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<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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Thousand Oaks, CA

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

Planning Consultant - Winter Park, FL

<br><br><strong>SUMMARY</strong><br><br>Responsible for creating, maintaining and developing relationships as well as favorable contacts with current and potential accounts. Primary activities are related to contract review, customer relations, Customer Service, sales support, account profitability and order processing.&nbsp;Responsible for overseeing customer order files, relationship with each customer, high level of internal communications between external sales, purchasing, planning, engineering, metallurgy, operations and accounting.<br><br><br><br><strong>ESSENTIAL FUNCTIONS:&nbsp; </strong>This is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks.<br><ul><li>Supports the preparation of sales forecasts and ensures the forecast data is current and updated within the ERP system.&nbsp; Ensures that Customer’s purchase orders are in place to replace forecasts prior to launch.</li><li>Acts as the leading support for budgeting and LQE activities</li><li>Must possess excellent communication skills, both via telephone, in written format, and in face-to-face communications. The application of these skills is critical both with the customer and on an internal level (both on-site and within the Howmet Divisions).&nbsp;</li><li>Develop and maintain positive customer internal relations. Demonstrates depth of relationships across the organization structure at Key accounts. Work through OTD and customer scorecards to achieve optimum rating, assists with monthly performance review reports</li><li>Can lead Customer Visits/reoccurring meetings to the site working with external sales and internal stakeholders. Responsible for clear agenda items and preparation in order to present the best possible impression of the company to customers and external visitors</li><li>Develop and track customer milestones</li><li>Proficient in the use of Excel, PowerPoint and Word. Familiar with MRP systems and can learn all necessary SFC systems to effectively perform their functions</li><li>Identifies and drives for improvements in sales processes and systems</li><li>Pursues open non-conforming submittals for disposition with customer.<br><br>Capable of negotiating discounts with customer in order to make the sale</li><li>Responsible for maintaining export licensing with international customers.&nbsp; Understanding of product both import/export and working with customs brokers</li><li>Proactively research and respond to customer inquiries regarding status of order, will investigate and resolve production status issues, drawing on organization to resolve road-blocks, will address shipping and scheduling issues, will proactively communicate with customer regarding changes in product availability or delivery schedules, and will work closely with purchasing, planning, engineering and metallurgy in the initial contract review phase to ensure timely launch of customer orders&nbsp;</li><li>Occasionally processes customer purchase order and reviews quote for accuracy to ensure original quote meets purchase order requirements. Responsible for the timely and accurate entry of order, responsible for commercial Contract review process and presentation of the CQRA pack to Quality, Engineering and planning generation of all appropriate documentation, ability to lead effort to launch product on time (critical job element)&nbsp;</li><li>Occasionally maintain order book with accuracy and timeliness. Ability to review current orders against expected engine build quantities, understanding of end user applications, ability to interface with customers when order activity doesn't keep pace with end user forecasts, ability to interface with outside sales representatives to resolve discrepancies, understanding of drawings, prints, and customer specifications is required&nbsp;</li><li>Must have understanding and knowledge of company procedures and work instructions. Maintains a safe, organized workstation and follows all company policy, safety and procedures</li><li>Some travel may be required in support of Customer Visits&nbsp;</li><li>Attention to detail</li><li>Performs related duties as assigned&nbsp;</li></ul><br><strong>SUPERVISORY RESPONSIBILITIES</strong><br><br>May require strong partnership with CSR and/or training of new employees<br><br>QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.&nbsp; The requirements listed below are representative of the knowledge, skill, and/or ability required.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions<br><br><strong>EDUCATION and/or EXPERIENCE</strong><br><br>Bachelor's degree; five years related experience and/or training. &nbsp;Experience with metal alloys and/or aerospace is highly preferred.<br><br><strong>COMPUTER SKILLS</strong><br><br>Proficient in Microsoft Office Suite<br><br>Familiar with ERP systems<br><br>Knowledge of MRP, purchasing and fulfillment software<br><br><strong>LANGUAGE SKILLS</strong><br><br>Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.&nbsp; Ability to write reports, business correspondence, and procedure manuals.&nbsp;Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.<br><br><strong>MATHEMATICAL SKILLS</strong><br><br>Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.&nbsp;Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.<br><br><strong>REASONING ABILITY</strong><br><br>Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.<br><br><strong>PHYSICAL DEMANDS&nbsp;</strong><br><br>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&nbsp;While performing the duties of this job, the employee is regularly required to talk or hear.&nbsp; The employee frequently is required to sit and use hands to finger, handle, or feel.&nbsp; The employee is occasionally required to stand, walk, and reach with hands and arms.&nbsp;The employee must frequently lift and/or move up to 10 pounds.&nbsp; Specific vision abilities required by this job include close vision, color vision, depth perception, and ability to adjust focus.<br><br>WORK ENVIRONMENT<br><br>The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&nbsp; While performing the duties of this job, the employee is occasionally exposed to vibration.&nbsp; The noise level in the work environment is usually moderate.<br><br><strong>PAY RATE</strong><br><br>$75k - $80k DOE<br><br>Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $6.6 billion in revenue in 2023, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2023 Environmental Social and Governance report at&nbsp;<a>www.howmet.com/esg-report</a>. Follow: <a>LinkedIn</a>, <a>Twitter</a>, <a>Instagram</a>, <a>Facebook</a>, and <a>YouTube</a>.<br><br>Equal Opportunity Employer:<br><br>Howmet is proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics.  <br><br>If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>  <br><br>

Howmet Aerospace

Account Manager, Inside Sales

<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 - Burlingame, CA

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.</p><ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.</li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>Bachelor’s degree preferred.</li><li>This position requires a minimum of 3-5 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events. Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>This position requires some travel.</li><li>The ability to understand and work with payroll software programs.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.</p><h3>Certifications:</h3><h3>Category:</h3>Client 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>

Defined Contribution Conversion Lead

<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>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 - Fort Myers, FL

<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>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 - Palo Alto, CA

<br><br><strong>Manufacturing Sales Representative</strong><br><br><strong>Profile</strong>: The Manufacturing Sales Representative is responsible for a portfolio of customer accounts and maintains and directs key customer activity with the field sales group regarding these accounts.&nbsp; This role directly supports the Hampton facility on all customer matters which could impact customer relations including formulating quoting strategies, pricing, and on time shipments<br><br><strong>Job Responsibilities:</strong><br><ul><li>Follow Safety Regulations along with all department specific safety requirements</li><li>Owner of portfolio of customer accounts -- Howmet’s front-line eyes, ears, and voice for customer issues.</li><li>Owns and manages customer order portfolio.</li><li>Directs support to facility on all customer matters which could impact customer relations and delay on time input or shipment of customer requirements.</li><li>Completes coordination of assigned account portfolio:&nbsp; all forecasting of firm and anticipated requirements identified and&nbsp;resolution of open items and ensures all order changes are managed properly.</li><li>Coordinates key customer activity with field sales representatives.</li><li>Assists in the coordination of customer visits.</li><li>Hampton owner and driver in formulating quoting strategies for portfolio of parts.&nbsp; This includes obtaining accurate costs, developing approach, and driving the internal review process.</li><li>Negotiates commercial issues which arise in the normal course of business (Push outs, design changes, etc.)</li><li>Responsible for processing orders and any changes to orders.</li><li>Assists in managing Account Receivable balances.</li><li>Other duties as assigned</li></ul><br><strong>Job Roles:</strong><br><ul><li><strong>Customer advocate</strong>--functions as single point of contact and owns customer needs as an internal representative; challenges internal systems and processes to stretch increasing and changing demands; committed to internal improvement through service</li><li><strong>Communication and relationship</strong>--proactive communicator internally so that other leaders have information from customers and vice versa; provides accurate and timely information and builds relationship by helping others know what to expect; insists on the integrity of doing what we say we will do; builds rapport with customers and solicits their feedback</li></ul><br><strong>Position Requirements:</strong><br><ul><li>A minimum of two years of related Sales (or training) experience in a manufacturing environment preferred; however, will consider a recent college graduate degree (B.A. or B.S.) from a four-year college or university in a related field, or an equivalent combination of education and experience.</li><li>Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.&nbsp; Ability to write routine reports and correspondence.&nbsp; Ability to speak effectively before groups of customers or employees of organization.</li><li>Demonstrated requisite skills and abilities in basic computer operation.&nbsp; Ability to work with mathematical concepts such as probability and statistical inference.&nbsp;</li><li>Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.&nbsp; Ability to apply concepts of basic algebra and geometry.&nbsp;</li><li>Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.</li><li>Ability to utilize Microsoft applications including Excel for tracking and reporting.</li></ul><br><br><strong>Basic Qualifications:</strong><br><ul><li>Bachelor’s degree (B.A. or B.S.) from a four-year college or university with two years of related experience; OR associate's degree with four years of related experience and/or training</li><li>Must be able to provide documentation in the original form establishing both your identity and your employment eligibility in the U.S.</li><li>This position entails access to export-controlled items and employment offers are conditioned upon an applicant's ability to lawfully attain access to such items.&nbsp;</li><li>High level of competency in Microsoft Office applications especially Excel</li></ul><br><strong>Preferred Qualifications:&nbsp;</strong><br><ul><li>Prior manufacturing experience</li><li>Exceptional analytical and conceptional thinking skills</li></ul><br><br>Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $6.6 billion in revenue in 2023, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2023 Environmental Social and Governance report at&nbsp;<a>www.howmet.com/esg-report</a>. Follow: <a>LinkedIn</a>, <a>Twitter</a>, <a>Instagram</a>, <a>Facebook</a>, and <a>YouTube</a>.<br><br>Equal Opportunity Employer:<br><br>Howmet is proud to be an Equal Employment Opportunity and Affirmative Action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics.  <br><br>If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>  <br><br>The Howmet engines business produces world-class aerospace engine  components, including investment castings, fasteners, rings and forgings. Our vacuum melted superalloys, machining, performance coatings and hot isostatic pressing for high performance parts enable the next generation of quieter, cleaner and more fuel-efficient aerospace engines. Able to supply more than 90% of structural and rotating aerospace engine components. <br><br>

Manufacturing Sales Representative

Ready to get your work done and go home, while earning great income? <strong>Our warehouse selectors average between 40-50 hours per week.</strong><br><br>Our warehouse teammates move product through our DCs quickly and safely, ensuring orders are filled and loaded for deliveries. <br><br>McLane promotes earning, learning, and living a great life. We are a team, and we want to work with you. So here's the details: <br><ul><li><strong> Pay rate: $22.75 per hour.</strong></li><li><strong> Shift: Monday - Friday from 7:00 am to 3:30 pm; overtime as required.</strong></li><li>The ability to be flexible with your schedule is preferred. </li><li>Generous benefits available on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Get paid early. Get paid fast.</li><li>401(k) with annual company match. </li><li>Paid holidays, vacation time, educational assistance program, and more!</li></ul><br><strong>MINIMUM QUALIFICATIONS &amp; REQUIREMENTS: </strong><br><ul><li>At least 18 years of age. </li></ul><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws. <br><br>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

McLane

Warehouse Specialist I - Retail

<p><strong>JOB SUMMARY:</strong></p><p>A Small Business Outside Sales Manager works under the direction of the Small Business Manager, performs and is responsible to process all business lending related functions and transactions for Small Business prospects and existing members. Identifies and offers lending solutions based on specific member needs. Focus on professional and exceptional member service to include co-workers and business partners.</p><h4>ESSENTIAL FUNCTIONS:</h4><br><ul><li>Develop and execute a strategic plan to acquire new Small Business Members within the designated market segment, outside of direct internal referrals</li><li>Build strong relationships with small business owners and decision makers, understanding their unique financial needs and goals, to create a small business client pipeline</li><li>Source new existing Small Business Memberships through a combination of visiting local business owners, utilizing call lists and personal networks, and other resources. Occasionally partnering with OnPoint’s Branch network and Commercial Teams to support internal referrals.</li><li>Own the complex small business relationships, efficiently identifying business needs, recommending applicable products, and recommending referrals to other teams when appropriate.</li><li>Leverage an advanced understanding of Small Business lending products and comprehensive underwriting criteria to provide exclusive guidance to OnPoint’s Small Business Members. </li><li>Provide tailored recommendations to match the specific needs of their businesses, offering access to loan products with higher limits that align with their financial goals.</li><li>Coordinate opening new business accounts, business online banking services, and business loans for Small Business Members. </li><li>Focus on retention of current Small Business Members and work with Branches to present Group Banking opportunities.</li><li>Act as the primary source of contact for Small Business Members to deliver the highest quality member experience, and works with internal employees and departments to resolve issues. Partners with Business Deposit Officer and Commercial Relationship Manager to refer products and best serve business members.&nbsp; </li><li>Use the credit-scoring model as a tool, along with credit underwriting skills, to evaluate loan applications within Credit Union loan policy and makes determination for approval or denial within established credit limits. Refers applications in question or exceeding credit limits with recommendation to management for review.</li><li>Advise members of loan decisions, process necessary paperwork, secures collateral with accurate documentation while keeping safety and soundness of the Credit Union a priority.</li><li>Use a consultative approach and cross sell additional Credit Union products and services in order to meet/exceed established individual and/or team goals. Makes appropriate recommendations for commercial, digital, insurance and investment products and services.</li><li>Provide support to Small Business Relationship Manager team by processing direct Small Business referrals when volume necessitates.</li></ul><p><strong>KNOWLEDGE, SKILLS &amp; COMPETENCIES:</strong></p><ul><li>Previous experience working with business accounts.</li><li>Thorough knowledge of credit analysis, underwriting, administration, policy, and procedure.</li><li>Ability to profile members using a consultative selling approach.</li><li>Knowledge of finance and lending, including the processes involved in analyzing and interpreting information to achieve solid underwriting decisions and correct documentation.</li><li>Ability to coordinate and complete a variety of assignments simultaneously and prioritize work.</li><li>Work effective as part of a team and contribute individually and consistently with the Branch to meet and exceed set goals determined by the Credit Union.</li><li>Ability to be self-directed and work under limited direct supervision.</li><li>Effective verbal and written communications skills.</li><li>Strong mathematical, problem-solving and negotiation skills.</li><li>Proven client service, interpersonal and relationship building skills.</li></ul><p><strong>QUALIFICATIONS:</strong></p><ul><li>High School diploma or GED required and Bachelor’s degree is preferred.</li><li>Minimum of 5 years of previous experience in business banking and sales within a financial institution or equivalent field with underwriting skills preferred</li><li>Experience with outside sales strongly preferred</li><li>Proven experience consistently achieving goals and top tier performance in the same or similar role is preferred.</li><li>Bilingual skills are highly desired.</li><li>This position may require National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.</li></ul><p><strong>PHYSICAL REQUIREMENTS:</strong></p><ul><li>Reliable means of transportation is required. This individual will work onsite at a centralized location and travel to branches and businesses for appointments. Occasional remote work will be at managers discretion.</li><li>Occasional bending/lifting/pushing/pulling of objects up to 40lbs.</li><li>Frequent sitting and/or walking.</li><li>Requires close visual acuity.</li><li>Frequent use of hands to manipulate/grasp objects and forward reaching.</li><li>Use of computer keyboard, calculator, and other office equipment.</li></ul><p><strong>JobFamily</strong></p><p>Credit Admin</p><p><strong>JobFunction</strong></p><p>ADL-Alternate Delivery Lending</p><p><strong>PayType</strong></p><p>Salary</p>

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