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Title: Accounts Payable Coordinator
POSITION SUMMARY The Accounts Payable Coordinator is responsible for leading a team of accounts payable associates in executing the full-cycle accounts payable process, ensuring timely and accurate payment of invoices, and maintaining compliance with institutional policies and financial regulations.
ESSENTIAL JOB FUNCTIONS/JOB DUTIES AND RESPONSIBILITIES Manages full-cycle accounts payable processes, including invoice coding, approvals and payment execution. Oversees weekly check runs. Monitors aging reports and vendor balances, resolving issues promptly. Maintains vendor records, responds to payment inquiries and supports vendor relations. Assists the Director with reporting and special projects.
Partners with procurement, finance and other departments to improve accounting workflows and resolve invoice issues. Prepares and analyzes reports, highlighting trends, KPIs and opportunities for improvement. Implements process improvements and ensures compliance with internal controls and financial policies. Supervises accounts payable associates, providing training, guidance and performance feedback. Promotes team collaboration and accountability with a focus on accuracy and efficiency.
REQUIRED QUALIFICATIONS High School Diploma or GED
Five (5) years of relevant experience
At least three (3) years of experience supervising or leading a team
PREFERRED QUALIFICATIONS Associate’s degree
KNOWLEDGE, SKILLS AND ABILITIES Ability to communicate across all levels of the organization. Must possess critical thinking skills in order to identify the underlying principles, motivations, reasons or facts by breaking down information or data into separate parts. Strong customer service skills. Strong interpersonal, written and oral communication skills. The ability to work effectively with a wide range of constituencies in the community. Excellent computer skills, including experience working with spreadsheet/database programs.
Open Until Filled: Yes
Rate of Pay: $44,148.00 - $55,186.00 depending on experience
Special Instructions to Applicants: Unofficial transcripts are acceptable for the application process. Official transcripts are required upon hire. Applicants may be subject to a background check.

Motlow State Community College


      Accounts Payable Coordinator
    

About Us: Our purpose is to help clients exceed their financial health goals. Across the reimbursement cycle, our scalable solutions and clinical expertise help solve programmatic needs. Enabling our teams with leading technology allows analytics to guide our solutions and keeps us accountable achieving goals.&nbsp; We build long-term careers by investing in YOU. We seek to create an environment that cultivates your professional development and personal growth, as we believe your success is our success. &nbsp;JOB SUMMARY:Coordinator, Appeals ManagementESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp; Note: The essential duties and responsibilities below are intended to describe the general duties and responsibilities of this position and are not intended to be an exhaustive statement of duties. This position may perform all or most of the primary duties listed below. Specific tasks, responsibilities or competencies may be documented in the Team Member’s performance objectives as outlined by the Team Member’s immediate Leadership Team Member.Location:&nbsp;Remote (Within US Only)Required Schedule: Monday - Friday, 8:00 AM - 5:00 PM ESTHourly Salary:&nbsp;$18.27 Job Summary<ul><li>Perform denial research and follow-up work with insurance companies via phone to resolve appeals that have been submitted but remain without a determination</li><li>Compile multiple documents into appeal bundles and submit appeal bundles to payers in a timely manner</li><li>Determine and document appeal timeframes and payer process per facility within CorroHealth proprietary system</li><li>Transcribe information from clients’ EMRs and payer portals into required electronic format; check completed work for accuracy</li><li>Monitor and complete tasks within shared inboxes and internal request dashboards</li><li>Receive and document incoming emails, calls, tickets, or voicemails</li><li>Follow up with the client or internal staff via email or phone for additional information as requested</li><li>Export and upload documents within CorroHealth proprietary system</li><li>Cross-trained on various functions within the department to support other teams as needed</li><li>Other responsibilities as requested by management</li></ul>Minimum Qualifications: <ul><li>Must love communicating with others over the phone</li><li>Computer proficient. Must have intermediate skills with Outlook and Excel.</li><li>Must be able to schedule meetings, log onto Teams for meetings.</li><li>Must be able to open a new excel workbook, use formulas such as; adding and subtracting, copying and pasting.</li><li>Must be able to type a minimum of 25wpm</li><li>Detail oriented</li><li>Shows initiative and responsibility in taking the necessary steps towards problem resolution</li><li>Works independently, but is a team player</li><li>Able to work in a fast-paced environment</li><li>Possess good verbal and written communication skills</li><li>Required to keep all client and sensitive information confidential</li><li>Strict adherence to HIPAA/HITECH compliance</li></ul>Education/Experience Required:<ul><li>High School Diploma or equivalent required</li><li>Bachelor’s degree preferred</li><li>Understanding of denials processes for Medicare, Medicaid, and Commercial/Managed Care product lines</li><li>Prior experience of accessing hospital EMR’s and Payer Portals preferred</li><li>Proficient in MS Word and Excel. Needs to be able to open a new excel workbook, copy and paste, do basic formulas such as adding, subtracting and copying and pasting.</li><li>Must have basic skils in Outlook. Should be able to create a meeting invitation, accept a meeting invitation, receive and respond ot email and set up folders.</li><li>Must be able to type a minimum of 25 wpm with a 90% accuracy rate.</li></ul>What we offer:<ul><li>Hourly salary $18.27</li><li>Medical/Dental/Vision Insurance</li><li>Equipment provided</li><li>401k matching (up to 2%)</li><li>PTO: 80 hours accrued, annually</li><li>9 paid holidays</li><li>Tuition reimbursement</li><li>Professional growth and more!</li></ul>PHYSICAL DEMANDS: Note: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions as described. Regular eye-hand coordination and manual dexterity is required to operate office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with constant interruptions is required. At times, Team Members are subject to sitting for prolonged periods. Infrequently, Team Member must be able to lift and move material weighing up to 20 lbs. Team Member may experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. A job description is only intended as a guideline and is only part of the Team Member’s function. The company has reviewed this job description to ensure that the essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

CorroHealth

Coordinator, Appeals Management

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Transportation Coordinator is responsible for the daily administrative functions in the Transportation department. They ensure that drivers are aware of any changes that may or will occur and provide route change information to customers as needed. Benefits you can count on: <ul><li>Pay rate: $15.45 to 19.35 per hour. depending on experience</li><li>Monday-Friday 6am-230pm. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Transportation Coordinator: <ul><li>Prepare delivery paperwork for drivers.</li><li>Pull and put away keys.</li><li>Confirm driver on routes.</li><li>Perform DOT file maintenance.</li><li>Process payroll.</li><li>Check in driver and verify paperwork.</li><li>This position has additional responsibilities. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Transportation Coordinator Teammate: <ul><li>Have a high school diploma or equivalent. </li><li>At least 2 years of work experience in a similar function is preferred. </li><li>Have good computer skills, including Microsoft products. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable</li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Coordinator, Transportation

Start a fulfilling career as a Shipping and Receiving Coordinator! We're a team. Our success is driven by the collective effort of each member in our warehouse, which has set us apart in the industry for 130+ years. We're dedicated to collectively challenging any supply chain problem with top-of-the-line technology and safety measures carried throughout the process. We wouldn't be where we are without our warehouse team. It's why we've built a culture-focused and diverse environment for you that offers opportunities for advancement with industry-leading benefits. As a Shipping and Receiving Coordinator, you will send, inspect and record outgoing products. Work with DC to load packages and check their contents to ensure they match the orders. Benefits you can count on: <ul><li>Pay rate: $18.00 to $21.00 per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Shipping and Receiving Coordinator: <ul><li>Sends shipments and creates paperwork for outgoing deliveries.</li><li>Inspects shipments to ensure there are no damages.</li><li>Verifies shipments per order requirements.</li><li>May send shipments outside the US contiguous border.</li><li>Investigates problems and resolves discrepancies.</li><li>Labels shipments prior to loading.</li><li>Trains new teammates in shipping department.</li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Warehouse Teammate: <ul><li>High School Diploma or GED. </li><li>4 or more years' experience in a shipping department.</li><li>2 or more years' experience in a distribution environment.</li><li>Experience shipping outside the US contiguous border is preferred.</li><li>Strong math and documentation abilities. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Organized</li><li>Problem solver</li><li>Teamwork oriented</li><li>Safety conscious</li><li>Detailed </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of teammates for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Coordinator, Shipping and Receiving

Job Description and RequirementsRandolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Problem and Change Management Manager to join our amazing Project Management Office team!&nbsp;The IT Problem and Change Management Manager will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas.To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. •&nbsp;&nbsp; &nbsp;Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided). •&nbsp;&nbsp; &nbsp;Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environmentThe IT Problem and Change Management Manager ensures stability, reliability, and continuous improvement of IT services and business operations, while minimizing disruptions and risks.This is a servant leadership role responsible for managing the change and problem management team and ensuring accuracy, timeliness and visibility of changes and their results as well as the thoroughness, promptness and transparent resolutions of problems..Essential Functions and Responsibilities:<ul><li>Provide managerial leadership and direction to the analyst team, including personal development plans, on-boarding training plan for new team members, and skills and quality assessment templates and reviews.</li><li>Develop, implement, and maintain department procedures for Problem and Change Management efficiency, in alignment with departmental objectives.</li><li>Review enterprise technology groups problem root cause analysis and reporting metrics for accuracy and completeness.</li><li>Facilitate IT Major Incident and IT Change Control Board meetings.</li><li>With senior leadership, track department Key Performance metrics.</li><li>Serve as project manager for designated regulatory or compliance efforts.</li><li>Assist the team with coverage as needed.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Minimum five years of job-related work experience</li><li>Minimum 5 years’ financial institution experience</li><li>Minimum 5 years data analysis experience</li><li>Minimum 4 years of IT Service Management (ITSM) tools experience</li><li>ITIL Strategic Leader certification required</li><li>Required Project Management Professional (PMP) certification within 3 years of attaining position</li><li>Intermediate team leadership experience</li></ul>Skills and/or Certifications:<ul><li>Expert data analysis skills, including collecting and analyzing operational data, identifying trends and inefficiencies, and preparing reports and documentation</li><li>Ability to implement change management methodologies (ITIL, ADKAR, etc.) for an enterprise</li><li>Demonstrable proficiency in tools like Excel, Power BI, or similar for data visualization</li><li>Expert interpersonal, organization, and presentation skills</li><li>Intermediate analytics training skills</li><li>Professional verbal and written communication skills</li><li>Strong adaptability to change</li></ul>Preferred:<ul><li>Graduation from accredited college/university with associate’s degree in computer science, information technology, or related field. In lieu of associate’s degree, two years of related experience will equal to associate’s degree</li><li>Current CISSP or CCNP</li><li>CCDP a plus</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

IT Problem and Change Management Manager

<h3>Job Description:</h3>The Department Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.The TeamPrivate Markets ResearchSAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.The Private Equity Research team supports Fidelity’s multi-strategy private equity funds in addition to future initiatives. Fidelity is raising the third multi-strategy private equity fund in this annual vintage series, which seeks to generate attractive risk-adjusted returns by investing in a diversified portfolio of private equity funds, including buyout, growth, secondary funds, and if available, co-investments.The PositionIn this role, you will work under the guidance of senior team members and Portfolio Managers to perform investment manager research and analysis. You will support the sourcing, due diligence, monitoring, investor reporting, and execution of third-party private equity fund investments and co-investments. The role will have exposure to multiple geographies and investment fund strategies, including secondaries, buyouts, and growth equity.Qualifications<ul><li>Bachelor’s degree required; CFA or progress toward CFA a plus</li><li>3+ years of relevant investment experience; private equity manager due diligence preferred, co-investment due diligence experience a plus</li><li>Solid understanding of private equity markets, strategies, and fund analysis</li><li>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</li><li>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</li><li>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills a plus</li><li>Ability to work collaboratively in a team environment</li><li>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tool</li></ul>LocationBoston, Massachusetts<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Fidelity Investments

Private Equity Associate, Strategic Advisers

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Santa Barbara, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a 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 Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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.

Investment Consultant - Southlake, TX

<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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3>The DepartmentStrategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.The TeamPrivate Markets ResearchSAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.The PositionIn this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.Qualifications<ul><li>Bachelor’s degree required; CFA or progress toward CFA a plus</li><li>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</li><li>Solid understanding of private credit market fundamentals, credit principles, and capital structures</li><li>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</li><li>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</li><li>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</li><li>Ability to work collaboratively in a team environment</li><li>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</li></ul>LocationBoston, Massachusetts<h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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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