Branch Leader - Katy, TX

About the Role

As a Fidelity Branch Leader, you will collaborate with senior management to manage a team of sales and service associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help distinguish the branch from competitors. You will support the Vice President, Branch Leader by building a strong sales team and developing service associates to generate revenue opportunities and ensure high customer satisfaction.

You will 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, ensure compliance, resolve customer concerns, and develop and motivate associates to achieve individual and team success.

Responsibilities

• Lead and develop a team of sales and service associates.
• Support the Vice President, Branch Leader in managing branch operations.
• Drive business growth through customer engagement, local marketing, educational seminars, and client appreciation events.
• Ensure compliance with regulatory guidelines and resolve customer concerns.
• Motivate associates to achieve individual and team success.
• Apply national initiatives to enhance branch performance.

Requirements

• At least five years in a financial sales role.
• Three or more years of management experience within a financial services environment (preferred).
• Series 7 and 66 or 63/65 licenses are required; Series 9/10 must be acquired upon hire.
• Background in relationship management and a deep understanding of financial services.
• Strong time-management skills and ability to handle multiple priorities.
• Proven ability to influence and develop the sales skills of others.
• Solid grasp of compliance and regulatory guidelines.
• Professional demeanor, excellent interpersonal skills, and a high level of integrity.

About the Team

This role is designed for individuals aiming to lead their own branch in the future. It provides hands-on experience in all aspects of branch management, including hiring, compliance, market growth, and associate mentorship. The role is developmental, lasting 12-24 months, and prepares talent within Fidelity’s investor center network while supporting the assigned Vice President, Branch Leader.

During the program, you may work at more than one branch or have a different main branch.

Work Model

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

Fidelity will not provide immigration sponsorship for this position. Additionally, Fidelity’s business is governed by securities, investment, and retirement-related laws and regulations, which may restrict hiring individuals with certain criminal histories.