Assistant Branch Leader - Burlington, MA

Fidelity Investments Burlington , MA 01803

Posted 2 months ago

Job Description:

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.

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

The Purpose of Your Role

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

The Value You Deliver

  • 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.


Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 2.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Medical Assistant Family Medicine Burlington

Partners Healthcare System

Posted 1 week ago

VIEW JOBS 1/20/2022 12:00:00 AM 2022-04-20T00:00 Bonus - New, full-time 40-hr MA employees are eligible for a one-time, taxable bonus of $750.00 to be paid out after the successful completion of your first 90 days of employment. About Us Mass General Brigham Integrated Care a system-led operating entity formed by Mass General Brigham to develop new high quality, low cost, innovative community-based ambulatory care.This work stems from Mass General Brigham's unified system strategy to bring health care closer to patients while lowering total health care costs. Mass General Brigham Integrated Care will provide a wide range of offerings, including outpatient surgery, imaging, primary care, behavioral and mental health, and specialty care, both digitally as well as at physical locations across the state and region. The Opportunity: Medical Assistant - Mass General Brigham Integrated Care (Burlington) Location We are located at 47 Middlesex Turnpike, in Burlington, MA. As a Primary Care Family Medicine office we provide physical examinations, routine health screenings and preventative care for everyone - infant through geriatric. Why This Role Is Important This is an exciting opportunity to work on-site, as well as remotely with a new team that will offer in-person and virtual care to our patients. We are looking for an enthusiastic and passionate Medical Assistant who can partner with our Primary Care clinical and non-clinical staff to test out new ways of delivering exceptional care to our patients. The Medical Assistant is an integral part of our diverse team, embracing our culture of well-being and kindness, and contributing to constant improvement. Responsibilities include a hybrid of on-site and off-site work with the goal of providing a seamless, integrated experience for patients and care teams. This role will be part of a team that will frequently prototype new ideas, including digital tools, care team roles, and workflows, that may be used in designing for the future of ambulatory care across Mass General Brigham Integrated Care. As an organization looking to invest in your professional growth, there will be opportunities for this role to learn, grow, and participate in improvement projects. What You'll Work On The Medical Assistant will be primarily accountable for: * Assuring efficient patient flow management for in-person and/or virtual visits * Assisting the provider and/or nursing staff with patient care before, during, and after the visit including but not limited to: Rooming, data gathering and documentation, patient examination, procedures and treatments as directed, follow-up communication, patient education, and responding to needs to expedite visits and keep on schedule * Functioning as an integral part of the team by collaborating with clinical and administrative staff on clinical quality, process improvement, and other initiatives that promote a culture of innovation and excellence that delivers a high standard of care * Serving as a process advocate and coach in the practice and organization * Improving patient experience by interacting with patients in a professional, friendly manner consistent with their needs About You * Completion of a formal program in Medical Assisting is required * At least two years of experience as a Medical Assistant. * Primary care experience preferred * Proficiency with an EHR, Epic experience preferred * Current certification with one of the following organizations preferred * American Assoc. of Medical Assistants (AAMA) - Credential: CMA * American Medical Technologists (AMT) - Credential: RMA * National Healthcare Association (NHA) - Credential: CCMA * National Center for Competency Testing (NCCT) - Credential: NCMA Preferred Experience We Hope You Have * Service mentality, flexibility, and interest in working in an environment that promotes innovation and a culture of excellence * Comfort using new technology and software * A kind and compassionate individual who employs professional interpersonal skills * High tolerance and comfortability with ambiguity and shifts in responsibilities and processes How We'll Support You * Productive and positive team-based environment * Collaborative approach to delivering high-quality relationship-centered care * Opportunities for ongoing professional development and growth * Career ladder with increased compensation tied to leadership and contribution to the organization * Bonus eligibility based on overall team performance * Opportunities to provide feedback and contribute to innovation across Integrated Care ● Primary location: Burlington & Remote ● Travel requirements: Occasional cross-coverage at other local locations (ex. Watertown) ● Days: Monday to Friday ● Job Type: Full-time Partners Healthcare System Burlington MA

Assistant Branch Leader - Burlington, MA

Fidelity Investments