Branch Leader - Millburn, NJ jobs in United States
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Fidelity Investments · 7 hours ago

Branch Leader - Millburn, NJ

positionMillburn, NJ
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$105K/yr - $145K/yr
date5+ years exp

Fidelity Investments is seeking a Branch Leader to partner with senior management and lead a team of sales and service associates. This role is designed to develop talent across the investor center network while providing support to the assigned Branch Manager.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

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

Qualification

Financial sales experienceManagement experienceSeries 7 certificationSeries 66 certificationRelationship managementCompliance knowledgeSales coachingTime managementInterpersonal skillsPositive attitudeWork ethic

Required

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 and Insurance licenses within 60 days of hire
Background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
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

Benefits

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

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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UK’s Octopus Energy to sell stake in tech spin-off Kraken at $8.65bn valuation
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UK’s Octopus Energy to sell stake in tech unit Kraken at $8.65bn valuation
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Techmeme
UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)
2025-12-30
Company data provided by crunchbase