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About the Role

As the leader of a Fidelity branch team, you'll have the resources to succeed by selling yourself, your company, and your product. Our mission is to drive business opportunities by building a strong sales and service team that embraces the company brand, cultivates revenue, and ensures high customer satisfaction. You will educate the local market, drive national initiatives, and grow local business through customer meetings, seminars, and client appreciation events.

Responsibilities

Drive business opportunities by building a strong sales and service team.
Embrace the company brand and cultivate revenue.
Ensure high levels of customer happiness.
Educate the local market to drive national initiatives and grow local business.
Conduct in-branch customer meetings, informative seminars, and client appreciation events.
Lead, recruit, and work closely with branch employees.
Develop sales capabilities through dedicated mentoring and coaching.
Manage branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
Build and lead strategies to develop associates and their business.
Make decisions that significantly impact branch success, market growth, and profitability.

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 or association due to laws and regulations governing Fidelity's business.

Skills

All-encompassing brokerage and mutual fund knowledge.
Expertise in financial planning.
Hiring, mentoring, and developing new branch associates.
Collaborative work style.
Improving productivity.
Implementing ideas.
Coordinating and supporting cross-company partnerships.
Managing regional corporate relationships.
Positive attitude.
Empowering business professionalism.
Strong work ethic.
High level of integrity.

Location

Onsite

Work Type

Full-time
Onsite

Experience Level

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

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 transitioning to a full-time onsite working model.
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.