VP, Branch Leader - Wall Street, NY
Fidelity(4 months ago)
About this role
A Fidelity Branch Manager is a senior sales leader who serves as the branch’s general manager, representing the company within a local market and aligning branch activities with broader corporate initiatives. The role emphasizes driving local business growth and maintaining the branch as a primary point of contact between clients and the firm.
Required Skills
- Brokerage Knowledge
- Mutual Funds
- Financial Planning
- Sales Leadership
- Team Building
- Coaching
- Recruiting
- Client Relations
- Compliance
Qualifications
- Series 7
- Series 9
- Series 10
- Series 66
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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