Job Description:

Team Leader, Planning and Advice

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

At Fidelity, we help our clients and our associates achieve success through relationships built on effective planning and advice.  With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.

The Expertise We’re Looking For

Previous management experience in financial services

Sales management and/or financial planning experience preferred

Series 7 and 66 or 63/65 are required, 9/10 licenses preferred or able to obtain upon hire

The Purpose of Your Role

The Team Leader is a key member of the Regional Center Planning and Advice group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers through financial planning and investment guidance.

The Skills You Bring

Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop

Your ability to effectively coach others, helping build critical skills that allows them to achieve their full potential

Your relationship expertise, leading with empathy and enhancing team cohesion

Your knowledge of financial products, guidance, and solutions

Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward

Your experience with regulatory and compliance practices and rules

The Support You Receive

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

The Value You Deliver

Coaching and developing a team of associates to deliver an outstanding experience to our clients

Enabling your team to drive outstanding planning and retention results

Contributing and influencing a collaborative, competitive, and inspiring team culture

Partnering with associates to build personalized plans that support their development towards career goals

Reviewing salesforce dashboards to stay up to date on associate execution of tasks

Ability to inspire associates to deliver their best

Being coachable, collaborative, and curious are your "go to" attributes

We believe in being #Different Together

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

#PIRCLeader

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

#PIRCLeader

Certifications:

Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 66 – FINRA