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Current employees: Please apply through the employee portal to be considered for this opportunity.Pay Range:$25.34 - $31.03 HourlyDepartment:Department of County Human Services (DCHS)Job Type:Regular RepresentedExemption Status:United States of America (Non-Exempt)Closing Date (Open Until Filled if No Date Specified):July 22, 2025 The Opportunity:If you have a passion and drive to serve others and are seeking a real opportunity to have a positive impact on the community, we need you on our team!Aging, Disability and Veteran Services (ADVSD) is currently seeking a dedicated and compassionate individual to provide services as a Case Management Assistantat our West Branch location (209 SW 4th Ave, Portland, OR 97204). As a Case Management Assistant, you will assist Case Managers who serve the aging, people with disabilities and veteran populations in Multnomah County. You will perform administrative/clerical duties, screen for program eligibility, respond to inquiries through various channels of communication, and connect clients to community resources.&nbsp;Primary responsibilities include:&nbsp;<ul><li>Assist clients with forms</li><li>Search for potential placements and providers</li><li>Screen for eligibility for programs</li><li>Prepare files for transfers and assign to case managers</li><li>Work with facilities to collect client documents requested by case managers&nbsp;</li><li>Print, copy, fax, scan, and mail documents for case managers</li><li>Accompany clients to visit care facilities and medical appointments</li><li>Help clients get needed household items</li><li>Refer clients to community resources that are available</li><li>Do home/field visits and transport clients</li><li>Use spreadsheets to track client and provider data</li><li>Participate in program outreach efforts in building relationships</li></ul>The eligible list created from this recruitment may be used to fill future regular, limited duration, full or part-time, temporary, or on-call positions at any of our locations.<h4>To Qualify</h4>Multnomah County is committed to the diversity of our workforce and our strength lies in the perspectives our employees bring to their work. We encourage applications from members of historically underrepresented racial/ethnic groups, women and individuals with disabilities, veterans and LGBTQIA+ community members. Multnomah County promotes inclusion, equity and fairness where everyone is treated with respect and dignityWe will consider any combination of relevant work experience, volunteering, education, and transferable skills as qualifying unless an item or section is labeled required. Please be clear and specific about how your background is relevant. For details about how we typically screen applications, review our overview of the selection process page.Minimum Qualifications:<ul><li>High school diploma or GED; -AND-</li><li>Two (2) years of general administrative experience, including experience working directly with clients and/or the public, preferably in a social service setting</li><li>Must pass a criminal background check</li><li>Requires a valid driver’s license by the time of hire</li></ul>Preferred Qualifications/Transferable Skills*:You do not need to have the following preferred qualifications/transferable skills to qualify. However, keep in mind we may consider some or all of the following when identifying the most qualified candidates. Please clearly explain on your application how you meet any of the following preferred qualifications/transferable skills.<ul><li>Ability to promote a culture of respect, inclusiveness, and appreciation of diverse perspectives, backgrounds, and values</li><li>Knowledge of cultures, customs and social experiences of communities experiencing marginalization and barriers to opportunity.</li><li>Ability to work closely with consumers in their home.&nbsp; Ability to make decisions in the moment when shopping or otherwise coordinating a move.&nbsp;&nbsp;</li><li>Ability to effectively organize/prioritize work to meet pressing deadlines, and work independently as well as in a team, craft clear and concise verbal/written communications.</li><li>Ability to assess and refer clients to the proper agencies and/or service resources.</li><li>Ability to understand and appropriately apply procedures, requirements, regulations, and policies for social services programs.</li><li>Ability to exercise good judgment, diplomacy, and tact in dealing with sensitive, complex and confidential issues and situations and deal professionally, empathetically, and calmly with individuals that may act inappropriately, verbally abusive, hostile and/or distraught.</li><li>Ability to complete work using standard software tools and office equipment.&nbsp;</li></ul>We acknowledge that experience and transferable skills can be obtained through traditional and non-traditional means, we encourage and support all candidates who believe they have the experience needed to apply.*Transferable skills: Your transferable skills are any skills you have gained through education, work experience (including the military) or life experiences that are relevant for this position. Be sure to describe any transferable skills on your application and clearly explain how they apply to this position.<h4>Screening and Evaluation</h4>The Application Packet:(Attachments will not be reviewed unless specifically requested.) Only apply once for this opportunity. Your completed application must include the following:&nbsp;&nbsp;<ul><li>A completed online application and/or resume.Covering relevant experience and education.&nbsp; Please be clear and specific in the applicable sections of the online application/resume about how your background is relevant. -AND-</li><li>A cover letter.Please attach a cover letter as a separate document. The quality of your response may determine if you are moved on to the next review. Information stated in your cover letter must be consistent with your application and/or resume (when applicable).&nbsp;<ul><li>Describe how your background makes you a great candidate in this role described in the Overview and To Qualify sections of the job announcement.</li></ul></li></ul>Note: The application, resume, and cover letter should clearly demonstrate your work experience/skills and how they relate to the descriptions provided in the ‘Overview’ and ‘To Qualify’ sections of this job posting.&nbsp; Please be thorough, as these materials will be used to determine your eligibility for an interview.We will not review attached files that are not your resume, your cover letter, or documentation that establishes your eligibility for veterans' preference.&nbsp; The recruiter as listed on the job announcement must receive all attachmentsby the closing date of the recruitment.Please attach veterans' preference documentation to the separate Oregon Veteran Preference Questionnaire, not the regular application. Please contact the recruiter as soon as possible if you experience complications uploading your attachments.<ul><li>Internal candidates:After you have applied, you will receive the Oregon Veteran Preference Questionnaire in your Workday inbox. Your application as an internal candidate is not complete until you fill out and submit the Oregon Veteran Preference Questionnaire.</li><li>External applicant: When completing the application on Workday as an external candidate (including volunteers, unpaid interns, contractors, and community partners) through <a href="https://multco.us/jobs" target="_blank">https://multco.us/jobs</a>, you will come to a page where you will see the "Resume/CV" section. This is the place where you may upload your resume and cover letter by clicking the “Upload” button for EACH document you’d like to upload.&nbsp; There will be no other prompts for you to upload your resume and cover letter.</li><li>Do not click the “Submit” button before you upload your documents.</li></ul>After You Apply:<ul><li>Please save a copy of this job posting for your reference, as it will not be available for you to view online after the job posting closes.</li><li>Log in to your Workday account before the job posting closes to see if you have any pending tasks or actions to complete. These can be found under the “My Applications” section.&nbsp; You must complete these tasks or actions before the job posting closes.</li><li>Check both your email and Workday account for updates regarding this recruitment.</li></ul><h4>The Selection Process</h4>For details about how we typically screen applications, review our overview of the selection process page. We expect to evaluate candidates for this recruitment as follows:<ul><li>Initial review of minimum qualifications</li><li>An evaluation of application materials to identify the most qualified candidates</li><li>Consideration of top candidates through phone screen and/or interview(s)</li><li>Background and reference checks</li></ul>Note: Application information may be used throughout the entire selection process. This process is subject to change without notice.<h4>Additional Information</h4>Type of Position: This AFSCME Local 88 union-represented full-time position is eligible for overtime.Schedule:Core business hours are Monday – Friday, 8:00 AM – 5:00 PM.Location: 209 SW 4th Ave, Portland, OR 97204Hybrid Telework: This position is designated as “hybrid telework,” meaning you will be working both remotely (from home) and in person at an onsite location. The designation of Hybrid Telework may be subject to change at a future time. All employees must reside in Oregon or Washington; the county cannot support ongoing telework from other locations.&nbsp;Serving the Public, Even During DisastersEveryday, Multnomah County staff work together to serve as a safety net for our communities. During a disaster, this safety net becomes even more critical. All County employees have a role in serving the public during inclement weather, natural disaster, or other types of community emergency response. During these emergency responses, while typically there begins with a call for volunteers, county employees may ultimately be reassigned from their current position to a role in the emergency response in order to support the critical needs presented by our communities. For more information, please visit theDisaster Service Worker Informationpage. Diversity and Inclusion: At Multnomah County, we don't just accept difference; we value it and support it to create a culture of dignity and respect for our employees.We are proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran or protected veteran status, genetic information and other legally protected characteristics. The EEO Know Your Rights poster is available for your reference. Multnomah County is a VEVRAA Federal Contractor. We request priority protected veteran referrals.Veterans’ Preference: Under Oregon Law, qualifying veterans may apply for veterans’ preference. Review our veterans’ preference page for details about eligibility and how to apply.Accommodation under the Americans with Disabilities Act: We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please contact the recruiter below in advance to request assistance. Individuals with hearing or speech impairments may contact the recruiter through the Telecommunications Relay Service by dialing 711.Questions?Recruiter:Elizabeth McGunnigleEmail:<a href="mailto:elizabeth.mcgunnigle@multco.us" target="_blank">elizabeth.mcgunnigle@multco.us</a>Phone:+1 (971) 9303179Application information may be used throughout the entire selection process. This process is subject to change without notice.Disclaimer: This announcement is intended as a general descriptive recruitment guide and is subject to change. It does not constitute either an expressed or implied contract.Job Profile:6299 - Case Management Assistant

Case Management Assistant - Long Term Services and Support Program

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleThe Portfolio Engineer will join the Systematic Equity Strategies (SES) group — a part of the QRI division. The SES team is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. Assets under management is approximately $20B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.The Portfolio Engineer will be part of the team responsible for designing, building and managing the QRI portfolio management platform, which will deliver asset management’s intellectual property and QRI quantitative skill through investment decisions across multiple investment products.The Value You Deliver<ul><li>Onboard new portfolios to our investment platform through collaboration with Portfolio Managers and Research, setting optimization configurations and validating results for various quantitative-based ETFs, custom institutional portfolios, and tens of thousands of SMAs.</li><li>Work with CIOs, Portfolio Managers, Research, and Portfolio Engineering to setup and monitor portfolio management platform oversight.</li><li>Assist the other Portfolio Engineers with the design and development of innovative capabilities within the portfolio management platform to enable scale and flexibility.</li><li>Document processes and create procedures to enable high quality investment oversight for leadership.</li></ul>The Experience and Skills You BringWe are seeking individuals who have the following characteristics:<ul><li>5+ years of meaningful experience in an investment role, preferably in Research or Portfolio Management.</li><li>Graduate degree in Finance, Engineering, Computer Science, or related field preferred.</li><li>Solid understanding of capital markets backed with experience making investment decisions.</li><li>Deep understanding of portfolio construction, portfolio theory, quantitative portfolio construction techniques, and statistics.</li><li>Experience with portfolio optimization software such as Northfield, Axioma, or Barra.</li><li>Excellent attention to detail.</li><li>Curiosity to investigate issues, creativity to develop solutions, and follow-through to see solutions to implementation.</li><li>Experience with SQL, R, Java or Python, and data visualization.</li><li>Familiarity with data science and machine learning techniques a plus.</li><li>Proven ability to work effectively in a highly collaborative, team-oriented environment.</li><li>Excellent written and interpersonal skills.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Fidelity Investments

Portfolio Engineer

<h3>Job Description:</h3>The Vice President, Health &amp; Welfare (H&amp;W) Consulting position is within Fidelity's Workplace Consulting group, which is comprised of over 600 professionals who help clients solve some of the most sophisticated challenges. Workplace Consulting offers a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. The target market is large companies (more than 5000 employees) although many valued relationships exist with much smaller organizations.The RoleThe Vice President, H&amp;W initiates business development activity for Workplace Consulting projects and ongoing client opportunities. Additionally, the VP serves as a lead consultant on client assignments and is responsible for balancing revenue generation, productivity, client/project management, work quality and practice development. They also mentor less experienced associates, participate on cross-functional teams and promote teamwork within the practice, office and region.<ul><li>Analyze benefit programs by examining utilization trends, plan performance, claims and enrollment data and performance metrics; Provides guidance and consultative support to clients based on findings</li><li>Lead collection, analysis, negotiations and finalizing renewals</li><li>Develop health and welfare program pricing and budgets; determine employee contributions and premium equivalent rates for self-insured plans</li><li>Perform marketing analysis including RFP creation, proposal collection, and vendor comparisons; Assist with vendor selection and performance criteria; Negotiate rates/pricing, contractual provisions and performance guarantees with new and current benefit vendors; and manage new vendors and exiting vendors during implementation process</li><li>Assess and respond to legal or compliance issues related to health and welfare programs.</li><li>Maintain and apply knowledge regarding the major health plans, administrators and other vendors available in the marketplace to consulting clients and prospects</li><li>Plan and deliver projects arising from client needs related to health and welfare benefit programs</li><li>Ensure clear and detailed understanding of the client needs and situation, including client’s affirmation of our understanding</li><li>Develop project plans with accurate estimates of the time and fees required for completion.</li><li>Manage client expectations regarding project timing and fee estimates. Lead projects in accordance with quality standards and estimated time frames. Understand what constitutes a 'change in scope' requiring revised fee estimates and appropriate communication with all parties involved</li><li>Communicate regularly with the project team and practice management.</li><li>Be viewed as a reliable business advisor by internal relationship managers, clients, and prospects as it pertains to strategic human resource consulting, in particular health and welfare benefits</li><li>Initiate and effectively participate in business development activities</li><li>Serve, or be prepared to serve, as a lead contributor during client/prospect presentations. Effectively gather client/prospect information and document such information in a manner helpful to other consulting colleagues. Effectively present and discuss current issues with clients and prospects</li><li>Prepare effective letters, presentations, proposals, etc.; effectively deliver presentation to other associates and to clients</li><li>Apply effective follow-up skills and routines to secure as many business development opportunities as possible</li><li>Demonstrate team selling and the appropriate delegation of time and responsibility during and following the business development process</li><li>Generate new business of $1M annually</li><li>Participate as a cooperative, proactive team member in projects involving other associates throughout the practice, group and region</li><li>Accept coaching and other development feedback from associates within and outside the practice</li><li>Share information freely and pro-actively. Keep other associates apprised of current information, and ensure all relevant information is captured in client files</li><li>Help develop standardized work processes which improve quality and productivity</li></ul>The Expertise and Skills You Bring<ul><li>10+ years of proven experience in benefit plan design, funding and/or administration. Background may encompass either consulting, plan sponsors or vendor organizations</li><li>A master’s degree is preferred. Bachelor’s degree is required</li><li>CEBS designation or actuarial credentials is required</li><li>Must have demonstrated competencies and experience in the following areas:<ul><li>Selling consulting services to Fortune 500 companies</li><li>Solving difficult client problems in a complex environment</li><li>Generating creative and innovative solutions and resolving major project issues</li><li>Initiating and sustaining ongoing relationships with clients, internal business partners and other associates</li><li>Presenting project proposals and deliverables to senior management</li><li>Managing contractual provisions, including scope control and managing projects through to conclusion</li><li>Pro-actively teaching and mentoring others</li></ul></li></ul><ul><li>Excellent analytical skills and communication skills (written and verbal), as well as strong interpersonal and team building skills</li><li>Detail oriented with the ability to lead many diverse projects with tight deadlines</li><li>Ability to work in fast-paced environment and own tasks to support clients</li><li>Strong Microsoft Office PC skills in Excel and Word</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $124,000-$262,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Vice President, Health & Welfare

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Fairlawn, OH

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

Financial Services Representative - Southlake, TX

<h3>Job Description:</h3>The RoleThis role is an incredible opportunity to gain exposure to our overall WI business model, products, clients, and strategy. The Senior Manager of Planning, WI Sales and Client Engagement Group (CEG), will directly support the WI Sales team, including our business planning process, executive management routines, and data-decision support of key business, product, and client challenges. The role will also involve supporting our broader WI CEG, including Relationship Management, Marketing, and Consulting. Reporting to the VP of Planning, WI Sales, this individual will be a key member of the team working across CEG, helping leaders to make effective and informed business decisions.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA degree or equivalent degree or experience is preferred.</li><li>3+ years of relevant experience, preferably in business management, consulting, strategy, planning, or finance.</li><li>Demonstrated record of interest, curiosity, and progression in the financial services, retirement and/or healthcare benefits industry, customers, and products and services.</li><li>You are experienced with data and quantitative analysis (primarily Excel based) that will be used for data driven decision support. </li><li>You have experience translating the above, advanced analytics and data into a narrative that will help inform, influence, and enable leaders to make better decisions through Power Point, Tableau, and/or Power BI. </li><li>You have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You are comfortable initiating interaction with senior leaders to help them solve problems, request clarification, seek guidance, and deliver researched based conclusions.</li><li>You are organized, proactive, and like working in complex environments with multiple partners and multiple projects / initiatives at once.</li></ul>The Value You Deliver<ul><li>Support the development and effective communication of WI Sales business plans including strategic focus areas, challenges, and interdependencies.</li><li>Support longer term strategy and service model enhancements through leveraging data and analysis.</li><li>Support the multi-year planning process including inputs, analytics, and materials for key management updates.</li><li>Develop and maintain strong connections with key business partners (e.g., WI Strategy &amp; Planning, WI Finance) to develop roadmaps and prioritization of initiatives to meet goals.</li><li>Support WI Sales planned / ad hoc management routines and initiatives (e.g., leadership planning meetings, QBRs)</li></ul>The base salary range for this position is $85,000-$179,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Business Strategy

Senior Manager,  Planning

<h3>Job Description:</h3><h3>Wealth Planner</h3>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.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.<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>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.<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>You are helping families grow, manage, and protect their assets by:<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>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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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.

VP, Wealth Planner - Louisville, KY

<h3>Job Description:</h3> If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community. The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleYour ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. <h3>The Skills You Bring</h3><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverThis member of branch management will:<ul><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the OrganizationYou will function as a manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, and you’ll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential. <h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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.

Vice President, Branch Leader - Austin, TX (Domain)

<h3>Job Description:</h3>The RoleAs a Vice President, Alternatives Channel Strategist, you will focus on Fidelity’s Wealth and Brokerage Channels. The Wealth channel supports Fidelity’s High Net Worth clients providing financial planning and advice, whilethe Brokerage channel supports clients who are not in a covered relationship with an advisor. This individual will be an on-call source for alternative product expertise and will be expected to spend significant amount of time within these channels providing education on our alternative suite of products, problem solving, and collecting feedback.You should have expertise with both the investment product and the legal documentation required to be an investor within the alternative products. You will articulate the investment process and positioning across a suite of asset management’s alternative products. You will be responsive and willing to work with advisors, brokerage representatives and their clients. The ideal candidate will have strong attention to detail and will need to collaborate with other Fidelity groups to solve advisor and client issues timely and accurately. You will be responsible for helping drive alternative product awareness, working with investment and marketing teams on presentations and thought leadership.The Expertise You Have<ul><li>Bachelor’s Degree required, MBA a plus</li><li>CFA and/or CAIA strongly desired</li><li>Series 7 and 63 (or equivalent)</li><li>Strong knowledge of private placements and the Fidelity Wealth and Brokerage organizations</li><li>Proven success with business development, intermediary distribution and client relationships is strongly preferred</li><li>A minimum of10 plus years’ experience in the financial and investment management industry, with a history of successfully leading multiple client relationships. Asset management client relationship experience preferred</li></ul>The Skills You Bring<ul><li>Proven ability to follow through on projects and be highly responsive to inquiries from simple to complex</li><li>Proficient in promoting multi-asset class investment solutions</li><li>Excellent presentation and communication skills needed to present, deliver and articulate Fidelity’s positioning and development of existing and new products</li><li>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner</li><li>Strong consultative, relationship-based selling skills</li><li>Be able to bring new product ideas back to investing and product development groups</li><li>Work with various advisors and portfolio teams on complete alternative selling process from sourcing and meeting with prospects investors, educating internal sales team, working through prospect’s due diligence, and maintaining relationships</li><li>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets</li><li>Outstanding collaboration skills, ability to work appropriately with portfolio managers, product development, legal, compliance and operations</li><li>Proven ability to work across a complex organizational culture</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’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.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.

VP, Alternatives Channel Strategist

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

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