Fidelity Branch Leadership Role

2 days ago


Orland Park, Illinois, United States Fidelity TalentSource LLC Full time
About the Role

This Fidelity Branch Leadership Role is a developmental position that will last 12-24 months. The goal is to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager.

Key Responsibilities
  • Support the Branch Manager in building a strong sales team and developing service associates.
  • 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.
Requirements

To be considered for this role, you must have:

  • At least 5 years of experience in financial sales.
  • 3 or more years of management experience in a financial services environment.
  • The Series 7 and 66 or 63/65 licenses are required, with the option to obtain the Series 9/10 and Insurance licenses within 60 days of hire.
Salary and Benefits

The estimated salary for this role is $120,000 - $150,000 per year, depending on experience. Fidelity offers comprehensive benefits, including health care coverage, retirement plans, and education assistance.



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