Vice President, Branch Leader - Houston, TX (Friendswood/Baybrook area)
Fidelity(1 month ago)
About this role
The role is a branch leader at Fidelity responsible for driving local business growth, building a high-performing sales and service team, and promoting the company brand in the market. The leader will educate the local market, drive national initiatives locally, and ensure high levels of client satisfaction through in-branch meetings and events. The position functions as the branch general manager with significant impact on branch success, market growth, and profitability.
Required Skills
- Brokerage
- Mutual Funds
- Financial Planning
- Hiring
- Mentoring
- Coaching
- Collaboration
- Partnerships
- Sales Leadership
- Branch Operations
+2 more
Qualifications
- Series 07 - FINRA
- Series 09 - FINRA
- Series 10 - FINRA
- Series 63 - FINRA
- Series 65 - 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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