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Fidelity Investments

Branch Leader - Katy, TX

Katy, TX · On-site

Fidelity will not provide immigration sponsorship for this position. The Role Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with ...

Fidelity Investments

Branch Leader - Katy, TX

Katy, TX · On-site

Fidelity will not provide immigration sponsorship for this position. The Role Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with ...

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How much do fidelity branch jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for fidelity branch in the United States is $22.45, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $25.48 per hour, depending on experience, location, and employer.

What is a Fidelity branch?

A Fidelity Branch is a local office of Fidelity Investments, a leading financial services company. These branches provide in-person support for clients, offering services such as investment advice, retirement planning, account management, and help with various Fidelity products. At a Fidelity Branch, clients can meet with financial representatives, attend educational seminars, and access resources to manage their financial goals. The branches are designed to provide personalized assistance and help clients navigate their financial journeys.

What are the key skills and qualifications needed to thrive as a Fidelity branch manager?

To thrive as a Fidelity Branch Manager, you need a solid background in financial services, investment management, and a relevant bachelor's degree, often complemented by FINRA Series 7 and 66 (or 63/65) licenses. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Excellent leadership, communication, and client relationship skills help you motivate teams and deliver exceptional customer service. These competencies are crucial for ensuring regulatory compliance, achieving business growth, and maintaining high client satisfaction in a competitive industry.

What are the typical career advancement opportunities for employees working at a Fidelity branch?

Employees at a Fidelity branch often start in client-facing roles such as Financial Representative or Relationship Manager, where they build a foundation in customer service and financial product knowledge. With demonstrated performance and completion of required certifications, there are clear pathways to advance into roles like Financial Consultant, Branch Manager, or specialized investment advisory positions. Fidelity supports professional development through on-the-job training, mentorship, and access to industry certification programs, making it a strong environment for career growth within the financial services industry.

What are entry-level positions at Fidelity Branch?

Entry-level positions at a Fidelity Branch typically include roles such as Client Service Associate, Financial Associate, or Teller. These positions often require strong communication skills, basic financial knowledge, and may involve on-the-job training or certifications like FINRA licenses. They are suitable for individuals starting their careers in financial services and may offer opportunities for advancement.
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Fidelity Branch jobs near you
Infographic showing various Fidelity Branch job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $46,701 per year, or $22.5 per hour.

Branch Leader - Katy, TX

Fidelity Investments

Katy, TX • On-site

Full-time

Posted 29 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.
The Expertise and Skills You Bring
  • At least five years in a financial sales role
  • Three or more years of management within a financial services environment is preferred
  • Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
  • Background in relationship management and a deep understanding of financial services
  • Impressive time-management skills and ability to complete multiple priorities
  • Natural ability to influence and develop the sales skills of others
  • Validated grasp of compliance and regulatory guidelines
  • Professional demeanor and excellent interpersonal skills
  • Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

The Team
For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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