Branch Leader
4 weeks ago
Job Summary:
We are seeking a highly skilled and experienced Branch Leader to join our team at Fidelity Investments. As a Branch Leader, you will be responsible for leading a team of successful licensed associates in one of our 200 investor centers across the country.
About the Role:
In this role, you will partner with the Vice President, Branch Leader to develop and implement strategies to drive business growth, improve client satisfaction, and enhance the overall performance of the branch.
Key Responsibilities:
- Lead a team of licensed associates to achieve business objectives and deliver exceptional client service
- Develop and implement strategies to drive business growth, improve client satisfaction, and enhance the overall performance of the branch
- Partner with the Vice President, Branch Leader to develop and implement branch goals and objectives
- Collaborate with other departments to ensure seamless execution of branch initiatives
- Ensure compliance with regulatory requirements and maintain a high level of integrity in all business dealings
Requirements:
- At least five years of experience in financial services and planning
- 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 preferred
What We Offer:
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a range of benefits, including flexible work arrangements, professional development opportunities, and a competitive compensation package.
How to Apply:
If you are a motivated and experienced professional looking for a challenging and rewarding role, please submit your application. We look forward to hearing from you.
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