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<p>The Illinois Association of School Boards (IASB) is seeking applicants for a full-time Events Management Specialist. This position reports to the Director of Events Management and will be headquartered in IASB’s Springfield office.</p><p><strong>Position Summary:</strong> The Events Management Specialist primary duties include processing exhibition contracts for the Joint Annual Conference as well as for other Association meetings and events which require the services of the Events Management Department. The position will assist in providing support with the logistical aspects of the Joint Annual Conference, and other duties as assigned</p><p><strong>Education and/or Experience Requirements:</strong> The Events Management Specialist position requires a minimum of a high school diploma, with event management and marketing education/experience preferred. Candidates should possess exceptional organizational, meeting planning and communication skills, strong attention to detail and accuracy, and the ability to work independently and take initiative to start and finish projects. Additional requirements include proficiency in Microsoft Office Suite, primarily Excel, Word, and PowerPoint.</p><p>The employee must have a valid Illinois drivers’ license and a vehicle; mileage and reasonable travel reimbursement will be provided.</p><p>This position requires the employee to be able to be able to lift, move, and safely handle boxes and materials up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.</p><p>The position offers an annual salary range of $35,000 – $43,000 with a generous benefits package that includes holidays, vacation and sick time, medical, dental, vision, and life insurance, and retirement benefits.</p>

Illinois Association of School Boards

Specialist, Events Management

<br> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Risk Associate to work in Boston, MA or Merrimack, NH.<br> The hourly pay rate for this position is $30-$35 per hour.<br> <br> The Corporate Risk team is seeking a Risk Associate to support Fidelity’s Issue Management Program, including issue monitoring and management, preparing Executive-level reporting, development and implementation of risk analytics, and supporting various initiatives related to the Issue Management Program and Enterprise Risk Management Program.<br> <br> <strong>The Responsibilities of this Role</strong><br> This role is part of the Corporate Risk team that leads the Fidelity Issue Management Program.<br> In this role, you will: <ul> <li>Become fully versed on and advocate for Fidelity’s Issue Management Program, including issue reporting, monitoring, and management</li> <li>Work closely and coordinate with key risk, compliance, and business partners to develop and implement processes for gathering and analyzing risk issue data</li> <li>Support the management of various components of the Issue Management Program, including drafting issue summaries, analyzing issue trends, maintaining program artifacts (policy, guidelines, training materials)</li> <li>Be the key driver of data analytics with the support of team members</li> <li>Support the development of and produce executive and committee reporting for the Head of Corporate Risk, including preparing PowerPoint presentations</li> <li>Project planning, management, and ongoing prioritization efforts</li> <li>Develop and maintain data visualizations (Tableau) and data analytics platforms (Alteryx)</li> </ul> <strong>The Expertise You Have</strong> <ul> <li>Bachelor’s or Advanced Degree</li> <li>Strong problem-solving, writing, and analytical skills, as well as superior attention to detail</li> <li>Excellent communication skills, including creating PowerPoint presentations and drafting high level issue summaries for Executive-level consumption</li> <li>Demonstrated excellence in data analysis and data aggregation</li> <li>Effective relationship building and influence skills</li> <li>Archer experience a plus</li> <li>Desire to remain continually aware of the changing risk landscape and adapt and improve preventive and prescriptive analytics accordingly</li> <li>Related work experience; Risk, Compliance, and/or Reporting experience is a plus</li> </ul> <br> <strong>The Skills You Bring</strong> <ul> <li>You are a dynamic, strategic problem solver who is able to deliver solutions and drive change impacting multiple key stakeholders</li> <li>You are an innovative thinker and have strong analytical, organizational, and creative problem-solving skills</li> <li>You are an excellent communicator with strong executive presence and superior communication skills, written and verbal</li> <li>Your ability to influence key decision makers through a combination of knowledge, reasoning, and relationships</li> <li>Your experience working collaboratively across a large organization</li> <li>Your ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities</li> <li>Your ability to comport yourself with highest levels of professionalism in interacting with the most senior executives in the organization</li> <li>You are a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of risk management</li> </ul> <em>The hourly pay rate range for this position is $30.00 – $35.00 per hour.</em><br> <br> <em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors</em><br>

Fidelity TalentSource

Risk Associate

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become a <strong>Project Management Support - Construction Specialist</strong>at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll collaborate closely with a team of Planners, Designers, and report directly to the Rialto Design Contractor Planning Manager&nbsp;As well as generating and maintaining reports, tracking project progress, supporting scope release activities as assigned, and ensuring the accuracy of internal tracking systems.</p><p>As a&nbsp;<strong>Project Management Support - Construction Specialist</strong>, 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?</p><h4><b>Responsibilities</b></h4><ul><li>Supports the pre-construction/construction planning processes by crafting and supervising action items and leading project team member adherence; function as a subject matter expert for tool/system of record to help maintain the integrity of the data stored, assist with access and training, and provide other assistance as needed&nbsp;</li><li>Collaborates with multi-disciplinary project teams which often consist of 30 or more members</li><li>Assists the project manager with all project-related support tasks, such as preparation of progress reports, tracking of project achievements, metrics, schedules, and budgets; provide status to project manager leadership and stakeholders</li><li>Establishes, presents, and applies project procedures, directives, and bulletins to ensure compliance with SCE's policies and procedures</li><li>Utilizes project management tools and systems, including Microsoft Project, to maintain sophisticated project schedules</li><li>Crafts and maintains project documentation, including version control, distribution, document storage/retention in sophisticated document libraries and access control</li><li>Develops presentations and other project documentation for review by departmental and organizational management and executive committees for approval to proceed through the project gates and stages</li><li>Collaborate with peers and leadership to identify opportunities for process improvements and recommend and implement new reporting features or format</li><li>Function as leader/owner for the organizational SharePoint, OneNote, Shared Drives and system tools to ensure adherence to company policies; cross validate data across various data sources to ensure accuracy and identify possible updates</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><b>Minimum Qualifications</b></h4><p>•&nbsp;&nbsp; &nbsp;Two or more years of Project Support experience.</p><p><strong>Preferred Qualifications</strong></p><ul><li>Experience with Power BI, Power Automate, SAS Project Tracker, Design Manager (DM), and SAP.&nbsp;</li><li>Must be highly proficient in Microsoft Word, Access, and PowerPoint.</li><li>Experience utilizing Microsoft Excel functions such as Sum-Ifs, V-Lookups, Index/Match, Pivot Tables, and Macros.</li><li>Experience providing high level analytics, including statistical analysis and visual analytics to understand areas of improvement.</li><li>Experience working with construction design work orders.</li><li>Experience giving presentations and using reporting metrics to provide recommendations to leadership.</li><li>Experience with SAP's Ariba functionality and invoice/billing processes.</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is&nbsp;<strong>hybrid.&nbsp;</strong>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&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 Riato.&nbsp; However, the successful candidate may also be asked to work for an extended amount of time at alternate work location.</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><p><strong>About Southern California Edison</strong></p><p>The 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.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>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.</p>

Southern California Edison

Project Management Support - Construction Specialist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Sales

Fidelity Investments

Investment Consultant - Princeton, NJ

<h3>Job Description:</h3><h3>The Role </h3><p>The Legal Operations Senior Analyst will interpret, analyze, and respond to legal, government, or regulatory documents within a strict timeframe set by these entities. The Associate must perform these tasks while being cognizant of the real and potential risk and liability to Fidelity and its customers.</p><p><strong>The Expertise You Have and Skills You Bring</strong></p><ul><li><p>Bachelor's degree and/or equivalent (1-3) years of legal, compliance and/or regulatory experience.</p></li><li><p>Experience in the financial services industry or legal setting.</p></li><li><p>Paralegal certificate a plus</p></li><li><p>Knowledge of the industry.</p></li><li><p>Excellent interpersonal skills.</p></li><li><p>Strong command of the written language.</p></li><li><p>Excellent organizational and time-management skills.</p></li><li><p>Independent and team contributor.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Interpret rules and regulations that govern a vast array of legal and regulatory documents. Working within these parameters to analyze, interpret, and respond to complex documents that that need precise and accurate responses to ensure that we respond appropriately to the legal, governmental or regulatory authority while not opening Fidelity Investments to lawsuits from out clients.</p></li><li><p>Analyze court and administrative orders to determine whether they are enforceable and when it is appropriate restrict accounts or transfer assets in accordance to the legal documents.</p></li><li><p>Analyze and respond to subpoena requests. The analyst must determine scope of production, what documents can be produced pursuant to the request and Fidelity’s policy and procedures</p></li><li><p>Respond to Class Action requests</p></li><li><p>Respond to child support, tax and federal levies.</p></li><li><p>Be a team member who is expected to be responsible for a number of workflows as volumes require</p></li><li><p>Regularly interact with regulators, attorneys, and customers on highly visible and complex items.</p></li><li><p>Explain rationale for Fidelity's policy or position with respect to legal documents.</p></li><li><p>Build and maintain internal and external working relationships necessary to elicit information and assistance in completing responses within strict timeframe.</p></li><li><p>Develop strong command of the relevant rules, laws, and regulations, as well as Fidelity's internal policies and procedures.</p></li><li><p>Some OT required based on volumes</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

Senior Legal Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Workplace Investing Strategic Control Design and Process Design Manager is responsible for the proactive identification of risk and establishment of systemic controls to mitigate gaps in the control environment.<br> </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Quickly grasp sophisticated custom processes and assess risk across the entire WI Caps organization.</p></li><li><p>Document process and control workflows and identify risks and control gaps within these processes.</p></li><li><p>Analyze loss and incident data to identify themes and prioritize opportunities for improvement.</p></li><li><p>Prepare and deliver presentations.</p></li><li><p>Influence the organization in making process, quality, and control improvements.</p></li><li><p>Partner with Implementation/Sales/Managing Director organizations to ensure opportunities are appropriately prioritized and implemented.</p></li><li><p>Use data analytics for issue identification through creative thinking and automation.</p></li><li><p>Collaborate with the robotics and other automation teams to ensure controls and processes are efficient and manual processes are minimal.</p></li><li><p>Drive improvements and risk reduction efforts. Use conceptual and creative thinking; interpersonal understanding; analytical skills.</p></li><li><p>Ability to work in a fast-paced environment.</p></li><li><p>Research the associated risks, regulations, and service levels to define improvements and standard operating procedures for quality controls.</p></li><li><p>Bachelor’s degree required.</p></li><li><p>5-7 years’ of experience evaluating, designing and improving controls (i.e., audit, risk or operations/quality management).</p></li><li><p>Proven project management and leadership capabilities.</p></li><li><p>Professional quality/risk/audit/compliance/technology-related certifications are a benefit (e.g. Six Sigma, CPA, CIA, CISA).</p></li><li><p>Data analysis experience is a benefit (e.g., SQL, Alteryx, Power BI, SAS, Tableau, Python)</p></li><li><p>Actively perform dedicated and targeted data analysis to identify risks for management. Strong coordination with key business partners will be required to obtain data sets and confirm results of the analysis.</p></li><li><p>Ability to balance multiple projects and tasks simultaneously within a tight timeframe.</p></li><li><p>Knowledge of WI operational processes, controls, and associated risks, is preferable.</p></li><li><p>Strong presentation, written and interpersonal communication skills.</p></li><li><p>Critical thinking and problem-solving skills.</p></li><li><p>Teammate and leader who constructively works to achieve team goals and provide departmental thought leadership.</p></li><li><p>Ability to collaborate with business partners to build consensus and influence/prioritize outcomes.</p></li><li><p>Employ current and emerging data analysis tools and techniques.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>You will work with teams' from all WI operational areas, as well as Risk, Audit, Compliance, Systems and Agile Squads to evaluate processes and controls to identify and mitigate key risks to improve our control environment and our customer experience. Additionally, this role will demonstrate your data analytics abilities to identify data/servicing issues/anomalies requiring research, correction, and strategic recommendations to help preclude recurrence in the future.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

Senior Analyst, Strategic Control and Process Design

<h3>Job Description:</h3><p>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this Vice President, Head of ET Vendor Management role may be just what you are looking for!</p><p>The Vice President Head of ET Vendor Management will work with all levels of management to stand up and manage a Vendor Management function and team within Enterprise Technology.</p><p>The ability to build effective working relationships with business leaders to champion support of the ET Vendor Management program and related initiatives, and strong change management skills are key elements to success in the position.</p><p><strong>The role:</strong></p><ul><li>Lead a team responsible for overseeing key technology vendors across infrastructure, software, cloud, data, cybersecurity, AI, and managed services – ensuring we have the right level vendor oversight, management practices and consistent governance.</li><li>Develop and execute vendor strategies that align with Fidelity’s enterprise technology roadmap, ensuring optimal performance, cost efficiency, and innovation.</li><li>Collaborate with senior technology leaders across ET and business units to understand evolving needs and ensure vendor capabilities are aligned.</li><li>Drive vendor governance and performance management, including scorecards, SLAs, risk assessments, and continuous improvement initiatives in alignment with the Enterprise Vendor Management practices and requirement.</li><li>In partnership with Procurement and Legal, negotiate complex contracts and renewals in ensuring favorable terms and compliance with Fidelity Standards.</li><li>Champion technology excellence by staying current on emerging trends, evaluating vendor capabilities, and advising on build vs. buy decisions.</li><li>Foster a culture of accountability, transparency, and collaboration within vendor management team and across the broader technology organization.</li></ul><p><strong>The Expertise and skills you bring:</strong></p><ul><li>Strong technical background with the ability to understand and evaluate infrastructure, cloud, software, and emerging technologies.</li><li>15+ years experience in technology vendor management, strategic sourcing, or IT relationship management, preferably in large enterprise.</li><li>Proven leadership experience managing high-performing teams and influencing senior stakeholders.</li><li>Deep understanding of vendor lifecycle management, contract negotiation, and performance governance.</li><li>Excellent communication, negotiation, and analytical skills.</li><li>Experience working in a highly regulated environment (e.g., financial services) is a plus.</li><li>Bachelor’s degree in Computer Science, Engineering, Business, or related field; MBA or equivalent preferred.</li><li>Demonstrated ability as effective people manager, innovator and change agent.</li><li>Ensure vendor compliance with Fidelity policies, procedures, and standards. Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</li><li>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability.</li><li>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts.</li></ul><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><p><strong>The Team:</strong></p><p>The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency, and value.</p><p><br> </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>

Vice President, Head of ET Vendor Management

<h3>Job Description:</h3><p>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>FINRA Series 7 &amp; 63 required prior to hire</p></li><li><p>Series 65 and/or 66 and state registrations required within 3 months of hire</p></li><li><p>Experience with High Net Worth clients</p></li><li><p>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</p></li><li><p>Remarkable knowledge of investment products</p></li><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</p></li><li><p>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</p></li></ul><h3>Our Investments in You</h3><p>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></p></li><li><p>Click here for a 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><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>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>

Financial Consultant - Fairfield, CT

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $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 66 - FINRA<h3>Category:</h3>Customer Service

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