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About the Role

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. Educate the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

Responsibilities

• Function as a general manager for the branch, building and leading strategies to develop associates and their business.
• Lead, recruit, and work closely with branch employees, taking team building seriously.
• Develop sales capabilities through dedicated mentoring and coaching.
• Manage branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
• Drive business opportunities by building a strong sales and service team.
• Cultivate revenue while ensuring high levels of customer happiness.
• Educate the local market to drive national initiatives and grow local business.
• Conduct in-branch customer meetings, informative seminars, lead utilization, and client appreciation events.

Requirements

• At least five years in a financial sales role.
• Three or more years of management within a financial services environment.
• Active Series 9/10, 7 and 66 licenses.
• Fidelity will not provide immigration sponsorship for this position.
• Individuals with certain Criminal Histories may be restricted from hiring and/or association due to federal and state laws.

Skills

• All-encompassing brokerage and mutual fund knowledge.
• Expertise in financial planning.
• Enthusiasm for hiring, mentoring, and developing new branch associates.
• Passion for working collaboratively, improving productivity, and implementing ideas.
• Ability to coordinate and support cross-company partnerships and regional corporate relationships.
• Positive attitude.
• Empowering business professionalism.
• Strong work ethic with high level of integrity.

Location

• Onsite

Work Type

• Full-time

Experience Level

• 5+ years in financial sales
• 3+ years management in financial services

Education Level

• Series 07 - FINRA
• Series 09 - FINRA
• Series 10 - FINRA
• Series 66 - FINRA

Salary/Compensations

• $96,000-$210,000 per year

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement plan
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources

About the Company

• Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want.
• Fidelity is a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
• Fidelity is proud of its diverse and inclusive workplace where associates are respected and valued for their unique perspectives and experiences.
• For information about working at Fidelity, visit FidelityCareers.com.

Equal Opportunity

• Fidelity Investments is an equal opportunity employer.
• Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.