Investment Sales Associate - Feb/March 2026 (Westlake)

Job description

Job Description: Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you! The Expertise We’re Looking For: Bachelor’s degree: Series 7 & Series 63 licenses required (may be attained in role) Experience in financial services and sales is helpful, but not required 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 As an Investment Sales Associate (ISA) your pri...