Branch Leader
About the job
- At least five years of experience in a financial sales role.
- Series 7 and Series 66, or Series 63 and Series 65, are required.
- Must acquire Series 9 and Series 10 upon hire.
- Background in relationship management and a deep understanding of financial services.
- Ability to complete multiple priorities using time-management skills.
- Ability to influence and develop the sales skills of others.
- Understanding of compliance and regulatory guidelines.
- Professional demeanor and interpersonal skills.
- Positive attitude, business integrity, strong work ethic, and a high level of integrity.
- Support the Vice President, Branch Leader.
- Build a strong sales team and develop service associates who generate revenue opportunities and ensure high customer satisfaction.
- Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events.
- Coordinate branch operations, ensure compliance, and resolve customer concerns.
- Develop and motivate associates to achieve individual and team success.
- Learn aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.
- Aid the assigned Vice President, Branch Leader; the role may involve working at more than one branch or having a different main branch during the program.
- Three or more years of management experience within a financial services environment is preferred.
About the company
Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$247.3B
Headquarters
Boston, Massachusetts
Founded
1946
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Simplify's Take
What believers are saying
- Growth supports business investment: March 2026 reporting showed Fidelity's 2025 revenue rose 15% to $37.7 billion.
- Eligible US employees build retirement savings: Fidelity combines a 401(k) match with annual profit sharing.
- Investment teams gained product scope: Fidelity launched four active small and midcap ETFs in April 2026.
What critics are saying
- Technology careers face restructuring: Fidelity cut about 800 jobs in its technology and product overhaul in May 2026.
- Boston staff face less flexibility: April 2026's policy sets five office days from September, with phone-support exemptions.
- Custody teams face irreversible errors: Fidelity's bitcoin fund warns lost private keys without backups permanently strand assets.
What makes Fidelity Investments unique
- Public shareholders do not set Fidelity's agenda: the investment group remains privately held.
- Fidelity competes on fund costs: its four ZERO index mutual funds charge no expense ratio.
- Platform scale supports large projects: Fidelity reported $18 trillion under administration for year-end 2025 in March 2026.
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Benefits
- Health Insurance
- Mental Health Support
- Hybrid Work Options
- 401(k) Retirement Plan
- 401(k) Company Match
- Unlimited Paid Time Off
- Parental Leave
- Student Loan Assistance
- Tuition Reimbursement