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POSITION:Compliance Grievance CoordinatorSALARY: &nbsp;&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; DOEREPORTS TO:&nbsp;&nbsp;&nbsp;&nbsp; Compliance Officer with dotted line to Compliance ManagerPOSITION DESCRIPTION:Responsible for analyzing, resolving, expediting, and coordinating the processing of telephone, electronic and written inquiries. Providing job and team specific support and coaching for customer service and other team members. Will also be cross trained and serve as a departmental support person for Compliance, Privacy and PI/QM functions and projects.ESSENTIAL FUNCTIONS:<ul><li>Logs, tracks, and processes grievances.</li><li>Sets up and maintains case files for each grievance and collects the information required by organizational policies and applicable regulations.</li><li>Conducts research, provides additional education and coordination needed to evaluate, process, respond to, and refer or close grievances with the various tango business units.</li><li>Track and monitoring of business and operations activities for compliance with internal audit process and external health plan and regulatory rules and regulations.</li><li>May assist in upload of monthly, quarterly, and annual reports to secure sites while maintaining high accuracy, timeliness, and security of the data.</li><li>Communicates, interacts, and work well with internal teams including compliance team and business partners.</li><li>Coordinates and prepares health plan letter and reporting templates for integration and use by IT, Compliance and applicable business partners.</li><li>Researches and files various licensure of tango in new state. Updates and assists in tracking of licenses specific to State guidelines and includes clinician licenses.</li><li>Coordinates, puts together files and/or submits deliverables for internal/external audits, CAPs, Compliance, Privacy/Security and PI/QM projects.</li><li>May assist in annual policy reviews/attestation process, makes policy revisions as directed, keep policies organized, revised, and updated in compliance with regulatory and specific contract requirements.</li><li>Compiles monthly/quarterly Compliance reports/data, put in pivot tables and graphs within Excel and tracks end-to-end reporting requirements, updating job-aides, workflow processes, etc.</li><li>Works well under deadlines and meets required timeframes.</li><li>Performs other duties as assigned.</li></ul>KNOWLEDGE AND EXPERIENCE:<ul><li>Two years of customer service experience in a health care or insurance environment.</li><li>Experience evaluating customer situations, making decisions, and responding quickly to questions.</li><li>Experience handling escalated customer issues from business teams.</li><li>Clear and concise verbal and excellent written communication skills.</li><li>Interpersonal and analytical skills.</li><li>Data entry and/or typing experience.</li><li>Healthcare industry experience and knowledge of medical terminology</li><li>Proficiency in Microsoft Office Applications including Excel, PowerPoint, Adobe, Share Point, and Word.</li><li>Organized, detail oriented, and ability to multi-task competing priorities.</li><li>Project management skills preferred.</li></ul>EDUCATION AND EXPERIENCE:<ul><li>Two years of experience in Customer Service, Credentialing, Billing/Claims, Project Management, or related environment preferred</li><li>High school diploma or GED equivalent</li><li>&nbsp;1+ year grievance experience</li><li>&nbsp;1+ year Medicare experience</li><li>2 years of data entry experience in an office environment.</li><li>&nbsp;Knowledge of medical terminology</li></ul>tango provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. tango will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship.

tango

Compliance Grievance Coordinator

Overview of Role/Job Purpose:Implementation Specialist II - CS/DM (Customer Service and Device Management experience needed will lead our clients through the implementation process of our Solutions to analyze client business needs and translate them into functional and design specifications utilizing solution best practices. This customer-facing role involves managing multiple projects and relationships, supporting software development and configuration. Key responsibilities include requirements analysis, system design coordination, workshops, testing, training, and maintaining system documentation. The role also involves liaising with project managers and developers to address business and technical gapsAs a&nbsp;CS/DM specialist you will focus on the customer service and device management aspects of our Customer Information System.&nbsp; Your work will focus on the core customer and field service aspects of the business working.&nbsp; An understanding of the overall meter to cash processes is required.&nbsp; Essential Duties: <ul><li>Lead and guide clients through the implementation process taking full ownership of your specialized area from a business and technical perspective. </li><li>Analyze and model business requirements to create technical requirements.</li><li>Translate client’s business needs into functional and design specifications.</li><li>Perform the required research to identify gaps between the business requirements and the current functionality.</li><li>Develop and review requirements, business processes, and recommendations related to proposed solutions as well as functional and system design specifications.</li><li>Lead team members and peers by fostering collaboration, clearly communicating ideas and perspectives to senior management, initiating and overseeing projects, managing resources effectively, resolving issues, and ensuring accountability for both personal and team performance.</li><li>Liaise between clients/users and technology architects/developers to ensure precision and clarity in the documentation of business requirements and technology solutions.</li><li>Prepare/Review System Functional Specifications and Business and Use Case documentation.</li><li>Lead High Level Design and Best Practice sessions.</li><li>Perform Use Case walkthroughs.</li><li>Develop test cases and perform testing on changes and enhancements.</li><li>Perform System, Functional and Integration Testing to ensure product quality remains at the highest level, including dealing with workload peaks without compromising quality/standards.</li><li>Investigate production issues and assist with troubleshooting, re-creating, and resolving those.</li><li>Support all phases of the Software Development Life Cycle, including requirements analysis, design, construction, testing, implementation, and monitoring.</li><li>Work with third party vendors during requirements, design and testing phases.</li><li>Escalate and communicate issues to VertexOne Management or Clients as needed.</li><li>Work cooperatively in a team environment to meet the goals of the department and of the company.</li><li>Client on-site meetings during key phases of the project (30% travel)</li></ul>Qualifications:<ul><li>Utility and/or utility consulting experience and knowledge of Customer Information Systems (CIS) Billing systems or Enterprise Resource Planning Systems is required.</li><li>4+ years working experience as a Business Analyst or Implementation Specialist in the Software Development industry, creating detailed Business and Technical documents such as Business Requirements Documents, Design Documents, Functional/Technical Specifications, Interfaces, Web User Interface (UI) and Workflows, Use Cases, User Guides, Defect Analysis Reports etc.</li><li>Proficiency in SQL (SELECT Statements, Joins, Subqueries, Data filtering and sorting and Data Manipulation) is preferred</li><li>Understanding software development process and IT project management methodologies (Agile/Waterfall, Hybrid) and relational database principles, data analysis and incident management tools (e.g., Jira).</li><li>Proficient in common desktop applications (Microsoft Office, Microsoft Visio, etc.).</li><li>Experience working with AI tools for data analysis, process automation is preferred.</li><li>Demonstrated experience in business process design and requirements analysis.</li><li>Knowledge of and experience with Web APIs and Batch Processes is preferred.</li></ul><ul><li>Ability to promote and maintain a positive and inclusive work environment with project team members, co-workers, management, and vendors by behaving, collaborating, and communicating in a manner consistent with professional standards.</li></ul><ul><li>Skills to identify, communicate, and resolve issues effectively.</li><li>Strong ability to analyze issues and solve problems effectively.</li><li>Ability to quickly grasp new concepts and manage change through innovation and flexibility.</li><li>Ability to meet deadlines, manage multiple projects, and prioritize tasks efficiently.</li><li>Excellent at multi-tasking while maintaining high standards and productivity.</li><li>Ability to work well under pressure.</li><li>Highly self-motivated and proactive.</li></ul>Personal Attributes: <ul><li>Customer-centric mindset</li><li>Project coordination and time management</li><li>Technical aptitude and attention to detail</li><li>Cross-functional collaboration</li><li>Continuous improvement and adaptability</li></ul>JobFamilyProduct DeploymentJobFunctionIndividual ContributorPayTypeSalaryHiringMinRate85000HiringMaxRate100000

VertexOne

Implementation Specialist II - CS/DM (Customer Service and Device Management experience needed

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:Serves in a consulting role by evaluating the work of client’s coders in their assignment of ICD-10, CPT and/or HCPCS codes to hospital inpatient, outpatient and/or physician practice encounters.&nbsp; Performs concurrent or retrospective reviews to inventory code assignments and report the data to the client.&nbsp; Develops and delivers educational content to clients related to audit findings.ESSENTIAL 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.<ul><li>Essential Functions: Perform complex, concurrent and/or retrospective analysis of medical record documentation to Validate coded data as recognized by the AHA, CMS, AMA, AHIMA, AAPC, Coding Clinic, and CPT Assistant.</li><li>Analyze findings and identify potential root causes of produced errors.</li><li>Prepare summary reports of findings to clients, supplying specific references supporting findings contained within the provided audit report.</li><li>Provides second-level review of processes to ensure compliance with legal and procedural policies and to ensure appropriate code assignments.</li><li>Research, analyze, and respond to inquiries regarding compliance, coding, and denials.</li><li>In all situations, protect the privacy and confidentiality of patient health and client information, and follow the Standards of Ethical Coding as set forth by AHIMA and adhere to official coding guidelines and compliance practices, standards, and procedures.</li><li>Functions as a member of the Consulting Services Team which develop and provide coding education to clients.</li><li>Conduct Audits as assigned meeting the productivity standards as set by record type for each audit. The threshold for billable productive hours, when client work is available, is expected to be at or above 80%.</li><li>Prepare deliverables for the client as required for the audit scope while meeting timelines.</li><li>Conduct independent QA of their assigned audit results prior to final submission for QA review and approval. The minimum accuracy expectation is 95%.</li><li>Report work time and work products in a timely and accurate manner.</li><li>Communicates with coworkers in an open and respectful manner that promotes teamwork and knowledge sharing.</li><li>Interact with clients in a professional manner that, always, exhibits excellent relationships, work performance and communication skill so as to support the company and its business interests.</li><li>Provide schedule of planned work activities, events and sites, and any changes to same, to Management and appropriate staff.</li><li>Maintenance of professional credentials and knowledge of coding, reimbursement, and compliance issues through continuing education.</li><li>Periodic travel, as applicable.</li><li>Other duties and responsibilities, as assigned.</li></ul>Knowledge, Skills &amp; Abilities:&nbsp; Recognized credential from AHIMA or AAPC. Experience with telecommuting and electronic medical record systems required. Strong analytical skills. Proficient computer skills, specifically Microsoft Office products. Strong team player. Ability to work with multiple and diverse clients and projects. Ability to work with minimal supervision. Ability to maintain and access multiple files. Assure that work product is completed with high levels of accuracy and attention to detail. 5+ years’ experience coding and/or auditing in an acute care facility or clinic, of patient types listed in the Job Summary of this document, or other relevant experience.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

Auditing & Education Consultant - OP Facility

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:CorroHealth is the partner of choice to healthcare providers in support of their Revenue Cycle challenges. We solve problems through a customized mix of services, consulting and technology that can change over time to meet any client’s evolving needs. The Supervisor of Utilization Management will lead a remote team of coordinators responsible for managing the end-to-end authorization process. This role ensures operational efficiency, compliance, and high-quality service delivery while supporting team development and performance.ESSENTIAL 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.CorroHealth is the partner of choice to healthcare providers in support of their Revenue Cycle challenges. We solve problems through a customized mix of services, consulting and technology that can change over time to meet any client’s evolving needs.The Supervisor of Utilization Management will lead a remote team of coordinators responsible for managing the end-to-end authorization process. This role ensures operational efficiency, compliance, and high-quality service delivery while supporting team development and performance. Responsibilities:<ul><li>Supervise daily operations of the Utilization Management Coordinator team.</li><li>Monitor productivity, quality, and compliance metrics.</li><li>Provide coaching, training, and performance feedback.</li><li>Manage scheduling, coverage, and shift rotations.</li><li>Manage the Authorization process end to end, from initial notification, entry and submission of required information, follow up all the way to determination and discharge.</li><li>Maintain detailed documentation of the record in the EMR system, in the internal CorroHealth system and in the Health Payer portals.</li><li>Verify correct eligibility and benefits for patients.</li><li>Act as a liaison between the hospital staff and the Health Payer to facilitate information sharing and successful process completion within allocated timeframe.</li><li>Review timely filing guidelines regarding the utilization management process.</li><li>Track and follow up with payers on pending authorizations to ensure timely responses.</li><li>Contact payer to elicit further information regarding status, decisions and remove hurdles in the processing.</li><li>Identify and escalate issues that may result in delays or denials.</li><li>Manage assigned workload of accounts through timely follow up and accurate record keeping.</li><li>Maintain compliance with HIPAA and other healthcare regulations.</li><li>Analyze team performance and identify areas for process improvement.</li><li>Prepare reports for leadership on team metrics and outcomes.</li></ul>Minimum Qualifications:<ul><li>High School Diploma or equivalent. Associate degree in healthcare administration or equivalent preferred.</li><li>4 years of experience in hospital related billing/follow-up/healthcare setting/authorization field.</li><li>Knowledge of/experience working with managed care contracts.</li><li>Prior experience in a supervisory or team lead role preferred.</li><li>Experience working with customer support/client issue resolution management.</li><li>Strong understanding of medical terminology and insurance processes.</li><li>Experience working in EMR systems, Epic preferred.</li><li>Excellent communication and organization skills.</li><li>Strong multi-tasking skills, working in a face paced environment.</li><li>Proficiency with MS Office and web systems.</li></ul>Education/Experience Required:&nbsp;<ul><li>High School Diploma or equivalent required</li><li>Bachelor’s degree preferred or work equivalent. </li><li>At least 1 year experience in either a supervisor, team lead or senior level coordinator role.</li><li>Experience working in Peer-to-Peer or Prior Authorization departments is required.</li><li>Highly Proficient in MS Outlook, Word, and Excel</li><li>Must be able to create spreadsheets, use formulas such as adding, subtracting, and multiplying. Must be able to create a pivot table and do VLOOKUP. </li><li>Accurate keyboard skills. Need to be able to type a minimum of 30wpm at a 90% accuracy. </li><li>Demonstrated ability to present and communicate ideas clearly via email.</li><li>Excellent time management, organizational, and prioritization skills</li><li>Ability to balance multiple priorities.</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.

Supervisor, Utilization Management

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.

Fidelity Investments

Financial Consultant - Ann Arbor, MI

<h3>Job Description:</h3><h3>The Role </h3>Are you passionate about making a difference in the non-profit sector? This is a unique opportunity to join Fidelity’s Tax-Exempt Market as a Managing Director, where you’ll collaborate with Higher Education, Healthcare, and other mission-driven organizations to enhance the value of their retirement programs and drive client satisfaction. This role is ideal for a strategic, consultative leader who enjoys a remote environment and is energized by building long-term relationships with institutional clients. There is 50% national travel focused mostly within Central, Mountain West regions..<h3>#remote</h3>The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 10-12 years of industry experience</li><li>5+ years of direct experience handling institutional client relationships</li><li>Active FINRA Series 7 and 63 licenses (required at time of hire)</li><li>Ability to travel up to 50%, primarily within the Central and Mountain West regions.</li><li>Skilled in: Relationship management and consultative selling, Conflict resolution and complex problem solving and Executive-level communication (written and verbal)</li><li>Ability to work independently from a home office or Fidelity regional site</li><li>Strong internal collaboration skills to build and maintain a network across Fidelity</li><li>Critical thinking with a long-term view of client needs and business trends</li><li>Experience influencing senior decision-makers and navigating complex client environments</li><li>Lead a book of 20-30 large institutional clients, serving as the primary relationship manager</li><li>Develop and implement a comprehensive relationship strategy, including annual business planning and service reviews</li><li>Drive client satisfaction and loyalty, measured by Net Promoter Score (NPS)</li><li>Identify and pursue opportunities to expand Fidelity’s footprint through cross-selling: Personalized Planning &amp; Advice, Health Savings Accounts, Self-Directed Brokerage and Health &amp; Welfare and Benefits Consulting</li><li>Educate and influence consultants in multi-vendor environments to position Fidelity for consolidation</li><li>Lead a cross-functional internal team to deliver exceptional service and resolve complex client issues</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Team</h3>You’ll be part of Fidelity’s Tax-Exempt Relationship Management team, which delivers retirement plan services to non-profit organizations. Our mission is to protect the Fidelity brand, retain clients, and grow revenue. You’ll work closely with C-suite executives, key decision-makers, and internal partners to deliver strategic value and ensure long-term success.The base salary range for this position is $90,000-$204,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director, Tax- Exempt Market-REMOTE- Central US

<h3>Job Description:</h3>Location Requirement: You must permanently reside within a 90-mile radius of a Houston Fidelity Investor Center. Put your expertise in retirement planning to work every dayThe Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.<h3>Certifications:</h3>Series 07 - 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.

Retirement Planner - Houston, TX (Remote)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative -Redmond, WA

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety.You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Financial Services Representative - Charlotte South, NC

<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><h3>Certifications:</h3>Series 07 - 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.

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