Fidelity

Financial Services

BranchLeader

$100–168k Campbell, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Branch Leader at Fidelity. Skills: Sales, Management, Customer service. Lead a team of associates. Support Branch Manager”

What You'll Achieve.

Cultivate revenue opportunities; Ensure high levels of customer happiness; Grow business; Manage local risk and compliance issues; Address customer concerns

Industry & Context.

Financial Services
Eligibility Requirements

Fidelity is not providing immigration sponsorship, Certain 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, Obtain the Series 9/10 upon hire

What You'll Do.

Lead a team of associates

Support Branch Manager

Develop service associates

Implement national initiatives

Oversee operational activities

Foster development of associates

Full Job Description

## ## Job Description: A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors. 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 * The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire The **Purpose** of Your Role Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program. The **Skills** You Bring * Your background in relationship management and deep understanding of financial services * Impressive time-management skills and ability to execute on multiple priorities * You have a natural ability to influence and enhance the sales skills of others * Validated grasp of compliance and regulatory guidelines * Professional demeanor and excellent interpersonal skills * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity Note: Fidelity is not providing immigration sponsorship for this position The **Value** You Deliver * Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness * Implementing national i

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