagues, and contribute to an inclusive culture

Requirements

What you’ll need

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
Excellent communication skills and willingness to engage clients
Ability to work in a goal- and results-oriented environment
Consultative selling, influencing, and communication skills
Ability to develop technical depth in financial markets and investment products
Ability to multitask, prioritize, and adjust to change
Ability to be proactive and demonstrate initiative
Receptiveness to feedback and coaching
Must be eligible to work without immigration sponsorship

Benefits

Comp & perks

Multi-year Investment Sales Desk Development Program with built-in opportunities for progression and promotion
Merit-based promotion opportunities
Licensing and training provided as part of the development program
Coaching and feedback
Opportunity to lead, mentor, support colleagues, and contribute to an inclusive culture