Branch Leader - Edina, MN at Fidelity Investments

Edina, Minnesota, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

At least five years in a financial sales role
Three or more years of management within a financial services environment (helpful)
Series 7 and 66 or 63/65 licenses required; obtain Series 9/10 and Insurance licenses within 60 days of hire
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, strong work ethic, and high level of integrity

Responsibilities

Partner with senior management to lead a team of successful sales and service associates
Support the Branch Manager in building a strong sales team and developing service associates to cultivate revenue opportunities while ensuring 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 associates by training, mentoring, counseling, and motivating branch representatives
Assist in the hiring process and learn to lead a successful and compliant office, grow the local market, and coach/mentor associates (as part of developmental role for 12-24 months, potentially across multiple branches)

Skills

Key technologies and capabilities for this role

Financial SalesManagementSeries 7Series 66Series 63Series 65Series 9Series 10Insurance LicensesRelationship ManagementComplianceRegulatory GuidelinesTime ManagementSales Leadership

Questions & Answers

Common questions about this position

What is the base salary range for the Branch Leader position?

The base salary range is $105,000 - $145,000 per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this a remote position or does it require office presence?

This information is not specified in the job description.

What licenses and experience are required for this role?

Candidates need at least five years in a financial sales role, three or more years of management in financial services is helpful, and Series 7 and 66 or 63/65 licenses are required, with Series 9/10 and Insurance licenses to be obtained within 60 days of hire.

What is the duration and purpose of this role at Fidelity?

This is a developmental role for 12-24 months to prepare you to run your own branch, involving support to the Branch Manager, potential assistance across multiple branches, and learning key leadership skills.

What skills make a strong candidate for the Branch Leader role?

Strong candidates have a background in relationship management, deep understanding of financial services, impressive time-management skills, ability to influence sales skills in others, grasp of compliance, professional demeanor, and a positive attitude with strong work ethic.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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