Branch Leader - West Hartford, CT jobs in United States
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Fidelity Investments · 1 day ago

Branch Leader - West Hartford, CT

positionWest Hartford, CT
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Fidelity Investments is looking for a Branch Leader to join their management team. This role involves leading a team of licensed associates, fostering client relationships, and developing branch staff to achieve their full potential while ensuring compliance and operational efficiency.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Support the VP, Branch Leader in building a strong team who can deliver 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

Qualification

Financial services experienceManagement experienceSeries 7 licenseSeries 66 licenseInsurance licensesCoaching abilityComplianceLeadership skillsInterpersonal skillsPositive attitude

Required

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
Obtain the Series 9/10 and Insurance licenses within 60 days of hire

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Company data provided by crunchbase