78 fidelity talentsource llc branch leader jobs found

Job Description: If you have a passion for doing what s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We re Looking For \u00B7 We ask that you have at least five years in financial services and planning \u00B7 We believe that three or more years of management within a financial services environment is helpful \u00B7 The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses...

Job Description: If you have a passion for doing what s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We re Looking For \u00B7 We ask that you have at least five years in financial services and planning \u00B7 We believe that three or more years of management within a financial services environment is helpful \u00B7 The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses...

Job Description: If you have a passion for doing what s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We re Looking For We ask that you have at least five years in financial services and planning 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

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\u00A0 Expertise \u00A0We 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\u00A0 Purpose \u00A0of 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...

Job Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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 We require an active Series 9/10, 7 and 66 licenses The\u00A0 Purpose of Your Role Our mission in the branch is to 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. 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...

Job Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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 We require an active Series 9/10, 7 and 66 licenses The\u00A0 Purpose of Your Role Our mission in the branch is to 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. 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...

Job Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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 We require an active Series 9/10, 7 and 66 licenses The\u00A0 Purpose of Your Role Our mission in the branch is to 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. 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...

Job Description: It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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 We require an active Series 9/10, 7 and 66 licenses The\u00A0 Purpose of Your Role Our mission in the branch is to 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. 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...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We re Looking For Previous success in building relationships, uncovering...

Job Description: The RVP, Private Wealth Management (PWM) functions as a general manager for an assigned team of Wealth Management Advisors (WMAs) and Planning Consultants (PCs).\u00A0 The RVP will report to the EVP, Private Wealth and Participant Engagement.\u00A0 The RVP is responsible for hiring, training, coaching, and leading their assigned team to drive deeper engagement with UHNW clients and their families.\u00A0 The individual will lead and hold accountable their respective team to effectively execute on the PWM model. The RVP will execute on PWM s core mission: the retention and development of Personal Investing s wealthiest clients.\u00A0 PWM is also in a period of rapid growth, with accelerated growth from branch referrals and executive partnerships.\u00A0 The RVP will leverage branch relationships to ensure that the right clients enter the PWM model.\u00A0 The RVP should also understand the needs of C-Suite level executives and navigate the complexities of new...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We re Looking For Previous success in building relationships, uncovering...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We re Looking For Previous success in building relationships, uncovering...

Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We re Looking For Previous success in building relationships, uncovering...

Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We...