Branch Leader - Pasadena, CA

Fidelity will not provide immigration sponsorship for this position.

About the Role

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 by building a strong sales team and developing service associates who 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, ensuring compliance, resolving customer concerns, and developing and motivating associates to achieve individual and team success.

Responsibilities

• Lead a team of sales and service associates to drive revenue and customer satisfaction.
• Support the Vice President, Branch Leader in managing branch operations and compliance.
• Implement national initiatives to grow business through customer engagement, local marketing, educational seminars, and client appreciation events.
• Develop and mentor associates to achieve individual and team success.
• Ensure adherence to compliance and regulatory guidelines.

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 with the ability to handle multiple priorities.
• Proven ability to influence and develop the sales skills of others.
• Thorough understanding 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, providing the first opportunity to learn all aspects of branch management. Responsibilities include supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental, lasting 12-24 months, and prepares talent within the investor center network while aiding the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.

Work Arrangement

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.

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, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package, which may also include bonus or other variable compensation for eligible roles.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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 self-regulatory organizations, including FINRA. These laws and regulations may restrict Fidelity from hiring individuals with certain criminal histories.

Certifications

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