Assistant Branch Manager

5 days ago


Cincinnati, Ohio, United States Fidelity Investments Full time
Job Overview:

Fidelity Investments is seeking a highly skilled and experienced professional to fill the role of Assistant Branch Manager. This position is a developmental opportunity for individuals who aspire to run their own branch and are looking to develop and acclimate talent across the investor center network.

Key Responsibilities:

  • Partner with senior management to lead a team of successful sales and service associates
  • Develop and implement national initiatives to grow business through in-branch customer contact, local marketing, educational seminars, and client appreciation
  • Oversee operational activities, including supervision of local risk and compliance issues and customer concerns
  • Foster the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

Requirements:

  • At least five years of experience in financial sales roles
  • Three or more years of management experience in a financial services environment
  • Series 7 and 66 or 63/65 licenses, with the ability to obtain Series 9/10 and Insurance licenses within 60 days of hire

What We Offer:

  • A developmental role that provides opportunities for growth and advancement
  • A collaborative and dynamic work environment
  • A competitive compensation and benefits package

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.


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