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AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The We’ll Buy Your Car (WBYC) In-Store Associate will be focused and specifically trained to acquire additional inventory for the dealership by actively prospecting outside of the AutoNation Customer Network.&nbsp; &nbsp;The WBYC Associate will utilize all available prospecting resources to identify and engage private parties looking to sell their vehicle.&nbsp; Resources include third party websites, 3rd party lead sources, service drive traffic and other means. This Associate will enjoy consistent interaction with customers throughout the day, both in person and over the phone. This role will primarily make cold contact with prospects who have their vehicle advertised for sale, both online and as walk-ins to the store..<h2>Job Responsibilities:</h2><ul><li>Review vehicle condition reports</li><li>Determine wholesale and retail prices</li><li>Inspect and accept vehicles arriving onsite</li><li>Create and execute reconditioning plan to prepare vehicle for sale</li><li>Using sound judgement, research, and excellent interpersonal skills to make offers on vehicles and close sales</li><li>Driving incremental business through a high-level of engagement with customers.</li><li>Turn prospective Vehicle Procurement Customers over to an “elite” sales team for a sales opportunity</li><li>Work with management to identify current inventory needs.</li></ul><h2>Qualifications:</h2><ul><li>High School diploma or equivalent.</li><li>Extremely self-motivated&nbsp;</li><li>Ability to set and achieve targeted goals.</li><li>Ability to drive an exceptional Customer experience.</li><li>Demonstrated communication, prospecting, and interpersonal skills.</li><li>Organization and follow-up skills.</li><li>Experience and desire to work with technology.</li><li>Valid In-State Driver's License and an acceptable, safe driving record</li></ul><h2>Physical Requirements:</h2><ul><li>Ability to sit and stand for prolonged periods of time.</li></ul>This position at Acura Stevens Creek pays minimum wage + commission (approx $3-9k/month).<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Vehicle Acquisition Specialist

SUMMARYThe Home Therapy Registered Nurse -- Traveler, as qualified by federal and state regulations, travels to various U.S. Renal Care locations to provide patient training and ongoing support for all patients choosing a home dialysis modality. This position provides nursing relief/support for assigned programs on a temporary or short-term basis.Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.GROWTH· Participate in and support corporate initiatives that promote improved care and increase growth of the home department.· Understand vendor product delivery methods and associated fees. Teach patients the importance of proper and timely order placement. Ensure patients receive all supplies in timely manner to not disrupt care.· Assist with clinic and patient supply inventory, ensuring usage is appropriate for patient prescriptions and place orders in timely manner to avoid fees and penalties. · May assist with equipment management including equipment tracking and retrieval as needed.· Perform duties as assigned to meet the patient care or operational needs of the program.OUTCOMES· May assist with improving patient outcomes through tracking and trending of program and patient performance, use of critical thinking skills and root cause analysis to improve patient and quality outcomes. May assist in obtaining data for the continuous quality improvement activities.· Obtain routine and non-routine laboratory tests as ordered and communicate critical lab values and urgent patient needs to the responsible physician or physician extender in a timely manner.· May complete and document monthly review of patient medication profiles as directed. Administer medications as ordered by the physician.· Provide patient education and follow up as needed.· Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.OPERATIONALREADINESSOPERATIONALREADINESS (cont.)· Knowledge of and comply with federal, state, local laws and regulations, including health care professionals practice act requirements as they pertain to home dialysis program and patient care requirements.· Perform duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.· Train patient (and/or care partner) in the practice of self-care Peritoneal Dialysis or Hemodialysis upon meeting federal and state regulations governing Registered Nurse qualifications.· May conduct home visits to assess the patient's home environment per policy and as needed to improve care.· Inform (Direct Supervisor) and program Administrator of all incidents, conditions, and concerns related to patient care, staff and patient safety, and in accordance with company policy.· Document all nursing services in the Electronic Medical Record including but not limited to training sessions, routine and non-routine in-person interactions, and phone conversations. Documentation should accurately reflect the patient status and nursing interventions and be written to ensure continuity of care.· May assist with developing and implementing the patient plan of care with the interdisciplinary team.· Participate in infection control monitoring, implementation, and recording as requested.· Use personal protective equipment as necessary.· Be familiar with emergency equipment and all emergency operational procedures. Communicate and regularly review Emergency Preparedness procedures with all home patients, including but not limited to emergency disconnection from dialysis equipment, what to do and who to contact if displaced from home.· Communicate on-call system to patients and ensure patients have access to nursing support at all times. Teach patients the importance of timely communication.· May perform on call nursing services, nights and weekends, on a rotational basis as needed or assigned.· Flexible with staffing locations and hours to accommodate patient and USRC home program needs.· Regular and reliable attendance is required for the position.Home Hemodialysis Only:· May coordinate home evaluation with technical services department to ensure that the necessary electrical, plumbing and drainage requirements for proper equipment operation are met prior to patient acceptance into home program.· May assist with ensuring required and appropriate water sampling is complete per policy and product requirements. Monitor and report water sample and culture results.PARTNERSHIPS· Communicate results of patient assessment, reassessment, and ongoing monitoring to the physician, team members, and others as appropriate to the individual needs of the patient.· Maintain a positive/collaborative working relationship with physicians, state agencies and the community.· Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.· Respond effectively to inquiries or concerns.STAFF DEVELOPMENT/ RETENTION· Participate in staff meetings as required. Attend in-service and continuing education offerings in compliance with company policy and procedure.· May delegate tasks to competent licensed and unlicensed staff per applicable state practice act.· Assist with staff training as requested.· Lead staff in team concepts and promote a team effort.

U.S. Renal Care

Dialysis Registered Nurse, Home Hemo & Peritoneal RN - Floater

Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your technical financial aid skills to work ensuring proper eligibility and processing in accordance with federal, state, and institutional rules and regulations. What better way to be a part of a student’s educational journey! We are over 110 years in education, still growing, and a recognized “Great Place to Work”. Come work and grow with us!You will make an impact by:&nbsp;<ul><li>Meeting with students and prospective students to provide information regarding costs of attendance, available financial aid options, and student loan counseling.</li><li>Reviewing documentation, forms and other information provided by students to ensure accuracy and completeness, update electronic student file appropriately based on information received, and scan documents into Image Now.</li><li>Reviewing student records to ensure any discrepant or conflicting information is appropriately resolved, and documents same.</li><li>Reviewing ISIR data to ensure c-codes are appropriately resolved and required verification items are requested, and document actions or resolutions are fully in the student electronic file.</li><li>Assisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling.</li><li>Providing in-person student loan counseling for those who are unable to complete online counseling.</li></ul>Your Experience Includes:<ul><li>Minimum of 1 year’s experience as a customer service provider in a professional environment.</li><li>Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.</li><li>Ability to demonstrate excellent communication skills through active listening and delivery of information clearly and effectively.</li><li>Ability to demonstrate excellent customer service skills, with a professional, helpful, and positive demeanor.</li></ul>Education:<ul><li>Bachelor’s Degree from an accredited College or University.</li></ul>Licenses/Certifications:<ul><li>May not be in default on a federal student loan or owe repayment on a federal grant.</li></ul>#LI-AM1Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

West Coast University

Financial Aid Advisor

As an&nbsp;Admissions&nbsp;Advisor&nbsp;for a certified Great Place to Work,&nbsp;you will&nbsp;guide&nbsp;prospective students &nbsp;on their path towards a career in healthcare. In doing so, you will help them change not only their own lives, but also those of the patients in their care. You will be a prospective student’s first connection&nbsp;at West Coast University, and you will support&nbsp;them through the application and enrollment process.How you can impact as a member of the Admissions Team: <ul><li>Advise and enroll qualified applicants into programs of study that are beneficial to the students’ career objectives and academic needs in an efficient and supportive manner.</li><li>Build&nbsp;relationships with prospective students primarily through phone and email&nbsp;communications.</li><li>Prioritize the university’s philosophy of truly caring about students. </li><li>Treat prospective and enrolled students with professionalism and respect.</li><li>Establish a strong and up to date understanding about specific programs, program objectives, enrollment process, requirements, and content offered by the university to make a complete and factual presentation to prospective students and other interested parties.</li></ul>Your experience includes: &nbsp;<ul><li>Minimum of two years’ experience in a marketing related environment or customer service.</li><li>Experience with MS Office, data entry and multi-tasking. </li></ul>Education:<ul><li>Bachelor's degree required</li></ul>#LI-AM1Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

Admissions Advisor

Come care with us at West Coast University! As a Nursing Faculty member for a certified Great Place to Work, you will guide nursing students to do more than change their own lives – you will help change the lives of every patient they treat throughout their career in healthcare. &nbsp;At West Coast University you will have the opportunity to share your success story with the next generation of nurses as a key member of our student-centered, innovative community!You will make an impact by: &nbsp;<ul><li>Serving as a mentor, role model and facilitator who provides guidance and academic support for students.</li><li>Demonstrating enthusiasm for teaching, the teaching/learning process and for individual students.</li><li>Applying your skills and experience to your assigned teaching schedule.</li><li>Participating in and contributing to assessment activities of courses/curriculum and programs via a continuous improvement plan set forth by the University.</li><li>Regularly contributing to improvement of class materials and syllabi within prescribed shared governance culture.</li><li>Utilizing a variety of teaching methodologies to instruct students, always with intent to facilitate observable evidence of student fulfillment of prescribed learning outcomes.</li><li>Maintaining scholarly activities.</li><li>Participating in professional growth and service in accordance with university policies.</li><li>Advancing our commitment and focus on the students we serve, and their success as healthcare professionals.</li><li>Fully leveraging our innovative technologies and resources, such as our Simulation and Innovation Labs.</li><li>*If working with students in a Clinical setting you will:<ul><li>Assume complete responsibility for students in clinical facilities.</li><li>Clarify clinical expectations with students.</li><li>Clarify student placement and expectations with clinical facility staff.</li><li>Utilize care planning time to direct students to available resources needed for clinical preparation.</li><li>Assess student knowledge and skill level to ensure safety and optimal care to patients.</li><li>Utilize pre- and post- conference to allow students an opportunity to share learned experiences, ensuring clarity of the correlation between &nbsp;weekly theory content with clinical objectives and experiences.</li><li>Provide feedback of clinical performance immediately after observation of event and of overall performance at midterm and end of semester.</li></ul></li></ul>Your Experience Includes: &nbsp;<ul><li>Working knowledge of Microsoft Office Suite Products, especially Outlook, Word, PowerPoint and other MS office products as needed.</li><li>Working with online learning management systems to further engage the student learning process.</li><li>Compliance with state, federal and local laws/regulations relating to programs, governmental compliance, and other regulatory standards such as state Board of Nursing.</li><li>Clinical RN - Must have a minimum of two (2) year’s prior experience as a registered nurse providing direct patient care and have a minimum of one year experience in the field in which they teach.</li></ul>Education:Education and experience must align with state regulations and comply with the rules and regulations of state authorization agencies.<ul><li>Master’s degree in nursing</li><li>Professional nurse licensure required.</li></ul>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

Full Time Medical Surgical Clinical Instructor (Nights)

At West Coast University, we share a passion for students and transforming healthcare education! As an associate for a certified Great Place to Work, you will&nbsp;join a collaborative, student-centric culture valuing academic integrity, mutual respect, student learning, service, responsiveness, innovation, diversity, and stewardship.&nbsp; As a part of this team, you will guide students to do more than change their own lives – you will help change the lives of every patient they care for throughout their career.You will make an impact by:&nbsp;<ul><li>Perform administrative responsibilities by drafting correspondence and reports, communicate with management, faculty, staff, and students, maintains calendars, maintain office records and budgets, process and review mail, arrange meetings, receptions, dinners, conferences, and travel arrangements to ensure professionalism and efficiency in all office operations.</li><li>Assist and coordinate the flow of incoming and outgoing communications by routing documents to and from appropriate parties including obtaining signatures, gathering, and relaying information as needed and returning signed documents to requestors.</li><li>Responsible for completing expense reports; gather receipts, scan, and enter information in Concur or Excel, and review.</li><li>Assist department with company events; research and arrange payment to vendors, caterers, venues, and conferences. Assist with event set-up and break down, and other miscellaneous event coordination.</li><li>Schedule, organize, and facilitate meetings and events with appropriate offices and agencies, advise/contact participants or invited guests, prepare agendas and programs, arrange for audiovisual and associated support equipment.</li><li>Order and pick up meals and/or refreshments for meetings and other special events.</li><li>Coordinate travel for multiple team members; researching and booking flights, hotels, and transportation.</li><li>Prepare meeting materials, post agendas, and take minutes; maintain permanent records and files; adhere to established procedures relating to minutes, agendas, posting of notices, etc.</li><li>Coordinate incoming and outgoing mail distribution as instructed, prepare labels, mailings, and FedEx packages.</li></ul>Your Experience Includes:<ul><li>A minimum of one year’s experience performing increasingly complex and highly responsible office and administrative/secretarial support work of which involved administrative support work in an academic or business office environment preferred.&nbsp;&nbsp;</li><li>Comprehensive knowledge of office systems, practices, and administration.</li><li>Proficient skills and experience in Microsoft Office computer software systems that includes word processing, spreadsheets, and presentation software.&nbsp;</li><li>Principles and practices of classifying, indexing, processing, retrieving, and controlling a large volume of records.</li></ul>Education:<ul><li>High school graduate or equivalent required.</li><li>Associates degree or coursework in accounting, administrative and personnel management, and data processing preferred.</li></ul>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

Administrative Assistant

AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. So what do you say? Are you ready to be part of something big?The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key..With your outstanding communication and listening skills, you’ll help our customers select their perfect vehicle, negotiate terms to ensure that payment options meet their lifestyles, budgets, and expectations and close the deal. Our e-Commerce Sales Associates provide an exceptional customer experience both before and after purchase, driving loyalty by following up to ensure customer satisfaction and helping transition customers to the Service department to support their ownership experience.<h2>What are the requirements for this job?</h2><ul><li>High school diploma or equivalent</li><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set and achieve targeted goals</li><li>Prior sales experience, retail preferred</li><li>Demonstrated communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up with customers</li><li>Experience and desire to work with technology</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>Why should I come work for AutoNation?</li><li>You want to work for a car dealer that has a strong moral compass and treats all of its associates with respect</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Sales Associate eComPhone

Company Profile SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.Minimum Qualifications<ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul>Preferred Qualifications<ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul>Responsibilities<ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.JobFamilySalesPayTypeSalary

SoCal JCB- Inside Sales Representative 

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Berkeley, CA

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

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