Branch Leader - West Hartford, CT

Branch Leader - West Hartford, CT

Fidelity Investments is looking for a Branch Leader to join our team in West Hartford, CT.

If you have a passion for doing what’s right for the client and 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 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, support associates in building rewarding careers, and help Fidelity grow throughout your community.

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

You will hone your leadership skills while providing support to the Chief‑Officer Branch Leader. Your ability to connect people with 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.

• You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise.
• With an excellent interpersonal style, you naturally influence and enhance others’ skills.
• You coach others to their full potential, provide ongoing support, and encourage achievement of career aspirations.
• You maintain a positive attitude and strong work ethic, fostering relationships with clients and internal associates.
• You help associates identify what is needed to achieve their goals and hold them accountable through inspiring conversations.
• You possess a keen knowledge of compliance and regulatory guidelines and motivate others to work with integrity.

• Support the VP, Branch Leader in building a strong team that delivers results while ensuring high levels of client satisfaction.
• Connect people to the mission, applying timeless leadership principles to help associates perform at or above their full potential.
• Build a culture of trust through compelling communication, collaboration, and coaching.
• Uphold team commitments with supportive accountability, regular 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.

This role is your first step toward running your own investor center. 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.

Sales

Mid‑Senior level

Full‑time

Finance and Sales

Please note that Fidelity’s business is governed by numerous state and federal securities laws, investment and retirement‑related regulations, and the rules of self‑regulatory organizations such as FINRA. Those regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.