It'ssaid that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team,you'llhave the resources at your disposal to succeed on each count.
The ExpertiseWe’reLooking 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
Werequirean active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuringhigh levelsof customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, leadutilization, and client appreciation.
The Skills You Bring
All-encompassing brokerage and mutual fund knowledge andexpertisein financial planning
A contagious enthusiasm for hiring,mentoringand developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
Positive attitude, empowering businessprofessionalismand strong work ethic withhigh levelof integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branchinfrastructure, including lobby and operational technology,back officeprocessing, and quality assurance processes.
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 havesignificantimpact on branch success, marketgrowthand profitability.
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Sales
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.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
