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VP, Branch Leader - Chappaqua, NY




Job Description:

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.


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
  • We require an active Series 9/10, 7 and 66 licenses

Theu00A0Purpose of Your Role

Our mission in the branch 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. 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.


Theu00A0Skillsu00A0You Bring

  • All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
  • A contagious enthusiasm for hiring, mentoring and developing new branch associates
  • Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
  • Coordinating and supporting 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

Theu00A0Valueu00A0You Deliver

You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.


How Your Worku00A0Impactsu00A0the Organization

You will function as a general manager for the branch, 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.

The base salary range for this position is $115,000 - $200,000 per year. u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s 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. u00A0u00A0


We offer a wide range of

to meet your evolving needs and help you live your best life at work and at home. u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. u00A0Note, the application window closes when the position is filled or unposted.





Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

, or by calling
800-835-5099
, prompt 2, option 3.


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