Branch Leader - Raleigh, NC
Fidelity(7 days ago)
About this role
This role at Fidelity involves leading a branch team within the financial services industry, focusing on sales, customer satisfaction, and team development. The leader is responsible for driving business opportunities, recruiting, mentoring, and managing branch operations and infrastructure.
Required Skills
- Financial Planning
- Sales
- Mentoring
- Leadership
- Customer Service
- Cross-Company Partnerships
- Team Building
- Operational Technology
- Quality Assurance
Qualifications
- Series 07 - FINRA
- Series 09 - FINRA
- Series 10 - FINRA
- Series 66 - FINRA
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.
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