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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Morristown, NJ

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

Planning Consultant - Richmond South

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

Financial Consultant - Walnut Creek, CA

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

Financial Consultant - Princeton, NJ

<h3>Job Description:</h3><p>Join Fidelity Labs as the Director of Venture Strategy, where you will lead and optimize our innovation process. This role will be responsible for driving idea generation across Fidelity, building relationships with the external ecosystem, and managing the journey from concept to incubation. You will expand our validation framework, coordinate market research, and facilitate leadership discussions to identify and launch new ventures. </p><p><strong>The Role</strong> </p><p>As Director of Venture Strategy, you will own the process by which Labs researches and validates potential new business ventures. </p><ul><li><p>Design, manage and scale the Fidelity Labs end-to-end process for idea collection and new venture evaluation. </p></li></ul><ul><li><p>Develop and refine heuristics and frameworks for assessing new venture opportunities, incorporating rigorous market research, market sizing, competitive analysis, and financial viability modeling. </p></li></ul><ul><li><p>Engage with the startup ecosystem to source external ideas and trends. </p></li></ul><ul><li><p>Network with internal Fidelity business units to identify Labs-relevant opportunities. </p></li></ul><ul><li><p>Originate new ideas and collaborate with in-house entrepreneurs. </p></li></ul><ul><li><p>Develop best entrepreneurial best practices as we scale our new venture pipeline. </p></li></ul><p><strong>The</strong> <strong>Expertise</strong> <strong>and</strong> <strong>Skills</strong> <strong>You</strong> <strong>Bring</strong> </p><ul><li><p>Experience in venture capital, venture studios, corporate innovation, or similar roles focused on creating and evaluating new ventures. </p></li></ul><ul><li><p>Brings strong analytical and strategic frameworks to their process design </p></li></ul><ul><li><p>Strong communication skills particularly across Fidelity business units </p></li></ul><ul><li><p>Track record of delivering results in fast-paced, dynamic environments. </p></li></ul><ul><li><p>Experience building partnerships with external organizations and internal stakeholders. </p></li></ul><ul><li><p>Experience working with software teams who are building software preferably in Fintech/Financial Services. </p></li></ul><ul><li><p>Domain expertise in Fintech/Financial services preferred but not required. </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><p><strong>The</strong> <strong>Team</strong> </p><p>This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house new business incubator. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures. </p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com. </p>The base salary range for this position is $103,000-$218,000 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>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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy

Director of New Ventures

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to the Westlake, TX regional Center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong></p><p>We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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>

Director, Advanced Planning - REMOTE - Westlake, TX

<h3>Job Description:</h3><p><strong>The Job</strong></p><p>The Tax-Exempt VP, Managing Director is a collaborative role providing strategic work and consulting to Higher Education, HealthCare and other non-profit organizations in order to help them maximize the value of their retirement program and ensure their satisfaction with Fidelity.</p><p>The role requires working from home and someone who is comfortable or has had experience working remotely and independently from a personal home-based office or Fidelity Regional Site. The position requires 50% travel.</p><p>and covers a Southwest territory with a preference for a remote Texas or OKlahoma location. <strong>#REMOTE</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree with 15+ years of industry experience</li><li>5+years of proven ability to work directly with Institutional Clients and/or Participants</li><li>Series 7 &amp; 63 licenses <strong>required upfront</strong></li><li>Ability to travel 60% mostly within Texas and Southwest region</li><li>Relationship Building , Consultative Selling , Conflict Resolution and Problem Solving skills</li><li>Strong written and oral communication skills</li><li>Develops and maintain a strong network of business partners across Fidelity</li><li>Handles difficult client interactions and solve a complex book of business/client problems</li><li>Ability to get things done!!</li><li>Decision making based on long-term view of trends, issues and business implications and cross-Fidelity impacts</li><li>Ability to gain acceptance of ideas and suggestions from senior business executives</li><li>Drives client satisfaction and loyalty via Net Promoter Score</li><li>Develops a comprehensive relationship management strategy, including business planning, for your book of business</li><li>Proactively educates and manages consultants in multi-vendor relationships to position for consolidation at Fidelity</li><li>Creates opportunities to diversify revenue via cross selling, Personalized Planning and Advice, Health Savings accounts, Self-Directed Brokerage, Health &amp; Welfare and Benefits Consulting opportunities</li><li>Holds Annual Business planning and service reviews to be sure we understand client's goals and objectives</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The VP, Managing Director is part of the Relationship Management team in Fidelity’s Tax-Exempt business which is provides Retirement Plan Services to Non-Profit Organizations. Primary goals include protecting the Fidelity brand name, retention, and revenue generation. This role maintains and builds the highest-level client relationships with key decision makers, influencers and C- suite committee members. The VP manages a Book-of-Business which consists of 8-10 Strategic clients totaling more than $12B in assets. The Fidelity line of business is primarily Retirement but can include additional products and services. The role also leads an internal team of service-based associates and partners across the organization to solve client problems and create solutions that address client needs.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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, Managing Director Tax- Exempt Market-REMOTE - Southwest US

Project AnalystJob ID: 11072Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: TemporaryFLSA StatusExemptPosting End DateOpen Until Filled.Earliest Start DateAs Soon As Possible.Salary$40,908 annually.Hours per Week40.00 Standard from 8:00 AM to 5:00 PMHiring DepartmentVice President for Business AffairsPlease NoteNote: The primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed below. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information.Required Application MaterialsA resume, letter of interest, and a list of 3 professional references are required in order to apply.Purpose of PositionAnalyzes activities of designated projects to ensure that goals and objectives are accomplished within the prescribed period and funding. Performs complex (journey-level) project analyst work.Essential FunctionsAssists with managing the open records process for requests subject to the Texas Public Information Act (TPIA) and coordinates responses to these requests in compliance with the Texas Government Code. Interprets open records requests and coordinates campus-wide effort to identify all responsive documents. Works with legal counsel as needed.Maintains Open Records database; prepares and submits monthly report to the Texas Attorney General's Office; attends Open Government Conference annually to ensure knowledge of and compliance with new or modified legislation affecting the Act.Maintains and manages confidential files and the office's filing system. Ensures compliance with records retention policies and regulations. Converts paper files to digital format in accordance with established filing protocols.Assists with administration of institutional insurance policies, including review and processing of claims, maintaining insurance-related databases, purchasing additional insurance coverages as needed, and processing insurance premium payments.Processes various business transactions recorded in University's accounting system, including deposits and distribution of charges to accounts.Serves as back up for front desk coverage. maintains high degree of confidentiality on all sensitive information to which this position is privy.Proficiency with all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned.In accordance with the organization's objectives, policies, and applicable laws, may provide limited supervision to student employees.Required QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Minimum Education required: Bachelor's degree from four-year college or university within area of assigned responsibility.Minimum Experience required: Three years related experience to the statement of duties and responsibilities; or equivalent combination of education and experience.Preferred QualificationsProven ability to communicate professionally and effectively with external constituents and University staff at all levels.Demonstrated success in roles requiring analytical skills and attention to detail.Experience with policy analysis.Thorough understanding or prior experience with the Texas Public Information Act.Bilingual (English/Spanish)Working ConditionsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to stand and sit; use hands to feel; reach with hands and arms; walk; and talk or hear. The employee must occasionally lift and move up to 25 pounds.The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.The noise level in the work environment is usually moderate.EO/AA StatementIn keeping with its Access, Excellence, and Impact mission, The University of Texas at El Paso is committed to an open learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity / Affirmative Action Employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, or sexual orientation and gender in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6371739jeid-d737ef500e59604cb8564441408abf38" target="_blank">https://apptrkr.com/6371739jeid-d737ef500e59604cb8564441408abf38</a>

The University of Texas at El Paso

Project Analyst

<p>As a student involvement coordinator, you will design, implement, and manage activities, events, and leadership initiatives to enrich the student experience in alignment with SCAD’s mission and values. This responsibility includes the organization of student trips to Savannah and other locations for signature events like the SCAD Sidewalk Arts and Sand Arts festivals. Other programs will feature campus activities, small group engagements, clubs and organizations, domestic travel experiences, cultural activities, and leadership training and development programs. Additionally, you will serve as the primary contact for student clubs, oversee the registration process, lead recruitment efforts for the clubs, and ensure they reflect the university’s mission, vision, values, and standards.</p><p>In this role, you will oversee communications for the student involvement blog and social media platforms by scheduling and posting content in alignment with the events calendar. You will work with senior student leaders to develop and produce content that promotes events, showcases student engagement, and helps create a lively, inclusive university community. These partnerships will lead to innovative methods of story distribution and brand management. Additionally, you will coordinate orientation and transition programs, be a member of the student leadership team, and support initiatives such as the LEAD Conference.</p><p>The ideal candidate demonstrates excellent communication, relationship-building, and organizational skills to work effectively with diverse groups. They can plan and execute large-scale events and activities, show keen attention to detail, and stay adaptable to handle multiple tasks at once. They possess a creative, collaborative spirit and interpersonal skills to succeed in a team environment. The candidate is willing to work evenings and weekends occasionally.</p><p><strong>Minimum qualifications:    </strong> &nbsp;</p><ul><li>Bachelor’s degree</li><li>Experience with budget assessments</li><li>At least two years of experience working in a university setting with activities, events, student leadership training, or student groups</li></ul><p><strong>Preferred qualifications:    </strong> &nbsp;</p><ul><li>Master’s degree</li><li>Experience in content creation, social media strategy, instructional design for personalized learning, and group facilitation</li></ul><p><strong>Travel required:</strong>&nbsp;&nbsp;</p><ul><li> Less than 10%</li></ul><p><strong>Work hours:</strong> The university work week is Sunday through Saturday. Most offices are open Monday through Friday 8:30 a.m. to 5:30 p.m. To accommodate business needs, employees may be assigned to other workdays and/or hours, including weekends and evenings.   &nbsp;</p><p><strong>ADA tag:</strong> To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements and minimum qualifications listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions and/or meet the minimum qualifications. &nbsp;</p>

Savannah College of Art and Design

Student Involvement Coordinator

<p><strong>Job Title:&nbsp;</strong>Program Coordinator</p><p><strong>Department:&nbsp;</strong>Field Operations Region 4</p><p><strong>Location:</strong> Arlington, VA &amp; Maryland</p><p><strong>FLSA Status:&nbsp;</strong>Exempt</p><p><strong>Reports to:&nbsp;</strong>Senior&nbsp;Manager, Regional Operations</p><p>Founded in 2002, Operation Homefront is a national nonprofit organization whose mission is to build strong, stable, and secure military families so they can thrive, not simply struggle to get by, in the communities they have worked so hard to protect. Operation Homefront is sourcing candidates for a Program Coordinatorposition in Arlington, VA, Maryland, and the surrounding areas.</p><p>The Program Coordinator’s primary responsibility is assisting with the execution of assigned programs, community events and fundraising. This position will manage volunteers, provide administrative support to the field office— including answering correspondence, accounting, and database management.</p><p>Desired candidates will have:&nbsp;</p><ul><li>High School diploma or equivalent.</li><li>Bachelor’s degree preferred.</li><li>2 years of experience performing social services responsibilities and program delivery in the non-profit sector preferred.</li><li>Experience with project management, event planning, and/or operations preferred.&nbsp;</li><li>Experience with social media and communication tools preferred.</li><li>Valid driver’s license.</li><li>Acceptable MVR (annual)</li><li>Criminal background check</li><li>MS Office Programs</li><li>EveryAction, Volunteer Hub</li><li>100/300/100 personal auto coverage</li></ul><p>Typical duties include:&nbsp;</p><ul><li>Plan, coordinate, and ensure execution of all assigned Field Office program activities and special events.</li><li>Facilitate recruitment, engagement, retention, and recognition of volunteers. Organize and maintain volunteer program. Coordinate volunteer efforts to facilitate organizational needs and mission.&nbsp;</li><li>Research funding opportunities, compiles donor information and assists with grant writing and applications to gain sponsorship and donations. Cultivate assigned donors and create new donor relationships.</li><li>Research resources in the area and coordinates efforts with case workers to ensure local support is provided to clients for emergency assistance.</li><li>Schedule regular visits to VA hospitals, guard units and similar agencies to conduct community presentations regarding available services.</li><li>Assist in establishing and maintaining databases of all corporate relationships and cooperative arrangements with community groups, organizations, and military leadership.</li><li>Ensure timely and accurate documentation of all in-kind goods, inventory, distribution, and current needs. &nbsp;</li><li>Support internal and external communications including but not limited to crafting and distributing content for newsletters, email, phone calls, text messaging, and social media.</li><li>Perform other duties as assigned.</li></ul><p>Other Details:</p><p>This will be a virtual position; however, event support would require some travel to Arlington, VA, Maryland, and surrounding areas.</p><p>General office and sedentary. &nbsp;Use of personal computing equipment, telephone, multi-functioning printer and calculator. Manual dexterity, ability to lift up to 40 pounds. Ability to drive a motor vehicle and travel to and from meetings, training sessions or other business-related events. Ability to drive a vehicle no larger than a 10’ box truck to facilitate moving items as needed. May be required to work after hours to include weekends and holidays.</p><p>All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.</p><p>The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental, or similar duties which may be required from day-to-day. &nbsp;The candidate selected for employment will be required to submit to a criminal background check, motor vehicle record check, and education verification.</p>

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