Vice President, Branch Leader Greater Houston, TX Area

The Company is seeking a Branch Leader to join their team. The successful candidate will be responsible for driving the branch's sales strategy, educating the local market, and growing the business through in-branch customer meetings, seminars, and lead utilization. As a key leader, the Branch Leader will also be involved in talent development, operational excellence, and strategic leadership, including recruiting, mentoring, and coaching associates to foster a high-performing culture. The role requires a strong background in financial sales, with a preference for a Bachelor's degree, and at least 5 years' experience in a financial sales role. Active Series 9/10, 7, and 66 licenses are required, with a CFP being highly preferred. The ideal candidate for the Branch Leader position at the company will have a proven track record in driving branch performance and managing branch infrastructure. This includes experience in back-office processing, quality assurance, and operational technology. The role demands a leader with a positive attitude, a strong work ethic, and a high level of integrity, who is passionate about working collaboratively and improving productivity. The Branch Leader will also be expected to have a deep knowledge of brokerage and mutual funds, as well as expertise in financial planning. The ability to coordinate and support cross-company partnerships and regional corporate relationships is essential for this role, as it directly influences business opportunities and market growth.

Hiring Company

Fidelity Investments