Vice President, Branch Leader - Burlingame, CA
Fidelity(4 months ago)
About this role
The Vice President, Branch Leader is the senior leader responsible for overseeing a Fidelity branch, representing the company brand and growing local business. The role focuses on developing associates, driving revenue and customer satisfaction, and supporting market education and national initiatives.
Required Skills
- Sales
- Financial Planning
- Brokerage
- Mutual Funds
- Hiring
- Coaching
- Leadership
- Relationship Management
- Compliance
- Client Education
Qualifications
- Series 7 (FINRA)
- Series 9 (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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