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Assistant Branch Leader - Beaverton, OR at Fidelity Investments

Assistant Branch Leader - Beaverton, OR

Fidelity Investments Portland, OR (On Site) Full-Time



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\u00A0Expertise\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\u00A0Purpose\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 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\u00A0Skills\u00A0You 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\u00A0Value\u00A0You 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\u00A0Impacts\u00A0the 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.

Please see below for the salary range for work locations in Colorado only:

N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

N/A

Please see below for the salary range for work locations in California only:

N/A

Please see below for the salary range for work locations in Washington only:

N/A



Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA


Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a [ Link removed ] - Click here to apply to Assistant Branch Leader - Beaverton, OR, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling \u0022[ Link removed ] - Click here to apply to Assistant Branch Leader - Beaverton, OR.\u0022

We invite you to Find Your Fidelity at [ Link removed ] - Click here to apply to Assistant Branch Leader - Beaverton, OR.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [ Link removed ] - Click here to apply to Assistant Branch Leader - Beaverton, OR, or by calling

800-835-5099
, prompt 2, option 3.

Recommended Skills

  • Business Relationship Management
  • Coaching And Mentoring
  • Finance
  • Hardworking And Dedicated
  • Interpersonal Skills
  • Leadership
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