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<p><strong>Company Profile</strong><br>SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.</p><p><strong>Position Type:</strong> Exempt</p><p><strong>Location: </strong>San Bernardino Country and Riverside - California&nbsp;</p><p></p><p><strong>Minimum Qualifications</strong></p><ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul><p><strong>Responsibilities</strong></p><ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul><p>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. </p><p>JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.</p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

SoCal JCB - Inside Sales Representative 

<p><strong>Company Profile</strong><br>SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers.</p><p><strong>Position Type:</strong> Exempt </p><p></p><p><strong>Minimum Qualifications</strong></p><ul><li>Proven experience in inside sales</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>At least 2 years of parts and/or service experience in the heavy equipment industry </li><li>Bilingual – English and Spanish</li></ul><p><strong>Responsibilities</strong></p><ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul><p>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. </p><p>JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a></p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

SoCal JCB - Inside Sales Representative

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 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<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant- Brea, CA

<br><h4>Company Description</h4><p>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.<br><br>We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.</p><h4>Job Description</h4><p>We are seeking an On/Off Premise Beer Sales Representative for our San Diego, CA territory.&nbsp;The Beer Sales Representative works alongside distributor partners and local supplier distributor manager to ensure the successful sale, volume growth, distribution, brand presence and positioning of the supplier’s portfolio, working within a set list of on-premise accounts and/or large and small format off-premise accounts throughout the assigned territory.&nbsp;</p><p><strong>Here’s just a small sample of what you’ll be doing:</strong></p><ul><li>Pursue new opportunities for distribution and impact local market to upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Work closely with local distributor manager and distributor partner to collaborate on goals and objectives and ensure proper product inventory and proactively manage OOS issues</li><li>Provide training to accounts on brand/product(s) to include ingredients and pairings, brewing process, history, quality and current trends</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards</li><li>Sell-in and build brand displays according to off-premise standards</li><li>Execute POS programs to standard</li><li>Assist in executing impactful promotions and educational presentations, both independently and with team members, at accounts</li><li>Utilize on-line database and systems to track all territory progress</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul><p>The physical demands of this role require the following:</p><ul><li>Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of 50 pounds or more</li></ul><p>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.</p><h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>2-4 years demonstrated sales experience, preferably in beer, wine, or spirits</li><li>Previous retail, on-premise, or off-premise work experience is a plus</li><li>Experience as a Bartender, Waitress, Bar Management, Distributor Sales Rep, etc. is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be willing to travel within assigned sales region</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4><p>The base compensation for this job classification is $70,304.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.</p><p>This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!</p><p>Enthuse Marketing are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion,&nbsp;age,&nbsp;sex, sexual orientation, gender identity&nbsp;or expression, national origin, citizenship, disability,&nbsp;genetics, pregnancy,&nbsp;protected veteran status or other characteristics protected by applicable federal, state, or local law.</p><p>Enthuse are committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@inspiramarketing.com" target="_blank">recruitment@inspiramarketing.com</a>&nbsp;or&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.</p>

ENTHUSE

On/Off Premise Beer Sales Representative – San Diego, CA

<br><h4>Company Description</h4><p>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.<br><br>We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.</p><h4>Job Description</h4><p>We are seeking an On/Off Premise Beer Sales Representative for our San Francisco, CA territory.&nbsp;The Beer Sales Representative works alongside distributor partners and local supplier distributor manager to ensure the successful sale, volume growth, distribution, brand presence and positioning of the supplier’s portfolio, working within a set list of on-premise accounts and/or large and small format off-premise accounts throughout the assigned territory.&nbsp;</p><p><strong>Here’s just a small sample of what you’ll be doing:</strong></p><ul><li>Pursue new opportunities for distribution and impact local market to upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Work closely with local distributor manager and distributor partner to collaborate on goals and objectives and ensure proper product inventory and proactively manage OOS issues</li><li>Provide training to accounts on brand/product(s) to include ingredients and pairings, brewing process, history, quality and current trends</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards</li><li>Sell-in and build brand displays according to off-premise standards</li><li>Execute POS programs to standard</li><li>Assist in executing impactful promotions and educational presentations, both independently and with team members, at accounts</li><li>Utilize on-line database and systems to track all territory progress</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul><p>The physical demands of this role require the following:</p><ul><li>Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of 50 pounds or more</li></ul><p>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.</p><h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>2-4 years demonstrated sales experience, preferably in beer, wine, or spirits</li><li>Previous retail, on-premise, or off-premise work experience is a plus</li><li>Experience as a Bartender, Waitress, Bar Management, Distributor Sales Rep, etc. is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be willing to travel within assigned sales region</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4><p>The base compensation for this job classification is $70,304.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.</p><p>This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!</p><p>Enthuse Marketing are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion,&nbsp;age,&nbsp;sex, sexual orientation, gender identity&nbsp;or expression, national origin, citizenship, disability,&nbsp;genetics, pregnancy,&nbsp;protected veteran status or other characteristics protected by applicable federal, state, or local law.</p><p>Enthuse are committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@inspiramarketing.com" target="_blank">recruitment@inspiramarketing.com</a>&nbsp;or&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.</p>

On/Off Premise Beer Sales Representative- San Francisco, 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>The base salary range for this position is $70,000 - $105,000 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>Relationship Management

Planning Consultant - Dublin, 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 $60,000 - $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

Financial Consultant - Woodland Hills, 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 $60,000 - $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 - Roseville, CA

<h3>Job Description:</h3><p>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?</p><p>Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.</p><h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3><p>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.</p><h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3><p>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.</p>The base salary range for this position is $124,000 - $140,000 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 Support

VP, Regional Planning Consultant- Santa Monica/ Santa Barbara, 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><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 $60,000 - $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

46 Sales Jobs in California