Branch Leader

Job Description:

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.

The Expertise We’re Looking For

• We ask that you have at least five years in financial sales role
• We believe that three or more years of management within a financial services environment is helpful
• The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire

The Purpose of Your Role

Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.

The Skills You Bring

• Your background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• You have a natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

The Value You Deliver

• Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
• Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
• Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
• Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

How Your Work Impacts the Organization

If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Category:

Sales

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.