Sales & Relationship Management
Undergrad- Investment Sales Development Program
- Smithfield, RI
- Westlake, TX
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
Job Description:
Job Description: 2022 – 2025 Undergraduates, Investment Sales Development Program Associate
Are you ready to start your career in sales?
Use your people skills and desire to learn about the financial services industry to make a difference at Fidelity. Join our Investment Sales Development Program (ISDP), a dynamic career development program where you will make a meaningful impact by working directly with financial advisors as part of the Fidelity Institutional (FI) Intermediary Investment Client Group team.
You will begin your journey as an Investment Sales Associate (ISA) where you will start to build your skills and product knowledge within a supportive high-energy and collaborative team environment. Throughout the 12–18-month duration, you will receive continual support and guidance to attain required securities licenses (Series 7 & 63), product knowledge, and relationship-building skills as you work toward developing a successful sales career at Fidelity.
The Qualities We’re Looking For
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Bachelor’s degree
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Commitment to growing your technical knowledge of the financial industry
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Passion for capital markets and investment products
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Aptitude and dedication for continuous learning and self-improvement
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Team player, confident, and self-motivated
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Excellent communicator, excited to engage clients
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Appreciate the challenge of working in a goal and results-oriented environment
The Purpose of Your Role
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and video conference to provide valuable market insights, investment product overviews, and portfolio construction ideas that will help financial advisors achieve their clients’ financial goals.
Throughout the program, you will continue to grow your foundational knowledge of the financial industry and build your consultative selling skills:
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Capital Markets and Investment Product Knowledge
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Sales Process and Territory Management
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Consultative Presentation Capabilities
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Financial Advisor and Intermediary Segment Landscape
The Investment Sales Development Program is a multi-year career development program with three distinct phases to help you grow your foundational knowledge of the financial industry while developing critical sales skills. In each phase, you will be working with our intermediary clients (financial advisors) to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotions, based on how well you demonstrate core competencies.
The three phases within the ISDP include:
1) Licensing & Training – Master the essentials and support financial advisor investment product inquiries.
2) Client Engagement – Initiate new client relationships and uncover sales opportunities.
3) Territory Ownership – Collaborate with an external sales partner to drive investment product sales.
Your career path begins as an Investment Sales Associate (ISA) and progresses to Regional Investment Consultant (RIC) and Senior Regional Investment Consultant (Sr. RIC). The journey can ultimately lead you to a leadership role or one where you are responsible for sales within your own assigned territory. At Fidelity, you'll find opportunities to grow your career along a path that aligns with your goals.
The Skills You Bring
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Strong communication skills
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Curiosity, a learner mindset, and the drive to develop an extensive skill set
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Ability to develop technical depth in financial markets and investment products
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Contributing member of a competitive, collaborative, and energized team
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Organized, with ability to multitask, prioritize, and adjust to change
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Proven capability to be proactive and demonstrate initiative
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Receptive to feedback and coaching
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Thrive in a team-based sales environment
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Take initiative and strive to exceed expectations
The Value You Deliver
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You provide valuable market insights, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors helping their clients achieve financial independence
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You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
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Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, and support our culture of inclusivity
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, you’ll 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 Accommodation Team by sending an email to accommodations@fmr.com.
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
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A look inside our Fidelity planning offices
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
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 Fidelity’s customers around the world.
We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.
Licenses & Certifications
- Pursue your FINRA Series 7 and/or Series 63/66 licenses to take your career to the next level as a licensed financial broker.
- Tuition reimbursement for online or in-person course work in pursuit of new certifications.
Continuing Education & Training
- Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
- Video-based training for technology, leadership, management & more.
- Ongoing skills development and coaching opportunities.
- Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
- A range of talent development programs to support career mobility.
Mentoring
- Utilize the skills of experienced leaders to enrich your career.
- Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
- Hone your client relationship skills.
- An open atmosphere of knowledge sharing and collaboration.
- Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back to Our Communities
Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.
Fidelity Cares
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations to support our local communities.
- More than 12,000 associates donate time annually – from interns to SVPs.
- Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.
Fidelity Charitable®
- Created to make it easy for people to support charitable organizations they care about.
- Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
- Supported more than 300,000 unique charities around the world.
- Since its inception, more than $42 billion has been given to public charities.
