Branch Leader - Houston, TX (River Oaks)

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

## Branch Leader - Houston, TX (River Oaks)Applylocations: 4410 Westheimer Rd, Ste B-100, Houston TXtime type: Full timeposted on: Posted Todayjob requisition id: 2132068## ## Job Description:It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The **Expertise** We’re Looking For* We ask that you have at least five years in financial sales role* We believe that three or more years of management within a financial services environment is helpful* We require an active Series 9/10, 7 and 66 licensesThe **Purpose** of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The **Skills** You Bring* All-encompassing brokerage and mutual fund knowledge and expertise in financial planning* A contagious enthusiasm for hiring, mentoring and developing new branch associates* Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas* Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities* Positive attitude, empowering business professionalism and strong work ethic with high level of integrityThe **Value** You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work **Impacts** the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA## ## Category:## SalesPlease 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.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.