Branch Leader - Villanova, PA

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 the branch distinguish itself from competitors. 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 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

• Collaborate with senior management to manage a team of associates preparing to lead their own branch
• Build a strong sales team and develop service associates
• Apply national initiatives to increase business growth via customer engagement, local marketing, educational seminars, and client appreciation events
• Coordinate branch operations, ensuring compliance and resolving customer concerns
• Develop and motivate associates to achieve individual and team success
• Support the Vice President, Branch Leader
• Use visionary spirit and strategic perspective to differentiate the branch from competitors

Requirements

• At least five years of experience in a financial sales role
• Three or more years of management experience within a financial services environment (preferred)
• Possess Series 7 and 66 or 63/65 licenses; must acquire Series 9/10 upon hire
• Background in relationship management and deep understanding of financial services
• Strong time‑management skills and ability to handle multiple priorities
• Natural ability to influence and develop the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor with excellent interpersonal skills
• Positive attitude, empowering business integrity, strong work ethic, and high level of integrity
• Required certifications: Series 7 (FINRA), Series 9 (FINRA), Series 10 (FINRA),