Assistant Branch Leader
5 days ago
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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