Branch Leader - Salt Lake City, UT at Fidelity Investments

Salt Lake City, Utah, 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 and mentor associates (as part of developmental role)

Skills

Key technologies and capabilities for this role

financial salesmanagementSeries 7Series 66Series 63/65Series 9/10Insurance licensesrelationship managementtime-managementcomplianceregulatory guidelines

Questions & Answers

Common questions about this position

What licenses are required for this Branch Leader role?

The role requires Series 7 and 66 or 63/65 licenses, with Series 9/10 and Insurance licenses to be obtained within 60 days of hire.

Is this position remote or hybrid?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

What experience is needed for this position?

Candidates need at least five years in a financial sales role, and three or more years of management within a financial services environment is helpful.

What is the duration and purpose of this role?

This is a developmental role for 12-24 months to develop and acclimate talent across the investor center network while supporting the assigned Branch Manager, preparing you to run your own branch.

What skills make a strong candidate for this Branch Leader position?

Strong candidates bring relationship management, time-management skills, ability to influence sales skills in others, grasp of compliance, professional demeanor, and a positive attitude with high integrity.

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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