Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.

The Expertise and Skills You Bring

At least five years in a financial sales role
Three or more years of management within a financial services environment is preferred
Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
Insurance license required
Background in relationship management and a deep understanding of financial services
Impressive time-management skills and ability to complete multiple priorities
Natural ability to influence and develop the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

The Team

For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $100,000-$168,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Sales

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

$247.8B

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

Company News

Yahoo Finance

Oct 22nd, 2026

Fidelity's Timmer says AI bubble risk lies in debt, as CoreWeave bond yields top 15%

Fidelity's director of global macro, Jurrien Timmer, says any AI bubble may sit in debt markets rather than stocks. Yields on bonds from AI cloud provider CoreWeave topped 15% last week, even as equity valuations fall. Timmer compared CoreWeave's yield with a Bloomberg index of junk-rated telecom bonds from the 1998 to 2000 boom. In that era, the warning came from debt, not dot-com stocks. Highly rated AI borrowers still look stable, he said. CoreWeave's 2031 notes yielded 15.78% last Thursday. Its debt rose from $21 billion at the end of 2025 to $35 billion by June 30, and net interest expense of $640 million took about a quarter of second-quarter revenue. Chief executive officer Mike Intrator said its backlog, near $104 billion, more than covers its debt.

Business Wire

Oct 16th, 2026

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IT桔子

Oct 15th, 2026

Veir raises $24.9M Series A+ for high-temperature superconductor power transmission

US startup Veir has raised $24.9 million in a Series A+ round. VXI Capital, Galvanize Climate Solutions, Fidelity Investments, Congruent Ventures, The Engine, and Breakthrough Energy Ventures invested. Veir develops a way to transmit electricity using high-temperature superconductors (HTS). Its platform uses evaporative cryogenic cooling. The technology lets utilities carry more power at lower voltage within a smaller right-of-way. This helps connect the lowest-cost renewable resources to the places that need them.

BehindLogin

Oct 15th, 2026

Who has the best Workplace Pension App 2026?

Who has the best Workplace Pension App 2026? Oliver Lane Founder, Product Lead Bristol, UK - 15 October 2026 BehindLogin has released the 2026 edition of its Workplace Pension App Benchmark report. In the last year the baseline has risen, competition has tightened and those standing still risk being left behind. Scottish Widows comes top of the leaderboard. Scottish Widows is awarded Best Overall Winner, offering an app experience that allows members to save, invest and plan for their retirement. The strongest providers help members to understand their pensions and also make the next step simpler, yet none combine best-in-class capability and execution across the full experience. Product investment has focused largely on helping people to understand their pension and more work is required to support members with managing contributions. "Ahead of the release of the pensions dashboard, connected journeys will be key in helping people to find & understand their savings." - Oliver Lane, Founder & CEO, BehindLogin Ten critical features. With a focus on 10 features across 10 leading providers, the report uncovers what pension providers are really delivering, who leads and where the biggest opportunities lie. Most competitor insight stops at what providers say they offer. This report goes further, observing real members using their pension apps to understand what actually happens behind-the-login. "BehindLogin's work in systematically assessing major pension providers across a range of critical member engagement criteria is unique in the UK pensions sector. For anyone interested in how this market is serving its members, from employers to policymakers, consultants to market competitors, this annual report should be required reading." - Tom McPhail, Pensions Expert Awards and leaderboard highlights. * Best Over-all: Scottish Widows leads across four features, setting the pace across contributions, investments, communications and retirement planning. * Runner-Up: L&G excels with its pension overview and delivers consistently strong investment, retirement planning and support experiences across the app. * Most Engaging: Standard Life is celebrated for making pensions engaging through personalisation, interactive tools, approachable content and goal-based experiences. * Best Design: Cushon stands out for its distinctive native design, with visual comparisons and intuitive controls that make complex tasks feel approachable. * Most Innovative: Mercer is recognised for pushing beyond core pension servicing through connected finances, locating lost pension pots and interactive planning. * A notable mention also to Fidelity, a solid all rounder that achieved 5th place in the leaderboard, leading on support and contact options. Expert voices. "It's great to see member experience rising up everyone's agenda. The next step is more joined-up journeys that help members take positive action." - Chloe Taylor, Quietroom "The single best thing a member can do for their retirement is save more, yet it remains one of the hardest things to do in a pension app." - Jonathan Hawkins, Hawkins Strategic Advisory On a mission to inspire the next generation of digital experiences. BehindLogin's research combines real customer journeys, rigorous benchmarking and specialist product and UX analysis. This allows product teams to: * See what customers really experience across competitor apps, websites, communications and service journeys * Benchmark where they lead, match or fall behind using an independent, evidence-based framework. * Identify best-in-class experiences and understand what makes them effective. * Turn competitor evidence into action across product strategy, roadmaps, and experience design. Access the benchmark report. You can download a snapshot of the report from its benchmark report page. To access the Full 1-10 Leaderboard, Provider Diagnostics, UI Screens & Journey Maps, a Best-In-Class Showcase and its Subscription offering, please request the full report. Press enquiries. For press enquiries and assets, please contact [email protected] Intrigued? Let's talk.