Fidelity will not provide immigration sponsorship for this position. The Role It's said that the ... lead utilization, and client appreciation. As one of the key leaders in the Investor Center, you ...
23 Fidelity Branch Lead Jobs Hiring Near You
Fidelity will not provide immigration sponsorship for this position. The Role It's said that the ... lead utilization, and client appreciation. As one of the key leaders in the Investor Center, you ...
Vice President, Branch Leader - Ashburn, VA
$96K - $210K/yr
With a focus on employee development and collaboration, as the leader of a Fidelity branch team,you ... relationships that lead to business opportunities * Positive attitude, empowering ...
Vice President, Branch Leader - Ashburn, VA
$96K - $210K/yr
With a focus on employee development and collaboration, as the leader of a Fidelity branch team,you ... relationships that lead to business opportunities * Positive attitude, empowering ...
Leadership Candidates
Paramus, NJ · On-site
$100K - $168K/yr
A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables ...
Leadership Candidates
Paramus, NJ · On-site
$100K - $168K/yr
A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables ...
Fidelity Jobs Information
Do workers at Fidelity Investments get paid breaks?
Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
86% of people say they get paid breaks.
Based on data from 88 people who took the Breakroom Quiz between August 2025 and August 2026.
Does Fidelity Investments pay people when they’re sick?
Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 108 people who took the Breakroom Quiz between September 2025 and August 2026.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 108 people who took the Breakroom Quiz between September 2025 and August 2026.
At Fidelity Investments, are sick days and vacation days separate paid time off?
Sick days and vacation days are used from the same paid time off.
91% of people say they have to use vacation days when they’re out sick.
Based on data from 103 people who took the Breakroom Quiz between September 2025 and August 2026.
91% of people say they have to use vacation days when they’re out sick.
Based on data from 103 people who took the Breakroom Quiz between September 2025 and August 2026.
Is the health insurance from Fidelity Investments affordable enough for their workers?
Most people say the health insurance costs are okay.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
93% of people say the health insurance costs are okay
Based on data from 115 people who took the Breakroom Quiz between August 2025 and August 2026.
Do people get paid time off at Fidelity Investments?
Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 113 people who took the Breakroom Quiz between September 2025 and August 2026.
98% of people say they get paid time off.
Based on data from 113 people who took the Breakroom Quiz between September 2025 and August 2026.
How far ahead of time do people find out their work schedule?
Only some people find out their schedule four weeks ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
- 15% of people with changing schedules find out their shifts one week or less ahead of time.
- 15% of people with changing schedules find out their shifts two weeks ahead of time.
- 12% of people with changing schedules find out their shifts three weeks ahead of time.
- 59% of people with changing schedules find out their shifts four weeks or more ahead of time.
Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.
Do workers at Fidelity Investments worry about hours?
Most people don’t worry about getting enough hours.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
95% of people report they don’t worry about getting enough hours.
Based on data from 129 people who took the Breakroom Quiz between November 2024 and August 2026.
Do Fidelity Investments workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
43% report that they don’t have enough control over which shifts they work.
Based on data from 123 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it for Fidelity Investments workers to change shifts?
Some people find it hard to change shifts.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
45% of people report that it’s hard to change shifts if they need to.
Based on data from 76 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to get time off at Fidelity Investments?
Most people find it easy to get time off.
84% of people report it’s easy to get time off.
Based on data from 104 people who took the Breakroom Quiz between September 2025 and August 2026.
84% of people report it’s easy to get time off.
Based on data from 104 people who took the Breakroom Quiz between September 2025 and August 2026.
Do Fidelity Investments managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
97% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 144 people who took the Breakroom Quiz between November 2024 and August 2026.
Do jobs at Fidelity Investments spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
11% of people report that their job takes up time that they don’t get paid for.
Based on data from 141 people who took the Breakroom Quiz between November 2024 and August 2026.
How easy is it to take sick days at Fidelity Investments?
Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 108 people who took the Breakroom Quiz between September 2025 and August 2026.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 108 people who took the Breakroom Quiz between September 2025 and August 2026.
Is a Fidelity Investments job good for students?
Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.
Is working at Fidelity Investments good if you’re a parent or caregiver?
Most parents and caregivers say this is a good place to work.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
98% of people who care for a child or other relative report this is a good place to work.
Based on data from 40 people who took the Breakroom Quiz between August 2025 and July 2026.
Do people at Fidelity Investments feel treated with respect by their managers?
Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 106 people who took the Breakroom Quiz between September 2025 and August 2026.
90% of people say they’re treated with respect by their managers.
Based on data from 106 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people at Fidelity Investments get to take their breaks without interruption?
Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 110 people who took the Breakroom Quiz between September 2025 and August 2026.
99% of people report that they get to take their breaks without interruption.
Based on data from 110 people who took the Breakroom Quiz between September 2025 and August 2026.
Is it stressful to work at Fidelity Investments?
Most people feel stressed here.
69% of people say they often feel stressed at work.
Based on data from 106 people who took the Breakroom Quiz between September 2025 and August 2026.
69% of people say they often feel stressed at work.
Based on data from 106 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people at Fidelity Investments enjoy their jobs?
Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 96 people who took the Breakroom Quiz between September 2025 and August 2026.
70% of people report they enjoy their job.
Based on data from 96 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people at Fidelity Investments recommend working with their team?
Only some people recommend working with their team.
39% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 114 people who took the Breakroom Quiz between September 2025 and August 2026.
39% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 114 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people get enough training when they start at Fidelity Investments?
Most people got enough training when they started.
86% of people report they got enough training when they started working here.
Based on data from 111 people who took the Breakroom Quiz between September 2025 and August 2026.
86% of people report they got enough training when they started working here.
Based on data from 111 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people get support to advance at Fidelity Investments?
Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 100 people who took the Breakroom Quiz between September 2025 and August 2026.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 100 people who took the Breakroom Quiz between September 2025 and August 2026.
Do people think Fidelity Investments’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 89 people who took the Breakroom Quiz between September 2025 and August 2026.
56% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 89 people who took the Breakroom Quiz between September 2025 and August 2026.
Do workers feel well informed about how Fidelity Investments is doing?
Most people feel well informed about how the company is doing.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 102 people who took the Breakroom Quiz between September 2025 and August 2026.
83% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 102 people who took the Breakroom Quiz between September 2025 and August 2026.
What other companies are hiring for Branch Lead jobs?
What are the most popular jobs at Fidelity?
What are the most popular categories at Fidelity?
$96K - $210K/yr
Full-time
Medical, Retirement, PTO
Re-posted 10 days ago
Fidelity Investments rating
8.7
Based on 273 frontline employees who took The Breakroom Quiz
16th of 152 rated financial services
Job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The RoleIt's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As a leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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.
As one of the key leaders in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You are an integral figure in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in charge of the branch in 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.
The Expertise and Skills You Bring- Bachelor's Degree highly preferred
- 5+ years in financial sales role
- 3+ years of financial services management is helpful
- Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- Contagious enthusiasm for hiring, mentoring, and developing new branch associates
- Inspired by passion for working collaboratively, improving productivity, and implementing ideas
- Ability to coordinate and support 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
Our mission 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. Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers - including personal, needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning services. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACategory:SalesWhat Fidelity Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fidelity
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Industry
Investment management and consulting services, finance and insurance and investment advisory and financial planning services
Company size
10,000+ Employees
Headquarters location
Boston, MA, US