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<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p>The Technology Business Enablement (TBE) team powers American Express Tech Investment optimization by enabling predictability, transparency, and efficiency through best-in-class Tech Business capabilities. Within TBE is the Technology Portfolio Management team (TPM) which powers Technology, Business and Product to achieve business and customer value by optimizing Technology investments, elevating transparency and enabling decisioning through trusted insights and best-in-class Portfolio and Program management.&nbsp;</p><p>Within the Technology Portfolio Management team, the Senior Manager of Portfolio Management - Enterprise Investment Planning will help drive and support the Technology Investment planning process, enabling process optimizations and promote greater accountability across key stakeholders across the Enterprise. This strategic and analytical role will actively drive and evolve changes to the existing Planning process to deliver insights to drive Enterprise investment decisions at the Executive level, and progress optimizations to enable the future state of Planning and Investment management.&nbsp;</p><p>The ideal candidate will have a data-driven mindset, growing passion for process and driven innovation, and possess superior ability to partner with others to drive large-scale changes. This highly visible role will require a strong intellectual curiosity, exceptional collaborative spirit and strong attention to detail.&nbsp;</p><p>This is a hybrid role based either in New York or Phoenix; Hybrid colleagues work a mix of in-office and virtual days, coming into the office 3 days per week. Leaders and colleagues will plan common days for in-person connection, collaboration and events.</p><p><strong>How will you make an impact in this role?</strong></p><ul><li>Enable financial and capacity planning and forecasting across a +$2 Billion Technology Investment portfolio, including scenario and ad-hoc analytics</li><li>Support Enterprise Investment planning and enable actionable insights to Leadership to manage delivery risk and optimize investment utilization</li><li>Build and maintain strong partnerships with Finance to collaborate and execute deliverables for the Enterprise Planning and Long Range Plans&nbsp;</li><li>Drive Process optimizations to transform Technology investment planning process and decisions</li><li>Manage investment planning, driving and promoting awareness and execution of critical milestones</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>Intellectually curious and data-driven with prior experience in financial modeling, data analytics and Executive decision support</li><li>Strong communication with the ability to engage and partner with others to work towards shared outcomes; influence without authority</li><li>Results oriented, comfortable in a fast paced and dynamic environment</li><li>Passion for continued improvements, process-retooling and automation; new ways of working</li><li>Familiar with Agile and SAFE methodologies, empathetic to Agile team needs</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Experience or comfort with Python and PowerBI</li></ul><p>Annual Range: $110,000.00 to $190,000.00 annually + bonus + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Senior Manager - Portfolio Management

<p>The Dynamics Finance Consultant will work within an Agile team&nbsp;to develop a financial application for a federal government customer. Responsiblities include:&nbsp;</p><ul><li>Collaborate with other financial stakeholders to gather requirements, understand business processes, and ensure system is designed and built to meet customer needs.</li><li>Provide expertise to design and develop&nbsp;an Accounts Receivable (AR) system using Microsoft Dynamics 365 Finance, Power Platform (workflow), and Power BI (reporting).</li><li>Configure Microsoft Dynamics Finance to support AR processes and General Ledger (GL) integration.</li><li>Work with development team to design and build workflows to integrate seamlessly into the Dynamics Finance AR system.</li><li>Work with development team to design and build reports.</li><li>Ensure reconciliation logic with internal systems, General Ledger system,&nbsp;and Treasury systems.</li><li>QA for accuracy of migration of financial data from legacy system .</li><li>Participate in Agile sprints, user story development, and solution demos.</li><li>Train users on AR subledger processes within Dynamics Finance</li><li>Help define and validate audit trail requirements and support for reconciliations.</li></ul><p>The projected compensation range for this position is $140K - $170K annualized (USD). The final salary offered will generally fall within this range and is determined by various factors, including but not limited to the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as internal pay equity, location, contract-specific affordability and other organizational requirements.</p><b>Required Skills</b><br><ul><li>8+ years of experience working with Microsoft Dynamics 365 Finance and Operations (F&amp;O)&nbsp;</li><li>Experience implementing Dynamics Finance for federal government customers&nbsp;</li><li>Strong knowledge and experience implementing Dynamics Finance for Accounts Receivables processes</li><li>Deep understanding of financial transaction flows, auditability, reconciliation processes.</li><li>Ability to translate complex business needs into technical requirements.</li><li>Excellent communication and collaboration skills for working with both business users and technical developers.</li><li>Experience working in Agile/Scrum environments and participating in sprint planning, reviews, and retrospectives.</li><li>Bachelor’s degree in Accounting, Finance, Business Administration, Engineering, IT or related field.</li><li>Must be a US Citizen.</li></ul><br><br><b>Desirable Skills</b><br><ul><li>Experience with Power BI, Power Apps, and Power Automate</li><li>Active Federal Government Public Trust clearance</li><li>Microsoft Dynamics certifications</li></ul><br>

Procentrix

Dynamics 365 Finance Consultant

<p>The Federal Financials Consultant will be a member of a financial systems implementation team.&nbsp; They will provide federal acounting expertise and lead the setup of the chart of accounts and Accounts Receivable (AR) subledger. They will work with the development team to provide functional expertise in creating custom solutions to support the AR and GL processes and reports.&nbsp; Responsibilities include:<br><br></p><ul><li>Provide federal finance and accounting validation of&nbsp;business requirements during discovery, analysis, design, and testing phases.</li><li>Provide in-depth knowledge of:<ul><li>Subledger operations (Accounts Receivable, Refunds, Adjustments)</li><li>General Ledger integration and reconciliation</li><li>Financial and compliance reporting (Trial Balances, GL Account Balances, Deposits, etc.)</li></ul></li><li>Work with technical teams to ensure real-time transaction posting and balance management&nbsp;</li><li>Ensure reconciliation logic with internal systems, General Ledger system,&nbsp;and Treasury systems</li><li>QA for accuracy successful migration of financial data from legacy system&nbsp;</li><li>Participate in Agile sprints, user story development, and solution demos</li><li>Ensure compliance with federal accounting standards and internal agency&nbsp;policies.</li><li>Help define and validate audit trail requirements and support for reconciliations</li></ul><p>The projected compensation range for this position is $140K - $165K annualized (USD). The final salary offered will generally fall within this range and is determined by various factors, including but not limited to the individual's particular combination of education, knowledge, skills, competencies, and experience, as well as internal pay equity, location, contract-specific affordability and other organizational requirements.</p><b>Required Skills</b><br><ul><li>10+ years&nbsp;of experience in federal financial management or accounting roles (including on IT system development or support projects).</li><li>5+ years&nbsp;in a consulting or SME role on federal financial system implementation projects, including experience leading Accounts Receivable module implementations.</li><li>Deep understanding of federal financial transaction flows, auditability, reconciliation processes.</li><li>Strong working knowledge of&nbsp;Accounts Receivable (AR) processes, including posting and reconciliation&nbsp;to General Ledger.</li><li>Experience with ERP COTS products for federal financial systems (strong preference for Microsoft Dynamics Finance or CGI Momentum experience)</li><li>Excellent communication and collaboration skills for working with both business users and technical developers.</li><li>Experience working in Agile/Scrum environments and participating in sprint planning, reviews, and retrospectives.</li><li>Bachelor’s degree in Accounting, Finance, Business Administration, or related field.</li><li>Must be a US Cititzen.</li></ul><b>Desirable Skills</b><br><ul><li>Hands-on experience with data migration planning, workflow redesign, and financial reporting</li><li>Experience with Power BI</li><li>Master’s degree in Finance, Accounting, Public Administration, or MB</li><li>Experience with Microsoft Dynamics 365 Finance and Operations (F&amp;O)</li><li>Experience with CGI Momentum Financials</li></ul><br>

Financial Systems Functional Consultant (AR/GL)

<br><h4>SUMMARY</h4> The <strong>Licensure and Certification Coordinator</strong> will assure all provider licenses and certifications are kept current and will conduct licensing and certification functions including, but not limited to, preparing applications, following up on applications, obtaining licenses and certifications and associated documentation, updating database in accordance with US Renal Care, Inc. policies, as well as complying with all related state and federal requirements. <p>ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.</p><ul><li> Prepare applications including renewal applications in a timely manner.</li><li> Performs analysis and appropriate follow-up of each application. Works with the appropriate individuals to acquire the necessary materials and information for applications, renewals, etc.</li><li> Builds strong working relationships with clients which includes clinic staff, state, local and federal agencies. </li><li> Responds to incoming calls and makes outbound calls as required to resolve licensing and certification issues.</li><li> Uses systems to provide statistical data, prepare issues list(s) and communicates issues accurately and timely.</li><li> Keeps supervisor informed of potential licensing and certification issues.</li><li> Enter necessary information in licensing and certification database, electronic files, and hard copy files to complete licensure and certification process to include scanning of materials as appropriate.</li><li> Perform quality assurance review on completed electronic and hard copy licensing and certification files, if necessary.</li><li> Maintain confidentiality and security of all licensing and certification files.</li><li> Maintain all electronic and hard copy files for the department.</li><li> Actively promote customer service standards; develop effective relationships at all levels of the organization.</li></ul><br>

U.S. Renal Care

Licensure and Certification Coordinator

<p><strong>Pay Range:</strong>&nbsp;$201,300.00&nbsp;-$302,000.00&nbsp;</p><p><strong>Join the Clean Energy Revolution</strong></p><p>Become aProject Management, Principal Managerat Southern California Edison (SCE) and build a better tomorrow.&nbsp;As the Principal Manager of Governance &amp; Performance (G&amp;P), you’ll manage a high-performing team enabling the success of SCE’s goal to update and transform its systems and processes. The G&amp;P Team is responsible for overseeing risk, project management, performance reporting, program &amp; schedule governance, as well as executive reporting. This position offers an exciting opportunity to work cross functionally on a large-scale program with positive impacts across the enterprise. . As a Project Management, Principal Manager, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Establishes and communicates enterprise-wide project management vision, policies, and objectives</li><li>Advises senior leaders on project investments, strategic initiatives, and benefits realization</li><li>Collaborates with executive leadership to align project portfolio to corporate strategy</li><li>Leads project management community of practice to share knowledge and enhance capabilities</li><li>Owns, maintains, and drives improved project performance metrics to ensure delivery of key business objectives</li><li>Ensures proper change control processes are understood and used by the project team</li><li>Oversees, motivates and monitors the performance of the team, ensuring quality and timeliness of assignments and roles, and addresses any performance gaps; Manages and coordinates all activities leading to the successful completion of large-scale, major strategic projects including project scoping, timelines, cost estimates and design</li><li>Establishes and leads project teams with agreed-upon roles and responsibilities; Manages all project activities and resources across the organization in a manner that maximizes efficiency and minimizes conflicts</li><li>Develops and defines project scope and objectives; Shapes project management strategy, goal setting and execution, ensuring clear visibility across key stakeholder groups including executive leadership</li><li>Creates budget forecasts and performs budget analysis to manage workflow and stay within budget planning; Champions the delivery of SCE's most critical projects on time, on budget and to scope, ensuring its aligned to the business objectives</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Seven or more years of experience supervising a team of direct reports and/or project management.</li><li>Experience establishing enterprise-wide project management vision, policies, and objectives.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Experience leading a team through large-scale transformation</li><li>Experience overseeing teams that manage multiple and concurrent projects with significant organizational unit or enterprise impacts</li><li>Demonstrated ability to communicate and present frequently to executive leadership</li><li>Demonstrated ability to influence and closely collaborate with senior leaders</li><li>Experience leading a team that thoroughly documents, controls, and maintains important information</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is&nbsp;<strong>hybrid.&nbsp;</strong>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and&nbsp;reside in the state of California.  Further details of this work mode will be discussed at the interview stage.&nbsp;The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li><li>Relocation may apply to this position.</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Project Management, Principal Manager

<h3>Job Description:</h3><p><strong>Compliance Director, Fixed Income Compliance</strong></p><p><strong>The Role</strong></p><p>Fidelity Institutional Compliance is seeking an associate to provide compliance coverage for Fidelity Capital Markets (FCM) fixed income trading, sales and underwriting desks. FCM is the trading arm of Fidelity Investments, executing trades on behalf of institutional clients and many of Fidelity’s other businesses.</p><p>The FCM Compliance Director will be responsible for providing a broad range of direct advisory support to trading desks and product areas within FCM. The associate will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to our businesses. In addition to fixed income coverage, the Compliance Director will support FCM’s Equity Syndicate Desk.</p><p><strong>The Compliance Director will be responsible for: </strong></p><ul><li><p>​Providing ongoing advisory support to FCM fixed income trading, sales, and underwriting desks.</p></li><li><p>Developing and maintaining written supervisory procedures and compliance policies applicable to the team’s coverage area.</p></li><li><p>Facilitating the implementation of new or amended regulations.</p></li><li><p>Collaborating with the FI Compliance Regulatory Management team in regulatory matters, as necessary.</p></li><li><p>Supporting the introduction of new products and service initiatives by providing advice and developing the appropriate Compliance/supervisory infrastructure.</p></li><li><p>Designing and delivering targeted training to business personnel.</p></li><li><p>Tracking emerging regulatory issues that may impact the firm by analyzing relevant enforcement matters and being an active participant in relevant industry groups.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Prior experience in a fixed income trading environment and/or relevant experience with a securities regulator.</p></li><li><p>Familiarity with one or more of the following fixed income product areas: underwriting, trading, institutional sales, or fixed income trade reporting (TRACE/RTRS).</p></li><li><p>Strong written and oral communication skills including the ability to explain issues accurately and succinctly to compliance and business management.</p></li><li><p>The ability to work both independently and as part of a closeknit team.</p></li><li><p>Accountability and ownership of issues and initiatives, with an ability to independently exercise good judgment and see projects through to completion.</p></li><li><p>Intellectual curiosity and sharp investigative skills, as well as strong analytical and problem-solving skills.</p></li><li><p>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships.</p></li></ul>The base salary range for this position is $100,000-$169,000 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>Compliance

Fidelity Investments

Compliance Director

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Principal Business Analyst, you will partner with a product lead to help build consistent digital experiences for our customers by translating customer and business needs into actionable solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:</p><ul><li>Requirements Gathering &amp; Analysis,</li><li>User Stories and Acceptance Criteria</li><li>Legal, Risk, and Compliance Review and Approval</li><li>Testing and Validation</li><li>Customer Rollout Strategy, Planning, and Execution</li><li>Customer Data and Feedback Analysis and Reporting</li></ul><p>In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution.</p><p><strong>The Skills and Expertise You Bring:</strong></p><ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering digital experiences to customers.</li><li>Strong understanding of the digital product life cycle.</li><li>Customer-focused with a passion to solve challenges through a data driven approach. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.</li><li>Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.</li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Expertise with Tableau, Power BI etc. is preferred. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.</li><li>Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.</li><li>Having financial domain knowledge is a plus</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.</p><h3>Certifications:</h3><h3>Category:</h3>Product 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>

Principal Business Analyst - Digital Solutions

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><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 Consultant - Carmel, IN

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

Investment Consultant - San Jose, 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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