Branch Leader - Framingham, MA
Fidelity(2 months ago)
About this role
A member of Fidelity’s branch management team who partners with the Vice President, Branch Leader to oversee a licensed associate team in a local investor center. The role focuses on delivering client-centered growth, developing associates’ careers and planning expertise, and supporting Fidelity’s presence in the community. It also serves as a development step toward running an investor center.
Required Skills
- Leadership
- Coaching
- Compliance
- Client Relations
- Risk Management
- Operational Oversight
- Local Marketing
- Communication
- Mentoring
- Sales
Qualifications
- Series 7
- Series 66
- Series 63
- Series 65
- Series 9/10
- Insurance License
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
View more jobs at Fidelity →