Branch Leader - Dunwoody, GA

About the role

The Role Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.

Responsibilities

• Support the Vice President, Branch Leader
• Build a strong sales team
• Develop service associates
• Generate revenue opportunities
• Ensure high customer happiness
• Apply national initiatives to increase business growth
• Coordinate branch operations
• Ensure compliance and resolve customer concerns
• Develop and motivate associates to achieve individual and team success

Requirements

• At least five years in a financial sales role
• Three or more years of management within a financial services environment is preferred
• Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
• Background in relationship management and a deep understanding of financial services
• Impressive time-management skills and ability to complete multiple priorities
• Natural ability to influence and develop the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

Qualifications

• Series 07 - FINRA
• Series 09 - FINRA
• Series 10 - FINRA
• Series 66 - FINRA

Skills

• Expertise in financial sales
• Management experience in financial services
• Ability to build and develop teams
• Strategic thinking and vision
• Customer engagement and satisfaction
• Compliance and regulatory knowledge
• Time management and prioritization
• Influence and development of sales skills

Benefits

Note: Fidelity will not provide immigration sponsorship for this position.

Pay

Details on pay are not specified in the provided job description.

Schedule

Details on schedule are not specified in the provided job description.

Category

Sales

Certifications

• Series 07 - FINRA
• Series 09 - FINRA
• Series 10 - FINRA
• Series 66 - FINRA

Onsite Working Model

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Legal Compliance

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.