Inside Sales Program
Fidelity Financial Advisor Solutions
By becoming part of FFAS' Sales team, you are taking the first step on a career path with limitless possibilities. We are committed to developing our employees by providing numerous opportunities for both personal and professional growth.
We provide an extensive, eight-week, paid training program and the latest technology to assist you in developing and enhancing your industry and product knowledge. Fidelity will equip you with the tools you'll need in order to effectively, confidently communicate and build credibility with our investment professional clients.
The Sales Desk is a competitive, fast-paced and exciting environment. The skills you hone in this role, as well as the in-depth product knowledge you'll gain, serve as a springboard to any number of career opportunities at Fidelity. No matter what your area of interest, we have a position that is right for you, and we are dedicated to helping you reach your goals.
The Work We Do
As a inside sales representative (ISR) at FFAS, you will be part of the competitive and challenging world of investments at the largest mutual fund company in the United States. Providing investment management services to our clients, financial intermediaries, you will help them supply products to their underlying clients, helping them achieve their financial goals.
General QualificationsBachelor's degree Ability to obtain Series 7 and Series 63 licenses within 90 days of hire Strong communication and presentation skills Excellent active listening skills Time management and organizational skills Passion for client relations and working to find creative and effective investment solutions for your customers Flexibility to thrive in a fast-paced, competitive environment Competitive, results-driven mind set Uphold values of strong judgment, ethics and integrity
- Learn more about our benefits.
- Read about Fidelity's commitment to community service.
- Find out where we're located.
The Work We Do
Fidelity Advisor Funds
While some investors choose to purchase funds directly from Fidelity, others will opt to seek financial guidance from investment advisors. These clients, in turn, will have the opportunity to invest in products unique to FFAS’ business within Fidelity. The Advisor Funds are a family of Fidelity mutual funds distributed exclusively through investment professionals.
Institutional Money Market Funds
Designed to help FFAS’ institutional clients support their cash management needs, these funds are diversified portfolios made up of high-quality, short-term money market securities. These funds are used by a variety of clients for everything from directing corporate operating cash to assets used for managing mergers and acquisitions.
Retirement Plans and Programs
FFAS offers an array of financial products to help our clients underlying reach their retirement goals: the Fidelity Advisor (FA) 401(k), FA 403(b), FA IRAs, FA SEP and FA SIMPLE IRAs to name a few. These products sold solely through financial intermediaries, FFAS’ suite of retirement programs are all geared toward shareholder success in any market.
Fidelity mutual funds are recognized industry-wide and are sold by many investment professionals as part of their suite of product offerings to their underlying end clients. No matter the market or shareholder investment goals, with Fidelity’s catalogue of mutual funds, FFAS is sure to have a fund option to help clients meet their objectives.
Variable Insurance Product (VIP) Portfolios/Sub Advised Portfolios
Fidelity VIP Portfolios and Sub Advised Portfolios are specially priced investment options only available through certain variable life and variable annuity products. These products are sold to our insurance clients, who, in turn offer these products to the underlying shareholders through products like individual annuities, life insurance and group life insurance contracts.
College Savings Plans
The Fidelity Advisor 529 Plan and the ScholarShare Advisor College Savings Plan are offered exclusively through financial advisors as a way to help clients save toward rising college costs. Money saved within these plans can be used for tuition, fees, room and board, books, supplies and other qualified expenses at accredited higher learning institutions.