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About the Role

This developmental role provides an opportunity to lead a team of sales and service associates, collaborating with senior management to prepare them for branch leadership. Your strategic perspective will differentiate the branch, while you build a strong sales team and develop service associates to drive revenue and customer satisfaction. You will implement national initiatives to foster business growth through customer engagement, local marketing, educational seminars, and client events. Additionally, you will oversee branch operations, ensure compliance, resolve customer concerns, and motivate associates.

Responsibilities

Manage a team of successful associates preparing to lead their own branch.
Support the Vice President, Branch Leader.
Build a strong sales team and develop service associates.
Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events.
Coordinate branch operations, ensuring compliance and resolving customer concerns.
Develop and motivate associates to achieve individual and team success.
Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.

Requirements

At least five years in a financial sales role.
Three or more years of management within a financial services environment is preferred.
Series 7 and 66 or 63/65 are required.
Must acquire the Series 9/10 upon hire.
Background in relationship management and a deep understanding of financial services.
Impressive time-management skills and ability to complete multiple priorities.
Natural ability to influence and develop the sales skills of others.
Validated grasp of compliance and regulatory guidelines.
Professional demeanor and excellent interpersonal skills.
Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity.
Fidelity will not provide immigration sponsorship for this position.

Skills

Sales
Relationship Management
Financial Services
Time Management
Influencing
Sales Development
Compliance
Regulatory Guidelines
Interpersonal Skills
Work Ethic
Integrity

Location

Onsite

Work Type

Full-time
Onsite

Experience Level

5+ years in financial sales
3+ years management in financial services (preferred)

Education Level

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

Salary/Compensations

$100,000-$168,000 per year

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement plan
Generous paid time off
Generous parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career

About the Company

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
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.
Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.