Soteriare
Vice President, Branch Leader - Houston, TX (Highland Village)
Soteriare, Houston, Texas, United States, 77246
Vice President, Branch Leader - Houston, TX (Highland Village)
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.Expertise
At least five years in a financial sales roleThree or more years of management within a financial services environmentActive Series 9/10, 7, and 66 licensesPurpose of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planningA contagious enthusiasm for hiring, mentoring, and developing new branch associatesInspired by a real passion for working collaboratively, improving productivity, and implementing ideasCoordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunitiesPositive attitude, empowering business professionalism, and strong work ethic with high level of integrityValue You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.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, market growth, and profitability.Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
SalesAbout Us
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 experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.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 please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2For roles based in Ireland: Contact AccommodationsIreland@fmr.comFor roles based in Germany: Contact accommodationsgermany@fmr.com
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It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.Expertise
At least five years in a financial sales roleThree or more years of management within a financial services environmentActive Series 9/10, 7, and 66 licensesPurpose of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planningA contagious enthusiasm for hiring, mentoring, and developing new branch associatesInspired by a real passion for working collaboratively, improving productivity, and implementing ideasCoordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunitiesPositive attitude, empowering business professionalism, and strong work ethic with high level of integrityValue You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.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, market growth, and profitability.Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:
SalesAbout Us
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 experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.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 please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2For roles based in Ireland: Contact AccommodationsIreland@fmr.comFor roles based in Germany: Contact accommodationsgermany@fmr.com
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