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<h3>Job Description:</h3><p>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.</p><p>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.</p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li></ul><h3>The <strong>Value</strong> 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><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Through your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<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

Planning Consultant - Grand Rapids, MI

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>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>

Financial Consultant - Grand Rapids, MI

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.</p><p>The Manager, Implementation Project Management will do the following:</p><ul><li><p>Onboarding of new Fidelity Registered Investment Advisors and/or Broker Dealers</p></li><li><p>Supporting existing advisors and firms who are converting onto the platform.</p></li><li><p>Leading small to mid-level Implementation Projects as well as acting in a support capacity for larger conversion events</p></li></ul><p>The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) and Broker Dealers onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Manager, Implementation Project Management will be required to handle small to mid-level deals with and assist on larger, more sophisticated clients.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Bachelor’s degree in business or finance or equivalent experience.</p></li><li><p>3 – 5 years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</p></li><li><p>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</p></li><li><p>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</p></li><li><p>Strong Project Management skills</p></li><li><p>Excellent analytical skills</p></li><li><p>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</p></li><li><p>Solid understanding of Fidelity brokerage policy and procedures</p></li><li><p>Solid understanding of FBSI, XTRAC and EXCEL</p></li><li><p>Outstanding verbal, and written communication, and presentation skills</p></li><li><p>Ability to travel up to 10% of time</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</p></li><li><p>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</p></li><li><p>Act as a liaison on behalf of client to FIWMS organization to address client issues.</p></li><li><p>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</p></li><li><p>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</p></li><li><p>Lead small to mid-level projects, with varying degrees of complexity. Provide peer onsite support as business needs arise.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p><p><strong>Note: </strong>This role does not support sponsorship.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>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>

Manager / Sr. Manager, Implementation Project Manager - Institutional Wealth Management Services CE

<h3>Job Description:</h3><p>The Role</p><p>As an FCCS Client Service Manager (CSM), you oversee the operations, service, and digital experience for your assigned Clearing correspondent broker-dealer clients. The CSM day to day role is primarily focused on project management, high level initiatives and escalations, and utilizing strategic partnerships across the NF platform. In partnership with the Relationship Manager, you represent an elite service team and the face of Fidelity dedicated to your correspondent client and their business.</p><p><strong>The Team</strong></p><p>Fidelity Institutional Client Experience Division (CE) provides superior customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. The CSM ensures a flawless and robust service experience for our clients by developing strong relationships to build lasting trust, loyalty, and satisfaction.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>5 -7+ years Brokerage Operations and/or Service experience</p></li><li><p>Client facing experience highly preferred</p></li><li><p>Project management experience preferred</p></li><li><p>Business analysis and consulting experience a plus</p></li><li><p>Relevant Bachelor’s degree preferred</p></li><li><p>Series 7 license preferred</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Exceptional interpersonal and client service skills</p></li><li><p>Success in developing strong professional relationships</p></li><li><p>Problem solving and consultative skills</p></li><li><p>Ability to manage execution of initiatives</p></li><li><p>Industry/brokerage knowledge</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Optimizing the client service experience by building strong relationships with key decision makers at your correspondent firm and their direct reports and seeing opportunities to drive high satisfaction, quality and efficiency for both your client and Fidelity.</p></li><li><p>Improving operational efficiency by educating and training your correspondent firms on using technological tools, sharing operational standard methodologies, and to assist clients in using Fidelity’s service model.</p></li><li><p>Serving as an advocate for your client correspondent firms by being the voice of your client to our service, processing, product, and our Risk, Legal and Compliance organizations.</p></li><li><p>Managing pivotal initiatives and projects leading to higher client satisfaction and operational efficiency and sharing operational metrics with your correspondent clients showing how they are performing on the platform.</p></li><li><p>Representing Fidelity as an operational consultant to your correspondent clients.</p></li></ul><p><strong>NOTE: </strong>This job posting is for future, upcoming hiring.</p>The base salary range for this position is $79,000-153,000 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>Client Service

Client Service Manager II / III - IWMS Client Experience

<h3>Job Description:</h3><h3><strong>Insurance Compliance Director</strong></h3><h3><strong>The Role</strong></h3><p>The Insurance Compliance Director is responsible for conducting compliance activities in support of Fidelity’s insurance and annuity business. In addition to being a member of Fidelity’s insurance compliance group, the Insurance Compliance Director will also support cross-functional teams focused on developing and launching new Fidelity insurance products and services. Primary responsibilities will be identifying and communicating all the compliance requirements related to these new insurance products and services and representing Compliance at meetings with senior members of the business.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>BA/BS Degree with 10+ years of business leadership within the financial services or insurance industry</p></li><li><p>Experience working with institutional group insurance products is preferred</p></li><li><p>Strong leadership skills.</p></li><li><p>Excellent interpersonal and written/verbal communication skills who can build compelling, executive-level presentations that communicate strategic insights in a clear, concise, and structured manner.</p></li><li><p>Efficient and works in a fast-paced environment and can multi-task across multiple large initiatives.</p></li><li><p>Creates and maintains strong business relationships, builds trust, and cultivates collaboration.</p></li><li><p>Designs, develops and maintains compliance programs which support designated business units.</p></li><li><p>Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.</p></li><li><p>Welcomes challenges and is a go getter who constantly looks for opportunities to continuously improve!</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The Team</strong></p><p>The individual in this role is a member of the Fidelity Investments Life Insurance Company Compliance team. This role reports to another member on this team, who in turn reports to the Chief Compliance Officer of Fidelity Investments Life Insurance Company. The Insurance Compliance Director works closely with legal and other compliance professionals from across the firm to provide high quality compliance support to the insurance company’s product development and marketing teams. We have a relentless commitment to protecting the firm’s valuable reputation by ensuring that we do what is right for our customers and adhering to applicable laws and regulations!</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Director, Insurance Compliance

<h3>Job Description:</h3><p><strong>This job requires you to live in the Los Angeles area, as you will be working in-person on local client campuses in Santa Monica, Torrance, Long Beach &amp; Irvine 4-5 days a week.</strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p>The base salary range for this position is $85,000 - $121,000 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 66 - FINRA<h3>Category:</h3>Sales

Workplace Financial Consultant - Los Angeles, CA (Santa Monica/Torrance/Long Beach/Irvine)

<p><strong>Title:</strong> Student Success Coordinator (Temporary Part-Time)<br><br><strong>Department:</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Stay Strong Success Center</p>
<p><strong>Campus</strong>: Hardin Valley Campus</p>
<p><strong>Closing Date: Open Until Filled</strong>&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</p>
<p><strong>Type of Appointment:</strong> Temporary Part-Time</p>
<p><strong>Pay Rate:</strong>&nbsp;$23.01/Hr&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p>
<p><strong>Work Hours</strong>: 30 hours per week&nbsp;</p>
<p><strong>Position Summary:</strong>&nbsp;The position helps spearhead the College's retention efforts through coordination of planning, implementation, and execution of strategies to improve retention, progression, and graduation rates for all students through focused and strategic interventions. The position will manage a caseload of students across all five Pellissippi State Campus locations, focusing on in-person meetings, mentoring, advising, and coaching to close equity gaps and facilitate success in College. The position assists with planning and supporting new student onboarding through contextualized orientation sessions and welcome event. Additionally, the incumbent will support re-entry pathways for students experiencing academic probation and suspension. The job's overall purpose involves developing meaningful relationships with students through proactive and intentional support.</p>
<p><strong>Duties and&nbsp;Responsibilities:</strong></p>
<p><strong>50% </strong>Execute existing academic support plan for assigned students: such as first-time first-year, part-time, adult learners, and underrepresented student groups.</p>
<ul>
<li>Assess the specific needs of assigned students across all five campuses</li>
<li>Assist students in identifying their personal support system: faculty/staff/peer mentor, services, resources, and referrals.</li>
<li>Assist students with core academic and support processes (admissions, advising, financial aid, scholarships, major/degree information, etc.) and make appropriate referrals.</li>
<li>Conduct topical workshops (Small group, In-class, and Virtual)</li>
<li>Conduct 1:1 Coaching sessions (In-person and Virtual)</li>
<li>Monitor, track, evaluate and report student success data</li>
</ul>
<p>Through proactive and intentional academic and social support, develop meaningful relationships that foster social belonging among students.</p>
<p><strong>20% </strong>Plan and implement programming that supports student success: Triage early academic notification through timely referrals and responses. Maintain accurate records of all student interactions in the EAB/Navigate platform. Conduct Navigate appointment campaigns to facilitate student success for targeted student groups. Help steward the department's overall data management efforts through effective utilization of Banner, Argos, 25Live, Navigate, and Pelli-Biz, tools for operational support of the Stay Strong Success Center.</p>
<p><strong>20% </strong>Initiate, develop, and maintain positive relationships with faculty, staff, and students across divisions and departments to advance the mission of the College and to impact student readiness and retention across the College in alignment with relevant strategic goals. Specifically collaborate with campus deans to coordinate recruitment and retention programming and initiatives for their respective campuses.</p>
<p>Support in the development of a comprehensive educational orientation and transitional programming. Specifically, assist with the administration of new student onboarding through contextualized orientation sessions and welcome events to the extent that the incumbent attends all such programs, whether on campuses or in the community writ large.</p>
<p><strong>5% </strong>Coordinate with Marketing Services and Event Services to timely and effectively promote and coordinate events. Help create and revise marketing materials for the Stay Strong Success Center.</p>
<p><strong>5% </strong>Perform other duties as needed.</p>
<p><strong>Note:</strong>&nbsp;The College&nbsp;reserves the right to change or reassign job duties, or combine positions at any time.</p>
<p><strong>Required&nbsp;Qualifications:&nbsp;</strong></p>
<p>Bachelor's degree; Minimum of two years of related experience</p>
<p>(Part-time work experience is calculated at 50% credit of full-time work experience)</p>
<p><strong>Skills and Abilities:</strong></p>
<p>The ability to engage in the college’s mission and values.</p>
<ul>
<li>Demonstrated commitment to lifelong learning</li>
<li>Ability to successfully manage multiple responsibilities simultaneously</li>
<li>Excellent oral communication skills</li>
<li>Demonstrated ability to be innovative and adaptable</li>
<li>Strong ability to create, coordinate, and plan events/programs with measurable goals</li>
<li>Ability to relate to students and anticipate their needs</li>
<li>Demonstrated experience of presentation skills</li>
<li>Experience building, maintaining and fostering meaningful relationships</li>
<li>Ability to effectively communicate with students</li>
<li>Demonstrates a high degree of emotional intelligence and patience</li>
<li>Possess a high degree of attention to detail &amp; organization skills</li>
<li>Ability to analyze, prioritize and complete tasks both independently and collaboratively</li>
</ul>
<p><strong>Special Instructions to&nbsp;Applicants:</strong>&nbsp;To be considered for a position at Pellissippi State,&nbsp;you must create an on-line application. Your skills, abilities, qualifications,&nbsp;and years of experience will be evaluated using only what is recorded on your&nbsp;application. Please note: attaching a resume does not substitute for completion&nbsp;of the application form. Part-time work experience is calculated at 50% of&nbsp;full-time experience. Please note: to scan, upload, or attach documents, a&nbsp;computer and scanner are available at the Hardin Valley Campus Educational Resources Center, if needed.&nbsp;</p>
<p>Pellissippi State Community College does not discriminate on the basis of race, color, religion, creed, ethnicity or national origin, sex, sexual orientation, gender identity/expression, pregnancy, disability, age (40+), status as a protected veteran, genetic information, or any other class protected by Federal or State laws and regulations and by Tennessee Board of Regents policies concerning all employment and education programs and activities. View the&nbsp;<a href="https://policies.pstcc.edu/?page_id=20" target="_blank">nondiscrimination policy</a>. For questions or concerns, please get in touch with George Underwood at&nbsp;<a href="mailto:gtunderwood@pstcc.edu" target="_blank">gtunderwood@pstcc.edu</a>&nbsp;or 865-539-7354 <br><br>If you have any problems or questions please contact Pellissippi State Community College’s Human Resource Office at 865-694-6607 or by email at <a href="mailto:recruiting@pstcc.edu" target="_blank">recruiting@pstcc.edu</a>.<br><br>If you are&nbsp;interested in this position, click on the link to the top left to apply.</p>
<p>#mrp</p>

Motlow State Community College


      Student Success Coordinator (Temporary Part-Time)
    

<h3>Job Description:</h3><ul><li><strong>Risk Monitoring</strong>: development, production, interpretation of risk management reporting. Devise ad hoc reporting as necessary to meet the needs of the business function. (20%)</li><li><strong>Risk Analysis</strong>: Provide risk analysis as pertains to counterparty exposure measures. Identify potential sources of operational and counterparty risk assessment error. Applies judgment in the assessment of project risks, escalates problems in a timely manner, and formulates methods for issue resolution. Research includes investigation of channels and principal inputs to the key risk measures of CRA. (20%)</li><li><strong>Process Building and Innovation</strong>: Translate business goals and objectives into risk action plans and initiatives. Evaluate current processes and procedures. Initiate proposals and plans for improvements. Ensure the collaboration of key stakeholders. Lead development efforts and follow through to implementation. (20%)</li><li><strong>Consult and Advocate</strong>: apply advanced knowledge of risk management practices as pertains to counterparty risk management. Effectively communicate issues and advise relevant parties as appropriate, this includes interactions with members and representatives of all trading areas, trading operations areas, common data resource management teams, external agents, CRA analysts and management, Asset Management Technology analysts and developers. Act as company subject matter expert for information on CRA operations providing consultation across business units. (15%)</li><li><strong>Data Management</strong>: contributes to the maintenance and integrity of both CRA proprietary data and common reference data. Must be attentive to detail and accuracy. Ensure high quality risk reporting/monitoring environment. (15%)</li><li><strong>Systems User Interface Development:</strong> contributes to the development of proprietary applications by providing requirements and user acceptance testing. Leads collaboration among the stakeholders, contributes to driving the project to successful completion in achieving business goals. (10%)</li></ul><h3>Certifications:</h3><h3>Category:</h3>Risk

Manager, Counterparty Risk Monitoring

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 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 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Millburn, NJ

<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 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><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>The base salary range for this position is $45,000 - $70,000 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 66 - FINRA<h3>Category:</h3>Customer Service

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