Branch Leader
Financial Services
BranchLeader
“Branch Leader at Branch Leader. Skills: Sales, Management, Operations. Lead a team of sales and service associates. Understand sales and operational activities”
What You'll Achieve.
Run their own branch; Ensure high levels of customer happiness; Grow business through in-branch customer contact; Grow business through local marketing; Grow business through educational seminars; Grow business through client appreciation
Industry & Context.
Obtain Series 9/10 upon hire, Fidelity is not providing immigration sponsorship, Criminal Histories may restrict hiring
What They're Looking For.
Must Have
Five years in financial sales role, Series 7, Series 66, Series 63, Series 65
Nice to Have
Three or more years of management within a financial services environment, Series 9, Series 10
What You'll Do.
Lead a team of sales and service associates
Understand sales and operational activities
Support Branch Manager
Develop service associates
Cultivate revenue opportunities
Implement national initiatives
Oversee operational activities
Supervise risk and compliance issues
Foster development of associates
Train branch representatives
Mentor branch representatives
Counsel branch representatives
Motivate branch representatives
Assist in hiring process
Lead a compliant office
How You'll Work.
Team & Collaboration
Partner with senior management; Support the Branch Manager; Develop service associates; Foster the development of a group of associates
Applying for this Branch Leader role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Branch Leader?
Real rants from real employees. Read before you apply.