Team Leader, Planning and Advice

Company: Fidelity Investments
Location: Lake City
Posted on: May 15, 2022

Job Description:

Job Description:"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 InvestmentsIs 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 preferred
• Series 7 and 66 or 63/65 are required, 9/10 licenses preferred or able to obtain upon hireThe Purpose of Your RoleThe 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 investment guidance.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 potential
  • Your relationship expertise, leading with empathy and enhancing team cohesion
  • 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 rulesThe Support You ReceiveWe 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 YouWe believe it is important to approach life holistically. Our 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: 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
      • 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" attributesWe believe in being #Different TogetherFidelity'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.#PIRCLeaderCOVID work policySafety 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 pandemicOur 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 you.Learn More: - Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
        Company OverviewFidelity 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 UsAt 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 , 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.As a result of COVID-19, many of our associates are continuing to work remotely. 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 "." -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 -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Marketing Manager, Marketing Intern, and Director Of Marketing and others in the Marketing, Advertising and PR to apply.

Keywords: Fidelity Investments, Gainesville , Team Leader, Planning and Advice, Hospitality & Tourism , Lake City, Florida