Dynamic Financial Services Manager

5 days ago


Naples, Florida, United States Fidelity TalentSource LLC Full time

Fidelity Investments, a privately held company with a mission to strengthen the financial well-being of our clients, is seeking an experienced Financial Services Manager to join our team.

Job Description:

This role offers an exceptional opportunity for career growth and development in a dynamic industry. As a Financial Services Manager, you will play a key role in leading a team of successful sales and service associates, partnering with senior management to achieve business objectives. Your visionary spirit and leadership skills will enable you to find happiness in all areas of branch life.

You will have a deep understanding of both sales and operational activities within a branch environment, using your strategic mindset to make informed decisions that drive business growth. Your expertise will be sought after by colleagues and superiors alike, and you will be responsible for implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars, and client appreciation.

Required Skills and Qualifications:

  • 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
  • Series 7 and 66 or 63/65 licenses are required; obtaining Series 9/10 and Insurance licenses within 60 days of hire is also expected

Benefits:

  • A competitive salary range of $80,000 - $120,000 per year, depending on location and experience
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off
  • Opportunities for professional growth and development, including training and mentoring programs
  • A collaborative and supportive work environment

Company Overview:

Fidelity Investments is committed to strengthening 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.

Join Fidelity TalentSource LLC:

We invite you to explore this exciting opportunity to join our team as a Financial Services Manager. If you are passionate about finance and leadership, we encourage you to apply.



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