Job Description:
If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.
The Expertise We're Looking For
- We ask that you have at least five years in financial sales role
- We believe that three or more years of management within a financial services environment is helpful
- We require an active Series 9/10, 7 and 66 licenses
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The Purpose of Your Role
Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people.
The Skills You Bring
- You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise
- You're able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations
- With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas
- You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations
- Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
The Value You Deliver
This member of branch management will:
- 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
- Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities
- Oversee operational activities, including supervision of local risk and compliance issues and client concerns
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 significant impact on branch success, and you'll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.