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Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Dispatch Coordinator position is responsible for Driver dispatch operations in the Transportation Department. Benefits you can count on: <ul><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Dispatch Coordinator: <ul><li>Prepare daily records and memos and maintain filing system for Driver Vehicle Inspection Reports.</li><li>Complete transportation pouches including route manifests, invoices, special customer notifications, maps and stores keys for drivers.</li><li>Develop and update driver and helper dispatch schedule daily.</li><li>Understand DOT hours of service and ensure driver compliance.</li><li>Set up daily tractor/trailer assignment for drivers.</li><li>Verify roadworthiness and keep maintenance records for tractors and trailers.</li><li>Call customers to inform them of variances in delivery times.</li><li>Expedite driver manifests and highlight keys.</li><li>Provide timely reports to immediate supervisor as requested.</li><li>Possess very strong interpersonal skills and be able to discuss dispatch issues with Driver Specialists, Customers and managers.</li><li>Meet this position's physical demands.</li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as a Dispatch Coordinator Teammate: <ul><li>High School Diploma.</li><li>Knowledge of mainframe computer software (PeopleSoft) relating to record keeping/scheduling for drivers and helpers.</li><li>Preferred experience in Windows environment and on Excel, Microsoft Word, and Access programs; or similarprograms.</li><li>Have 2 years in similar function (preferred).</li><li>Map reading abilities.</li><li>Understanding of distribution systems.</li><li>Ability to communicate in various methods with different levels.</li><li>Mathematical ability for maintaining schedules.</li><li>Understanding of dispatch issues and procedures. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable</li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Coordinator, Dispatch

Take your career further with McLane! Experience in Transportation/DOT is preferred. The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Transportation Coordinator is responsible for the daily administrative functions in the Transportation department. They ensure that drivers are aware of any changes that may or will occur and provide route change information to customers as needed. Benefits you can count on: <ul><li>Pay rate: $19.35 per hour.</li><li>Mon-Fri 6am-230pm. Additional work hours may be required depending on business needs. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Transportation Coordinator: <ul><li>Prepare delivery paperwork for drivers.</li><li>Pull and put away keys.</li><li>Confirm driver on routes.</li><li>Perform DOT file maintenance.</li><li>Process payroll.</li><li>Check in driver and verify paperwork.</li><li>This position has additional responsibilities. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Transportation Coordinator Teammate: <ul><li>Have a high school diploma or equivalent. </li><li>At least 2 years of work experience in a similar function is preferred. </li><li>Have good computer skills, including Microsoft products. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable</li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Coordinator, Transportation

<h3>Job Description:</h3>Head of Proposal &amp; Database Delivery, Vice President Role Overview As the Head of Proposal &amp; Database Delivery, you will lead a high-performing team. This team delivers world-class sales enablement solutions to drive expansion and client dedication across Workplace Investing (WI). Your organization—comprising of Proposal Consultants, Database Associates, and Sales Content Leads—fulfills an essential function in assisting sales pursuits and client retention across all WI products and market segments. The role requires strong leadership to guide cross-functional teams, strategically align responses with prospects, clients, and consultant/advisors. You will be responsible for resource management and ensure high-quality execution in proposal development, content strategy, and database management. Acting as a key escalation point for Sales, Managing Directors and Consulting Relations, you will implement strategies that enhance quality, efficiency, and revenue impact across WI Sales and the Sales Optimization Acceleration and Retention (SOAR) organization. Your mission: build outstanding client acquisition and customer dedication experience for clients, prospects, and consultants while encouraging career growth and vitality for your team. Key Responsibilities Strategic Leadership: Shape and execute sales enablement strategies that accelerate WI growth and retention. Operational Excellence: Oversee timely, high-quality completion of sales proposals, pricing support, and ensuring SLA compliance and leveraging automation for efficiency. Quality control: Review and approve all final proposal documents to ensure they are strategically aligned, compelling, and meet all requirements. Process management: Develop proposal plans, manage timelines, guide database updates and ensure all aspects of the submission are complete, compliant, and high-quality. Data &amp; Insights: Monitor sales operations, analyze performance metrics, and deliver actionable insights to identify opportunities for improvement. Database Management: Manage, maintain, and ensure the integrity, accuracy, and security of the contact database. Innovation &amp; Process Improvement: Champion automation and digital solutions to optimize proposal workflows and content delivery. Talent Development: Mentor and develop front line leaders and associates, fostering a culture of collaboration, innovation, and continuous learning. Partner Influence: Act as a liaison connecting sales, subject matter experts, and other departments to keep messages coordinated. Build strong relationships with internal and external partners, proactively assess needs, and resolve issues through systematic problem-solving. Compliance Oversight: Serve as principal for assigned registered sales representatives, ensuring adherence to securities regulations and organizational standards. The Expertise You Bring <ul><li>Deep experience in retirement plan recordkeeping and administration within Workplace Investing. </li></ul><ul><li>Broad product knowledge across all WI offerings and client segments. </li></ul><ul><li>Shown success collaborating with sales teams, relationship managers, and consultants. </li></ul><ul><li>Demonstrated leadership experience leading both people leaders and individual contributors. </li></ul><ul><li>Strong program abilities combined with experience in overseeing projects. </li></ul><ul><li>Ability to travel approximately 20%. </li></ul><ul><li>Series 7, 63, and 24 licenses required (or obtained within 120 days). </li></ul><ul><li>Bachelor’s degree with 10+ years of experience, and/or Master’s degree with 6+ years of experience. </li></ul>The Skills You Bring <ul><li>Exceptional leadership and coaching abilities to empower teams and drive performance. </li></ul><ul><li>Expertise in leading diverse, hybrid teams and fostering skill development. </li></ul><ul><li>Sophisticated organizational and project management capabilities. </li></ul><ul><li>Analytical proficiency to interpret data and identify business opportunities. </li></ul><ul><li>Strong relationship-building skills, leading with compassion and influence. </li></ul><ul><li>Excellent presentation, communication, and negotiation skills. </li></ul><ul><li>Demonstrated ability to coach front line leadership to drive performance and engagement. </li></ul><ul><li>Advanced problem-solving and root cause analysis capabilities. </li></ul><ul><li>Ability to thrive in a fast-paced, multifaceted environment. </li></ul>The Value You Deliver <ul><li>Drive completion of proposals and RFPs with industry-leading quality and efficiency. </li></ul><ul><li>Ensure operational excellence through SLA adherence, automation, and process optimization. </li></ul><ul><li>Deliver insights that inform strategic decisions and accelerate revenue growth. </li></ul><ul><li>Champion innovation and continuous improvement across sales enablement functions. </li></ul><ul><li>Develop talent and build a high-performing, engaged team aligned with WI Sales goals. </li></ul>The Team Workplace Investing (WI) Sales is a collaborative, fast-paced environment. The SOAR organization plays a critical role in supporting WI Sales, Retention, and Consulting Relations by showcasing Fidelity’s customer focus, industry expertise, innovative technology, and exceptional participant and plan sponsor experiences. Together, we help win new clients and achieve annual sales and retention goals. Work Environment This role is Hybrid, requiring onsite presence every other week (Monday through Friday) in a Fidelity office. The base salary range for this position is $124,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

Head of Proposal and Database Delivery

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Sarasota, FL

<h3>Job Description:</h3>The RoleWe currently have an open role for an Investment Product Manager. In this role, you will work on a variety of projects and initiatives in the areas of product strategy, development, management and advocacy for Fidelity’s high income and alternatives strategies. You will partner with the investment teams and distribution channels to play a critical support function for Fidelity’s investment product offerings. Over time, you will contribute to all parts of the product lifecycle including supporting existing products in market.<ul><li>Contribute to the long-term investment product roadmap to capitalize on emerging trends and themes</li><li>Understand product design, investment philosophy, process, resources, and results.</li><li>Create and enhance investment content for product positioning and marketing in collaboration with investment teams and marketing.</li><li>Research product development opportunities and help develop business cases to support new product initiatives.</li><li>Support opportunities to reposition or enhance existing products to improve longer-term marketability.</li><li>Participate in cross-team and cross-functional projects taking product vision, client needs, and business value into account.</li><li>Research the competition to generate product ideas and sales tactics.</li></ul>The Expertise and Skills You Bring<ul><li>2+ years of financial services experience</li><li>You have a demonstrated knowledge of, and interest in, investments.</li><li>Progress towards or interest in pursuing the CFA charter encouraged, but not required</li><li>You have an understanding of Fidelity’s distribution channels and market trends</li><li>You are a critical thinker and problem solver</li><li>You are comfortable working with and summarizing data with a high level of attention to detail and accuracy.</li><li>You are an experienced user of Microsoft Office products (Excel, PowerPoint).</li><li>A working knowledge of third-party investment analytical tools would be helpful (Morningstar Direct, Bloomberg, and eVestment Alliance), but not required.</li><li>You are a highly effective communicator with excellent writing, presentation and interpersonal skills</li><li>You have the ability to successfully work in teams, with an eagerness to take initiative, and are able to navigate a complex environment with multiple stakeholders</li><li>You have demonstrated experience as a contributing member of an impactful team</li><li>You are a self-starter with high energy to help move the business forward</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Investment Product Group plays a key role in the company, working closely with our asset management and distribution channel colleagues, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of our retail, intermediary and institutional clients. When you join our team, you become part of Fidelity’s mission to provide the best customer experience in the financial services industry!#FidelityAlts The base salary range for this position is $80,000-153,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Product Management

Manager, Investment Product

<h3>Job Description:</h3>Investment ConsultantYou 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking For· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs· 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· 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· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire· 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!The Skills You Bring· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverIn 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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - Virginia Beach, VA

<h3>Job Description:</h3>Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </li></ul>The Skills You Bring <ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </li></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver <ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </li></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><li>You have a steadfast commitment to your clients while making a positive impact in the community </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Greenville, DE

<h3>Job Description:</h3><h3>Senior Risk Manager, Alternative Investments</h3>The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple Business Units, Risk, and Compliance groups.<h3>The Role</h3>We have set standards for performing risk assessments &amp; controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives!<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelors’ Degree or equivalent with 7+ years of experience in the financial industry.</li><li>Prior experience in financial services, risk management, audit, or compliance.</li><li>Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies.</li><li>Understanding of alternative investment products, such as direct lending, crypto, and real estate preferred.</li><li>Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.</li><li>Proven problem solving, analytical, organizational, and project management skills.</li><li>Demonstrated ability to lead working groups and maintain effective working relationships internally with business partners.</li><li>Thrive in a dynamic organization where priorities shift to respond to business needs.</li><li>Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint.</li><li>You are accountable for delivering high quality results in an accurate and timely manner.</li><li>You are skilled in documenting and maintaining end-to-end process flows.</li><li>You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change.</li><li>You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.</li><li>You have excellent verbal and written communication skills.</li><li>Conduct in-depth risk assessments and promote a strong control environment by documenting robust risk and control statements, identifying potential regulatory gaps, and making sound recommendations for improvement.</li><li>Produce working papers that are thorough and succinctly articulate the results of control testing.</li><li>Work simultaneously on multiple projects and shift accordingly as priorities change.</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues.</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned.</li><li>Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position #FidelityAltsThe base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Risk

Senior Risk Manager, Alternative Investments

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Planning Consultant - Chesterfield, MO

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

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