Assistant Branch Manager - San Francisco, CA
Posted on May 9, 2019 by CMP.jobs
The Expertise We'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
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 Skills You 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
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 Impacts the 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.
At Fidelity, we are focused on 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 associate for their unique perspectives and experiences.
Employer is an equal opportunity employer.