Team Leader, Planning and Advice
Company: Fidelity Investments
Posted on: November 25, 2022
"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
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
in our Regional Center, 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
- Sales management and/or financial planning experience
- 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 Planning and
Advice 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 financial planning and
The Skills You Bring
- Your outstanding mentoring and leadership skills, and ability
to empower associates to grow and develop
- Your ability to effectively coach others, helping build
critical skills that allows them to achieve their full
- Your relationship expertise, leading with empathy and enhancing
- Your knowledge of financial products, guidance, and
- 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 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
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
- Contributing and influencing 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 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
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 you'll 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
Learn More: Dynamic Working
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66
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
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 Best Place to Work
in 2022. 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.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ."
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
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.
We welcome those with experience in jobs such as Director Of
Marketing, Marketing Manager, and Marketing Assistant and others in
the Marketing, Advertising and PR to apply.
Keywords: Fidelity Investments, Danville , Team Leader, Planning and Advice, Hospitality & Tourism , Danville, Virginia
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