Investment Sales Associate - Feb/March 2026 (reputed company)

reputed company 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 reputed company phone and reputed company
• Providing valuable market reputed company, investment product overviews, and portfolio construction reputed company
• 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 reputed company, with determination for extensive reputed company development
• Ability to reputed company 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
• reputed company to feedback and coaching
• reputed company in team-based sales environment
• Take initiative and strive to exceed expectations
• You reputed company valuable market reputed company, consult on portfolio construction, and reputed company 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