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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>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

Fidelity Investments

Investment Consultant - Mountain View, CA

<h4><em><strong>Retail Sales Representative I, II, or III</strong></em></h4><p>Location: Concord, CA</p><p><em>Astound, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;</em></p><p><em>Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.&nbsp;</em></p><p><em>Astound is currently searching for a Retail Sales Representative I, II, or III in our Concord, CA office.&nbsp; This position is responsible for providing outstanding customer service and support to Astound customers. Effectively communicate and explain benefits of target products to maximize sales revenue. Ensure high quality and accurate service by assisting, and resolving a wide variety of customer requests, inquiries and complaints.</em></p><p><strong>Where you will work:</strong></p><ul><li>This position will be based in Concord, CA location, with the ability to travel into the nearest office and the field as needed</li></ul><p><strong>A Day in the Life of the Retail Sales Representative:</strong></p><ul><li>Sell target products and packages and effectively communicate system prices, channels, services and packages to customers and potential customers</li><li>Demonstrate Astound's various products and services to inbound customer traffic at the retail center</li><li>Communicate current promotions and offers to all potential customers</li><li>Establish rapport with visitors and engage them in the process of probing to match each one with the package that best fits their needs</li><li>Review customer’s current level of service and introduce new services as appropriate</li><li>Determine customers level of satisfaction with their service and take steps as needed to ensure that their experience with Astound is positive</li><li>Seek opportunities with customers to enhance the company’s image. Maintain a neat appearance, show respect and respect the customer’s property</li><li>Provide accurate and efficient feedback to customer issues quickly and efficiently by improving personal technical knowledge and understanding of all services and equipment</li><li>Utilize billing system and other sales and marketing related tools to effectively identify and quickly provide answers to customer inquiries</li><li>Resolve customer questions and concerns efficiently by actively listening, communicating clearly and concisely, and assuring customer understanding</li><li>Process installation, service change, disconnects and trouble call work orders according to departmental policies and procedures</li><li>Receive customer payments, give receipts, enter payments to customer accounts and accurately balance cash drawer on a daily basis</li><li>Track sales progress and document productivity on sales forms/ reports as provided by the company Ensure all required paperwork is legible, complete and submitted in a timely manner</li></ul><p><strong>What You Bring to the Table:</strong></p><ul><li>Phone customer support/service related background in call center environment preferred</li><li>Exhibits strong interpersonal skills with the ability to relate to customers, peers, and management.&nbsp; Is positive, pleasant, and respectful</li><li>Bilingual skills preferred</li><li>Friendly, enthusiastic and outgoing demeanor</li><li>Demonstrates a thorough knowledge of cable and data products and services</li><li>Ability to learn and retain new information and concepts quickly</li><li>Demonstrates ability to diagnose and solve problems</li><li>Exhibits the ability to follow direction and possesses the ability to follow through</li><li>Displays proven good judgment and proactive decision-making skills</li><li>Must possess the ability to adapt to change</li><li>Cable Television industry experience preferred</li><li>Telecommunications experience preferred</li></ul><p><strong>Education and Certifications:</strong></p><ul><li>High school diploma or equivalent</li></ul><p><strong>We're Proud to Offer a Comprehensive Benefits Package Including:</strong></p><ul><li>401k with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance </li><li>Paid Time Off/Vacation: 80 hours per year and increases based on tenure with the organization (**PTO/Vacation is specific to our West region and could vary within other geographical regions.)</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave based on state and local ordinance (**Sick leave is specific to our West region and could vary within other geographical regions.)</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul><p>The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. The base salary range in California for this position, plus opportunities for bonus, benefits and commission, if applicable, is:</p><ul><li>Retail Representative I - $17.00 - $23.80 per hour</li><li>Retail Representative II - $17.85 - $24.99 per hour</li><li>Retail Representative III - $18.74 - $26.24 per hour&nbsp;</li></ul><h4><strong><em>Our Mission Statement:</em></strong></h4><h4><strong><em>* Take care of our customers</em></strong></h4><h4><strong><em>* Take care of each other</em></strong></h4><h4><strong><em>* Do what we say we are going to do</em></strong></h4><h4><strong><em>* Have fun</em></strong></h4><p><strong>Diverse Workforce / EEO</strong>:</p><p>Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered. Discrimination of any kind has no place here. We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.</p><p><strong>FCO (For San Francisco Candidates Only):</strong></p><p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p><strong>CCPA Employee Privacy Policy (For California Candidates Only):</strong> <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;</p>

Astound Broadband

Astound

Retail Sales Representative I, II, and III

<p>EILEEN FISHER creates simple, timeless shapes designed to work together effortlessly, season after season. We make our clothes to last—and then take them back to be reworn again or remade into entirely new designs. We believe in the fundamental potential of every person—our employees, our customers and those who make our clothes—and are committed to creating conditions that empower people. It’s all part of our commitment to doing business in a way that helps build a better industry. And a better future. Our clothes are sold at over 65 EILEEN FISHER retail stores, and 1,000 department and specialty stores internationally, as well as 2 RENEW stores, which feature gently worn and remade designs from our take-back program. EILEEN FISHER is one of the largest women’s fashion companies to be a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability and transparency.</p><p><strong>Position Summary:</strong></p><p>As a Stock Associate, you will be part of a movement to change the world, one garment at a time. Our stock rooms are the heart of our stores, and our stock associates support our teams and allow us to simply and seamlessly serve our customers. You will contribute to an environment that nurtures growth and inspires your best work on an individual and collective level, playing an integral role in growing our customer base. Building relationships that last as her wardrobe and lifestyle needs evolve with time. Every interaction is an opportunity to create an experience unique to her, and to forge a deeper connection through our garments.&nbsp;</p><p><strong>Key Accountabilities:</strong></p><p><strong>Business, Strategy, and Vision </strong></p><ul><li>Be fully knowledgeable of Eileen Fisher apparels, fabrics, brand messages, stories, values, strategic objectives and company purpose.</li><li>Be passionate about contributing to a positive, supportive and collaborative work environment.</li><li>Have awareness of metrics and monthly/yearly sales goals. Demonstrate commitment to team and put forth strong efforts to drive business.</li></ul><p><strong>Client Engagement</strong></p><ul><li>Knowledge of how to ring up sales and provide excellent customer service to support the sales floor when needed.</li><li>Assist entire store team with day-to-day store operations to include - being on the sales floor when needed, ringing up sales, wardrobing customers, fitting room go backs and any other tasks needed as support on the selling floor.</li><li>Use new technology and embrace all avenues of distribution to service our customer and maintain inventory accuracy.</li></ul><p><strong>Operational Excellence</strong></p><ul><li>As part of this diverse role, you will maintain an orderly stockroom that meets visual, company, and operational standards.</li><li>Assisting with all stockroom duties, which will include receiving product, unpacking and processing shipment, shipping packages.</li><li>Other tasks include pricing, steaming and merchandising the product on the racks before they are placed on the floor, with the direction of the store leaders.</li><li>Communicate stockroom best practices to store leaders and retail partners.</li><li>Ensure the store is continually replenished with products and store supplies.&nbsp;</li><li>General store maintenance, contributing to a safe and clean store environment, including taking out trash and leaving stockroom in an orderly manner.</li><li>Communication with leaders and stock partner (if applicable) about tasks that have been completed daily.</li><li>Consistently maintain stock room in a prepared state for yearly Loss Prevention Audits and ensure inventory shrinkage is below company target.</li><li>Be a strategic thinking partner with leaders around product selection depending on store type/location.</li><li>Ability to prioritize ahead for events, sales and any upcoming business needs.</li><li>Performs other related duties and assignments as required.</li></ul><p><strong>Benefits:</strong></p><ul><li>Monthly Store Bonus Incentives</li><li>Annual Company Bonus Plan</li><li>Employee Stock Ownership Plan</li><li>401(K)</li><li>Paid Time Off</li><li>Comprehensive Health Insurance for full-time employees (medical, dental, life ins, etc.)</li><li>Wellness Reimbursement Program (education, PTO related expenses, spa services, fitness/ exercise fees, etc.)</li><li>Uniform Allowance</li><li>Employee and Friends &amp; Family discount</li></ul><h4>Required Experience</h4><p><strong>Education:</strong> High school diploma or equivalent required.</p><p>The hiring salary range for this role is $18.04- $18.50/hr.. dependent upon experience and qualifications. In addition, we offer competitive benefits including a generous clothing allowance and a wellness reimbursement program.</p><ul><li>Retail experience or service industry background required</li><li>1–2 years sales and/or stock experience required</li><li>Excellent oral and written communication skills</li><li>Proficiency in MS office: Microsoft and Excel, plus any system/technology specific to Eileen Fisher</li><li>Outstanding organizational skills, ability to handle multiple tasks, and have strong time management skills</li><li>Ability to do small repairs, change out shelving, change lightbulbs, do window displays and hand signage.</li><li>Dedication to creating excellent customer experience.</li><li>Open-minded attitude towards experiencing our Brand and product, stylishly wardrobing self and customers.</li><li>Must have the ability to work in a team environment.</li><li>Ability to adapt quickly and react positively to business needs and changes in strategies.</li><li>Ability to lift up to 40 lbs. at floor level and/or team lift when necessary.</li><li>Ability to walk/stand for long periods of time, climb ladders, twist, bend and stoop to retrieve items from floor, shelves, and hooks.</li></ul><p><em>EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.</em></p>

Eileen Fisher

Retail Stock Associate- Pasadena (Part Time)

<h4><b>Summary of Position</b></h4><p>Lionsgate is currently seeking a Coordinator, Domestic Sales Strategy &amp; Planning to report to the Director, Sales Strategy &amp; Planning, in the Worldwide TV Sales department. This position focuses on overseeing the sales initiative process, tracking FY film/series budgetary goals, identifying strategic opportunities within the Lionsgate catalog &amp; communicating business requirements to the IT department.</p><h4><b>Responsibilities</b></h4><ul><li>Liaise with IT on system development projects to provide feedback, communicate needs for new reporting requirements and actively participate in UAT.</li><li>System/report training lead for new hires.</li><li>Collaborate with the research and sales teams to identify platform-specific opportunitites, as well as creating pitch strategies to drive market activity.</li><li>Track both in FY and long-term budgetary targets by incorporating the latest licensing and rev share data into financial files.</li><li>Oversee sales initiatives which includes the overall timeline, coordinating rights-specific availability reports/edits and tracking the back-and-forth negotiations in sales systems.</li><li>Pull ad-hoc film and/or series availability reports based on platform/theme.</li><li>Establish series and film ultimates for multi-platform &amp; limited release acquisitions/productions as part of the greenlight process.</li><li>Update graphical sales tools for strategic windowing projects.</li><li>Build decks to showcase inventory/deal analysis with the broader team including executives.</li><li>Support the domestic sales team on key ad-hoc projects.</li></ul><h4><b>Qualifications and Skills</b></h4><ul><li>1 year of related experience preferred.<br></li><li>Bachelor’s Degree preferred.<br></li><li>Excellent organization, note-taking, and attention to detail with an emphasis on accuracy, quality, and timeliness.<br></li><li>Strong written and verbal communication skills.<br></li><li>Must possess the ability to effectively multi-task and thrive in a fast-paced/dynamic environment.<br></li><li>Strong Excel skills and knowledge of advanced formulas a plus.<br></li><li>Ability to analyze and understand large sets of data.<br></li><li>Highly motivated with an aptitude to learn quickly, take accountability for tasks, and proactively anticipate needs.<br></li><li>An understanding of the ever-evolving TV distribution landscape and a strong interest in the business side of entertainment.</li></ul><h4><b>About Lionsgate</b></h4><p>Lionsgate (NYSE: LION) is one of the world’s leading standalone, pure play, publicly traded content companies. It brings together diversified motion picture and television production and distribution businesses, a world-class portfolio of valuable brands and franchises, a talent management and production powerhouse and a more than 20,000-title film and television library, all driven by the studio’s bold and entrepreneurial culture.</p><h4><b>Business Unit Overview</b></h4><p><strong>Lionsgate Television</strong><br>Lionsgate's Television Group is a leading supplier of premium programming to buyers around the world. With a rich history of acclaimed television series such as Mad Men, Weeds, Nurse Jackie, Orange is the New Black, Nashville and The Studio, Lionsgate Television series have earned 396 Emmy Award nominations and 47 Emmys. Lionsgate's Television Group includes nearly 100 series spanning 40+ networks from Lionsgate Television, Lionsgate Alternative Television, Lionsgate Worldwide Television Distribution, 3 Arts Entertainment and Debmar-Mercury.</p><h4><b>Our Benefits</b></h4><ul><li>Full Coverage – Medical, Vision, and Dental</li><li>Work/Life Balance – generous sick days, vacation days, holidays, and Impact Day</li><li>401(k) company matching</li></ul><h4><b>Compensation</b></h4><p>$47,000 - $50,000&nbsp;</p><h4>EEO Statement</h4><p><em>Lionsgate is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Lionsgate will provide reasonable accommodations for qualified individuals with disabilities. Lionsgate will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and federal law. &nbsp;</em></p>

Lionsgate

Coordinator, Domestic Sales Strategy & Planning

<p><br><strong>Senior Museum Store Associate, Getty Villa</strong><br><br>US-CA-Malibu<br><br><strong>Job ID:</strong> 2025-4633<br><strong>Type:</strong> Regular Full-Time<br><strong># of Openings:</strong> 2<br><strong>Category:</strong> Retail and Merchandising<br>Getty<br><br><strong>Overview</strong><br><br>&nbsp;</p><p>The Getty Villa is seeking an experienced Senior Museum Store Associate to oversee and participate in the daily operations of the Getty Villa Museum Store through the exercise of supervisory skills/responsibilities to promote and ensure both a positive work environment and a positive customer experience.</p><p><br><br><strong>Responsibilities</strong><br><br>&nbsp;</p><ul><li>Displays and models for the staff premium customer service at all times to ensure an outstanding experience for every visitor interaction</li><li>Supervises selling floor adapting to attendance levels and staff breaks</li><li>Cash oversight and accountability</li><li>Leads and supervises store staff in sustaining everyday effort of maintenance, sales goals, and customer service</li><li>Disseminates relevant information and delegate various store operational tasks to all staff, especially tasks/duties to assigned team members as a designated leader of a specific section team</li><li>Demonstrates knowledge of product, current exhibitions, and store/museum policies</li></ul><p><br><br><strong>Qualifications</strong><br><br>&nbsp;</p><ul><li>High School Diploma/GED</li><li>1-2 years supervisory experience</li><li>3-5 years retail experience preferably in a museum, specialty, or book store</li></ul><p><br><a href="https://www.click2apply.net/Xn644XsVbgEyDfQZdUaLNo" target="_blank">Apply Here</a></p><p><br>PI277057225</p>

Senior Museum Store Associate, Getty Villa

<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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Walnut Creek, CA

<h3>Job Description:</h3><p><strong>This job requires you to live in the Greater Bay Area, CA, as you will be working on local client campuses 4-5 days a week.</strong></p><p><strong>The Role</strong></p><p>The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.</p><p>Specific responsibilities include:</p><ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul><p><strong>The Team</strong></p><p>The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.</p><ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul><p>Joining WEPA means that you will:</p><ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>We invite you to Find Your Fidelity at fidelitycareers.com</p>The base salary range for this position is $90,000 - $150,000 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

Workplace Financial Consultant - Bay Area, CA

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

59 Sales Jobs in California