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

McLane

Coordinator, Transportation

<strong>Start a fulfilling career as a Shipping and Receiving Coordinator! </strong><br><br>We're a team. Our success is driven by the collective effort of each member in our warehouse, which has set us apart in the industry for 130+ years. We're dedicated to collectively challenging any supply chain problem with top-of-the-line technology and safety measures carried throughout the process. We wouldn't be where we are without our warehouse team. It's why we've built a culture-focused and diverse environment for you that offers opportunities for advancement with industry-leading benefits. <br><br>As a Shipping and Receiving Coordinator, you will send, inspect and record outgoing products. Work with DC to load packages and check their contents to ensure they match the orders.  <br><br><strong>Benefits you can count on:  </strong><br><ul><li><strong>Pay rate: $18.00 up to $22.00 per hour depending on experience. </strong></li><li><strong>Sunday through Thursday 9:30 pm to 5:00 am or longer if needed.</strong></li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul><br><strong>What you'll do as a Shipping and Receiving Coordinator:</strong><br><ul><li>Sends shipments and creates paperwork for outgoing deliveries.</li><li>Inspects shipments to ensure there are no damages.</li><li>Verifies shipments per order requirements.</li><li>May send shipments outside the US contiguous border.</li><li>Investigates problems and resolves discrepancies.</li><li>Labels shipments prior to loading.</li><li>Trains new teammates in shipping department.</li><li>Other duties may be assigned. </li></ul><br><strong>Qualifications you'll bring as a Warehouse Teammate:</strong><br><ul><li>High School Diploma or GED.  </li><li>4 or more years' experience in a shipping department.</li><li>2 or more years' experience in a distribution environment.</li><li>Experience shipping outside the US contiguous border is preferred.</li><li>Strong math and documentation abilities. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!  </strong><br><ul><li>Organized</li><li>Problem solver</li><li>Teamwork oriented</li><li>Safety conscious</li><li>Detailed </li></ul><br><strong>Moving America forward - together.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of teammates for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Coordinator, Shipping and Receiving

<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>&nbsp;</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

<h3></h3><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></h3><h3>Certifications:</h3>Series 07 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Customer Service

Fidelity Investments

Financial Representative - Lake Grove, NY

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

Planning Consultant - San Francisco, CA

<h3></h3><h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 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></h3><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales

Vice President, Wealth Planner, Bellevue, WA

<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 - Palo Alto, CA

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a (Client Experience Specialist) to work in (Salt Lake City, Utah)!<br> <br> The hourly pay rate range for this position is $22 per hour<br> <em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</em><br> </p> <h3><strong>The Role</strong></h3> <h3><strong>Client Experience Specialist</strong></h3> <p>Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Client Experience Specialist team. As a Client Experience Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Then to add icing to the cake you will have an opportunity to work closely with our operation departments assisting with back-office processing for part of your day. Still interested? Read on.</p> <h3><strong>The Expertise We’re Looking For</strong></h3> <ul> <li>Associate’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment. </li><li>Strong customer service skills. </li><li>Attention to detail with strong follow-through </li></ul> <h3><strong>The Purpose of Your Role</strong></h3> <p>Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!</p> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>Your strong verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>Demonstrates attention to detail, with good follow-through </li><li>Technical proficiency with strong problem solving skills </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Shift is 9:30 AM - 6:00 PM MST, Monday – Friday. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday. </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> <h3><strong>How Your Work Impacts the Organization</strong></h3> <p>The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.</p> <h3><strong>Company Overview</strong></h3> <p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p> <p>Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. For information about working at Fidelity TalentSource, visit <strong>FTSJobs.com</strong><br> <br> Fidelity Investments is an equal opportunity employer.</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>Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation.</p>

Fidelity TalentSource

Client Experience Specialist

Elevate your culinary expertise to new heights in a role that demands excellence. <br><br> Are you the go-to person behind the BBQ grill, admired for your mastery of roasting and grilling techniques? If so, we invite you to consider a rewarding career as a full-time Assistant Meat Manager at Dierbergs. As an integral member of our team, you will have the opportunity to showcase your expertise while contributing to the success of our Meat Department. Your responsibilities will include : <br><ul><li> P roviding leadership, direction, and supervision to department associates, with a focus on training and development to ensure a high-performing team </li><li> Serving as a knowledgeable ambassador for our quality products, meticulously stocking and maintaining meat cases to uphold our standards of excellence </li><li> Upholding freshness and visual appeal while adhering to Dierbergs, FDA, USDA, and local food policies and regulations </li><li> Collaborating with store management and other departments to create compelling displays that drive sales and promote featured specials, new items, seasonal offerings, and holiday-related products </li><li> Championing suggestive selling techniques and setting a positive example for the department </li></ul><br><br> <strong>Qualifications for Success:</strong> <br><ul><li> 1+ years of Journeyman Meat or Service Counter Journeyman experience, demonstrating your proficiency in meat handling and preparation. </li><li> Exhibit strong problem-solving abilities, leadership qualities, interpersonal skills, and a motivational mindset. </li><li> Maintain a comprehensive understanding of proper food handling and sanitation procedures and guidelines. </li><li> Demonstrate a genuine passion for food and thrive in fast-paced environments. </li><li> Capable of multitasking, providing direction, delegating tasks, and ensuring compliance with departmental programs, policies, and procedures. </li><li> Ability to forecast and order products and supplies, effectively managing inventory to meet business demands while prioritizing freshness and rotation. </li><li> Proficiency in controlling expenses and achieving financial goals. </li><li> Flexibility to work evenings, weekends, and varying shifts - enjoy a balanced schedule with no late nights, most meat departments close by 8 pm, allowing for a healthy work-life balance </li></ul><br> <strong>Physical Requirements:</strong> <br><ul><li> A bility to lift and carry up to 90 lbs. occasionally </li><li> Ability to push and pull up to 50 lbs. of force occasionally </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Stand, handling, &amp; forward reach </li></ul><br> <strong>Why Dierbergs is Different:</strong> <br><ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul><br> <strong>What's in it for you?</strong> <br><ul><li> <strong>Health and retirement benefits</strong>, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> <strong>Weekly pay</strong> </li><li> <strong>Work-life balance </strong>with flexible scheduling </li><li> <strong>Growth opportunities </strong>to support career advancement </li><li> <strong>Associate-only savings, free products, bonus points, sweepstakes,</strong> and more - being a part of our team has its perks with Dierbergs Rewards </li><li> <strong>Associate Perks Program</strong> in partnership with Working Advantage </li><li> <strong>Discounts at Starbucks kiosks</strong> within select locations </li></ul><br> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! <br><br> This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

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