Team Leader, Investment Management Consultants

Fidelity Investments – Team Leader, Investment Management Consultants

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, 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 preferred
• Sales management and/or financial planning experience preferred
• Series 7 and 66 or 63/65 and 9/10 are required prior to hire

The Purpose of Your Role

You will have the unique opportunity of building and developing a group of series 7 licensed associates in the regional center. You will 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 identify, recruit, and hire external talent and build your team

• Your relationship expertise and ability to lead, coach, and develop associates

• 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

• Note: Fidelity is not providing immigration sponsorship for this position.

• 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

• Building and influencing a collaborative, competitive, and inspiring culture for a remote team

• 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

• 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.

• Fidelity’s Onsite Working Model

• Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

• The base salary range for this position is $95,000-186,000 USD per year.

• Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

• Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

• We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

• 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.

Certifications:

• Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Category:

• Customer Service

• Apply

• All fields are required. Candidates should limit the number of roles they apply to at any given time.

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Career areas of interest:

• Select
• Administrative
• Asset Management
• business Analysis & Project Management
• Corporate Services
• Crypto/Digital Assets/Blockchain
• Customer Service
• Finance & Accounting
• Investment
• Marketing & Communications
• Operations
• Product Development & Management
• Risk Management
• Sales & Relationship Management
• Technology

Country:

• Select
• United States
• Afghanistan
• Albania
• Algeria
• American Samoa
• Andorra
• Angola
• Anguilla
• Antarctica
• Antigua and Barbuda
• Argentina
• Armenia
• Aruba
• Australia
• Austria
• Azerbaijan
• Bahamas
• Bahrain
• Bangladesh
• Barbados
• Belarus
• Belgium
• Belize
• Benin
• Bermuda
• Bhutan
• Bolivia, Plurinational State of
• Bonaire, Sint Eustatius and Saba
• Bosnia and Herzegovina
• Botswana
• Bouvet Island
• Brazil
• British Indian Ocean Territory
• Brunei Darussalam
• Bulgaria
• Burkina Faso
• Burundi
• Cabo Verde
• Cambodia
• Cameroon
• Canada
• Cayman Islands
• Central African Republic
• Chad
• Chile
• China
• Christmas Island
• Cocos (Keeling) Islands
• Colombia
• Comoros
• Congo
• Congo, The Democratic Republic of the
• Cook Islands
• Costa Rica
• Croatia
• Cuba
• Curaçao
• Cyprus
• Czechia
• Côte d'Ivoire
• Denmark
• Djibouti
• Dominica
• Dominican Republic
• Ecuador
• Egypt
• El Salvador
• Equatorial Guinea
• Eritrea
• Estonia
• Eswatini
• Ethiopia
• Falkland Islands (Malvinas)
• Faroe Islands
• Fiji
• Finland
• France
• French Guiana
• French Polynesia
• French Southern Territories
• Gabon
• Gambia
• Georgia
• Germany
• Ghana
• Gibraltar
• Greece
• Greenland
• Grenada
• Guadeloupe
• Guam
• Guatemala
• Guernsey
• Guinea
• Guinea-Bissau
• Guyana
• Haiti
• Heard Island and McDonald Islands
• Holy See (Vatican City State)
• Honduras
• Hong Kong
• Hungary
• Iceland
• India
• Indonesia
• Iran, Islamic Republic of
• Iraq
• Ireland
• Isle of Man
• Israel
• Italy
• Jamaica
• Japan
• Jersey
• Jordan
• Kazakhstan
• Kenya
• Kiribati
• Korea, Democratic People's Republic of
• Korea, Republic of
• Kuwait
• Kyrgyzstan
• Lao People's Democratic Republic
• Latvia
• Lebanon
• Lesotho
• Liberia
• Libya
• Liechtenstein
• Lithuania
• Luxembourg
• Macao
• Madagascar
• Malawi
• Malaysia
• Maldives
• Mali
• Malta
• Marshall Islands
• Martinique
• Mauritania
• Mauritius
• Mayotte
• Mexico
• Micronesia, Federated States of
• Moldova, Republic of
• Monaco
• Mongolia
• Montenegro
• Montserrat
• Morocco
• Mozambique
• Myanmar
• Namibia
• Nauru
• Nepal
• Netherlands
• New Caledonia
• New Zealand
• Nicaragua
• Niger
• Nigeria
• Niue
• Norfolk Island
• North Macedonia
• Northern Mariana Islands
• Norway
• Oman
• Pakistan
• Palau
• Palestine, State of
• Panama
• Papua New Guinea
• Paraguay
• Peru
• Philippines
• Pitcairn
• Poland
• Portugal
• Puerto Rico
• Qatar
• Romania
• Russian Federation
• Rwanda
• Réunion
• Saint Barthélemy
• Saint Helena, Ascension and Tristan da Cunha
• Saint Kitts and Nevis
• Saint Lucia
• Saint Martin (French part)
• Saint Pierre and Miquelon
• Saint Vincent and the Grenadines
• Samoa
• San Marino
• Sao Tome and Principe
• Saudi Arabia
• Senegal
• Serbia
• Seychelles
• Sierra Leone
• Singapore
• Sint Maarten (Dutch part)
• Slovakia
• Slovenia
• Solomon Islands
• Somalia
• South Africa
• South Georgia and the South Sandwich Islands
• South Sudan
• Spain
• Sri Lanka
• Sudan
• Suriname
• Svalbard and Jan Mayen
• Sweden
• Switzerland
• Syrian Arab Republic
• Taiwan, Province of China
• Tajikistan
• Tanzania, United Republic of
• Thailand
• Timor-Leste
• Togo
• Tokelau
• Tonga
• Trinidad and Tobago
• Tunisia
• Turkey
• Turkmenistan
• Turks and Caicos Islands
• Tuvalu
• Uganda
• Ukraine
• United Arab Emirates
• United Kingdom
• United States Minor Outlying Isla