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<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>

Fidelity Investments

Investment Consultant - Philadelphia, PA

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</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>

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p>The Team-Based Client Services Manager (CSM) is part of the Client Service Management, TEM Plan Services organization and is a key client facing associate responsible for the operational integrity of the plan. The CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to DC, NQ, and HSA plans.</p><p>The CSM establishes, maintains, and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they focus on day-to-day resolution of complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes. They coordinate and prioritize the efforts of the internal operational service team, Managing Directors, aligned CSMs and back-office processing groups. This role supports clients in a team service model so the Team-Based CSM provides both Plan-Level (CSM) and Participant-Level (CSA) expertise and support to Tax Exempt plan administrators. There is no aligned book of business for this role.</p><p>The CSM may be primarily phone-based, primarily email/XTRACs-based, or a hybrid depending on business needs and skillset of the associate. Our hours of operation are 8:00AM - 7:00PM ET.</p><p><strong>Primary Responsibilities</strong></p><ul><li>Respond to client phone calls and emails related to participant-level issues</li><li>For Team-Based CSM clients, submit projects for plan-level changes/enhancements (AE, AIP, EDT, OLE, eCertify Hardships, etc.)</li><li>Provide PSW/SCP training and support to clients</li><li>Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client requests and escalations are responded to timely</li><li>Respond timely to internal requests (COMM items)</li><li>Point of escalation for operational issues and service recovery efforts</li><li>Obtain formal direction from client from proper authorized requestor as required</li><li>Provides education/training on service changes</li><li>Review changes to ensure they were made according to request</li><li>Consult with clients regarding legal ramification of not complying with NDT results</li><li>Assist with delivery of test results and interpretation (i.e. for plans that fail NDT testing, follow-up discussions with the client to determine if a change to business plan is required)</li><li>Serves as operational consultant during client on boarding for new Implementations and corporate actions</li><li>Responsible for consulting on regulatory changes and ensuring the plan is updated in compliance with the regulatory changes<br> </li></ul><p><strong>Education and Experience</strong></p><ul><li>Bachelor's degree preferred</li><li>5-10 years of relevant experience, preferably with 5 being in defined contribution</li><li>Experience establishing and maintaining relationships with key client operational decision makers</li><li>Experience facilitating client interactions (phone, face to face)<br> </li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs</li><li>Maintain control of situations through appropriate positioning and escalation</li><li>Relationship professionals</li><li>Impacts organization through mentoring and coaching of others</li><li>Critical thinking</li><li>Have mastered influencing skills and active listening</li><li>Top notch client skills</li><li>Has extremely strong consultative skills</li><li>Takes control of situations, brings teams together and facilitates problem solving</li><li>Feels fully accountable and drives ownership</li><li>Strong regulatory knowledge of 403 (b) plans, NQ plans, products and application</li><li>Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution</li><li>Demonstrated ability to negotiate with clients and all business partners</li><li>Technical and operations knowledge</li><li>Ability to project manage, set priorities, meet goals and deadlines</li><li>Use of judgment and ability to influence and execute strategies with clients</li><li>Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship</li><li>Microsoft Office applications are a plus</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Client Service<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>

Client Service Manager

Relationship Manager - Toledo, OH

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>The Regional Vice President (RVP) role is a critical leadership position within Fidelity Institutional Wealth Management Services (FIWMS). The RVP will lead and support a team of Relationship Managers who are jointly focused on the following: business development and transformation, client retention and satisfaction, and risk management. Applying the 'CEO Mindset' will enable the RVP to understand the strategic imperatives of his/her clients and to support Relationship Managers’ efforts to add meaningful value in ways that matter most to clients. Leveraging Fidelity’s broad set of solutions and resources, the Relationship Management team consults and delivers critical support on activities such as client and advisor acquisition and retention, growth strategies, and digital optimization for efficiency and enhanced user experience. </p><p>One of Fidelity's most valuable assets is its people, so a key aspect of the role is ensuring that the team is fully leveraging various business partner specialists to support clients’ needs (Investments, Platforms, Capital Markets, etc.). The RVP will also lead strategic, segment-wide initiatives that drive value to the broader organization and client base and will spend time thinking critically about key topics including industry trends, products, platforms, client opportunities, and sharing best practices with peers and clients. A final critical element of this role is people management; an RVP must be able to strike a balance between being engaged and supportive while also providing the appropriate level of latitude for Relationship Managers to establish themselves as the primary strategic contact for the client.</p><p>This position will report directly to the head of the Specialty Segment within the IWMS CRG RIA Custody business.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree</li><li>Series 7, 63, and 24 required (may be attained after hire)</li><li>10-15 years successful sales or relationship management experience in the financial services industry; strong knowledge of the Brokerage, Bank/Trust and RIA markets</li><li>Prior leadership experience that will enable practical execution of strategic initiatives</li><li>Ability to lead team of Relationship Managers to optimize team performance and development</li><li>Ability to engage with C-Suite executives, particularly the CEO, to ensure strategic alignment and deliver solutions that will drive maximum relationship value</li><li>Experience negotiating complex business development, financial, operational, legal/compliance, and technology matters</li><li>Ability to drive business development opportunities and incremental revenue</li><li>CEO Mindset</li><li>Proven ability to successfully build and manage relationships with demanding and complex clients and essential internal business partners</li><li>Management and leadership skills necessary for leading a high-performing team</li><li>Track record of success with client and prospect interactions</li><li>Ability to execute upon specific business goals such as asset flows, client retention and satisfaction, etc.</li><li>Financial, business, and data analysis acumen</li><li>Exceptional communication skills and a consultative approach</li><li>Strong project management and organizational skills</li><li>Consultative background to drive client business transformation</li><li>Ability to provide various options while formulating a specific recommendation</li><li>Understanding of how to appropriately delegate work and prioritize time</li><li>Ability to differentiate Fidelity from key competitors by monitoring global industries, markets, opportunities, and trends</li><li>Be a catalyst for business transformation (firm value proposition, technology stack, and associated digital experience)</li><li>Help firms harness the value of Fidelity</li><li>Share best practices with RMs, peers, and clients</li><li>Lead strategic, segment-wide initiatives</li><li>Ensure that business plans are developed and implemented</li><li>Analyze data to inform and prioritize decisions and to create a point of view that can be shared with clients</li><li>Initiate strategic business discussions with your team and regional clients; Regional Manager and/or team to provide proactive consultation and practice management solutions to clients to uncover opportunities to gather additional assets</li><li>Monitor trends impacting business development and client satisfaction within your region, including competitive, industry, and marketplace data. Develop a response plan to maintain or improve business development and client satisfaction</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul><p><strong>The Team</strong></p><p>The Institutional Custody Team oversees Fidelity’s relationship with Banks, Trust Companies, Retirement Recordkeepers, and RIAs. These clients leverage the Fidelity platform in omnibus and/or fully disclosed custody models and understanding the differences between these models will help you offer clients access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all of which are designed to help our clients thrive. </p><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - 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>

RVP, Relationship Management

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 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

Vice President, Wealth Planner - Marin, CA

<h3>Job Description:</h3><p><strong><strong>The Role</strong></strong></p><p>As a Client Service Management Team Lead in Stock Plan Services (SPS), you will lead, coach, and champion a team of Client Service Managers (CSM) responsible for delivering operational integrity, service, and support for plan sponsors’ administration of equity compensation plans. </p><p>Our mission is to deliver market leading knowledge and innovation with an objective to make it easy for our clients to do business with us and reach their desired outcomes. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. This role will:</p><ul><li><p>Own overall accountability for the day-to-day servicing of a book of stock plan clients through leading and developing a team of Client Service Managers</p></li><li><p>Cultivate a climate that values and rewards positive contributions, curiosity, inclusion, diversity, initiative, and achievement of results</p></li><li><p>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams</p></li><li><p>Find opportunities for improvement and champion system enhancements and process improvements</p></li><li><p>Handle client concerns and represent the voice of the client to ensure our organization is prioritizing and delivery on outstanding service and customer obsession </p></li><li><p>Work closely with internal business partners and external client contacts at various organizational levels</p></li><li><p>Coach and empower team members, providing feedback and positive recognition </p></li><li><p>Create vision, influence, and execute strategic initiatives to deliver client and participant satisfaction, scalability, and efficiency</p></li></ul><p><strong><strong>The Expertise and Skills You Bring</strong></strong></p><ul><li><p>5+ years of Client Service experience; preferably within Equity Compensation / Employer Benefits / Brokerage Industry</p></li><li><p>Proven experience leading a service organization with superior results</p></li><li><p>Ability to coach and inspire a team to grow and develop</p></li><li><p>Outstanding relationship builder, problem solver and communicator</p></li><li><p>A curiosity for innovation and process improvement with proven ability to advocate, influence and mobilize </p></li><li><p>A passion for working collaboratively with peers and business partners to build a culture of inclusion and success</p></li><li><p>Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization</p></li><li><p>College degree preferred or equivalent work-related experience</p></li></ul><p><em>Note: Fidelity will not provide immigration sponsorship for this position.</em></p><p><strong><strong>The Team</strong></strong></p><p>Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPS Client Service Management, delivers outstanding service to help drive SPS client growth &amp; retention in a fast paced, growing organization. We are a team of creative problem solvers, productive relationship-builders and have a bias towards action. Our commitment is to remain grounded in the client experience and apply a customer obsessed approach to everything we do. </p><h3>Certifications:</h3><h3>Category:</h3>Client Service<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>

Vice President, Client Service Management Team Lead, Stock Plan Services

<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 Diego, CA

<br><b>Job Title</b><br>Amb/Retail Pharmacist/UKHC<br><br><br><b>Requisition Number</b><br>RE51483<br><br><br><b>Working Title</b><br>Ambulatory Retail Pharmacist/UKHC—Turfland Retail Pharmacy<br><br><br><b>Department Name</b><br>H5000: CHANDLER - RETAIL PHARMACY<br><br><br><b>Work Location</b><br>Lexington, KY<br><br><br><b>Grade Level</b><br>14<br><br><br><b>Salary Range</b><br>$39.10-75.03/hour<br><br><br><b>Type of Position</b><br>Staff<br><br><br><b>Position Time Status </b><br>Full-Time<br><br><br><b>Required Education</b><br><br><br>BS<br><br><br><br><br><b>Click here for more information about equivalencies:</b><br><a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a><br><br><br><b>Required Related Experience</b><br><br><br>No experience required.<br><br><br><br><br><b>Required License/Registration/Certification</b><br><br>Licensed Pharmacist<br><br><br><br><b>Physical Requirements</b><br><br>This position requires intermittently sitting at a computer workstation; performing tasks with repetitive motions (such as typing); standing or walking with objects weighing up to 10 pounds; lifting, pushing, and/or pulling objects weighing up to 50 pounds; and occasionally standing or walking with objects weighing up to 25 pounds. Also involves some risk of back injury from moving, lifting or positioning patients, equipment, or materials; risk of injuries from use of equipment on the job; and exposure to blood-borne or airborne pathogens, hazardous chemicals and fumes including waste, cuts/punctures, burns, and combative/violent people.<br><br><br><br><b>Shift</b><br><br>Operating hours of the location are Monday thru Friday 7am-9pm, and Saturday/Sunday730am-6pm. Targeted shift to be a rotating 7on/7off shift which will include mid and later evening shift rotations which will be discussed during interview. Shift rotation will include holidays occurring during rotation and every other weekend for coverage. Hours of operation and location of shift are subject to change based on needs of the department<br><br><br><br><b>Job Summary</b><br><br>The Ambulatory Retail Pharmacist compounds and dispenses medications and pharmaceutical supplies upon receiving written orders from physicians, and reviews and interprets prescriptions and drug profiles to ensure appropriate drug therapy has been prescribed and drug interactions are monitored.<br><br><br><br><b>Skills / Knowledge / Abilities</b><br><br>This position requires attention to detail; the ability to provide excellent customer service; reliability; punctuality; teamwork; and exceptional communication and interpersonal skills.<br><br><br><br><b>Does this position have supervisory responsibilities? </b><br>No<br><br><br><b>Preferred Education/Experience</b><br><br>PharmD and ambulatory/retail pharmacy experience preferred<br><br><br><br><b>Deadline to Apply</b><br>09/04/2025<br><br><br><b>Our University Community</b><br><br>We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus.<br><br>The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status.<br><br>Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.<br>

Amb/Retail Pharmacist/UKHC

<b><strong>Cashier</strong> <strong> • </strong> <strong>Part-Time </strong> <strong>• </strong> <strong>Dierbergs Markets</strong></b><br><br>Cashiers are front and center, greeting customers, ringing up their items, carefully bagging their items, and making sure they have a fantastic experience. They are an outgoing, dependable person that goes above and beyond while they handle a variety of responsibilities: <br><ul><li>Greet customers and engage in friendly conversation </li><li>Scan items quickly and correctly </li><li>Operate the register or monitor self-checkout accepting various forms of payment (ex: gift cards, credits, debits, EBT cards, tax exempts, store charge, and WIC vouchers) </li><li>Use equipment such as computer terminal, scanner, keyboard, code book, intercom system, calculator, printer, telephone, coupon machine, etc. accurately </li><li>Verify customer identification for liquor and tobacco purchases according to state law and Dierbergs policy </li><li>Bag customers' items with care and load items into customer's cart </li><li>Keep equipment in proper working order </li><li>Keep work area sanitary by using company-approved cleaners and equipment </li><li>Work safely to prevent on-the-job injuries </li><li>Observe and report shoplifters </li></ul><br><b><strong>Essentials </strong></b><br><ul><li>Read basic information which contains a number of details and describes procedures involving several steps. </li><li>Basic computer and math skills, including addition, subtraction, multiplication, and division </li><li>Flexibility to work a varied schedule that includes weekends and holidays </li><li>Prompt and regular attendance based on your schedule </li><li>Adherence to our dress code, appearance and personal hygiene standards </li><li>May be cross trained in other departments </li></ul><br><b><strong>Physical Requirements </strong></b><br><ul><li>Lifting &amp; Carrying - Up to 40 lbs. occasionally &amp; up to 10 lbs. frequently </li><li>Pushing &amp; Pulling - Up to 30 lbs. of force occasionally </li><li>Occasional - Sit, kneel, stoop, squat, &amp; overhead reach </li><li>Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li>Constant - Stand, handling, &amp; forward reach </li></ul><br><b><strong>What's in it for you?</strong></b><br><ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul><br><b><strong>Foundational </strong></b><br><br>Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric,Be a Contributor,Be a Cultivator, and in all you do,Be YOU!<br><br>This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

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