Branch Leader - Katy, TX

Soteria Reinsurance Ltd.; Katy (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

Fidelity is seeking a Branch Leader in Katy, TX to guide a team of sales and service associates, partnering with senior management to prepare future branch leaders. You will drive revenue growth, ensure compliance, and develop talent within a dynamic, onsite-first environment.

The role requires five or more years of financial sales experience, 3+ years in management, and FINRA licenses (7/66 or 63/65 with 9/10 to be obtained). A strong client-focus and leadership mindset are essential.

Qualifications

• Minimum five years in financial sales roles.
• Three+ years of management within financial services preferred.
• Series 7 and 66 or 63/65 required; Series 9/10 to be acquired on hire.
• Strong relationship management and understanding of financial services.

Responsibilities

• Lead a team of sales and service associates to drive revenue and customer happiness.
• Coordinate branch operations, ensuring regulatory compliance and issue resolution.
• Support hiring, development, and mentoring of associates to achieve targets.
• Develop local marketing, client seminars, and appreciation events to grow the branch.

Skills

Financial sales

Team leadership

Regulatory compliance

FINRA Series 7/66/63/65/9/10

Job description

## Branch Leader - Katy, TXApplylocations: 23501 Cinco Ranch Blvd, Katy TXtime type: Full timeposted on: Posted Todayjob requisition id: 2133429## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.## **The Expertise and Skills You Bring*** At least five years in a financial sales role* Three or more years of management within a financial services environment is preferred* Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire* Background in relationship management and a deep understanding of financial services* Impressive time-management skills and ability to complete multiple priorities* Natural ability to influence and develop the sales skills of others* Validated grasp of compliance and regulatory guidelines* Professional demeanor and excellent interpersonal skills* Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity## **The Team**For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.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.