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<p><strong><em>Join a purpose-driven team at Caron Treatment Centers, where for nearly 70 years, we’ve been helping people find a path to recovery from addiction and rebuild their lives. We offer real careers with real opportunities for growth, comprehensive training, and a commitment to work-life balance. Our benefits include generous paid time off, company-paid life and disability insurance, professional growth and development, tuition reimbursement, a competitive 401(k) plan, and robust&nbsp;medical, dental, and vision plans. We’re proud to foster a diverse and inclusive environment, with a culture of teamwork, compassion, and dedication to our mission. Start a career that saves lives at a company that values yours!&nbsp;</em></strong></p><p>Position will be full time and based out of NYC.&nbsp;</p><p><strong>Duties and Responsibilities:&nbsp;&nbsp;</strong></p><ul><li>The Regional Alumni &amp; Family Coordinator will manage regional support groups and fellowship programs; organize new support groups and programs where strategically appropriate.&nbsp;</li><li>Actively engage alumni, families and friends through participation in support groups, fellowship programs, activities and events.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator will engage alumni, families and friends through various communication channels including phone calls, visits, email, web and social media with a focus on high-net worth prospects.&nbsp;</li><li>Plan, coordinate, and promote events, workshops, programs and activities with the help of Caron staff and volunteers.&nbsp;</li><li>Recruit volunteers to assist in recovery support for newly discharged patients.&nbsp;</li><li>Identify individuals with the capacity to advance Caron’s charitable mission through their affluence and/or volunteer potential.&nbsp;</li><li>Work collaboratively with Caron’s regional recovery center to provide Recovery for Life support and a source for fund development.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator to initiate and direct any other special projects that contribute to positive and productive alumni and family relations.&nbsp;</li><li>Assist and support the Development team with planning and producing regional fundraising events&nbsp;&nbsp;</li><li>This job description reflects management’s assignment of essential functions and does not prescribe or restrict the tasks that may be assigned.&nbsp;</li></ul><p><strong>Physical Requirements:&nbsp;&nbsp;</strong></p><p>The physical and mental demands described here are representative of those that must be met to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&nbsp;&nbsp;</p><ul><li>Ability to work extended hours&nbsp;</li><li>Ability to travel within region and to Caron PA&nbsp;</li><li>Light lifting and bending (10-20 lbs.)&nbsp;</li><li>Ability to ambulate around PA campus and within region for meetings as needed.&nbsp;</li><li>This position allows for hybrid work and therefore requires appropriate home office space that allows for confidentiality and privacy with computer access and high-speed internet capability.&nbsp;</li></ul><p><strong>Education and Experience Qualifications:&nbsp;</strong></p><ul><li>Bachelor’s Degree or 2 years of experience in the recovery field, alumni, or public relations required.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator to have a minimum of 2 years’ experience in event planning and logistics&nbsp;</li><li>Computer proficiency in MS Office and social media platforms required&nbsp;</li><li>If in recovery, 2 years continuous sobriety preferred.&nbsp;</li></ul><p><strong>Knowledge, Skills and Abilities:</strong>&nbsp;</p><ul><li>The Regional Alumni &amp; Family Coordinator must possess the ability to interact with a variety of people from a wide range of ages, experiences and interests.&nbsp;</li><li>Excellent verbal and written communication skills.&nbsp;</li><li>Ability to deliver presentations and manage groups.&nbsp;</li><li>Ability to prioritize and coordinate multiple assignments/tasks.&nbsp;</li><li>Strong organizational skills, initiative, vision and creativity.&nbsp;</li><li>Excellent computer skills.&nbsp;</li><li>Knowledge of recovery or 12-step based programs preferred.&nbsp;</li></ul>

Caron Treatment Centers

Alumni & Family Coordinator

<br><p>Under direction of the Director of the Office for Students with Disabilities and Deaf Services, this position is to coordinate programs, activities, academic strategies and accommodationsto ensure that students who are Deaf/Hard of Hearing have equal access to college programs, activities and services. (Human Resources oversees all faculty/staff accommodations; however, faculty/staff who are Deaf receive interpreting/captioning accommodations through OSD &amp; Deaf Services.) This position performs educational, administrative, budgeting, communications and community partnerships work. The position is also responsible for administering the college’s Deaf Services program, interpreting/implementing college policies and federal/state laws supporting Deaf/Hard of Hearing individuals, determining program eligibility, determining reasonable accommodation, and providing information/guidance for compliance with applicable laws and policies.In addition, the Coordinator of Deaf Services will promote Deaf Awareness to the campus and wider community, as well as coordinate independent contractors such as ASL/English interpreters, C-Print captionists and professional note takers.</p><ul><li>Coordinates support as well as ensures communication access for Deaf/Hard of Hearing students, faculty and staff in all facets of the College.</li><li>Serve as an advisor and advocate on behalf of Deaf/HoH students.</li><li>Maintain appropriate records and data of student caseload using platforms such as Maxient, EAB Navigate, Online Services, DegreeWorks and Banner.</li><li>Monitor progress of students in caseload with check-ins, scheduled meetings and communication, responding to students’ questions, concerns and needs. Connect students to support services (e.g., tutoring, El Centro, ALANA, Thrive), as needed.</li><li>Recruit / maintain active list of interpreters and captionists. Update and/or develop policies/procedures for interpreting and captioning, as needed.&nbsp;</li><li>Schedule ASL/English interpreters and C-Print captionists, depending on the communication needs of Deaf students, faculty and staff for classroom and non-classroom needs.&nbsp;</li><li>Coordinate and budget for annual contracts, review bi-weekly payment vouchers submitted by interpreters/captionists, submit timesheet information to the Business Office for approval and payments.&nbsp;</li><li>Maintain connection with Massachusetts Ability (formerly Massachusetts Rehabilitation Commission) regarding shared students.</li><li>Provide consultation and resources to faculty, staff, students and college community members regarding Deaf Services.&nbsp;</li><li>Organize community activities / help to foster a sense of belonging for Deaf/Hard of Hearing students, employees and visitors to the campus.&nbsp;</li><li>Maintain a working relationship with HCC’s Deaf Studies Program.</li><li>Provide direct interpreting services, as needed, in classes and meetings.</li><li>Participate in shared governance committees as well as other committees, task forces, and sub-committees of the College, as required by the MCCC contract.&nbsp;</li></ul><p><strong>REQUIRED:</strong><br></p><ul><li>Master’s Degree in Deaf Studies, ASL/English Interpreting, Deaf Education, Rehabilitation: Deaf, Human Services: Deaf, and/or a Deaf-related field;&nbsp;</li><li>Minimum 6 years’ experience and/or training working with college-age Deaf/disabled students providing support services and advocacy within a college setting; or an equivalent combination of education, training, and experience;</li><li>Fluency in both American Sign Language and English (written and/or spoken) and excellent writing skills;&nbsp;</li><li>Strong, proven connection with the Deaf community and with private and public organizations of the Deaf, including knowledge of community and national resources related to Deaf services;</li><li>Strong attention to detail, including experience managing multiple tasks, timelines, and schedules;&nbsp;</li><li>Knowledge and understanding of the challenges facing community college students; and,</li><li>Experience working successfully with a diverse faculty, staff and student body.</li></ul><br><strong>EQUIVALENCY STATEMENT:</strong>&nbsp; Applicants who do not meet the qualifications as stated above are encouraged to put in writing precisely how their background and experience have prepared them for the responsibilities of this position.<br><br><strong>PREFERRED:&nbsp;</strong>&nbsp;<br><ul><li>National certification – RID or NAD National Interpreter Certification and/or BEI Basic Certification and/or a score of at least 4.0 on the Educational Interpreter Performance Assessment, with a minimum of 5 years professional interpreting experience;</li><li>A working familiarity with technology used by the Deaf/Hard of Hearing community, including the VideoPhone, Assistive Listening Devices, closed captioning, remote interpreting, C-Print captioning, video relay service, etc.;&nbsp;</li><li>Knowledge of disability rights and culture;&nbsp;</li><li>Maxient, Banner, Degreeworks, and EAB Navigate experience;&nbsp;</li><li>Understanding of universal/inclusive design concepts and experience with implementation; and,</li><li>Experience presenting information to individuals and groups.</li></ul><p><strong>Full Time, MCCC Unit position</strong><br></p><p><strong>Salary: &nbsp;</strong>Grade 6; Minimum $77,358 - $86,224/year. Actual salary will be commensurate with education and experience in accordance with MCCC/MTA Collective Bargaining Agreement. &nbsp;Full State benefits package.</p><p><strong>Funding Source:&nbsp;</strong>State</p><strong>Hours: &nbsp;</strong>37.5 hrs. /week<br><br><strong>Start Date:</strong> To be determined, with preference for a prompt start.                                                               <br>

Holyoke Community College

Coordinator of Deaf Services (Coordinator of Disability Services)

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong> </p><p>Charlotte, Huntersville, Ballantyne</p><h3>Client Support Specialist</h3><p>We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Client Support Specialist  - Greater Charlotte, NC Area (REMOTE)

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: </strong></p><p>Sacramento, Folsom, Roseville</p><h3><strong>Client Support Specialist</strong></h3><p>As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li><li><p>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</p></li><li><p>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</p></li><li><p>Collaborate with internal business partners to research and resolve complex client requests</p></li><li><p>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</p></li></ul>The base salary range for this position is $46,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> 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.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Workplace Planning Associate - Westlake, TX

<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 $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Woodland Hills, CA

Workplace Planning Associate - Jacksonville, FL

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed be</strong><strong>low: </strong></p><p>Columbus</p><p>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.</p><p><strong>The <strong>Team</strong></strong></p><p> While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.</p><p><strong>The <strong>Expertise</strong> You Have</strong></p><ul><li><p>Series 7 required</p></li><li><p>Series 63 or ability to obtain within 90 days</p></li><li><p>2-3 years of previous financial services experience</p></li></ul><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Broad based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Strong verbal and written communication skills</p></li><li><p>Ability to effectively influence others</p></li><li><p>Robust time management and organizational skills</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Client Support Specialist - Greater Columbus, OH Area (REMOTE)

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Orland Park, IL

<h3>Job Description:</h3><strong><strong>The Role</strong></strong><p>As a Squad Lead within the Regulatory Reporting Product team, you will be responsible for building and maintaining the suite of applications that support required trade and customer account reporting for the firm and meet the strict requirements of our regulators. The team is part of the broader Regulatory Reporting group within Fidelity Capital Markets and partners closely with internal stakeholders to deliver innovative, end to end technical/data solutions that comply with the ever-evolving external regulatory landscape.</p><p>In this role, you will be collaborating with business and other brokerage technology teams to report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on development and delivery, which requires a combination of both good technical skills, and participation in the design process.</p><h3><strong><strong>The Expertise &amp; Skills You Bring</strong></strong></h3><ul><li>Solid understanding of systems / platform dependencies, problem solving and aptitude for learning new technology.</li><li>Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)</li><li>Realization that decisions can have a significant impact on firm reporting compliance and associated risks.</li><li>Experience working in a cross-collaborative team structure, as well as working in a large enterprise. Also, employing strong prioritization skills to manage roadmaps that include hard deadlines.</li><li>Previous experience managing products or platform that support operational workflows and/or data streamlining. Also, experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) considered a plus, but not required.</li><li>FINRA Brokerage license Series 7 required within 6 months (Series 24 possible)</li><li>Provide a broad range of regulatory reporting application support to the broader regulatory reporting group and various internal stakeholders.</li><li>Define, support and perform user acceptance, unit level, and integration testing.</li><li>Manage and track products against predetermined goals.</li><li>Collaborate with operations, data and external support teams to identify specific use cases relating to application gaps and required enhancements and to prioritize work based on level of criticality. Additionally, understand how each application relates to the broader suite of regulatory reporting applications and tools.</li><li>Liaise with other product teams within the enterprise where there are system dependencies that impact the regulatory reporting roadmap and required work to uphold reporting requirements.</li><li>Act as a key change agent by identifying and actioning opportunities for system automation and increased efficiency via streamlined data and system workflows.</li></ul><h3><strong><strong>The Team</strong></strong></h3><p>This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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