Branch Leader - Campbell, CA

About the role

The Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, preparing to run their own branch. This role serves as a developmental opportunity for 12-24 months, where you may assist in more than one branch and the primary branch location may change.

Responsibilities

• Support the Branch Manager in building a strong sales team and developing service associates
• Cultivate revenue opportunities and ensure high levels of customer happiness
• Implement national initiatives to grow business through in-branch customer contact, local marketing, educational seminars, and client appreciation
• Oversee operational activities, including supervision of local risk and compliance issues and customer concerns
• Foster the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

Requirements

• At least five years in financial sales role
• Three or more years of management within a financial services environment is helpful
• Series 7 and 66 or 63/65 are required, and Series 9/10 must be obtained upon hire

Qualifications

• Background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• 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

Skills

• Your background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• 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

Benefits

Fidelity offers 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.

Pay

The base salary range for this position is $100,000-$168,000 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.

Schedule

Fidelity’s onsite working model is transitioning to a full-time onsite presence through a phased rollout across regions and roles. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.