Assistant Branch Manager
5 days ago
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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