Branch Leader - Houston, TX (Friendswood/Baybrook area) jobs in United States
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Fidelity Investments · 21 hours ago

Branch Leader - Houston, TX (Friendswood/Baybrook area)

positionHouston, TX
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Fidelity Investments is focused on employee development and collaboration, seeking a Branch Leader for their Houston location. The role involves leading a branch team to drive business opportunities, cultivate revenue, and ensure high levels of customer satisfaction.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

Drive business opportunities by building a strong sales and service team
Educate the local market
Drive national initiatives and grow local business through in-branch customer meetings
Coordinate and support cross-company partnerships and regional corporate relationships
Develop sales capabilities through dedicated mentoring and coaching
Function as a general manager for the branch
Build and lead strategies to develop associates and their business

Qualification

Financial sales experienceManagement in financial servicesSeries 7 licenseSeries 66 licenseBrokerage knowledgeFinancial planning expertiseTeam buildingMentoring skillsPositive attitudeWork ethic

Required

At least five years in financial sales role
Three or more years of management within a financial services environment
Active Series 9/10, 7 and 66 licenses
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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

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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