Full-Time

Branch Leader

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Senior

Wilmington, DE, USA

Hybrid role requires onsite presence every other week.

Category
Field Sales
Sales & Account Management
Required Skills
Management
Requirements
  • at least five years in financial sales role
  • three or more years of management within a financial services environment
  • Series 7 and 66 or 63/65 are required
  • obtain the Series 9/10 and Insurance licenses within 60 days of hire
Responsibilities
  • 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

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and widgets that provide real-time market data, news, and trading tools. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading features on their mobile devices. Additionally, they provide visualization tools for monitoring stock price changes and open limit orders, helping users gain insights into their investments. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The company's goal is to empower individuals with the information and tools they need to make informed financial decisions.

Company Stage

Debt Financing

Total Funding

$120.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of wearable tech could boost Fidelity's mobile solutions.
  • Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.
  • Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

What critics are saying

  • Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.
  • Increased competition from Vanguard's new division could draw clients away from Fidelity.
  • Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.
  • Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

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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