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Vice President, Branch Leader - Mission Viejo, CA

Company: Fidelity Investments
Location: Mission Viejo
Posted on: November 22, 2021

Job Description:

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
    ThePurpose 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.

    TheSkillsYou 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
      TheValueYou 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 WorkImpactsthe 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.

      Certifications:
      Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

      Company Overview

      At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

      We invite you to Find Your Fidelity at fidelitycareers.com.

      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 Leave of Absence/Accommodation Team by sending an email to or by calling , prompt 2, option 2.

Keywords: Fidelity Investments, Mission Viejo , Vice President, Branch Leader - Mission Viejo, CA, Executive , Mission Viejo, California

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