Financial Leadership Development Expert, Rochester, NY

6 days ago


Rochester, New York, United States Fidelity TalentSource LLC Full time

About the Role:

We are seeking a highly skilled and experienced Branch Leader to join our team in Rochester, NY. As a Branch Leader, you will play a key role in leading a team of licensed associates and contributing to the success of our investor centers.

Key Responsibilities:

  • Lead a team of successful licensed associates in one of our 200 investor centers across the country.
  • Partner with the Vice President, Branch Leader to achieve business goals and objectives.
  • Develop and implement strategies to improve client satisfaction and grow branch revenue.
  • Mentor and coach associates to enhance their skills and career development.
  • Foster a culture of trust, collaboration, and open communication within the team.

Requirements:

  • At least five years of experience in financial services and planning.
  • Three or more years of management experience within a financial services environment is preferred.
  • Series 7 and 66 (or 63/65) licenses are required; Series 9/10 and Insurance licenses are desirable.

About Fidelity:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We offer a wide range of benefits to support your career growth and well-being, including comprehensive health care coverage, market-leading retirement plans, and generous paid time off.

Compensation and Benefits:

The base salary for this position is $115,000 - $200,000 per year, depending on job responsibilities, location, and candidate experience. In addition to a competitive salary, we offer a comprehensive benefits package that includes health insurance, retirement plans, and paid time off.

Why Join Fidelity?

We are committed to creating a workplace where everyone has the opportunity to succeed and thrive. At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives, including yours. Join us and discover how you can make a difference in the lives of our clients and colleagues.


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