Branch Leader - Santa Barbara, CA

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 , additionally we would want you to obtain the Series 9/10 upon 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 

Note: Fidelity is not providing immigration sponsorship for this position 

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 you 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.