Branch Leader - West Hartford, CT/New Haven, CT

Fidelity Investments; West Hartford (CT); On-site; USD 60,000 - 80,000; Full time

Job summary

Fidelity Investments is seeking a Fidelity Assistant Branch Manager in West Hartford, Connecticut. In this role, you will partner with senior management to lead a successful sales team. Your experience in financial sales and management will be vital in developing service associates and implementing business initiatives.

This position entails providing support to the Branch Manager while preparing for future branch management. The role is onsite and requires strong interpersonal skills, compliance knowledge, and a positive attitude.

Qualifications

• Minimum of five years in a financial sales role.
• Three or more years of management experience within financial services.
• Required certifications: Series 7 and 66 or 63/65.

Responsibilities

• Support the Branch Manager in building a strong sales team.
• Implement national initiatives to grow in-branch contacts.
• Oversee operational activities including local risk issues.
• Train and mentor branch representatives.

Skills

Financial sales experience

Management in financial services

Relationship management

Time-management

Sales influence skills

Compliance knowledge

Interpersonal skills

Professional demeanor

Education

Series 7 and 66 or 63/65 certifications

Job description

Job Description

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.

Expertise We’re Looking For

• At least five years in a financial sales role
• Three or more years of management within a financial services environment
• Series 7 and 66 or 63/65 are required, and a Series 9/10 should be obtained upon hire

Purpose of Your Role

Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.

Skills You Bring

• Background in relationship management and deep understanding of financial services
• Impressive time‑management skills and ability to execute on multiple priorities
• Natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Value You Deliver

• Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
• Implementing national initiatives to grow business through in‑branch customer contact, local marketing, educational seminars and client appreciation
• Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
• Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

How Your Work Impacts the Organization

If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.

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.

Additional Information

Note: Fidelity is not providing immigration sponsorship for this position.

Certifications

Category: Sales

Please 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.