Branch Leader, Vice President
4 weeks ago
Job Description:
We are seeking a highly skilled Branch Leader, Vice President to join our team at Fidelity Investments. As a key leader in the Investor Center, you will be responsible for driving business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.
The Expertise We're Looking For
- At least five years of experience in financial sales roles
- Three or more years of management experience within a financial services environment is highly desirable
- An active Series 9/10, 7, and 66 licenses are required
The Purpose of Your Role
Our mission in the branch is to educate the local market and drive national initiatives, growing local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
The Skills You Bring
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- A contagious enthusiasm for hiring, mentoring, and developing new branch associates
- Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
- Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
- A positive attitude, empowering business professionalism, and a strong work ethic with high levels of integrity
The Value You Deliver
You will be a key leader in the Investor Center and beyond, developing sales capabilities through dedicated mentoring and coaching. You will also be responsible for running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have a significant impact on branch success, market growth, and profitability.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA
Company Overview
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 Fidelity?
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. We invite you to find your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer and will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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