Investment Sales Associate - Feb/March 2026 (Westlake)

Fidelity Bank is looking for an Investment Sales Associate (ISA) to join their Investment Sales Desk Development Program. This entry-level role involves consulting with financial advisor clients, providing market insights, and developing foundational knowledge in financial services and investment products.

Responsibilities

• Consulting with financial advisor clients via phone and Zoom
• Providing valuable market insight, investment product overviews, and portfolio construction ideas
• Engaging in proactive client engagement to initiate new client relationships and sales opportunities
• Working with intermediary clients to influence the sale of investment products
• Building skills and knowledge in capital markets and investment product knowledge, sales process, and consultative presentation capabilities

Skills

• 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
• Experience in financial services and sales is helpful, but not required

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