Fidelity
Financial Services
BranchLeader
“Branch Leader at Fidelity. Skills: Sales, Management, Operations. Lead a team of sales and service associates. Support senior management”
What You'll Achieve.
Run own branch; High levels of customer happiness; Grow business; Successful and compliant office
Industry & Context.
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 sales and service associates
Support senior management
Develop and acclimate talent
Provide assistance in branches
Support Branch Manager
Develop service associates
Cultivate revenue opportunities
Implement national initiatives
Oversee operational activities
Supervise risk and compliance
Handle customer concerns
Foster associate development
Motivate branch representatives
Assist in hiring process
Lead a successful office
How You'll Work.
Team & Collaboration
Partner with senior management; Work with product team
Applying for this Branch Leader role?
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ANONYMOUS · UNFILTERED
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