Branch Leader, Financial Services - Houston

Soteria Reinsurance Ltd.; Houston (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

Fidelity Investments in Houston is seeking a Branch Leader to drive a high-performing team focused on sales, service, and client experience. You will lead recruiting, mentoring, and coaching while aligning branch activities with national initiatives and Fidelity standards.

Required are five years of financial sales experience, three+ years in management, and active FINRA licenses (Series 7/9/10/63/65/66). The role emphasizes collaboration, integrity, and strong people leadership in an on-site

Qualifications

• Five+ years in financial sales
• Three+ years of management experience in financial services
• Active Series 9/10, 7 and 66 licenses

Responsibilities

• Lead branch team to drive sales and service excellence
• Educate local market and support national initiatives
• Conduct in-branch meetings, seminars, and client appreciation events
• Mentor and coach staff; develop branch associates
• Oversee branch operations, lobby, and back-office processes

Skills

Financial sales

People leadership

Cross-functional collaboration

Customer relationship management

Education and seminars

Job description

Fidelity Investments in Houston is seeking a Branch Leader to drive a high-performing team focused on sales, service, and client experience. You will lead recruiting, mentoring, and coaching while aligning branch activities with national initiatives and Fidelity standards.

Required are five years of financial sales experience, three+ years in management, and active FINRA licenses (Series 7/9/10/63/65/66). The role emphasizes collaboration, integrity, and strong people leadership in an on-site