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Branch Leader

4 months ago

Southlake, United States Fidelity Investments Full time
Job Description:

If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.

The Expertise We're Looking For
  • We ask that you have at least five years in financial services and planning
  • We believe that three or more years of management within a financial services environment is helpful
  • The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire
The Purpose of Your Role

In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people.

The Skills You Bring
  • You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise
  • With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others
  • You're able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations
  • You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates
  • You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations
  • You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity
The Value You Deliver

This member of branch management will:
  • Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction
  • Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential
  • Build a culture of trust through compelling communication, collaboration and coaching
  • Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations
  • Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation
  • Oversee operational activities, including supervision of local risk and compliance issues and client concerns


How Your Work Impacts the Organization
If your dreams are to run your own investor center, this role is your first step. You'll learn firsthand how to lead a successful and compliant office, and most importantly, you'll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.

Certifications:
Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Category:

Sales

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).