Investment Sales Associate - Feb/March 2026 (Westlake)

Investment Sales Associate role in Fidelity Institutional's Intermediary Investment Client Group, preparing for Investment Sales Desk Development Program with opportunities for growth, promotion, and high earning potential.

Requirements

• Bachelor’s degree
• Series 7 & Series 63 licenses required
• 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

Benefits

• up to 74K annually, base salary, performance bonuses, and incentive bonuses for training milestones
• in-line promotions to Regional Investment Consultant (RIC) and Senior RIC with earning potential at least 95K and 115K, respectively