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Branch Leader, Wayne, NJ

4 weeks ago

Wayne, New Jersey, United States Fidelity TalentSource LLC Full time
About the Role

We are seeking a highly skilled and experienced Branch Leader to join our team at Fidelity. 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 can deliver results while ensuring the highest levels of client satisfaction
  • Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential
  • Build a culture of trust through compelling communication, collaboration, and coaching
  • Uphold team commitments through supportive accountability, regular and individualized 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 in financial services and planning
  • Three or more years of management within a financial services environment is helpful
  • Series 7 and 66 (or 63/65) are required, and obtaining the Series 9/10 and Insurance licenses within 60 days of hire is a plus

About Fidelity

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Join Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We offer a range of opportunities for learning, flexible benefits, and a hybrid working model that blends the best of both onsite and offsite work experiences. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.