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<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales Support

Fidelity Investments

VP, Regional Planning Consultant -Palo Alto/ Burlingame, CA

<h3>Job Description:</h3><p><strong>Chapter Leader, Customer Solutions - Lifetime Financial Help</strong></p><p><strong>The Role</strong></p><p>The Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates. This role, which will be aligned to the Lifetime Financial Help product area within the Strategy, Planning &amp; Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions.</p><p>In our agile structure, this role will function both independently and as a manager of associates who are deployed to teams. The Chapter Leader hires and develops talent to deliver results by translating business objectives into actionable plans and solutions that deliver customer value. The Chapter Leader serves as a trusted business leader and consultant to Group Squad Leaders and Squad Leaders on cross product area business opportunities.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Expertise and Skills You Bring</h3><ul><li>Series 7 and 24 licensing to provide supervisory oversight of team is strongly preferred; willingness to obtain within 6 months of hire if not already licensed</li><li>8+ years in product management with experience across product development lifecycle – including business analysis and research, business process mapping, and the documentation of business requirements, user acceptance testing and product deployment</li><li>People leadership experience, with a consistent record in coaching, managing, agile, and analytical skills</li><li>Motivated by helping others succeed, experience leading and coaching teams, inspiring creativity and innovation, creating a culture of inclusion, experimentation, exploration, and continuous learning</li><li>Skilled at attracting, hiring, building and retaining a pool of diverse chapter members with the skills needed to deliver today and, in the future</li><li>Thrives connecting and influencing with all levels of the organization to drive change and favorable outcomes</li><li>Adept at developing a strong team that enables its members to work successfully, delivering value within the WI Delivery Model</li><li>Passionate about continuous learning with experience curating learning at scale to promote skill, career, and development growth for chapter members</li><li>Resourceful at navigating teams through organizational complexity in support of cross-domain and cross-product area work</li><li>Bachelor’s degree required</li></ul><h3>The Team</h3><p>The Customer Solutions Chapter works closely with a team of cross-functional, multi-disciplinary, and dedicated team members responsible for delivering specific business goals aligned to the Workplace Investing product roadmap. We are customer obsessed and driven to analyze, design and deliver features, products and services that align to our customer’s needs. Customer Solutions is a global organization of approximately 500 business professionals and our mission is to drive the realization of results by translating business objectives into concrete plans and solutions that drive customer value. We support business and technology delivery of prioritized work using Agile and scrum techniques within Fidelity Workplace Investing.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Chapter Leader, Customer Solutions - Lifetime Financial Help

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Director, Asset Management - Alts Investor Relations and Onboarding, you will play a significant role in shaping the strategy for managing alternative investment fund documents and facilitating investor agreements for private funds. This position provides excellent access to senior leadership and offers an opportunity to have a significant impact on our rapidly growing alternatives division.</p><p>You will be tasked with identifying, developing, and implementing scalable, repeatable processes to support private alternative investment fund operations. The role requires navigating our organization, fostering positive relationships with key collaborators, and expanding your professional network to solution for cross-division challenges. Additionally, you will need to swiftly grasp and simplify sophisticated business processes linked to new alternative investment products and communicate key concepts to a varied audience.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><p>With an outstanding work ethic, attention to detail, and dedication to excellence, you possess exceptional analytical, communication, conceptual thinking, and problem-solving abilities. Your qualifications include:</p><ul><li><p>7-10 years’ experience in financial services organizations</p></li><li><p>Expertise in implementing technology solutions as a subject matter authority</p></li><li><p>Proficiency in interpreting and working with fund legal documents, including Limited Partner Agreements, Private Placement Memorandums, and Side Letters</p></li><li><p>Prior experience collaborating with sales and account executives supporting institutional investors</p></li><li><p>Established experience in building a fund/investor term compliance monitoring system</p></li><li><p>Experience with contract processes from negotiation/initiation to document storage and term tracking</p></li><li><p>Ability to enhance visibility and clarity throughout the contract lifecycle</p></li><li><p>Demonstrated success in leading and optimizing operational processes across complementary teams</p></li><li><p>In-depth understanding of the asset management industry, with a strong grasp of alternative investments such as hedge funds, private equity, real assets, direct lending, and structured products</p></li><li><p>Effective collaboration abilities and the ability to persuade senior team members and collaborators</p></li><li><p>Adaptability and effectiveness in both leading and contributing to teams</p></li></ul><h3><strong>The Team</strong></h3><p>We are committed to encouraging a lasting culture of inclusion and belonging, attracting, developing, and retaining a diverse workforce. Our team is motivated to encourage innovation and deliver outstanding results. As part of the Fidelity Investments family, we take pride in our unwavering dedication to our clients and our collaborative approach to achieving shared goals. People are our greatest asset, and we nurture a culture of learning, growth, and mobility. Join us to be part of a team that values excellence and strives to make a meaningful difference.</p><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><h3><strong>Company Overview</strong></h3><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.</p><p>To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p><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. This hybrid role requires associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy

Director, Alts Investor Operations and Oversight

VP, Regional Planning Consultant -Mission Viejo/Del Mar, CA

<h3>Job Description:</h3><p>As a Vice President, Fidelity Health Implementations, you will lead a high-impact team responsible for crafting and delivering the implementation project strategy across Fidelity’s healthcare offerings. This role demands a visionary leader with deep expertise in translating strategic priorities into scalable, client-centric solutions.</p><ul><li><strong>Client Advocacy</strong>: Serve as the voice of the client, ensuring their needs are prioritized across all program delivery efforts.</li><li><strong>Team Leadership:</strong> Manage and mentor a team of Program Managers, fostering collaboration and accountability to deliver seamless, integrated solutions.</li><li><strong>Program Execution: </strong>Lead all aspects of the deployment of complex business initiatives, managing risks, resources, and client expectations to ensure high-quality outcomes.</li><li><strong>Cross-Functional Partnership:</strong> Engage with internal team members to streamline communications and enhance process efficiency.</li><li><strong>Portfolio Management:</strong> Lead integrated program delivery across multiple domains, including:<ul><li>Product launches</li><li>Plan implementations</li><li>Annual enrollment campaigns</li><li>Voluntary benefits onboarding</li></ul></li><li><strong>Strategic Planning</strong>: Collaborate with Fidelity Health product leaders to develop and implement strategies that boost year-over-year growth, profitability, and operational efficiency.</li><li><strong>Compliance Oversight:</strong> Ensure all programs align with legal, risk, and contractual obligations.</li><li><strong>Talent Development:</strong> Build associates capabilities through coaching, career development, and succession planning.</li><li><strong>Pipeline Cultivation:</strong> Establish relationships with internal and external feeder organizations to maintain a robust talent pipeline.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree required, MBA or advanced degree preferred</li><li>10+ years in program management</li><li>15+ years leading multi-disciplinary teams</li><li>Background in benefits administration or outsourcing</li><li>Proven ability to manage complex client portfolios</li><li>Executive-level communication and influence</li><li>Strong leadership and coaching capabilities</li><li>Consultative sales acumen</li><li>Expert in presentation and stakeholder engagement</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3>The Team</h3><p>This position reports to the Head of Client Delivery for Fidelity Health. The Client Delivery team implements and provides on-going project services to Fidelity’s Health Care, Health Savings Account and Voluntary Benefits clients. Fidelity Health plays an integral role in Workplace Investing’s Total Benefits Outsourcing portfolio.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP Health Care Implementations

<h3>Job Description:</h3><p><strong><strong><strong><strong>Financial Services Representative </strong></strong></strong></strong></p><p>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.</p><p><strong><strong><strong><strong>What to expect…</strong></strong></strong></strong></p><p>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.</p><ul><li><p><strong>Obtain Licenses: </strong>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.</p></li><li><p><strong>Build and Solidify Skills: </strong> 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.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p></li><li><p><strong>You get variety.</strong> 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.</p></li></ul><p><strong><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong><strong>Our Investments in You</strong></strong></strong></strong></p><p>Our 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.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Services Representative - Reno, NV

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Santa Barbara, CA

<h3>Job Description:</h3><h3>Investment Solutions Representative</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.”</strong> Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><h3>Is it time to explore new challenges in your career?</h3><h3>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</h3><h3>The Expertise We’re Looking For</h3><ul><li><h3>Previous success in sales, preferably in financial services</h3></li><li><h3>Client or customer consultation experience</h3></li><li><h3>Excellent phone and e-mail customer service skills</h3></li><li><h3>Comprehensive understanding of financial services markets, the economy and of industry trends</h3></li><li><h3>FINRA Series 7 licensed</h3></li><li><h3>Series 63 and 65 or 66 licensed OR ability to acquire upon hire</h3></li><li><h3>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</h3></li></ul><h3>The Purpose of Your Role</h3><h3>As an Investment Solutions Representative, you will be the primary point of contact for warm leads and existing customers handling inbound sales calls. This is an inbound sales role that makes you more than just a salesperson – you’ll become a trusted partner for your customers and colleagues alike. You will drive sales via warm leads, carefully define customer needs, and cultivate relationships, while guiding investment strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our teams at the forefront of our industry and opens pathways to further career development.</h3><h3>The Skills You Bring</h3><ul><li><h3>Comprehensive understanding/interest in the financial services market, economy, and industry trends</h3></li><li><h3>Results-oriented and comfortable working independently within the infrastructure of a large organization</h3></li><li><h3>Strong technology skills and comfort with learning how to use new tools</h3></li><li><h3>Strong time management skills to balance all components of the sales process from profiling to contacting warm leads to post appointment follow up and reporting</h3></li><li><h3>Excellent interpersonal skills</h3></li><li><h3>Robust influencing and client engagement skills</h3></li></ul><h3>Our Investments in You</h3><h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</h3><ul><li><h3>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</h3></li><li><h3>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></h3></li><li><h3>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt</a></h3></li></ul><h3>The Value You Deliver</h3><ul><li><h3>Building and having fast-growing customer relationships by identifying customer’s need and offering customized Fidelity investment solutions based on in-depth knowledge of products and services</h3></li><li><h3>Providing investment direction by using guidance tools to match needs with suitable guidance solutions such as products, research, and/or services.</h3></li><li><h3>Partnering with other functions and roles within the organization to drive additional business</h3></li><li><h3>Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or leads</h3></li><li><h3>Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry</h3></li></ul><h3>How Your Work Impacts the Organization</h3><h3>The Investment Solutions Representative works with clients in Fidelity’s Personal Investing business unit. Fidelity is a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial offerings. We have a steadfast commitment to our clients, and we believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.</h3><h3>We believe in being <strong>#DifferentTogether</strong>. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.</h3><h3>We continuously strive for a <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value </strong>our associates for their unique perspectives and experiences.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Solutions Representative I - Merrimack, NH (Evergreen)

Financial Services Representative - Memphis, TN

<p><strong>Position:</strong>&nbsp; Referral Management, Manager</p><p><strong>Department</strong>: Referral Management</p><p><strong>Reports to:</strong>&nbsp; Director, Referral Management</p><p><strong>Position Description:</strong></p><p>As a key member of the Referral Management team, you will implement KPIs, mentor your supervisors, provide leadership development, and ensure SLAs and compliance metrics are met. Working closely with the Director of Referral Management and your supervisors, the Manager is responsible for onboarding new employees, coordinating with HR, liaising between HR and supervisors for HR issues, schedules and coverage, team building and employee recognition, monitoring of KPI’s, disciplinary actions, hiring and employment termination, and completion of root cause analysis.</p><p><strong>Office Location:</strong></p><p>Office located at 7600 North 16th Street, Suite 140 Phoenix, AZ 85020 (Remote)</p><p><strong>Responsibilities and Duties:</strong></p><p>Responsibilities of the Manager include, but are not limited to the following:</p><ul><li><strong>Employee Management</strong></li></ul><ul><li><ul><li>Address employee concerns and conflicts. Collaborate with HR as needed.</li><li>Manage employee performance, including reviews and disciplinary actions.</li><li>Identify learning opportunities and work with our training coordinator to develop training to enhance employee skills and knowledge.</li><li>Manage professional development for employees.</li><li>Maintain department organization charts and employee directory.</li><li>Conduct performance and salary reviews in conjunction with Director, Referral Management.</li></ul></li></ul><ul><li><strong>Leadership and Team Management:</strong></li></ul><ul><li><ul><li>Lead and manage assigned teams, providing guidance, mentorship, and support.</li><li>Collect, analyze, and measure employee quality and productivity data; review data for trends and gaps that may require additional employee support.</li><li>Perform monthly one-on-ones with each employee to deliver coaching and performance reviews.</li><li>Ensure appropriate scheduling of team members for day-to-day production coverage.</li><li>Working with QA and Training teams, support employee productivity and quality improvement; identify and support employee gaps.</li><li>Review daily productivity to ensure appropriate distribution of referrals, productivity concerns, and re-dissemination of referrals for timely completion.</li></ul></li></ul><ul><li><strong>Collaboration and Communication:</strong></li></ul><ul><li><ul><li>Collaborate with cross-functional teams to ensure quality-related requirements are understood and met.</li><li>Communicate quality-related metrics, trends, and issues to senior management.</li><li>Foster a positive and collaborative work environment to ensure effective teamwork and high morale within the teams.</li></ul></li></ul><ul><li><strong>Process Improvement and Risk Management:</strong></li></ul><ul><li><ul><li>Support identification of trends, participate in root cause analysis, and create corrective/preventive action plans to address identified issues.</li><li>Promote a culture of continuous improvement by driving quality initiatives and best practices across the organization.</li><li>Disseminate process changes live and redirect team as needed to achieve company goals.</li></ul></li></ul><p><strong>Qualifications:</strong></p><ul><li>Must be at least 18 years of age.</li><li>Bachelor’s Degree or equivalent work experience in management</li><li>Has basic computer knowledge and experience including Microsoft Word, Excel &amp; typing skills.</li><li>Ability to convey a positive and professional image to customers and employees.</li><li>Home care/healthcare background is a plus but not required.</li><li>Must be able to work at a fast pace while maintaining attention to details.</li><li>Is self-directed, flexible, cooperative, and exhibits the ability to work with minimal supervision.</li><li>Must have reliable internet.</li><li>Must be able to travel to Phoenix office for onsite meetings throughout the year.</li><li>Must be available for holidays and weekends.</li><li>Capable of following an issue through its conclusion.</li><li>Highly self-motivated and able to work with minimal supervision.</li><li>Must be able to sit at a desk in front of a computer for extended periods of time.</li><li>Strong knowledge of healthcare regulations, such as HIPAA, FDA, or other applicable standards.</li></ul><p><strong>Proven Personal Attributes:</strong></p><ul><li>Ability to multitask in a fast-paced work environment.</li><li>Ability to remain calm under pressure and manage stressful situations.</li><li>Provide excellent and professional customer service skills with a positive, patient, and friendly attitude.</li><li>Ability to maintain a high level of confidentiality and remain HIPAA compliant.</li><li>Ability to establish highly productive and detailed organizational skills/habits.</li><li>Ability to actively listen and solve problems with cooperation, assertiveness, and flexibility for positive outcomes.</li><li>Possess strong, professional written and oral communication skills for in-person, telephonic, and electronic use.</li></ul><p><em>tango provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. tango will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship</em></p>

966 Project Management / Professional Services Jobs