- 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
- 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
- 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
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Assistant Branch Leader
1 week ago
Fidelity Investments Santa Barbara, United StatesJob 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 underst ...
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Teen Coordinator Part-time
1 day ago
Boys & Girls Club of Greater Ventura Ventura, United States Part time[Working with youth grades 6th-12th] · - **GENERAL FUNCTION**_ · The Teen Center Coordinator shall be responsible for implementing strategies that will provide the Club with broad based educational enrichment, social and leadership programs and opportunities supporting the Boys & ...
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Assistant Branch Manager
1 week ago
BNP Paribas Bank NV Santa Barbara, United StatesWe are looking for **Assistant Branch Manager (FT) - Santa Barbara North Branch** · **Location** At Bank of the West, our people are having a positive impact on the world. Were investing where we feel we can make the most impact, like advancing diversity and women entrepreneursh ...
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Wealth Planner
2 weeks ago
Fidelity Investments Santa Barbara, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Wealth Management Consultant
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Fidelity Investments Santa Barbara, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Planner
2 weeks ago
Fidelity Investments Santa Barbara, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Services Representative
2 weeks ago
Fidelity Investments Santa Barbara, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Investment Consultant
1 week ago
Fidelity Talentsource Llc Santa Barbara, United StatesJob Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importan ...
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Enterprise Truck Rental Santa Barbara, United States**Customer Experience Representative- Santa Barbara Airport** · **Job ID** Santa Barbara, CA **Overview** · **Enterprise, National and Alamo has an exciting opportunity for a Customer Experience Representative (CXR) at the our Santa Barbara Airport branch** The CXR provides a s ...
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Investment Consultant
1 week ago
Fidelity Investments Santa Barbara, United StatesJob Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importanc ...
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Raytheon Santa Barbara, United StatesAbout Us: · At Raytheon, we know and value the strategic and tactical talents that only veterans can offer. Our military veterans work across all disciplines, lead our businesses, engineer our products, and lead our supply chain. As a US military veteran, you are uniquely quali ...
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Raytheon Santa Barbara, United StatesAbout Us: · At Raytheon, we know and value the strategic and tactical talents that only veterans can offer. Our military veterans work across all disciplines, lead our businesses, engineer our products, and lead our supply chain. As a US military veteran, you are uniquely qualifi ...
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Wealth Management Consultant
2 weeks ago
Fidelity Investments Santa Barbara, CA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Monetary Strategy and Planning Consultant
2 weeks ago
Fidelity Investments Santa Barbara, CA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Consultant
2 weeks ago
Fidelity Investments Santa Barbara, CA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Financial Planner
2 weeks ago
Fidelity Investments Santa Barbara, CA, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
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Investment Consultant
1 week ago
Fidelity TalentSource LLC Santa Barbara, United StatesJob Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importanc ...
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Financial Consultant
1 week ago
Fidelity Investments Santa Barbara, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
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Consultant, Customer Experience Strategist
3 weeks ago
Fidelity Investments Santa Barbara, CA, United StatesFinancial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existi ...
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childwatch leader
3 days ago
Channel Islands YMCA Santa Barbara, United StatesJob Details · Level · Entry · Job Location · Santa Barbara Family YMCA - Santa Barbara, CA · Position Type · Part Time · Salary Range · $ $16.25 Hourly · Job Shift · Any · Description · BENEFITS THAT BENEFIT YOU FREE Family Gym Membership and Program Discounts · Educat ...
Assistant Branch Leader - Santa Barbara, United States - Fidelity Investments
Description
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.
TheExpertiseWe're Looking For
ThePurposeof 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.
TheSkillsYou Bring
TheValueYou Deliver
How Your WorkImpactsthe 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.
The base salary range for this position is $106,500 - $171,500 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.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACompany Overview
Fidelity Investments is a privately held company with a mission 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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 Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
PDN-9b389b6f-bb42-4e33-b5b9-406d625a5276
Assistant Branch Leader professionals in Santa Barbara
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Lyndsay Maas
Business Management and Finance Professional