Financial Services Leader

4 days ago


Naples, Florida, United States Fidelity TalentSource LLC Full time

About the Role

We are seeking an experienced leader to partner with senior management in leading a team of successful sales and service associates. As a visionary, you will enable your team to find happiness in all areas of branch life, understanding the ins and outs of both sales and operational activities within a branch environment.

Our ideal candidate has at least five years of experience in financial sales roles, with three or more years of management experience in a financial services environment. A Series 7 and 66 or 63/65 certification is required, with the Series 9/10 and Insurance licenses obtained within 60 days of hire.

Your Impact

This developmental role serves to develop and acclimate talent across the investor center network, providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.

Key Responsibilities

  • Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
  • Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
  • Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
  • Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Compensation and Benefits

Salary: $110,000 per year, depending on location. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, which includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).

How You Will Thrive

If your dreams are to run your own branch, this role is your first step. You'll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.



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