Fidelity will not provide immigration sponsorship for this position.Job Description:This leadership position will be located in a new Fidelity Omaha, NE Investor Center branch location.The RoleIt's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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.
As a key leader in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You play a critical role in managing branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Serving as the branch's general manager, you build and execute strategies that support associate development, business growth, and exceptional client experiences. Your leadership and decisions directly influence branch success, market growth, and profitability.
The Expertise and Skills You Bring- Bachelor's Degree highly preferred
- 5+ years in financial sales role
- 3+ years of financial services management is helpful
- Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- Contagious enthusiasm for hiring, mentoring, and developing new branch associates
- Inspired by passion for working collaboratively, improving productivity, and implementing ideas
- Ability to coordinate and support 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
The TeamOur mission 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. Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers - including personal, needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning services. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
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 $96,000-$210,000 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.
Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category:Sales
