Investment Sales Associate - Military veterans preferred

**Investment Sales Associate** **Smithfield , RI** **** **Job Description:** ****Investment Sales Associate**** ****The Role**** The Fidelity Institutional (FI) Sales Desk Program offers a collaborative, competitive and high energy environment. **The Investment Sales Associate** (ISA) role offers an extensive, paid training program *(The Investment Sales Development Program*) for entry level candidates, that will prepare and expose you to the various facets of financial services and products. **If you love working with people and have an interest in financial services, this is the job for you!** ****The Expertise Were Looking For:**** *

Bachelors degree *

Ability to obtain Series 7 & Series 63 licenses *

Prior experience in a consulting or sales related role helpful, but not required *

A true desire to grow your foundational knowledge of the financial industry *

Dedication to constant self-improvement *

High aptitude to learn new things quickly *

Team player, confident, and self-motivated *

Excellent communication skills and outgoing personality *

Results-oriented and comfortable working independently *

Ability to thrive in dynamic and reciprocal environments **As an Investment Sales Associate (ISA)** your primary responsibility will be consulting with financial advisors and institutional clients via the phone. Youll work every day to provide valuable market insight and portfolio construction ideas to help their clients achieve their financial goals and will have the opportunity to grow your foundational knowledge of the financial industry. **The Investment Sales Development Program** is an entry-level development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing the vital skills for the Regional Investment Consultant role (inside wholesaler). As you develop these skills, you will earn the opportunity to interview for a promotion that is based on merit and your validated understanding of the required skills. **The three phases within the program:** *

Consulting with financial advisors through inbound phone calls *

Partnering with external wholesalers to learn territory management *

Scheduling prospecting clients to uncover new opportunities and drive business development **Throughout the 12-18 months of the program, you will focus on building the following skills & knowledge in these areas:** *

Product & Market Knowledge *

Sales & Consulting Skills *

Presentation Capabilities *

Territory Management ****The Skills You Bring:**** *

Your robust consultative selling, influencing and communication skills *

Superb communication and people-interaction skills. *

Ability to multitask, prioritizes tasks, and quickly adjusts in a rapidly changing environment *

A focused, investigative and inquisitive mind; together with creative abilities *

Excellent conflict management and negotiation skills *

Proven capability to be proactive and demonstrate initiative *

Strong time management and prioritization skills *

Your receptiveness to feedback and willingness to adapt to change *

In a team-based sales environment, you take initiative and exceed expectations *

Effective listening, communication, and presentation skills *

Ability to effectively engage clients through interactions, reflecting your interpersonal communication and relationship building skills *

A passion to learn a variety of investment products, and ability to educate customers on the values and differences of each ****The Value You Deliver:**** *

Providing valuable market insight and portfolio construction ideas to help our clients achieve their financial goals *

With our open architecture, you offer a wide broad range of financial products and services *

Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills **** **Certifications:** **** **Company Overview** Fidelity Investments is a privately held company with a mission *to strengthen the financial well-being of our clients.* We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. **Join Us** At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined. As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what were calling . We invite you to **Find Your Fidelity** at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2. **Fidelity benefits that adapt to everything life sends your way** **Benefits With You in Mind** Benefits for your whole life

thats what youll find at Fidelity. Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive

both in and outside of work. **Family Programs** * Adoption assistance * Backup dependent care * Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave) **Wellness Programs** * Dependent care flexible spending (FSA) * On-site health & wellness centers * Nutritional counseling * Fitness reimbursement programs **Retirement Planning** * 401(k): pre-tax and/or Roth * Company-matching contributions (up to 7%)* * Profit Sharing contributions** **Health & Insurance** * Medical coverage * Dental & Vision coverage * Disability Insurance * HSA & FSA flexible spending accounts **Education Benefits** * Step Ahead student loan assistance

helping you pay down your loans so you can save on interest, with up to $10K in contributions * Tuition reimbursement program * Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow. ** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits. *** As of March 2019. **Fidelity is invested in you** **Committed to Professional Development** At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world. We offer a wide range of options for professional development including online, in-person, and ment

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