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Vice President, Branch Leader

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Fidelity Investments

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Location:
United States , Burlingame

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Category:

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Contract Type:
Not provided

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Salary:

115000.00 - 170000.00 USD / Year

Job Description:

The leader of a Fidelity branch team, with a focus on employee development and collaboration, responsible for driving business opportunities and ensuring customer happiness.

Job Responsibility:

  • Drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness
  • Educate the local market
  • Drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
  • Function as a general manager for the branch, building and leading strategies to develop your associates and their business
  • Lead, recruit, and work closely with branch employees
  • Develop sales capabilities through dedicated mentoring and coaching
  • Run branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes

Requirements:

  • At least five years in financial sales role
  • Three or more years of management within a financial services environment
  • Series 7 and 66 or 63/65 are required
  • Obtain the Series 9/10 upon hire
  • All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
  • A contagious enthusiasm for hiring, mentoring and developing new branch associates
  • Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
  • Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
  • Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
What we offer:
  • Comprehensive health care coverage and emotional well-being support
  • Market-leading retirement
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Additional Information:

Job Posted:
April 22, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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