Branch Leader- Oakdale, MN
$100,000–$168,000 year
On-site · Oakdale, Minnesota, United States
Job Summary
Branch Leader/Assistant Branch Manager role at Fidelity in Oakdale, MN. Manages and develops a sales/service team, supports the Branch Manager, ensures regulatory compliance, oversees operations and risk, drives local initiatives, and mentors associates to grow revenue and customer satisfaction. Requires 5+ years in financial sales, 3+ years in management, Series 7/66 (or 63/65) with Series 9/10 to be obtained on hire, CFP certification, strong leadership and relationship-management skills, and a commitment to compliant, professional service. Note: Fidelity states no immigration sponsorship for this position. The role is a developmental, 12-24 month program with potential branch reassignment.
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