Branch Leader - Santa Barbara, CA

About the role

The role serves as a developmental opportunity for 12-24 months, focusing on building and acclimating talent across the investor center network while supporting the assigned Branch Manager.

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

The offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home, including 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.

Schedule

Fidelity’s Onsite Working Model involves a full-time onsite presence, with expectations likely to evolve as the rollout continues. This transition does not apply to fully remote roles.