Fidelity Branch Leadership Role
2 days ago
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.
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.
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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Financial Representative
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