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Compensation Type: HourlyCompensation: $37,440.00<p><b>Job Summary</b></p>The Culinary Coordinator is essential in the operational aspect of the retail outlets in Mitchell Hall. As a station expert, the Culinary Coordinator supports secondary instruction to students who are placed in an experiential learning environment, and works closely with hospitality students in the areas of food preparation, setup of assigned work stations, and execution of culinary services. The Culinary Coordinator is responsible for monitoring, evaluating, and correcting students in their learning experience, ensuring students utilize acquired skills in a practical setting. The Culinary Coordinator will provide regular feedback to the hospitality faculty and department Chair, in both formal and informal meetings, to communicate progress in meeting student learning outcomes.<p><b>Operations </b></p><ul><li>Prepare food for service (e.g. baked goods, chopping vegetables, butchering meat, or preparing sauces) and set up and stock assigned workstations with all necessary supplies.</li><li>Cook menu items in cooperation with the rest of the kitchen staff and ensure that food is prepped, plated, and served in a timely fashion.</li><li>Answer, report, and follow executive, café manager, or sous chef’s instructions. Care for workstation according to sanitation standards set forth by the health department and comply with nutrition, sanitation regulations, and safety standards.</li><li>Maintain a positive and professional approach with coworkers and customers. Train, guide, and support hospitality students that are assigned to the station. Evaluate student performance and communicate with faculty as necessary. Provide guidance and enforce the hospitality departments mission policies and procedures.</li></ul><p><b>Student Engagement &nbsp;</b></p><ul><li>Serve as the station expert and engage students in a participatory instructional style as part of the experimental learning experience. Lead and monitor students in the restaurant kitchen, bakery, hot line, expo, event kitchen, and dish tank. Provide hands-on real time instruction and feed back to students. Complete student evaluations in a timely manner.</li></ul><p><b>Administrative </b></p><ul><li>Completes student evaluations as outlined by department chairperson. Attends all required meetings to provide feedback on student learning outcome goals. Attends all required trainings and workshops. Communicates frequently with the faculty, department chair, and retail operations staff on the needs of students as they fulfill their learning requirements.</li></ul><p><b>Culture of Respect</b></p><ul><li>Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.</li></ul><p><b>Minimum Qualifications </b></p><ul><li>High School diploma or equivalency. Two (2) years hands-on experience in a professional kitchen.</li><li>SerSafe preferred</li></ul><p><b>WORKING CONDITIONS</b></p><p>Restaurant and kitchen environment on all three floors of the Hospitality building and Conference Center. Regular exposure to moderate noise typical to kitchen and dining room operation. Regular exposure to industry standard cleaning and sanitization chemicals. Must travel to various Columbus State campuses and sites.</p><p><b><i>CSCC has the right to revise this position description at any time. This position description does not represent in any way a contract of employment</i></b></p><p><b>Full Time/Part Time:</b></p>Full time<p><b>Union (If Applicable):</b></p><p><b>Scheduled Hours:</b></p>40<p><b>Additional Information</b></p><p>In order to ensure your application is complete, you must complete the following:</p><ul><li>Please ensure you have all the necessary documents available when starting the application process. <b>For all faculty positions (Instructor, Annually Contracted Faculty, and Adjunct), you will need to upload an unofficial copy of your transcript when completing your aplication. </b></li><li>Prior to submitting your application, please review and update (if necessary) the information in your candidate profile as it will transfer to your application.</li></ul><p><i>If you are a current employee of Columbus State Community College, please log in to Workday to use the internal application process.</i></p><p>Thank you for your interest in positions at Columbus State Community College. Once you have applied, the most updated information on the status of your application can be found by visiting your Candidate Home. Please view your submitted applications by logging in and reviewing your status. </p>

COLUMBUS STATE COMMUNITY COLLEGE

Culinary Coordinator

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of Defined Contribution (DC) clients with an array of complexities, challenges, and opportunities and may also have other relationships (additional assets) with Fidelity such as Stock Plan Services, Defined Benefits, Health and Welfare Benefits, Non-Qualified Plans, etc.</p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><h3><strong>Licensing and Experience</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3><strong>Key Responsibilities</strong></h3><p><strong>Relationships</strong></p><ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><p>​</p><h3><strong>Strategic Book Management</strong></h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

VP, Managing Director- 401K Relationship Manager

<br><h4>JOB SUMMARY</h4><p>Manage small consulting engagements and assist with larger, more complex projects for SullivanCotter to establish successful client relationships with a laser-focus on providing exceptionally responsive and high-quality client experiences.</p><h4>PRIMARY ACCOUNTABILITIES</h4><ul><li>Manage small engagements within established budgets and regularly monitor the success of sequential project steps and tasks, and introduce appropriate interventions or activities to keep the timeline, quality, and deliverables on track</li><li>Assist in the management of larger, more complex assignments or portions of those assignments, effectively keeping the Project Manager apprised of project status, including delays or potential problems and holding self and team members accountable for client deadlines and deliverables</li><li>Conduct varying types of research and analyses that span several practice core service offerings which could include market pricing/job evaluation, peer group selection, salary structure design, incentive plan design, long-term incentive plan design, financial modeling and special research projects&nbsp;</li><li>Lead the conduct of the analytical work on less complex projects, providing oversight and guidance to junior associates and organizing / interpreting complex information</li><li>Identify complex job matching and data issues and proactively confer with clients and key associates to determine the appropriate course of action, acting quickly to remove obstacles impeding project steps</li><li>Assist with report and proposal writing as it relates to describing and summarizing project objectives, methodologies, analysis and results as well as proofing for accuracy</li><li>Establish client relationships and serve as a key point of contact for client inquires, as appropriate</li><li>Shadow Project and Client Relationship Managers at client meetings or teleconferences, as requested</li><li>Support the development of junior associates, proactively sharing knowledge, use of tools, processes and methodologies established by the firm and those specific to practice areas to effectively guide more junior associates in complex research, data collection and analytics</li><li>Peer review analytics and mentor junior associates in complex research, data collection and analytics</li><li>Participate in appropriate client delivery team meetings to understand team and client initiatives</li></ul><h4>KNOWLEDGE, SKILLS AND ABILITIES</h4><p>Minimum Required Qualifications</p><ul><li>Bachelor’s degree in a business-related field, ideally with an emphasis in finance, economics, statistics, mathematics, accounting or health care administration</li><li>Two to five years of progressive experience directly consulting with clients</li><li>Three to five years of related analytical experience required, involving data analysis, financial modeling and presentation design</li><li>Solid technical knowledge and experience working with Excel, Word and PowerPoint required</li><li>Strong critical thinking skills and the ability to:</li></ul><ul><li>Determine appropriate data analytic approaches and tools based on project tasks and client requirements</li><li>Identify, compile, analyze and organize complex data sets using a logical and systematic process</li><li>Interpret complex information with direction and resolve less complex data issues with limited oversight</li><li>Develop conclusions from the analysis and develop solutions to address specific project objectives, with guidance</li><li>Identify and recommend solutions to remove obstacles impeding project steps or task achievement</li></ul><ul><li>Knowledge of relevant laws and regulations that impact our health care clients</li><li>Ability to clearly and concisely communicate with the project team and tailor communications, formal or informal, to the audience</li><li>Excellent interpersonal, writing, verbal and presentation skills are required, including the ability to:</li></ul><ul><li>Make clear and convincing oral presentations that achieve a specific purpose</li><li>Successfully tailor communications to the audience, as appropriate</li><li>Effectively present facts, analysis and conclusions or solutions in a way that demonstrates command of content, factoring in perspectives and interests of the audience</li><li>Write concise project communications, documents and presentations with appropriate level of technical detail and complexity</li><li>Use appropriate writing style consistent with organizational guidelines, templates and brand standards</li></ul><ul><li>Excellent project management and organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment</li><li>Strong attention to detail</li><li>Exhibit high levels of enthusiasm and passion for serving our clients and appreciate their mission-based work</li><li>A self-starter with demonstrated ability to successfully assist with complex project deliverables in a very driven and changing organization</li><li>Able to commit to the criticality of attention to detail, delivering work on time with the highest quality</li><li>Flexible, adaptable and able to work under tight deadlines or changing needs</li><li>Able to work independently, as well as in a team structure, with the capability of working in a group as a strong team player</li><li>Able to demonstrate selfless collaboration</li><li>Intellectually curious and able to proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas</li><li>Communicate openly with team members</li><li>Exceptional client service orientation</li></ul><p>Preferred Qualifications</p><ul><li>Master’s degree in a business-related field</li><li>Experience working within a consulting, compensation or health care-related firm</li><li>Certified Compensation or Benefits Professional designation</li><li>Basic programming experience is a plus</li></ul><h4>WORK ENVIRONMENT</h4><p>Remote or hybrid work settings. Must be physically able to perform the essential functions of the job.</p><p></p><h4>BENEFITS AND PERKS</h4><ul><li>Competitive total compensation package</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.</p><ul><li>$95,000 - $142,600 annually</li></ul><p><em>SCH Services, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.</em></p>

SullivanCotter

Physician Compensation Consultant

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

Vice President, Wealth Planner - Columbus, OH

<br><strong>Qualifications:</strong><br> Excellent verbal communication skills&nbsp;<br> Meet and greet students and parents&nbsp;<br> Process registration forms and payment, prepare deposits&nbsp;<br> Process refunds when necessary&nbsp;<br> Create class lists for teachers&nbsp;<br> Prepare spreadsheets, record keeping<br><br><strong>*In accordance with S-414/A-3188 (<a href="http://www.njleg.state.nj.us/2018/Bills/S0500/414_R2.HTM" target="_blank">http://www.njleg.state.nj.us/2018/Bills/S0500/414_R2.HTM</a>), school districts, charter schools, nonpublic schools, and contracted service providers (“employers”) are required to review the last twenty years of employment history of prospective employees to ascertain allegations of child abuse or sexual misconduct. It explicitly prohibits such employers from hiring a person serving in a position which involves regular contact with students unless the employer conducts a review of the employment history of the applicant by contacting former and current employers and requesting information regarding child abuse and sexual misconduct allegations.</strong><br> &nbsp;

Cherry Hill Township Board of Education

Summer Enrichment Program - Coordinator Assistant (Anticipated Opening)

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Consultant - Toledo, OH

<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>Fairlawn, Westlake, Woodmere</p><p>As a High Net Worth Representative, 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, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Cleveland, OH Area

<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 High Net Worth Representative, 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, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Columbus, OH Area

<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 financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Outstanding consultative selling and organizational skills</p></li><li><p>In a team-based, fast paced environment you take initiative and exceed expectations</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><ul><li><p>Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets</p></li></ul><ul><li><p>With our open architecture, you offer a wide broad range of financial solutions</p></li><li><p>Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Investment Consultant - Toledo, OH

<p><strong>ABOUT US AND ABOUT YOU</strong></p><ul><li>We are motivated first and foremost by helping our clients succeed. Every team member in the C3 practice is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth serving mission-based clients furthering social justice and other cause areas.</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You value equity, you model inclusivity and bring diversity of thought and experience to our team and the firm.</li></ul><p><strong>PRIMARY DUTIES AND RESPONSIBILITIES</strong></p><p>As a Consultant in the C3 Practice at SullivanCotter, you will enthusiastically:</p><ul><li>Conduct compensation analyses and position benchmarking for executives and/or staff, design and assist in evaluating total compensation programs.</li><li>Assist with managing complex projects within established budgets and regularly monitoring the success of the client experience.</li><li>Draft prospective client proposals, comprehensive work plans, presentations and reports to address client needs.</li><li>Assist in the development of junior associates, and review their work for technical accuracy, quality, completeness and timeliness.</li><li>Develop subject matter expertise, proactively sharing knowledge, use of tools, processes and methodologies established by the firm and effectively guiding junior associates in more complex research, data collection and analytics.</li><li>Participate in team productivity by prioritizing work and demonstrating effective delegation of project tasks, as appropriate, to analysts and senior analysts based on skill sets, efficiency, available time and project deadlines.</li><li>Work to keep the client relationship manager apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables.</li><li>Participate in client meetings and anticipating client needs and questions.</li><li>Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality.</li><li>Actively participate in workflow and client delivery meetings with a spirit of collaboration.</li><li>Assist and lead special projects in pursuit of practice development and growth. &nbsp;</li></ul><p><strong>EDUCATION AND EXPERIENCE REQUIREMENTS</strong></p><p>We find people who generally fit this profile have a high degree of success in this role:&nbsp;</p><ul><li>Bachelor’s degree.</li><li>Five or more years of either executive and/or staff compensation consulting experience or seven years or more of related compensation analytical experience, involving data evaluation, financial modeling and presentation design.</li><li>Solid technical knowledge and experience working with Excel, Word and PowerPoint.</li><li>Passion serving organizations making the world a better place; past experience working with these clients is a plus.</li><li>Proficient skills in problem solving and critical thinking, including the ability to:</li><li>Recognize patterns in complex sets of data and develop practical models.</li><li>Analyze and interpret data using basic and advanced modeling techniques.</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress.</li><li>Excellent people and articulation skills, including the ability to:</li><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content; factors in perspectives and interests of the audience.</li><li>Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity.</li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced and priority-changing environment.</li></ul><p><strong>BEHAVIORAL ATTRIBUTES</strong></p><p>You will be at your best in this role when you:</p><ul><li>Exhibit high levels of enthusiasm and passion for serving the C3 sector and appreciate the mission-based work of our clients.</li><li>Proactively cultivate a diverse, inclusive and equitable workforce.</li><li>Exude strong professional presence and demeanor.</li><li>Self-start and successfully assist with complex project deliverables in a very driven and evolving organization.</li><li>Commit to the criticality of attention to detail and appreciation for visual communication of ideas.</li><li>Work effectively with ambiguity.</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration.</li><li>Are intellectually curious; proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Commit to delivering work on time with the highest level of quality.</li><li>Self-reflect and actively participate in your own development, as well as the development of others.</li><li>Communicate openly and directly with team members.</li><li>Have a sense of humor and be yourself. &nbsp;</li></ul><p><strong>BENEFITS AND PERKS</strong></p><ul><li>Competitive total compensation package</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul><p>Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.</p><p>$91,400 - &nbsp;$137,000 annually&nbsp;</p><p><strong>Qualified applicants will be afforded equal employment opportunities without discrimination because of race, creed, color, national origin, sex, age, disability or marital status.</strong></p>

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