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Start a fulfilling career as a Shipping 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 $22.200 per hour. </li><li>Schedule: Sunday- Thursday, 8am-4:30pm</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 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>

McLane

Coordinator, Shipping and Receiving

Job Description ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: Prepares daily records and memos and maintains filing system for Driver Vehicle Inspection Reports. Compiles transportation pouches which include route manifests, invoices, special customer notifications, maps and keys for drivers. Updates driver and helper dispatch schedules daily. Sets up daily tractor/trailer assignment for drivers. Contacts customers on a daily basis and notifies them of any changes to their delivery ETA. Records conversation details with customer. Schedules special loads notifies customers of pertinent information. Uses systems to track and locate drivers and pulls data for reporting purposes. Ensures data is accurate and compliant with company policies and applicable regulations. Administers the backhaul program by establishing pick up appointment with vendors and assigning driver trainees to pick up the product. Contacts drivers about load assignments and schedule changes. May also handle Driver Payroll functions. Other duties may be assigned. MINIMUM SKILLS AND QUALIFICATION REQUIREMENTS: High School Diploma or GED. Two or more years experience in a similar position in the transportation and trucking industry. Strong organizational skills and communications skills. Strong customer service skills. Detail-oriented Solid understanding of geography and logistics. Ability to work at a fast pace and handle multiple projects. Driver Payroll experience is beneficial. WORKING CONDITIONS: Office Environment 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.

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 up to $22.00 per hour depending on experience. </li><li>Sunday through Thursday 9:30 pm to 5:00 am or longer if needed.</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>

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: RegistrationAll Locations: 20 Maverick Square – Cradock BuildingPosition Summary: The Patient Access Coordinator is responsible for the effective training of all registration staff within assigned clinical practices. The Patient Access Coordinator knows and understands the philosophy, objectives, policies and procedures of the department and consistently demonstrates these practices. The Patient Access Coordinator acts as a role model to all Patient Access Representatives.Duties and Responsibilities: <ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul>Skills/Abilities <ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul>Experience <ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul>Education <ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</li></ul>Benefits<ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul>Pay Range19.55 up to 29.33 based on experience NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.EEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

NeighborHealth

NeighborhoodHealth

Coordinator, Patient Access

As a Proctor,&nbsp;for a certified&nbsp;<a href="https://jobs.westcoastuniversity.edu/mission-culture" target="_blank">Great Place to Work</a>,&nbsp;you will assist with the administration of paper/pencil and computer-based quizzes, tests, and exams for students of West Coast University. Ensure continuous compliance with established testing policies, laws, regulations, operating procedures, and University and accreditation standards. At West Coast University you will have the opportunity to share your success story with the next generation of students as a key member of our student-centered, innovative community!You will make an impact by:<ul><li>Providing assistance to West Coast University applicants/candidates, students, and faculty with academic testing parameters according to WCU, Americans with Disabilities Act (ADA), and testing agency requirements. </li><li>Scheduling proctored admissions and challenge exams; schedules term/semester tests and make-up tests.</li><li>Preparing, assembling, and transporting appropriate test materials to test sites in to maintain confidentiality and security.</li><li>Evaluating testing environment prior to, during, and after a proctored test to ensure test security, education integrity and appropriate and quiet atmosphere.</li></ul>Your Experience Includes:<ul><li>Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.</li><li>Experience with MS Office.&nbsp;</li></ul>Education:<ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</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.

West Coast University

Proctor

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 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<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Lake Grove, NY

<h3>Job Description:</h3>The RoleAre you passionate about making a difference through philanthropy? Do you excel in operations, process improvement, or project management? Are you enthusiastic about collaborating with clients? If so, consider the Manager of Philanthropic Consulting role at Fidelity Investments! You will be part of a leading provider of charitable solutions in the United States. Your role will involve delivering customized services that cover both strategic and administrative needs for companies, nonprofits, advisors, and institutions.Your core responsibilities will include leading projects, improving processes, and ensuring flawless execution to help our clients achieve their philanthropic goals. You'll be coordinating with various stakeholders and driving significant impact through your efforts..Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>Over 5 years of proven experience in project management, operations, grants management, or process improvement.</li><li>Outstanding attention to detail and the ability to complete projects while finding opportunities for improvement and efficiency.</li><li>Strong interpersonal, communication, and organizational skills.</li><li>Experience collaborating with clients or functioning within a client-facing group.</li><li>Ability to synthesize client objectives and develop efficient plans to meet their goals.</li><li>Experience conducting research and understanding the nonprofit sector.</li><li>A B.A. or B.S. degree.</li><li>Interest or exposure to philanthropy, charitable giving, and grantmaking.</li><li>Capability to lead select internal business processes of the Philanthropic Consulting team, such as invoicing, reporting, and reconciliation.</li></ul>The TeamFidelity Philanthropic Consulting is a specialized division within Fidelity Investments. Our team brings a wealth of experience in assisting companies, individuals, and charitable organizations. We collaborate directly with clients and coordinate with other advisors, including tax, legal, and financial professionals. A growing area of our business is serving as an outsourced grants manager to institutional clients and companies. We act as an extension of our clients’ teams, informing their processes, liaising with their grantees, and helping them achieve greater impact.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost 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.

Manager, Philanthropic Consulting

<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 $70,000 - $105,000 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - San Francisco, CA

<h3>Job Description:</h3>Financial Consultant 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. The Purpose of Your Role 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. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><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>The Skills You Bring <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></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You 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! The Value You Deliver <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></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><li>You have a steadfast commitment to your clients while making a positive impact in the community </li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, 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.

Financial Consultant - Tigard, OR

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.The base salary range for this position is $115,000 - $200,000 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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