Branch Leader - Houston, TX (River Oaks)

About the role

The mission of the branch is to drive business opportunities by building a strong sales and service team that embraces the company brand and cultivates revenue while ensuring high levels of customer happiness. You will educate the local market, drive national initiatives, and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

Responsibilities

• Build and lead strategies to develop associates and their business
• Develop sales capabilities through dedicated mentoring and coaching
• Lead and manage the branch, including lobby and operational technology, back office processing, and quality assurance processes
• Coordinate and support cross-company partnerships and regional corporate relationships
• Drive business opportunities by building a strong sales and service team

Requirements

• At least five years in financial sales role
• Three or more years of management within a financial services environment is helpful
• Active Series 9/10, 7 and 66 licenses required

Qualifications

• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
• A contagious enthusiasm for hiring, mentoring, and developing new branch associates
• An inspired passion for working collaboratively, improving productivity, and implementing ideas
• Coordination and support of cross-company partnerships and regional corporate relationships
• A positive attitude, empowering business professionalism, and strong work ethic with high level of integrity

Skills

• Strong leadership and decision-making skills
• Excellent communication and interpersonal skills
• Ability to build and maintain strong relationships with clients and colleagues
• Knowledgeable about Fidelity’s products and services
• Experience in managing a team and developing sales capabilities

Benefits

Fidelity’s onsite working model allows for flexibility and productivity. 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.

Pay

Compensation details are confidential and will be provided during the interview process.

Schedule

The schedule is flexible and will be discussed during the interview process.

Skills

• Series 07 - FINRA
• Series 09 - FINRA
• Series 10 - FINRA
• Series 63 - FINRA
• Series 65 - FINRA
• Series 66 - FINRA

Category

Sales

Requisition Number

N/A

Equal Opportunity Employer

Fidelity is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.