Job Description:

As the leader of a Fidelity branch team, you9ll have the resources at your disposal to succeed on each count.

The Expertise We9re 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

• We require an active Series 9/10, 7 and 66 licenses

The Purpose of Your Role

Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

The Skills You Bring

• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning

• A contagious enthusiasm for hiring, mentoring and developing new branch associates

• Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas

• Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities

• Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Note: Fidelity is not providing immigration sponsorship for this position

The Value You Deliver

You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.

How Your Work Impacts the Organization

You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.

Fidelity9s 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.

Certifications:

Category:

Sales