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Branch Leader, Grand Rapids, MI

Fidelity · Michigan

📍 Grand Rapids, MIvia workday
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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.   The  Expertise   We’re   Looking For   We ask that you have at least five years in financial sales role   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   upon   hire   The  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.   The  Skills  You Bring   Your background in relationship management and deep understanding of financial services   Impressive time-management skills and ability to execute on multiple priorities   You have a 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   Note: Fidelity is not providing immigration sponsorship for this position   The  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. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA 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.

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