Branch Manager
1 day ago
About the Role
Fidelity Investments is seeking a highly skilled and experienced Branch Leader to join our team. 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.
Key Responsibilities
- Partner with the Vice President, Branch Leader to build a strong team that delivers results and ensures high levels of client satisfaction
- Connect our people to our mission by applying timeless leadership principles to help every associate perform at their full potential
- Build a culture of trust through compelling communication, collaboration, and coaching
- Uphold team commitments through supportive accountability, regular one-on-one conversations
- Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars, and client appreciation
- Oversee operational activities, including supervision of local risk and compliance issues and client concerns
Requirements
- At least five years of experience in financial services and planning
- Three or more years of management experience in a financial services environment is preferred
- Series 7 and 66 (or 63/65) licenses are required, with the Series 9/10 and Insurance licenses to be obtained within 60 days of hire
What We Offer
Fidelity Investments offers a comprehensive compensation package, including a base salary range of $106,500 – $171,500 per year, bonus or other variable compensation, and a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.
Certifications:
Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 66 – FINRA
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