What are the responsibilities and job description for the Branch Leader, Paramus, NJ position at Fidelity Investments?
Job Description :
If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.
The Expertise We're Looking For
- We ask that you have at least five years in financial services and planning
- We believe that three or more years of management within a financial services environment is helpful
- The Series 7 and 66 (or 63 / 65) are required, additionally we would want you to obtain the Series 9 / 10 and Insurance licenses within 60 days of hire
The Purpose of Your Role
In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity's mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people.
The Skills You Bring
The Value You Deliver
This member of branch management will :
How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You'll learn firsthand how to lead a successful and compliant office, and most importantly, you'll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.
Certifications :
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category : Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
