Emerging Branch Leader - Financial Services (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

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.