Investment Sales Associate
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will consult financial advisor clients by phone and Zoom, providing market insight, investment-product overviews, and portfolio-construction ideas. You will progress through licensing, training, proactive client engagement, and sales-territory ownership while helping advisors support their clients' financial goals.
Requirements
- Bachelor's degree
- Series 7 license
- Series 63 license
- Financial-services knowledge
- Capital-markets knowledge
- Investment-product knowledge
- Consultative selling
- Client communication
- Sales-process knowledge
- Sales-territory management
Responsibilities
- Consult financial advisor clients by phone and Zoom
- Provide market insights and investment-product overviews
- Advise on portfolio construction
- Support investment-product inquiries
- Proactively develop client relationships and sales opportunities
- Influence sales of investment products
- Drive investment-product sales with an external sales partner
