Branch Leader - Nashua, NH

Job Description

If you have a passion for doing what’s right for the client and you want to work in a dynamic, client‑focused environment where you can grow your leadership skills while developing others, consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead 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.

• At least five years in financial services and planning
• Three or more years of management within a financial services environment
• The Series 7 and 66 (or 63/65) are required; additionally, you will obtain the Series 9/10 and Insurance licenses within 60 days of hire

In this role, you will hone your leadership skills while providing support to the Vice‑President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s 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.

• Effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise
• Professional demeanor and excellent interpersonal skills, with a natural ability to influence and enhance the skills of others
• Able to coach others to their full potential, providing ongoing support and encouraging achievement of career aspirations
• Positive attitude and strong work ethic, enabling easy relationship building with clients and internal associates
• Helps associates identify what is needed to achieve their goals and holds them accountable through inspiring and aligned conversations
• In-depth knowledge of compliance and regulatory guidelines, motivating others to work with a high level of integrity

• Support the VP, Branch Leader in building a strong team that delivers results while ensuring the highest levels of client satisfaction
• 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
• Oversee operational activities, including supervision of local risk and compliance issues and client concerns

If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll create the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.

Category:
Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, Monday‑Friday) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity’s 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.