Team Leader, Advisory Services - Smithfield, United States - Fidelity Investments

Description

**Team Leader, Advisory Services**

**Smithfield , RI**

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**Job Description:**

**Team Leader, Advisory Services**

**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

At Fidelity, we help our clients and our associates achieve success through relationships aligned with our Advisory Services managed solutions. 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 Were 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 Advisory Services 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 understanding the benefits of our Fidelity Wealth Services offering.

**The Skills You Bring**

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

Your relationship expertise, leading with empathy and enhancing team cohesion

Your ability to think strategically and execute tactical plans

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

Your ability to control risk through compliance and oversight

**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

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:

**The Value You Deliver**

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

Enabling your team to drive client value through conversational Annual Strategic Reviews and supporting clients in planning interactions

Enabling the development of your team's technical solution expertise, and coaching them to utilize it to match the clients needs and preferences

Communicating to engage your teams support in organizational change through provide context, instilling trust, and demonstrating listening and empathy leadership

Leading in a way that provides 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**

Fidelitys 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, womens 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.

**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 youll 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:**

#PIRCLeader

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**Certifications:**

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**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, youll 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 dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve 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 , prompt 2, option 2.

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

Adoption assistance

Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

Dependent care flexible spending (FSA)

On-site health & wellness centers

**Retirement Planning**

401(k): pre-tax and/or Roth

**Health & Insurance**

Medical coverage

Dental & Vision coverage

**Education Benefits**

Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

Tuition reimbursement program