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 Company Overview Fidelity Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is