Experience:
5+ years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Posted:
3/9/2019
Job Category:
Finance
See more jobs for students and recent grads who studied:
Assistant Branch Manager - Chicago, IL - Gold Coast
Fidelity Investments | Chicago, Illinois
Tell Us More About Your Job Preferences
By telling us what you think of this job, we can help find jobs that match your interests. If you want to see more jobs like this, click on the smiley face. Or if this job isn't what you are looking for, click the frowny face. Learn More...

Follow This Company
Share

Job Description

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.

The Expertise We're Looking For

* We ask that you have at least five years in financial sales role
* We believe that three or more years of management within a financial services environment is helpful
* The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire

The Purpose of Your Role

Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.

The Skills You Bring

* Your background in relationship management and deep understanding of financial services


* Impressive time-management skills and ability to execute on multiple priorities


* You have a natural ability to influence and enhance the sales skills of others


* Validated grasp of compliance and regulatory guidelines


* Professional demeanor and excellent interpersonal skills


* Positive attitude, empowering business professionalism and strong work ethic with high level of integrity



The Value You Deliver

* Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness


* Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation


* Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns


* Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives



How Your Work Impacts the Organization

If your dreams are to run your own branch, this role is your first step. You'll learn everything ou need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

About Fidelity Investments

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want - from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients' money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. Fidelity Investments is an equal opportunity employer.