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<p><b>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</b></p><p>As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.</p><p>Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!</p><p>Interested in this position? Apply online and create a personal candidate account!</p><p><b>Current Employees of </b><b>NeighborHealth</b>- Please use our internal careers portal to apply for positions.</p><p>To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.</p><p><b>Time Type: </b></p>Full time<p><b>Department: </b></p>Registration<p><b>All Locations: </b></p>20 Maverick Square – Cradock Building<p><b>Position Summary: </b></p>The Patient Access Coordinator is responsible for the effective training of all registration staff within assigned clinical practices.  The Patient Access Coordinator knows and understands the philosophy, objectives, policies and procedures of the department and consistently demonstrates these practices.  The Patient Access Coordinator acts as a role model to all Patient Access Representatives.<p><b>Duties and Responsibilities: </b></p><ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul><p><b>Skills/Abilities </b></p><ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul><p><b>Experience </b></p><ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul><p><b>Education </b></p><ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</li></ul><p><b>Benefits</b></p><ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul><p><b>Pay Range</b></p><p>19.55 up to 29.33 based on experience</p><p><br><i>NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.</i></p><p><b>EEO &amp; Accommodation Statement:</b></p><p>NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your request</p><p><b>Federal Trade Commission Statement:</b><br>According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.</p><p><b>E-Verify Program Participation Statement:</b></p><p>NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.</p>

NeighborHealth

NeighborhoodHealth

Coordinator, Patient Access

<p>As a Proctor,&nbsp;for a certified&nbsp;<a href="https://jobs.westcoastuniversity.edu/mission-culture" target="_blank">Great Place to Work</a>,&nbsp;you will assist with the administration of paper/pencil and computer-based quizzes, tests, and exams for students of West Coast University. Ensure continuous compliance with established testing policies, laws, regulations, operating procedures, and University and accreditation standards. At West Coast University you will have the opportunity to share your success story with the next generation of students as a key member of our student-centered, innovative community!</p><p><strong>You will make an impact by:</strong></p><ul><li>Providing assistance to West Coast University applicants/candidates, students, and faculty with academic testing parameters according to WCU, Americans with Disabilities Act (ADA), and testing agency requirements. </li><li>Scheduling proctored admissions and challenge exams; schedules term/semester tests and make-up tests.</li><li>Preparing, assembling, and transporting appropriate test materials to test sites in to maintain confidentiality and security.</li><li>Evaluating testing environment prior to, during, and after a proctored test to ensure test security, education integrity and appropriate and quiet atmosphere.</li></ul><p><strong>Your Experience Includes:</strong></p><ul><li>Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.</li><li>Experience with MS Office.&nbsp;</li></ul><p><strong>Education:</strong></p><ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</li></ul><p><strong>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.</strong></p><p>At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.</p><p><em>West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.</em></p>

West Coast University

Proctor

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>The incumbent will play a key role in representing Risk Management in U.S. Consumer new product development initiatives, in close partnership with functional teams across Credit and Fraud Risk (CFR).&nbsp; The incumbent will collaborate across all Credit and Fraud Risk (CFR) functions to create comprehensive and robust credit strategies for banking products. The incumbent will also work in collaboration with non-CFR teams, including Product Management, Corporate Development, Marketing, Finance, Compliance, GCO, Servicing, and Technologies in order to evaluate the impacts of new initiatives on business economics. &nbsp;This position requires strong analytical and communication skills, with an ability to interact with and influence colleagues and senior leaders in CFR and across the enterprise.</p><p><strong>Responsibilities:</strong></p><ul><li>Represent CFR in the U.S. Consumer New Product Development process; provide input and consulting to deal teams through the development lifecycle – evaluation, proposal, and launch</li><li>Review deal pipelines, perform risk due diligence on prospective partners and portfolios, and provide risk inputs into deal contracts</li><li>Perform benchmarking analyses using internal and external data to predict product performance metrics and behaviors – e.g., approval rate, spend, revolve, write-off</li><li>Develop end-to-end risk management strategies for new products, implement strategies, policies, and controls, and monitor and assess post-launch performance</li><li>Define risk management strategies for banking products; implement policies, processes, and controls; monitor and actively manage portfolio credit metrics.</li></ul><p><strong>Minimum Qualifications:</strong></p><ul><li>Learning agility and rigor for using analysis to solve complex business problems</li><li>Deep understanding of card economics</li><li>Comfort and proven ability to drive results under tight timelines, often with limited information</li><li>Effective and succinct communication, adjusting style for channel and audience</li><li>Ability to build strong relationships in a cross-functional environment, interacting with and influencing business partners across CFR, Product Management, Corporate Development, Marketing, Compliance, GCO, and Technologies</li><li>Strong project management skills with ability to manage multiple competing priorities</li><li>Experience working with large datasets; knowledge of Lumi, Python, SQL, and/or other similar programming languages required</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>Expertise in credit risk management, consumer credit, and card/installment lending economics</li><li>Externally focused and aware of the latest technology and market trends in payment, credit trends, and credit behavior</li><li>Familiar and pays attention to external/industry development in the payments industry</li><li>Adaptability in a quickly changing environment</li><li>Advance degree in an analytical field is a plus</li></ul><p>Salary Range: $89,250.00 to $150,250.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Manager - Risk Management

<h3>Job Description:</h3><p><strong>Data Scientist</strong></p><p><strong>Financial Crimes Models &amp; Analytics </strong></p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Description</h3><p>Join Fidelity’s Financial Crimes Models &amp; Analytics team, where we use innovative data science techniques to protect the firm and its clients from financial crime. The Financial Crimes Models &amp; Analytics team, within Fidelity’s Enterprise Compliance group, is responsible for the design, development and optimization of the firm’s AML detection and sanctions models. We partner with colleagues across Fidelity Enterprise Risk Management to build AI-powered software and data solutions that support Fidelity’s Financial Crimes Compliance programs.</p><p>We’re seeking a passionate data scientist to assist with the ongoing transformation of the company’s Financial Crimes Compliance program!</p><h3>The Team</h3><p>Our team has broad responsibility for Fidelity Investments transaction monitoring and sanctions systems across multiple business units. Coverage areas include: Digital Asset Trading and monitoring of On-Chain Transfers, Insider Trading, Terrorist Financing, International Money Movement, Global Sanctions &amp; Anti-Corruption, Elder Financial Exploitation, Negative Media screening, Market Manipulation, Securities Fraud, Low-Priced Securities, etc. Our team uses machine learning principles and new technologies while constantly aspiring to improve Fidelity’s surveillance and screening capabilities.</p><h3>The Purpose of Your Role</h3><p>As a Data Scientist, you will research, develop, and deliver next generation surveillance solutions on a wide range of AML typologies! These include but are not limited to, digital asset market manipulation, money laundering and crypto scams aka 'Pig Butchering', traditional markets manipulation (equities, options, cryptocurrencies), securities fraud, insider trading, elder financial exploitation, anti-money laundering and terrorist financing.</p><h3>The Responsibilities of this role</h3><ul><li><p>Design and tune both machine learning and rules-based solutions for the Fidelity Digital Assets business</p></li><li><p>Research and develop models that identify suspicious transactions and customers</p></li><li><p>Contribute to implementation of LLM-powered solutions in support of the greater Financial Crimes Compliance organization</p></li><li><p>Work on multiple long/medium-term data science projects concurrently under moderate direction</p></li><li><p>Participate in code reviews to enable learning, collaboration and mentoring of other team members</p></li><li><p>Make presentations to update team on project progress, research and new findings</p></li><li><p>Collaborate with members of the team as well as external teams on the planning, research, development and productizing of data science solutions</p></li><li><p>Stay current with advances in ML/AI, especially in the areas of cryptocurrency, generative AI and financial crime detection</p></li><li><p>Document research findings and project progress</p></li></ul><h3>The Expertise You Have</h3><ul><li><p>Bachelor’s in Computer Science, Mathematics, Computational Statistics or related field and several years of related experience or a Master’s degree in a related field</p></li><li><p>Strong programming skills including 2+ years’ experience with Python and SQL</p></li><li><p>Experience carrying out various aspects of a data science project including exploratory analysis, data cleaning, preparation and annotation, ML pipeline design and development, model evaluation and validation</p></li><li><p>Experience with LLM frameworks and tools (e.g., LangChain, deepeval)</p></li><li><p>Familiarity with RAG architectures, prompt engineering, and fine-tuning techniques</p></li><li><p>Experience with libraries such as Spacy, NLTK, Stanford NER, scikit-learn, pandas, tensorflow, keras, pytorch, numpy</p></li><li><p>Experience with big data tools such as Spark or snowpark</p></li><li><p>Experience working with smaller data sets and a lack of labeled data</p></li><li><p>Familiarity with digital assets</p></li><li><p>Proven experience with both supervised and unsupervised machine learning algorithms such as decision trees, isolation forests, autoencoders/neural networks, linear/logistic regression, clustering, etc</p></li><li><p>Experience with general software tools/frameworks such as git, pytest, dbt</p></li><li><p>Experience with most of the following: exploratory data analysis, preprocessing and normalization of data, text wrangling, dimensionality reduction, anomaly detection, rare event modeling, statistical analysis, big data manipulation, language modeling, word embeddings, machine learning pipeline architecture</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>A balance of research/data science skills combined with solid software engineering design principles, efficiency considerations, and alignment with standard methodologies (Git, documentation, test automation)</p></li><li><p>Excellent communication skills</p></li></ul><h3>Behavioral Attributes</h3><ul><li><p>Curiosity about the latest advances in machine learning/data science and their applications to the team’s work</p></li><li><p>Passionate about the digital assets space</p></li><li><p>Innovative and analytical problem solver</p></li></ul><h3>The Value You Deliver</h3><p>You will be on the forefront of implementing new technologies into Fidelity’s Anti-Money Laundering &amp; Screening programs, positioning the Financial Crimes Models &amp; Analytics team to protect Fidelity and its clients.</p>The base salary range for this position is $97,000-185,000 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>Data Analytics and Insights

Fidelity Investments

Data Scientist (Financial Crimes)

<h3>Job Description:</h3><p><strong>Financial Consultant</strong> </p><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><p><strong>The Purpose of Your Role</strong> </p><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><p><strong>The Expertise We’re Looking For</strong> </p><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions </p></li></ul><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </p></li></ul><ul><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </p></li></ul><ul><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><p><strong>The Skills You Bring</strong> </p><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></ul><ul><li><p>Being coachable, collaborative, and curious are your "go to" attributes </p></li></ul><ul><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </p></li></ul><ul><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations </p></li></ul><ul><li><p>Extensive knowledge of investment solutions </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position </p><p><strong>Our Investments in You</strong> </p><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><p><strong>The Value You Deliver</strong> </p><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></ul><ul><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></ul><ul><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </p></li></ul><ul><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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Lone Tree, CO

<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<h3>Category:</h3>Customer Service

Financial Representative - Lake Grove, NY

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

Manager, Philanthropic Consulting

<h3>Job Description:</h3><h3>Planning Consultant</h3><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. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. <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>Relationship Management

Planning Consultant - San Francisco, CA

<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

Financial Representative - Walnut Creek, CA

<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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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