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Vice President, Branch Leader - Orland Park, IL

Fidelity Investments · Orland Park, IL · $96,000–$210,000 a year · Full time

Posted Aug 7, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a team you led in a financial sales setting. How did you raise their performance?

What they are checking: Whether they have a real track record of developing people and improving results, the heart of this leadership role.

Walk me through how you recruit for a branch. What do you look for in a financial consultant candidate?

What they are checking: Whether they can identify talent that fits both sales results and client care, which shapes the whole branch.

Tell me about a time you coached someone who was struggling. What did you do and what happened?

What they are checking: Whether they coach with specifics and patience and know when performance needs a harder conversation.

Tell me about a time you had to deliver a national initiative your team didn't believe in.

What they are checking: Whether they can lead change honestly, getting buy-in without dismissing their team's concerns.

Tell me about a hiring decision you got wrong. What did you learn?

What they are checking: Whether they reflect honestly on leadership mistakes and improve their judgment over time.

What would you do

How would you grow local business in Orland Park through seminars, lead use, and client appreciation events?

What they are checking: Whether they have practical ideas for building market presence that tie local activity to national initiatives.

A top-producing consultant has repeated compliance issues. How do you handle it?

What they are checking: Whether they put compliance and client protection ahead of short-term production, even with a star performer.

You'd oversee lobby technology, back-office processing, and quality assurance. How do you keep operations running well while also driving sales?

What they are checking: Whether they can balance operational excellence and growth without neglecting either side of the branch.

You'd work alongside another VP, Branch Leader. How do you share leadership without stepping on each other?

What they are checking: Whether they can collaborate as a co-leader, which the posting describes as part of the structure.

How do you build a high-performing culture without creating pressure that leads to bad client outcomes?

What they are checking: Whether they understand that sales pressure in finance must stay aligned with client interests and regulation.

About the work

What metrics would you watch weekly to know if the branch is healthy?

What they are checking: Whether they understand the drivers of branch performance and profitability, not just top-line sales.

Practice this interview out loud.

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The full job description

As published by Fidelity Investments.

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role It'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 The Team 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. The base salary range for this position is $96,000-$210,000 per year. 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 - FINRA Category: Sales

Apply at Fidelity Investments