Branch Leader
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support the Vice President, Branch Leader by building and developing a sales and service organization. You will apply growth initiatives, coordinate branch operations, ensure compliance, resolve customer concerns, and mentor associates toward individual and team success.
Requirements
- At least five years in a financial sales role
- Three or more years of financial services management preferred
- Series 7 license
- Series 66 or Series 63/65 license
- Ability to acquire Series 9/10 upon hire
- Relationship management background
- Financial services knowledge
- Compliance and regulatory knowledge
- Time management
Responsibilities
- Build and develop a sales team
- Develop service associates
- Apply initiatives for business growth and customer engagement
- Coordinate local marketing, educational seminars, and client appreciation events
- Coordinate branch operations
- Ensure compliance with regulatory guidelines
- Resolve customer concerns
- Develop and motivate associates
- Support hiring and branch management