Branch Leader: Build a High-Impact Sales Team

Fidelity Investments Inc.; Greenville (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

Fidelity Investments Inc. seeks a Branch Leader to manage a team of sales and service associates, preparing them to run their own branch. You will collaborate with senior management to drive growth through customer engagement, local marketing, seminars, and client events.

The program lasts 12–24 months, with onboarding to Fidelity’s onsite model. Responsibilities include coordinating branch operations, ensuring compliance, and mentoring staff toward higher performance while leveraging

Qualifications

• Five+ years of financial sales experience.
• Three+ years of management in financial services preferred.
• Must hold FINRA Series 7 and 66 or 63/65; Series 9/10 on hire.
• Strong relationship management and regulatory knowledge.
• Excellent time management and multitasking ability.
• Proven people development and coaching skills.
• Solid compliance orientation and professional demeanor.

Responsibilities

• Lead a team of sales and service associates preparing to lead a branch.
• Collaborate with senior management to drive branch growth and customer engagement.
• Develop local marketing, educational seminars, and client events.
• Coordinate branch operations and ensure regulatory compliance.
• Motivate and develop associates to achieve individual and team goals.

Skills

Financial sales experience

Management experience

Regulatory knowledge (Compliance)

Series 7/66/63/65 certifications

Time management

Leadership and coaching

Relationship management

Influencing and development of others

Tools

FINRA certifications

Job description

Fidelity Investments Inc. seeks a Branch Leader to manage a team of sales and service associates, preparing them to run their own branch. You will collaborate with senior management to drive growth through customer engagement, local marketing, seminars, and client events.

The program lasts 12–24 months, with onboarding to Fidelity’s onsite model. Responsibilities include coordinating branch operations, ensuring compliance, and mentoring staff toward higher performance while leveraging