Branch Leader Trainee: Build a High-Impact Sales Team

Fidelity Investments Inc.; Eagle (ID); On-site; USD 95,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. in the United States seeks a Branch Leader to manage a team of sales and service associates, collaborate with senior management, and drive branch growth.

You will oversee operations, ensure compliance, develop staff, plan local marketing, client events, and lead initiatives to increase customer satisfaction and revenue.

This developmental program lasts 12-24 months, with placement across branches and progression toward a branch leadership role.

Qualifications

• 5+ years in a financial sales role
• 3+ years of management within a financial services environment preferred
• Series 7 and 66 or 63/65 required; Series 9/10 to be acquired upon hire
• Background in relationship management and financial services
• Strong time-management and ability to manage multiple priorities
• Proven ability to influence and develop sales skills
• Solid grasp of compliance and regulatory guidelines
• Professional demeanor and strong interpersonal skills

Responsibilities

• Lead and develop a team of sales and service associates
• Collaborate with senior management to manage multiple branches
• Drive branch growth through customer engagement and local marketing
• Coordinate branch operations and ensure regulatory compliance
• Mentor associates to achieve individual and team objectives
• Plan and execute client appreciation events and seminars
• Support hiring and development within the branch network

Skills

Financial sales

Management experience

Series 7/66/63/65

Relationship management

Time management

Compliance knowledge

Interpersonal skills

Leadership development

Job description

Fidelity Investments Inc. in the United States seeks a Branch Leader to manage a team of sales and service associates, collaborate with senior management, and drive branch growth.

You will oversee operations, ensure compliance, develop staff, plan local marketing, client events, and lead initiatives to increase customer satisfaction and revenue.

This developmental program lasts 12-24 months, with placement across branches and progression toward a branch leadership role.