Fidelity

Fidelity

Branch Leader - Dayton, OH

Beavercreek, OH · Full-time

No sponsorshipDetected 1 day ago
SalesMentoring

About the role

  • Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors.
  • These associates help 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.

Responsibilities

  • A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch.
  • As a Branch Leader, you will support the Vice President, Branch Leader.

Requirements

  • The Expertise and Skills You Bring

Nice to have

  • At least five years in a financial sales role
  • Three or more years of management within a financial services environment is preferred
  • Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
  • Background in relationship management and a deep understanding of financial services
  • Impressive time-management skills and ability to complete multiple priorities
  • Validated grasp of compliance and regulatory guidelines
  • Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

Skills

  • Professional demeanor and excellent interpersonal skills

Company info

  • For those aiming to lead their own branch, this role provides the first opportunity.
  • You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.
  • The role is developmental and lasts 12-24 months.
  • It develops talent within the investor center network and aids the assigned VP, Branch Leader.
  • You may work at more than one branch or have a different main branch during the program.
  • Fidelity's Onsite Working Model
  • 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.
  • Certifications:
  • Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
  • Sales Please be advised that 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 numerous self-regulatory organizations, including FINRA, among others.
  • Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Visa & Work Authorization

  • Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.