VP, Branch Leader Alexandria, VA
Alexandria, VA - USA
Job Summary
Note: Fidelity will not provide immigration sponsorship for this position.
Its said that the key to a successful sales strategy is to sell yourself sell your company and sell your product. As a leader of a Fidelity branch team youll have the resources at your disposal to succeed on each count. By educating the local market you will drive national initiatives and grow local business through in-branch customer meetings informative seminars lead utilization and client appreciation.
As one of the key leaders in the Investor Center you drive branch performance through talent development operational excellence and strategic leadership. By recruiting mentoring and coaching associates you strengthen team capabilities and foster a high-performing culture. You are an integral figure in running branch infrastructure including lobby and operational technology back-office processing and quality assurance. You will work alongside the VP Branch Leader in charge of the branch in building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success market growth and profitability.
- Bachelors Degree highly preferred
- 5 years in financial sales role
- 3 years of financial services management is helpful
- Active Series 9/10 7 and 66 licenses required CFP highly preferred
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- Contagious enthusiasm for hiring mentoring and developing new branch associates
- Inspired by passion for working collaboratively improving productivity and implementing ideas
- Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities
- Positive attitude empowering business professionalism and strong work ethic with high level of integrity
Our mission is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers including personal needs-based investment guidance wealth management retirement planning income strategies and college planning services. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
Fidelitys 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.
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Please be advised that Fidelitys 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.
Required Experience:
Exec
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.