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Fidelity Branch Jobs in Wisconsin (NOW HIRING)

First Supply LLC

Office Coordinator

Appleton, WI

$17.25 - $22.75/hr

Responsibilities * Assist with accounting functions for the branch/region * Balance ledger accounts ... Ability to be bonded as defined by First Supply LLC's fidelity bond insurance carrier * Attendance ...

New

First Supply LLC

Office Coordinator

Appleton, WI · On-site

$17.25 - $22.75/hr

Other duties as assigned by the RAOM, Branch Manager or Operations Manager * Experience in general ... Ability to be bonded as defined by First Supply LLC's fidelity bond insurance carrier * Attendance ...

New

First Supply LLC

Office Coordinator

Appleton, WI · On-site

$17.25 - $22.75/hr

Responsibilities * Assist with accounting functions for the branch/region * Balance ledger accounts ... Ability to be bonded as defined by First Supply LLC's fidelity bond insurance carrier * Attendance ...

New

First Supply LLC

Delivery Driver

Green Bay, WI

$16.25 - $20.50/hr

Other duties as assigned by the Warehouse and/or Branch Manager Qualifications * Two years of truck ... fidelity bond insurance carrier and have a valid driver's license and a driving record which meets ...

First Supply LLC

Delivery Driver

Green Bay, WI · On-site

$16.25 - $20.50/hr

Other duties as assigned by the Warehouse and/or Branch Manager Qualifications * Two years of truck ... fidelity bond insurance carrier and have a valid driver's license and a driving record which meets ...

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How much do fidelity branch jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for fidelity branch in Wisconsin is $22.66, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $25.72 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.

What are popular job titles related to Fidelity Branch jobs in Wisconsin?

For Fidelity Branch jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Fidelity Branch jobs in Wisconsin look for?

The top searched job categories for Fidelity Branch jobs in Wisconsin are:

Fidelity Branch jobs near you
Infographic showing various Fidelity Branch job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $47,138 per year, or $22.7 per hour.

Branch Leader - Houston, TX (River Oaks)

Fidelity Investments

Stevens Point, WI • On-site

Full-time

Re-posted 23 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

Job Description:

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.

The Expertise We're Looking For

  • 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
  • We require an active Series 9/10, 7 and 66 licenses

ThePurpose of Your Role

Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

TheSkillsYou Bring

  • All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
  • A contagious enthusiasm for hiring, mentoring and developing new branch associates
  • Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
  • Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
  • Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

TheValueYou Deliver

You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.

How Your WorkImpactsthe Organization

You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.

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 - FINRACategory: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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