Job Description

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleAre you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.The Expertise and Skills You BringAt least five years in a financial sales roleThree or more years of management within a financial services environment is preferredSeries 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hireBackground in relationship management and a deep understanding of financial servicesImpressive time-management skills and ability to complete multiple prioritiesNatural ability to influence and develop the sales skills of othersValidated grasp of compliance and regulatory guidelinesProfessional demeanor and excellent interpersonal skillsPositive attitude, empowering business integrity and a strong work ethic with a high level of integrityThe TeamFor those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Category:SalesPlease 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.SummaryLocation: West Hartford, CT; New Haven, CTType: Full time

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