Vice President, Branch Leader - Columbus, OH
Fidelity(20 days ago)
About this role
A Branch Leader at Fidelity serves as the local face of the firm, leading a branch team to represent the company and its products while fostering employee development and collaboration. The role emphasizes building the branch’s market presence and driving customer satisfaction through community engagement and client education.
Required Skills
- Financial Sales
- Branch Management
- Brokerage Knowledge
- Financial Planning
- Hiring
- Mentoring
- Coaching
- Relationship Building
- Customer Service
- Compliance
+1 more
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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