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<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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 63 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><p>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.</p><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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>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.</p>

Fidelity Investments

Financial Representative - Brookfield, WI

<h3>Job Description:</h3><p><strong>Director, Brokerage Risk</strong></p><p>The Brokerage Risk team advises Fidelity’s dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. You be responsible for advancing critical components of our risk governance program, which covers a wide array of brokerage products and services, brokerage operations, retail client services, and digital product and engineering initiatives.</p><p><strong>The Expectations for this Role</strong></p><ul><li>Advise senior leadership on operational risks and risk mitigation strategies</li><li>Support and participate in risk governance meetings, including risk committee(s)</li><li>Lead a team responsible for identifying, assessing, and monitoring risk</li><li>Proactively identify, assess, and monitor operational risks and remediation action plans</li><li>Develop and track business unit key risk indicators to monitor operational risk profiles</li><li>Coordinate risk assessment program with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness</li><li>Collaborate with other lines of defense to identify emerging risks and opportunities</li><li>Timely investigate incidents, determine root cause, and advise on corrective actions</li><li>Oversee Brokerage issue management to ensure compliance with enterprise risk requirements</li><li>Build effective working relationships with business leaders and cross-functional partners</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree (required)</li><li>MBA, Juris Doctor, or other master’s degree with strong academic credentials (preferred)</li><li>8-10+ years of risk, compliance, legal, or audit experience at complex financial services institutions, e.g., asset managers, banks, regulatory agencies (required)</li><li>Experience independently delivering on the expectations for this role (required)</li><li>Experience with brokerage products and services, brokerage operations, or client service operations – including familiarity with regulatory requirements (required)</li><li>Ability to deliver engaging, compelling, and persuasive presentations and reporting (required)</li><li>Exceptional judgment and analytical skills – you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas (required)</li><li>Experience with Archer GRC (preferred)</li></ul><p><strong>Behavioral Attributes</strong></p><ul><li>Exhibits executive presence and effectively persuades and influences senior leaders</li><li>Leads, develops, and inspires high-performing teams</li><li>Demonstrates exceptional attention to detail and communications skills</li><li>Drives outcomes in a fast-paced, distributed, and complex environment</li><li>Builds and maintains effective working relationships across businesses and support functions</li><li>Balances pace over perfection</li></ul><p><strong>The Team</strong></p><p>Brokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses – from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Risk

<h3>Job Description:</h3><p><strong>Managing Director, Relationship Manager</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40 – 50 client relationships that may range $10 – $40M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li><p>We require associates in this role to acquire a Series 7 and 63 within the first 3-6 months of acquiring the position.</p></li><li><p>3+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~35% of travel.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time leadership skills and attention to detail.</p></li><li><p>You have shown problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>You have experience working with Financial Advisors.</p></li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</p></li><li><p>Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</p></li><li><p>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</p></li><li><p>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</p></li><li><p>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>Developing strong working relationships internally.</p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p>The base salary range for this position is $80,000 - $130,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>Analyst, Business Operations and Strategy</strong></p><p><strong>The Role</strong></p><p>As an Analyst on the team, you will be responsible for contributing to key projects within our Data Governance function. Our team works in close collaboration across AM Technology, our 14 AM Business Areas (Equity, Fixed Income, Digital Asset Management, AM Compliance, etc.) and our partners in Fidelity Fund &amp; Investment Operations (FFIO). We ensure that we have clear command over our data; where it is sourced from, what data is Protected and how, who should have access, and the path the data takes through our organization. This role is an excellent opportunity to work across diverse teams and to understand the needs of fourteen stakeholders such as Equity, Fixed Income, and Quantitative Research &amp; Insights.</p><p>Primary responsibilities for our Governance function include:</p><ul><li>Contribute to content enrichment across six AM-Owned subject areas in our shared data catalogue – Research, Crypto, Trades etc.</li><li>Navigate new data access requests to ensure that data access is appropriate for our various stakeholders and that sensitive data is protected.</li><li>Help build out our revised Data Privacy Program – to ensure that we have the processes and capabilities in place to protect Personally Identifiable Information (PII).</li><li>Create guides detailing our key tables across asset management as well as a SQL Repository to empower end users to self-provision research.</li><li>Participate in maturity assessments across the data management lifecycle, identifying areas for improvement and closing any gaps.</li><li>Be a thought leader across Asset Management business areas in how to leverage governance tools to help give consistent structure to new initiatives and empower downstream data users to self-provision research.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 1-2 years of experience supporting the asset management industry.</li><li>Experience working with investment data related to fund accounting (ex. Portfolio Reference, Security Master, Tax Lots, Transactions, Trial Balance, etc.). Preferred – not required.</li><li>Knowledge of data governance, data quality, and data management standard processes, or a passion to learn.</li><li>Exceptional analytical, conceptual, and problem-solving abilities.</li><li>Strong communication and presentation skills, with the ability to effectively communicate complex data insights to both technical and non-technical stakeholders.</li><li>Independent and strategic problem solver; accountable for and skilled in exercising sound judgment.</li><li>Validated attention to detail as well as effective time management abilities</li><li>Passion for continuous learning – Keeps abreast of the challenges facing the industry and the approaches to address them.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses (Alternative Investing, Digital Assets) as well as the modernization of traditional investment and data distribution platforms (Invest One, Geneva, Oracle, Snowflake) and methodologies.</p><p>AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. </p>The base salary range for this position is $60,000-115,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Analyst, Business Operations and Strategy

<h3>Job Description:</h3><p>Do you like solving puzzles and working in a team environment? Are you a diligent person interested in helping others make the most out of current technology? As a Platform Support Representative, you will have the opportunity to do this and more.</p><p><strong>The Role</strong></p><p>As a Platform Support Representative you will provide phone support for our Institutional clients, including Registered Investment Advisors (RIAs), and Broker Dealers, to triage technology related issues in a fast-paced environment. You will also be responsible for providing subject matter expertise on our web-based platforms, Wealthscape &amp; Wealthscape Investor. You will be expected to carry a problem from introduction to resolution, work on projects and blocking issues, and leverage strategic partnerships across the firm.</p><p><strong><strong>The Expertise You Have</strong></strong></p><ul><li>2+ years of a Phone Customer Service role, highly desired</li><li>Bachelor’s degree preferred</li><li>Work experience and strong eye for business required</li><li>Financial Services experience preferred</li><li>Knowledge of Fidelity’s products and services desirable</li></ul><p><strong><strong>The Skills You Bring</strong></strong></p><ul><li>Superior customer service and phone skills</li><li>Excellent writing and verbal communication skills.</li><li>Good understanding of technology, especially as it relates to problem solving.</li><li>Ability and desire to work in a team environment.</li><li>You exemplify strong social skills and customer service approach to solving problems</li><li>You are able to multitask, prioritize, problem solve, be adaptable, and make decisions.</li></ul><p><strong><strong>The Value You Deliver</strong></strong></p><ul><li>Enhancing our clients’ technology experience</li><li>Provide first and second level phone support for technology products</li><li>Serve as Subject Matter Authorities (SMEs) for our web-based platforms</li><li>Connect our clients to the best solution or answer</li><li>Improving operational efficiencies</li><li>Educate clients to be self-sufficient</li><li>Share standard methodologies with team members</li><li>Work with team lead or management to improve team operational efficiency</li><li>Challenge the status quo</li><li>Serving as an internal advocate</li><li>Voice of the client to Service, Technology, Product, etc.</li><li>Proactively identify areas of improvement</li><li>Identify risk for our clients and the firm</li><li>Being a standout colleague</li><li>Supply to department level goals, projects, and initiatives</li><li>Mentor junior level associates and share advantageous information/successes across regions</li><li>Provide coverage for team members</li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides superior customer service to Fidelity's Custody and Clearing clients through innovation, dedication, and commitment to excellence. A Platform Support Consultant ensures a seamless and robust experience for our clients by providing point of contact expertise for the entire suite of online products offered by FI, including the Wealthscape and Wealthscape Investor platforms and supporting the effort to build trust, loyalty, and satisfaction.</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations, Client Service<p>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.</p><p>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.</p>

Platform Support Representative - IWMS Client Experience

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burlingame, CA

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> 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.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</p><p>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.</p>

Workplace Planning Associate - Salt Lake City, Utah

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><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><p>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!</p><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 $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Brea, CA

<p>USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. </p><p>SUMMARY</p><p>The <strong>Admissions Coordinator</strong> at U.S. Renal Care plays a pivotal role in facilitating the admissions process for patients seeking renal care services. The Admissions Coordinator performs all components in the admissions process for new patients and traveling patients. This position supports the company's vision and mission through providing excellent customer service and ensures seamless and efficient admission experience throughout the intake/admission process.</p><p>Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.</p><ul><li> Patient Referral Processing: Responsible for actively working to place patients and collecting documentation, emails and faxes from referral sources for assigned markets or referrals. Obtain all required patient, insurance, clinical documentation. Review and index all records on the referral within U.S. Renal Care's admissions application. Schedule patients and place in desired U.S. Renal Care facilities.</li><li> Communication: Effectively communicates with referral sources, patients and their families, and other healthcare professionals to provide information about U.S. Renal Care services, admission requirements, and the overall process. Ensure all communication has taken place and has been documented, including with Discharge Planners, clinic teammates, physicians, insurance verification team, financial services advisors, and patients while following all company admission policies and procedures.</li><li> Documentation: Obtain all State, Federal and clinical documentation required for admission. Assure all admissions documentation and other pertinent information is scanned and indexed into the EMR system. Daily documentation of conversations with internal and external stakeholders on open referrals.</li><li> Collaboration: Work with referral sources, facility teammates and other internal and external stakeholders to coordinate patient care and address specific needs during the admissions process. </li><li> Problem Resolution: Address and solve any issues and concerns related to the admissions process, working proactively to enhance the overall referral source and patient experience. </li><li> Customer Service: Provide exceptional customer service, answering inquiries, and offering support to patients, referral sources, and US Renal Care team members throughout the admissions process. </li><li> Compliance: Adhere to policies and procedures regulations regarding HIPAA and Electronic Patient Health Information (EPHI). Maintain a working knowledge of all State and Federal requirements for dialysis admissions.</li><li> Performance Metrics: Meet and exceed established performance metrics including productivity, minimal errors, referral combination, total time for patient admission, and percent of new referrals started. </li><li> Complete all duties specific to your market or requested by the Admissions leadership team.</li><li> Assist as needed to perform other related duties and special projects as required.</li></ul><br>

U.S. Renal Care

Admissions Coordinator

<p>USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. </p><p>The <strong>Clinical Coordinator</strong> is responsible for assisting with management and operation of clinic. This position assumes full responsibility for the dialysis clinic in the absence of the Administrator.</p><p><strong>Growth:</strong></p><ul><li> Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.</li><li> Assist with planning/coordinating patient scheduling to assure timely acceptance of patients and effective staffing levels.</li><li> Demonstrate effective use of supplies and staff labor hours. </li><li> Responsible for updating all logs and ensuring that dialysis run sheets and logs are sent to billing.</li><li> Perform duties as assigned to meet the patient care or operational needs of the clinic.</li></ul><p><strong>Outcomes:</strong></p><ul><li> Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.</li><li> Work with Administrator to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician, and other healthcare professionals.</li><li> Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.</li><li> Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.</li><li> Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting as delegated by Administrator or Management.</li></ul><p><strong>Operational Readiness:</strong></p><ul><li> Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements. </li><li> Work with Administrator to assure clinic is in compliance with all applicable federal, state, and local laws and regulations.</li><li> Assist Administrator with development, implementation and follow up of Corrective Action Plans required for internal and external surveys. </li><li> May assume Charge Nurse's responsibilities as needed.</li><li> May fulfill responsibility of facility Alternate CEO as delegated by Governing Body. </li><li> Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff as delegated. Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly as delegated. Assure that Quality Assessment &amp; Performance Improvement Program is current at all times as delegated.</li><li> Establish, maintain, and submit all required records and reports concerning staff, patients, and the operational affairs of the center if delegated by Administrator.</li><li> Continuously monitor to ensure that a safe and sanitary physical environment is maintained throughout the facility; that all equipment is maintained and functions properly; and that adequate and appropriate inventory levels of all supplies are available and used correctly.</li><li> Oversee the maintenance of equipment and supplies to meet current laws and regulations.</li><li> Responds to all emergencies in clinic. Familiar with emergency equipment and all emergency operational procedures.</li><li> Supervise the maintenance of equipment, building areas occupied by the center and other property belonging to the center.</li></ul><p><strong>Partnerships:</strong></p><ul><li> Maintain collaborative working relationship with Medical Director and physicians.</li><li> Establish and maintain a positive relationship with all Administrators, area hospitals, agencies, vendors and the community.</li><li> Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Respond effectively to inquiries or complaints.</li></ul><p><strong>Staff Development: </strong></p><ul><li> Ensure all staff meet required qualifications for position held and perform duties within limitations established by and in accordance with company policy/procedures, health care professionals practice acts, applicable state and federal laws and regulations.</li><li> Serves as a resource/subject matter expert for patient needs and concerns, staff education and in-service sessions as necessary.</li><li> Assists with recruitment, training, development, and supervision of all personnel.</li><li> Assists with maintaining effective personnel management and employee relations, including evaluating the performance of all personnel and counseling employees.</li><li> Uphold management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li> Effectively communicate expectations; accept accountability and hold others accountable for performance.</li></ul><br>

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