Branch Leader - Wall Street, NY

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 ForWe ask that you have at least five years in financial sales roleWe believe that three or more years of management within a financial services environment is helpfulThe Series 7 and 66 or 6365 are required, additionally we would want you to obtain the Series 910 and Insurance licenses within 60 days of hireThe Purpose of Your RoleOur 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 andor the primary branch location may change during the program.The Skills You BringYour background in relationship management and deep understanding of financial servicesImpressive time-management skills and ability to execute on multiple prioritiesYou have a natural ability to influence and enhance the sales skills of othersValidated grasp of compliance and regulatory guidelinesProfessional demeanor and excellent interpersonal skillsPositive attitude, empowering business professionalism and strong work ethic with high level of integrityThe Value You DeliverSupporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happinessImplementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciationOverseeing operational activities, including supervision of local risk and compliance issues and customer concernsFostering the development of a group of associates by training, mentoring, counseling, and motivating branch representativesHow Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You'll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACategory:Sales

Created: 2025-02-21