Assistant Branch Leader

5 days ago


Mt Pleasant, South Carolina, United States Fidelity TalentSource LLC Full time

Job Summary:

Fidelity is seeking a visionary leader to partner with senior management and lead a team of successful sales and service associates. As an Assistant Branch Leader, you will play a key role in developing and acclimating talent across the investor center network while providing support to the assigned Branch Manager.

Key Responsibilities:

  • 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
  • Support 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

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 required; Series 9/10 and Insurance licenses to be obtained within 60 days of hire

What We Offer:

Fidelity is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of opportunities for learning and development, a hybrid working model, and a commitment to diversity and inclusion. If you are a motivated and results-driven leader looking to take your career to the next level, we encourage you to apply.



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