Posted 7 days ago
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**Team Leader, Investment Management Consultants - Denver** Lead, coach, and develop a team of Series 7 licensed associates in the Denver regional center. Drive exceptional customer experiences and build lifetime relationships through financial planning and investment guidance. Bring your proven management experience in financial services, sales, and/or financial planning. Required certifications include Series 7, 66, or 63/65, and 9/10. Foster a collaborative culture and partner with peers to maintain high standards. Enjoy comprehensive benefits and a competitive total rewards package.
- Compensation
- $95,000 – $186,000 USD
- City
- Salt Lake City
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
Is it time to explore new challenges in your career?
At Fidelity, we help our clients, and our associates achieve success through relationships built on effective planning and advice. With a focus on employee development and collaboration, as a Team Leader, you'll have the resources at your disposal to succeed on each count.
The Expertise Were Looking For
- Previous management experience in financial services preferred
- Sales management and/or financial planning experience preferred
- Series 7 and 66 or 63/65 and 9/10 are required prior to hire
The Purpose of Your Role
You will have the unique opportunity of building and developing a group of series 7 licensed associates in the Salt Lake City regional center. You will lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance.
The Skills You Bring
- Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
- Your ability to identify, recruit, and hire external talent and build your team
- Your relationship expertise and ability to lead, coach, and develop associates
- Your knowledge of financial products, guidance, and solutions
- Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
- Your experience with regulatory and compliance practices and rules
Note: Fidelity is not providing immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
The Value You Deliver
- Coaching and developing a team of associates to deliver an outstanding experience to our clients
- Enabling your team to drive outstanding planning and retention results
- Building and influencing a collaborative, competitive, and inspiring culture for a remote team
- Partnering with associates to build personalized plans that support their development towards career goals
- Reviewing salesforce dashboards to stay up to date on associate execution of tasks
- Ability to inspire associates to deliver their best
We believe in being #Different Together
Fidelitys nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, womens leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
The base salary range for this position is $95,000-186,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidates relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
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 accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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