Branch Leader - Torrance, CA

Fidelity Investments•Torrance, CA

4d•$100,000 - $168,000•Onsite

About The Position

The Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. This role involves building a strong sales team and developing service associates who help generate revenue opportunities and ensure high customer happiness. The Branch Leader will apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, the role includes coordinating branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success. This is a developmental role lasting 12-24 months, designed to develop talent within the investor center network and aid the assigned VP, Branch Leader. The individual may work at more than one branch or have a different main branch during the program.

Requirements

At least five years in a financial sales role
Series 7 and 66 or 63/65 are required
Must acquire the 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

Nice To Haves

Three or more years of management within a financial services environment is preferred

Responsibilities

Collaborate with senior management to manage a team of associates preparing to lead their own branch.
Build a strong sales team and develop service associates.
Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events.
Coordinate branch operations, ensuring compliance and resolving customer concerns.
Develop and motivate associates to achieve individual and team success.
Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.