Branch Leader Trainee: Build & Lead a High-Impact Sales Team

Fidelity Investments Inc.; Novi (MI); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments is seeking a Branch Leader to guide a team of sales and service associates, working with senior management to prepare the next generation of branch leaders. You will build a high-performing sales team, develop service associates, and drive revenue through customer engagement and local marketing efforts.

The role includes coordinating branch operations, ensuring compliance, and mentoring staff to achieve individual and team success.

Qualifications

• 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 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.

Responsibilities

• Lead a team of sales and service associates and collaborate with senior management.
• Build a strong sales team and develop service associates to generate revenue opportunities.
• Apply national initiatives to grow business through customer engagement and local marketing.
• Coordinate branch operations, ensure compliance, and resolve customer concerns.

Skills

Financial sales

Management experience

FINRA licenses

Relationship management

Time management

Sales coaching

Regulatory compliance

Interpersonal skills

Integrity

Job description

Fidelity Investments is seeking a Branch Leader to guide a team of sales and service associates, working with senior management to prepare the next generation of branch leaders. You will build a high-performing sales team, develop service associates, and drive revenue through customer engagement and local marketing efforts.

The role includes coordinating branch operations, ensuring compliance, and mentoring staff to achieve individual and team success.