Posted 7 days ago
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**Vice President, Branch Leader - Brea, CA** conducts a team of licensed associates, fostering their expertise. With 5+ years in financial sales and 3+ years in management within financial services, and active Series 9/10, 7 and 66 licenses, the role demands strong leadership skills. Driving associate development and client satisfaction via training, coaching, and mentorship, the VP facilitates branch strategies. They ensure a culture of trust through clear communication and accountability, while also managing operational activities. This senior-level, client-focused position offers a competitive salary range of $96,000-$210,000 per year.
- Compensation
- $96,000 – $210,000 USD
- City
- Not specified
- Country
- United States
Currency: $ (USD)
Full Job Description
Job Description:
If you have a passion for doing whats right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.
The Expertise Were 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
We require an active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Your ability to foster the connection of our people to Fidelitys mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people.
The Skills You Bring
You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise
Youre able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations
With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas
You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
The Value You Deliver
This member of branch management will:
Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential
Build a culture of trust through compelling communication, collaboration and coaching
Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations
Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation
Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities
Oversee operational activities, including supervision of local risk and compliance issues and client concerns
How Your Work Impacts the Organization
You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, and youll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential.
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 - FINRACategory:
SalesApply
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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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