Vice President, Branch Leader - Orland Park, IL
Fidelity will not provide immigration sponsorship for this position.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As a leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
As one of the key leaders in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You are an integral figure in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in charge of the branch in building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.
The Expertise and Skills You Bring
- Bachelor's Degree highly preferred
- 5+ years in financial sales role
- 3+ years of financial services management is helpful
- Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- Contagious enthusiasm for hiring, mentoring, and developing new branch associates
- Inspired by passion for working collaboratively, improving productivity, and implementing ideas
- Ability to coordinate and support 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
The Team
Not included in the source posting: what you'll do, qualifications, benefits.
Who can apply
The employer didn't state any visa, work authorization, citizenship or clearance requirements in this posting. Confirm with the employer before applying.
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