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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about making a difference? Join our dynamic, cross-functional team dedicated to business enablement within our Customer Relationship Management Product Area. You will work within a squad partnering closely with various stakeholders to gather requirements, design solutions, and ensure successful implementation of Salesforce enhancements used by our Investment Sales organization.</p><p>As a <strong>Product Analyst,</strong> you leverage your expertise in Product Management and Business Analysis to effectively drive business deliverables across the entire Product Development Life Cycle. Your passion for empathizing with customers, defining problem statements and opportunities, collaborating with diverse partners, generating innovative solutions, and bringing those solutions to life!</p><p>There are three primary principles of being a great Product Analyst: </p><ul><li><strong>Strategy:</strong> Understanding the problem or the “why” and aligning it to the mission</li><li><strong>Execution</strong>: This is where and how the work gets done</li><li><strong>Business Readiness</strong>: How do you drive your product to launch and support after launch</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous</li><li>3+ years of experience in an Agile team, specializing in delivery, technology, and full lifecycle software development</li><li>Experience with Salesforce Admin/Business Analyst skills is a plus</li><li>Demonstrated expertise in facilitating requirements workshops: skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria</li><li>Exceptional analytical skills and technical understanding and use of APIs, relational databases, integrations, and DevOps.</li><li>Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain</li></ul><p><strong>Note</strong>: Fidelity is not providing immigration sponsorship for this position.<br> </p><p><strong>The Team </strong></p><p>This is an excellent opportunity to join the Product Analysis and Design Chapter Area and work on solutions to drive business forward. The Product Analysis and Design Chapter Area aligns with business partners in an agile way of working! By putting autonomous agile teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture.</p><p>#ProductAnalysis #BusinessAnalysis #ProductManagement</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>

Fidelity Investments

Product Analyst

<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 63 - 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 Consultant - Southlake, TX

<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>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Planning Consultant - Rancho Bernardo, CA

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.</p><p><strong>The Team</strong></p><p><strong>Private Markets Research</strong></p><p>SAI has established a growing team to source, underwrite and execute private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments. The Private Markets Research team seeks to originate and evaluate private investment managers and investment opportunities which we believe will outperform public market alternatives through skilled value creation and investment selection.</p><p><strong>The Position</strong></p><p>In this role, you will work under the guidance of senior team members and the Private Credit Portfolio Manager to perform investment manager and market research. As an initial core member of the Private Credit Research team, you will support the sourcing, due diligence, monitoring, investor reporting, and execution of private credit investments. This role will have an initial focus on Direct Lending, with exposure to various private credit investment strategies and geographies over time.</p><p><strong>Qualifications</strong></p><ul><li><p>Bachelor’s degree required; CFA or progress toward CFA a plus</p></li><li><p>3+ years of relevant investment experience; performing private credit manager due diligence preferred, co-investment diligence experience a plus</p></li><li><p>Solid understanding of private credit market fundamentals, credit principles, and capital structures</p></li><li><p>Leveraged finance or credit-oriented fundamental company analytical and LBO modeling skills</p></li><li><p>Strong research, analytical and technical skills with a problem-solving mentality and an orientation to detail</p></li><li><p>Proven communication and presentation skills with an ability to discuss issues in a clear, concise manner</p></li><li><p>Ability to work collaboratively in a team environment</p></li><li><p>Strong proficiency in Excel and Microsoft Office, as well as private market research/benchmarking tools</p></li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Private Credit Associate, Strategic Advisers

<h3>Job Description:</h3><p><strong>Job Title: </strong>Fidelity Global Security Operations Center (GSOC) - Specialist</p><p><strong>The Role</strong></p><p>As a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.</p><p><strong>Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods.</strong> This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.</p><p><strong>Evaluate, analyze, and escalate open-source and subscription-based intelligence</strong> to mitigate and report global threats to company property, employees, and stakeholders.</p><p><strong>Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace.</strong> This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.</p><p><strong>Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk.</strong> This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.</p><p><strong>Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization.</strong> This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.</p><p><strong>Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations.</strong> This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.</p><p><strong>Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies.</strong> This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.</p><p><strong>Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders.</strong> This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.</p><p><strong>Facilitate the coordination of service requests for after-hours access to Fidelity offices.</strong> This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· 3+ years of full-time experience in a security function, preferably in an operations or control center setting.</p><p>· Bachelor’s Degree preferred.</p><p>· Computer proficiency with Microsoft Office suite of products.</p><p>· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.</p><p>· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).</p><p>· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.</p><p>· Providing excellent customer service in a high call volume setting. </p><p>· Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision</p><p>· Must be able to communicate effectively with all levels of the organization.</p><p><strong>The Team</strong></p><p>Join our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!</p><h3>Certifications:</h3><h3>Category:</h3>Security<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>

GSOC Specialist

<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>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 - Annapolis, MD

<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><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 Representative - Ashburn, VA

<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><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></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>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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul><p><strong>The Expertise You Bring</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<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>

Risk Manager, Asset Management Operations

<p>Want to love your job? We’re hiring at the Texas Roadhouse Support Center! Flexibility, teamwork, and fun are some of the reasons our employees are proud to be Roadies. Apply today and join our team!</p><p><br>We offer a comprehensive total rewards package on the first day of the month following 31 days of employment to Support Center Employees that meet our benefit eligibility requirements. The total rewards package includes, but is not limited to, the following:<br>•A choice of medical plans that are best in class<br>•Dental and Vision Insurance<br>•Paid Vacation, Parental, Donor, Bereavement and 100% Paid Maternity Leave<br>•Adoption Assistance<br>•Short-Term and Long-Term Disability<br>•Life, Accident and Critical Illness Insurance<br>•Identity Theft Protection<br>•Employee Assistance Program<br>•Business Travel Insurance<br>•401(k) Retirement Plan<br>•Flexible Spending Accounts<br>•Tuition Reimbursements up to $5,250 per year<br>•Quarterly Restricted Stock Units Program<br>•Annual holiday bonus</p><p><br>We also offer a variety of services for our Support Center employees! Car detailing and oil changes in the parking lot, on site haircuts, workout gym with personal trainers, spray tans, dry cleaning delivery service, chair massages just to name a few! We also have a Registered Nurse in the building to help with our wellness initiatives and keep us healthy. Willie’s Joynt is our full-service café that serves breakfast and lunch and prepares delicious TO GO meals. We love taking care of our Roadie family and making our company a LEGENDARY place to work! As our founder, Kent Taylor once said, “We are a people company that just happens to serve steaks.” Check us out, you won’t be disappointed!</p><p><b>POSITION SUMMARY &amp; ESSENTIAL FUNCTIONS</b></p><p>The Coordinator is responsible for organizing and managing the administrative aspects of Accounting Transformation projects and initiatives, including: scheduling, budget tracking, communication with stakeholders, and ensuring tasks are completed on time, all while supporting project managers in achieving project goals by coordinating team efforts.</p><ul><li>Project Planning and Scheduling: Assisting with the creating of project timelines, assigning tasks to team members, and monitoring progress against the schedule</li><li>Assist with tracking project expenses and reporting budget status to the project manager</li><li>Facilitating communication between team members, stakeholders, and vendors through regular meetings, updates, and reports</li><li>Administrative Support: Managing project documentation, creating reports, maintaining project files, and handling logistical arrangements</li><li>Meeting Coordination: Scheduling and managing project meetings, including agenda development and follow-up actions</li><li>Quality Control: Ensuring project deliverables meet quality standards and deadlines</li><li>Maintain project/initiative portfolio, providing regular updates to leadership</li><li>Support cross-functional initiatives and/or accounting teams to balance workloads during peak periods</li></ul><p>Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.</p><p><br><b>POSITION QUALIFICATIONS</b></p><p><b>Education: &nbsp;</b>Bachelor’s Degree in Accounting, Business Administration, Management, or related subject.&nbsp; Google Project Management Professional Certificate, Certified Associate in Project Management (CAPM), or Project Management Professional (PMP) Certification is preferred.</p><p><b>Experience: </b>Minimum 1 year of accounting project management or related experience, and 1 year of general accounting or accounts payables experience is required.</p><p><b>Skills and Abilities </b></p><ul><li>Strong Organizational Skills: Ability to prioritize tasks, manage multiple projects simultaneously, and maintain detailed records</li><li>Excellent Communication Skills: Effective written and verbal communication to keep stakeholders informed and address concerns</li><li>Attention to Detail: Ability to identify and correct errors in project plans and documentation</li><li>Time Management Skills: Managing deadlines and ensuring projects are completed on schedule</li><li>Proficiency in MS Suite and Project Management Tools, including: Excel, DevOps, PowerPoint, Teams, Outlook, and MS Project, Planner, Smartsheets, Asana, or ClickUp</li></ul><p>This job description includes essential functions and basic duties and is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as appropriate. This document is not a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. We as a company do not provide sponsorship for employment-based visas.</p><p><i>We are proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, gender, pregnancy, gender identity, disability, veteran status, sexual orientation, citizenship, national origin, or any other legally protected status. We encourage and welcome all applicants to apply.</i></p>

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