Branch Leader - Santa Barbara, CA

Fidelity

$100K — $168K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in financial sales role
  • 3+ years of management experience in financial services
  • Must hold Series 7 and 66 or 63/65 certifications
  • Willingness to obtain Series 9/10 upon hire
  • Strong background in relationship management and financial services

Responsibilities

  • Support the Branch Manager in team building and training
  • Implement national business growth initiatives
  • Oversee operational activities and compliance issues
  • Develop associates through mentoring and training
  • Assist in hiring and branch management processes

Benefits

  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement plans
  • Generous paid time off and parental leave
  • Charitable giving matching program
  • Educational assistance including student loan repayment and tuition reimbursement
Full Job Description

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.

TheExpertiseWe97reLooking 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 arerequired, additionally we would want you to obtain the Series 9/10uponhire

ThePurposeof 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 mayprovide assistancein more than onebranchand/or the primary branch location may change during the program.

TheSkillsYou 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 businessprofessionalismand strong work ethic withhigh levelof integrity

Note: Fidelity is not providing immigration sponsorship for this position

TheValueYou Deliver

  • Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuringhigh levelsof customer happiness

  • Implementing national initiatives to grow business through in-branch customer contact, local marketing, educationalseminarsand 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 WorkImpactsthe Organization

If your dreams are to run your own branch, this role is your first step.Youlllearn 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,growthe local market and coach and mentor associates.

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, candidate97s 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 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.


Certifications:
Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Category:

Sales

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