Job Description:

Job Description:/u201CFidelity 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./u201D 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./u00A0 With a focus on employee development and collaboration, as a Team Leader in our Regional Center, youll have the resources at your disposal to succeed on each count.The Expertise We re Looking ForPrevious management experience in financial servicesSales management and/or financial planning experience preferredSeries 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 BringYour outstanding mentoring and leadership skills, and ability to empower associates to grow and developYour ability to effectively coach others, helping build critical skills that allows them to achieve their full potentialYour relationship expertise, leading with empathy and enhancing team cohesionYour knowledge of financial products, guidance, and solutionsYour ability to partner with peers locally and nationally to maintain a culture of collaboration, success and rewardYour 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 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 achievementsClick to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity InvestmentsThe Value You DeliverCoaching and developing a team of associates to deliver an outstanding experience to our clientsEnabling your team to drive outstanding planning and retention resultsContributing and influencing a collaborative, competitive, and inspiring team culturePartnering with associates to build personalized plans that support their development towards career goalsReviewing salesforce dashboards to stay up to date on associate execution of tasksAbility to inspire associates to deliver their bestBeing 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./u00A0 Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. Youll 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:/u00A0 Dynamic WorkingCertifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACompany 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 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/u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.Fidelitys 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 accommodations@, or by calling 800-835-5099, prompt 2, option 3.