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<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 – FINRAThe 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 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Mission Viejo, CA

<h3></h3><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>The base salary range for this position is $70,000 - $105,000 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></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Relationship Management

Planning Consultant - Mission Viejo, CA

Hiring Manager:&nbsp;Hillary Anne Thomas&nbsp;Job Abbreviation:&nbsp;EHS515_M2_E&nbsp;Pay Grade:&nbsp;&nbsp;Exempt - 35&nbsp;Pay Range:&nbsp;$140,400.00&nbsp;-$210,500.00&nbsp;Join the Clean Energy RevolutionBecome a Safety Management System (SMS) Manager at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll be responsible for ensuring mitigations address our workers’ highest risks and integrate business functions across the organization into the SMS.This position will lead their team to advance the SMS strategy, develop annual goals and objectives that feed Edison Safety priorities and Corporate Goals, and guide the tactical implementation of SMS efforts. This position will work closely with leaders and stakeholders to identify and assess risks and contribute to effective implementation of mitigations. The role for this position also includes reporting to OU and executive leadership, making decisions that impact numerous safety efforts, including partnering and integrating with organizations across the Company as part of the SMS strategy.As Safety Management System (SMS) Manager, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?<h4>Responsibilities</h4><ul><li>Provides technical and administrative direction on all Safety policies and programs which bear critical importance to overall corporate objectives, operations and profitability</li><li>Manages incident reporting and follow-up programs, including the analysis of trends and improvements&nbsp;</li><li>Develops and leads the Governance and Assurance programs along with the Environmental, Health and Safety Management System for the company</li><li>Maintains relevant safety training certifications of relevance to the company’s operations; schedules and coordinates employee safety training programs</li><li>Develops and executes health and safety plans in the workplace according to legal guidelines</li><li>Manages third party Environmental, Health and Safety providers across the company's portfolio, driving safety culture and ensuring compliance with the company's standards and procedures</li><li>Develops, implements, monitors, provides presentations and ensures compliance for company Environmental, Health and Safety management systems</li><li>Provides oversight and guidance in the assessment of Environmental, Health and Safety policies, procedures, programs, and systems</li><li>Serves in an emergency response role as part of the Company’s Incident Management Team in supporting crisis response. This role requires periodic on-call reporting during the day, night, and weekends as emergencies arise</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity </li></ul><h4>Minimum Qualifications</h4><ul><li>Five or more years combined experience performing or supervising function, experience leading and developing health and safety compliance programs, activities and systems</li><li>Possess a valid Class C Driver's License&nbsp;</li></ul>Preferred Qualifications<ul><li>Experience with Safety Management Systems</li><li>Experience leading complex, high visibility Safety programs at a utility</li><li>Proficiency in MS PowerPoint</li></ul>Additional Information <ul><li>This position’s work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our Candidate Resource page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. The primary work location for this position is Chino, CA.&nbsp; However, the successful candidate may also be asked to work for an extended amount of time at (alternate work location).</li><li>Position will require up to 10% traveling and being out in the field throughout the SCE service territory.&nbsp;</li><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Southern California Edison

Safety Management System (SMS) Manager

Join the Clean Energy RevolutionBecome an Outage Management System (OMS) Specialist at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll provide technical knowledge for critical outage management project work defining the future of Grid Management.&nbsp; Your technical understanding will help ensure our team’s success.&nbsp; You will also leverage your skills and experience to solve technical issues with our next generation outage and grid solutions.&nbsp; As part of the IT team that brings these core capabilities to our T&amp;D organization, you will make a true difference in the planning, delivery, and operational support of our Outage Management technologies.SCE’s OMS provides critical planned and unplanned outage information to our Transmission &amp; Distribution Organization as well as our Customer Service Organization. The system allows identification and management of outages from initial incidents through restoration and feeds analytical data to several outage-related systems.As an Outage Management System (OMS) Specialist, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?&nbsp;<h4>Responsibilities</h4><ul><li>Provides operations support, troubleshooting, integration testing and user training</li><li>Performs technical analysis to define grid application&nbsp;requirements and updates</li><li>Monitors and analyzes energy usage data to identify trends, anomalies, and opportunities for optimization</li><li>Supports the testing and implementation of new grid application releases</li><li>Identifies trends and root causes of issues, determines solutions, and makes recommendations for management consideration</li><li>Updates, monitors and maintains the reliability of the grid application advance apps, and control application</li><li>Identifies and implements actions plans to prevent future system issues</li><li>Configures and modifies grid application databases and ensure that all telemetry and controls are available and accurate</li><li>Provides engineering support to grid operations by resolving complex issues via implementation of state-of-the art and new technologies</li><li>Updates, monitors project KPIs and maintains power system modeling, state estimator, contingency analysis and power flow analysis supporting real-time operations</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4>Minimum Qualifications</h4><ul><li>Three or more years of experience in designing, building, implementing, maintaining, and supporting complex Utility, Realtime or Enterprise systems&nbsp; - OR - Three or more years of experience as a user of a Utility grid application</li></ul>Preferred Qualifications<ul><li>Experience with Transmission and Distribution networks, SCADA and control systems.</li><li>Three or more years of experience working with and/or supporting an electric utility Outage Management System.</li><li>Possesses proficient analytical skills to troubleshoot complex problems related to real-time systems.</li><li>Capability to create and execute shell script and/or Python.</li><li>Proficient with SQL queries and reporting tools and platforms.</li><li>Experience performing data analysis, development of business reporting.</li><li>Strong coordination and communication skills to support working with cross-functional teams and vendors to achieve success in project activities.</li><li>Experience with Kubernetes and Jenkins.</li></ul>Additional Information<ul><li>This position’s work mode is&nbsp;hybrid.&nbsp;The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>This position includes providing phone and occasional on-site technical support related to troubleshooting and resolving moderate to highly complex system issues.&nbsp; OMS is supported 24/7, 365 through after-hours on-call that this position will participate in through weekly rotation.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li><li>The primary work location for this position is Santa Ana, CA.&nbsp;However, the successful candidate may also be asked to work for an extended amount of time at an alternate work location.</li><li>Position will require up to 5%&nbsp;traveling and being out in the field throughout the&nbsp;SCE service territory.&nbsp;</li><li>This position has been identified as a NERC/CIP impacted position - Prior to being hired, the successful candidate must pass a Personnel Risk Assessment (PRA) or Background Investigation.&nbsp; Once hired, the candidate must complete specified training prior to gaining un-escorted access to assigned work location and performing necessary job duties.</li><li>This position has an option for a 9/80 Alternate Work Schedule or 40hrs/5 days a week.</li><li>Relocation does not apply to this position.</li></ul>About Southern California EdisonThe people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.

Outage Management System (OMS) Specialist

At West Coast University, we share a passion for students and transforming healthcare education! As an associate for a certified Great Place to Work, you will join a collaborative, student-centric culture valuing academic integrity, mutual respect, student learning, service, responsiveness, innovation, diversity, and stewardship.&nbsp; As a part of this team, you will guide students to do more than change their own lives – you will help change the lives of every patient they care for throughout their career.&nbsp;You will make an impact by:&nbsp;<ul><li>Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives.</li><li>Receive and screen inbound calls for both American Career College and West Coast University.&nbsp; Route them to appropriate departments or individuals at the campuses, take detailed/accurate messages and forward accordingly.</li><li>Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the Admissions team member and assign the CRM record/information to the advisor based on rotation.&nbsp;</li><li>Be responsible for outbound calls for, both, American Career College and West Coast University using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet.&nbsp;</li><li>Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus.</li><li>Take appropriate information for Career Service Employer calls. Transfer calls to program specialist accordingly or take detailed messages and forward.</li><li>Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue.</li></ul>Your Experience Includes:<ul><li>Minimum 2 years’ experience preferred.</li><li>Customer Service experience.</li><li>A minimum of one to two years’ experience as a Call Center, Customer Service Representative, receptionist, or office related position.</li><li>Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy.</li><li>Telephone Auto Dialing System experience preferred.</li></ul>Education:<ul><li>High School Graduate or equivalent required.</li></ul>

American Career College

Call Center Representative, Full Time

At West Coast University, we share a passion for students and transforming healthcare education! As an associate for a certified Great Place to Work, you will join a collaborative, student-centric culture valuing academic integrity, mutual respect, student learning, service, responsiveness, innovation, diversity, and stewardship.&nbsp; As a part of this team, you will guide students to do more than change their own lives – you will help change the lives of every patient they care for throughout their career.&nbsp;You will make an impact by:&nbsp;<ul><li>Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives.</li><li>Receive and screen inbound calls for both American Career College and West Coast University.&nbsp; Route them to appropriate departments or individuals at the campuses, take detailed/accurate messages and forward accordingly.</li><li>Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the Admissions team member and assign the CRM record/information to the advisor based on rotation.&nbsp;</li><li>Be responsible for outbound calls for, both, American Career College and West Coast University using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet.&nbsp;</li><li>Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus.</li><li>Take appropriate information for Career Service Employer calls. Transfer calls to program specialist accordingly or take detailed messages and forward.</li><li>Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue.</li></ul>Your Experience Includes:<ul><li>Minimum 2 years’ experience preferred.</li><li>Customer Service experience.</li><li>A minimum of one to two years’ experience as a Call Center, Customer Service Representative, receptionist, or office related position.</li><li>Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy.</li><li>Telephone Auto Dialing System experience preferred.</li></ul>Education:<ul><li>High School Graduate or equivalent required.</li></ul>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.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.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.

6 Project Management / Professional Services Jobs in Irvine, CA, USA