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<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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.

Fidelity Investments

Financial Consultant - Greenville, SC

<h3>Job Description:</h3>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.<h3>Licensing and Experience</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3>Key Responsibilities </h3>Relationships<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3>Strategic Book Management</h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Vice President, Managing Director-401K Relationship Manager

Financial Consultant - Greensboro, NC

<h3>Job Description:</h3>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.The Expertise We’re Looking For<ul><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.</li><li>Series 7 and 63 licenses required.</li></ul>The Purpose of Our RoleFidelity’s Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.The Skills We Bring<ul><li>The position may require overnight travel.</li><li>Strongly prefer field sales and territory management experience.</li><li>We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.</li><li>You have excellent time management and interpersonal skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul>The Value We Deliver<ul><li>Consistent travel throughout territory to generate new sales and proposal activity.</li><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase an Investment Professional's business.</li><li>Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.</li><li>Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.</li></ul>How Our Work Impacts the OrganizationWe are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401(k) solutions, education and services.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost 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.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.

VP, Retirement Director- 401K Sales

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Retail Sales Representative is responsible for growing sales in existing assigned accounts in a specified geographical area which are typically chain-associated franchisee accounts and divisional group customers that require periodic sales calls. The Merchandising RSR Specialist also responds to customer needs, builds strong customer relations and presents new McLane programs in a timely manner. This is a territory-based role covering the Greater Missoula, MT area. Therefore, interested candidates should be within a 50-minute commute to Missoula, MT. The work conditions are primarily in a retail setting of a customer store, vehicle, or occasionally in an office environment. Benefits you can count on: <ul><li>Pay rate: $20.00 to $25.00 per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. </li><li>401(k) Profit Sharing Plan after 90 days. </li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Retail Sales Representative: <ul><li>Achieve and/or exceed sales, APSW, and gross margin budget for assigned stores. </li><li>Maintain positive relationships with McLane customers (store managers), Drivers, customer service, and peers within the RMS Department. </li><li>Ensure, on a periodic basis, all McLane ordered merchandise is dusted, fronted, priced, stocked, and rotated for business. </li><li>Perform schematic updates at the store level to ensure product is current and merchandise is updated. </li><li>Complete weekly recaps on sales, miles used, credits written, issues at store level and issues internally that affect the customer. </li><li>Perform store surveys related to space allocation, current product in the store and racks placement. </li><li>Service each store a minimum of 1 visit per McLane period. </li><li>Manage expenses and control service-related costs. </li><li>Evaluate customer sales, APSW, and gross margin to maximize budgeted goals through the following activities: </li><li>Review weekly order frequency, order size and concentration of purchases. </li><li>Review item selection versus industry/market/competition/season and make recommendations on item selection, plan-o-grams and promotional planning or distribution guidelines. </li><li>Communicate on an agreed upon frequency with storeowners through phone calls and onsite meetings. </li><li>Implement new business concepts (at the direction of the ASM/ISR) of McLane Company in assigned accounts that include SMC-online, VTS, Consumer Value Products (CVP), McLane technology solutions, and all McLane sales initiatives. </li><li>Participate in divisional projects to include seasonal load change communications and other projects necessary to enhance customer perception of McLane Company. </li><li>Understand the information and reports available to assist in managing their assigned account. </li><li>Comply effectively with company work and safety rules. </li><li>Continually meet assigned production standards. </li><li>Maintain a quality of work that limits mispicks, shorts and damages. </li><li>Follow directions. </li><li>Work independently and in a team environment. </li><li>Maintain a flexible work schedule to meet the needs of McLane and specific customers; work schedules may include working early mornings and overnight shifts in order to meet customer demands. </li><li>Stand, walk, bend, stoop, push, pull, grasp and reach above the head for extended periods of time. </li><li>Other duties may be assigned.</li></ul> Qualifications you'll bring as a Retail Sales Representative: <ul><li>Have a High School Diploma or GED. </li><li>Have 2 years sales and/or customer service experience. </li><li>Internal candidates should have a minimum experience in McLane Company of not less than 2 years. </li><li>Be well versed on all aspects of the industry. </li><li>Be able to work with and communicate with many different reporting level groups, to include McLane customers (store managers), Drivers, customer service, and peers. </li><li>Be able to define problems, collect data, establish facts and draw valid conclusions. </li><li>Be able to travel as required. </li><li>Be 18 years or older. </li><li>Possess a valid driver's license and a good driving record. </li><li>Be able to lift, carry, lower, totes up to 50 lbs. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All 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. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Retail Sales Representative (Missoula, MT)

Produce Associate • Part-Time • Dierbergs Markets Produce Associates work as part of a team to provide our customers with quality products and information about our vast selection. They are friendly, proactive, and help make a positive impact on our store success with their responsibilities: <ul><li> Assist with stocking, display, food prep, truck unloading, quality control and inventory </li><li> Greet customers and share your knowledge of the department's vast selection of items </li><li> Use suggestive selling techniques to promote products </li><li> Safely and efficiently operate and maintain equipment such as code gun, wrapper, scale, knives, microwave oven, lettuce chopper, pineapple corer, pallet jack, and baler (must be at least 18 to operate pallet jack and baler) </li><li> Ensure that our beautiful Produce department is well-stocked and looks showroom-worthy </li><li> Price packaged products by using label machine </li><li> Recondition items returned from the sales floor </li><li> Disassemble, clean, and reassemble produce cases </li><li> Display merchandise to attract customers and promote sales </li><li> Take orders from customers for special products using the Dierbergs Party Guide (ex: gift baskets) </li><li> Wash utensils, pots, and pans using detergent in a deep sink </li><li> Work in 45-to-55-degree preparation area and access 36-degree cooler </li><li> Follow safe food handling guidelines whenever preparing food, according to S.A.F.E. program standards </li></ul> Essentials <ul><li> At least 16 years of age </li><li> Basic math and computer skills (including addition, subtraction, multiplication, and division) </li><li> Ability to work in varied temperature-controlled environments (36-degree cooler and 45-degree prep area). This position involves repeated heavy lifting. </li><li> Ability to follow safe food-handling guidelines and keep your work area safe and clean </li><li> Multi-task and work as part of a team </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance, and personal hygiene standards </li><li> Associates in food handling departments are required to receive a Hepatitis A vaccination (MO only) </li><li> You may be cross-trained in other departments </li></ul> Physical Requirements <ul><li> Lifting &amp; Carrying - Up to 50 lbs. occasionally </li><li> Pushing &amp; Pulling- Up to 50 lbs. of force occasionally </li><li> Occasional - Sit, kneel, stoop, squat, climb, overhead reach &amp; power grip </li><li> Frequent - Stand, walk, head turn, side reach, grasp, pinch, finger manipulation &amp; feel </li><li> Constant - Handling &amp; forward reach </li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k) and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric, Be a Contributor, Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Produce Associate

Castle Biosciences Earns a Top Workplaces USA Award for the Fourth Consecutive Year!You won't find a work culture and benefits package like ours every day. Come join our team and a group of colleagues who love working at Castle!Learn more at <a href="http://www.CastleBiosciences.com" target="_blank">www.CastleBiosciences.com</a>Castle Biosciences Inc. is growing, and we are looking to hire a full-time Internal Sales Associate, Derm Team, working from our Friendswood, TX office location, with a start date before December 1, 2025.A DAY IN THE LIFE OF A Internal Sales AssociateA typical day in this role involves consistent communication with nine designated Area Managers, strategic outreach to prospective and existing customers through cold calls and emails, maintaining accurate and up-to-date CRM records, and assisting with the coordination of dinner programs by distributing invitations and tracking responses. You will spend the most time strategically targeting accounts within assigned territories by reaching out to physicians and their offices to schedule meetings on behalf of the Area Managers. In addition, you will support effective territory management by collaborating closely with field sales representatives and ensuring all interactions and updates are accurately documented in the CRM system.REQUIREMENTS<ul><li>Must have a high school diploma or equivalent GED.</li><li>Highly motivated with excellent communication and interpersonal skills</li><li>Team players with a positive attitude, who can also work independently.</li><li>Strong time management skills, being able to prioritize and divide time among several tasks.</li></ul>*Please see the full success profile at the end of the job ad.SCHEDULE<ul><li>Schedule: M - F in office (8:00 am - 4:30 pm)</li></ul>Why Castle Biosciences?Exceptional Benefits Package:<ul><li>Excellent Annual Salary </li><li>20 Accrued PTO Days Annually</li><li>401K with 100% Company Match up to 6%</li><li>3 Health Care Plan Options + Company HSA Contribution</li><li>Company Stock Grant Upon Hire</li></ul>READY TO JOIN OUR BIOTECH TEAM?We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that this would be the right position for you, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!WORK AUTHORIZATIONAll candidates must be legally authorized to work in the United States. Currently, Castle Biosciences does not sponsor H-1B visas, OPT, or employment-related visas.ABOUT CASTLE BIOSCIENCES INC.At Castle, it all comes down to people. After all, disease doesn't just happen - it happens to people. We believe that disease management and treatment decisions can be better informed through a person's unique biology, which is revealed through the scientific rigor of our innovative, laboratory-developed tests. We are committed to empowering healthcare providers and patients with the goal of improved outcomes. Every employee at Castle has an impact on patient care, and we work to ensure that everyone finds their work to be both challenging and rewarding. We behave with integrity and treat our colleagues with respect and kindness. Our culture fosters an environment of trust, transparency, and collaboration. We prioritize and encourage internal growth and professional development.Castle Biosciences is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail <a href="mailto:ReasonableAccommodationsRequest@castlebiosciences.com" target="_blank">ReasonableAccommodationsRequest@castlebiosciences.com</a>.This email was created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.** No third-party recruiters, please

Castle Biosciences

Sales, Internal Sales Associate, Derm (FWD)

Castle Biosciences Earns a Top Workplaces USA Award for the Fourth Consecutive Year!You won't find a work culture and benefits package like ours every day. Come join our team and a group of colleagues who love working at Castle!Learn more at <a href="http://www.CastleBiosciences.com" target="_blank">www.CastleBiosciences.com</a>Castle Biosciences Inc. is growing, and we are looking to hire a full-time Internal Sales Associate, GI Team, working from our Friendswood, TX office location, with a start date before December 1, 2025.A DAY IN THE LIFE OF A Internal Sales AssociateA typical day in this role involves consistent communication with nine designated Area Managers, strategic outreach to prospective and existing customers through cold calls and emails, maintaining accurate and up-to-date CRM records, and assisting with the coordination of dinner programs by distributing invitations and tracking responses. You will spend the most time strategically targeting accounts within assigned territories by reaching out to physicians and their offices to schedule meetings on behalf of the Area Managers. In addition, you will support effective territory management by collaborating closely with field sales representatives and ensuring all interactions and updates are accurately documented in the CRM system.REQUIREMENTS<ul><li>Must have a high school diploma or equivalent GED.</li><li>Highly motivated with excellent communication and interpersonal skills</li><li>Team players with a positive attitude, who can also work independently.</li><li>Strong time management skills, being able to prioritize and divide time among several tasks.</li></ul>*Please see the full success profile at the end of the job ad.SCHEDULE<ul><li>Schedule: M - F in office (8:00 am - 4:30 pm)</li></ul>Why Castle Biosciences?Exceptional Benefits Package:<ul><li>Excellent Annual Salary </li><li>20 Accrued PTO Days Annually</li><li>401K with 100% Company Match up to 6%</li><li>3 Health Care Plan Options + Company HSA Contribution</li><li>Company Stock Grant Upon Hire</li></ul>READY TO JOIN OUR BIOTECH TEAM?We understand your time is valuable and that is why we have a very quick and easy application process. If you feel that this would be the right position for you, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!WORK AUTHORIZATIONAll candidates must be legally authorized to work in the United States. Currently, Castle Biosciences does not sponsor H-1B visas, OPT, or employment-related visas.ABOUT CASTLE BIOSCIENCES INC.At Castle, it all comes down to people. After all, disease doesn't just happen - it happens to people. We believe that disease management and treatment decisions can be better informed through a person's unique biology, which is revealed through the scientific rigor of our innovative, laboratory-developed tests. We are committed to empowering healthcare providers and patients with the goal of improved outcomes. Every employee at Castle has an impact on patient care, and we work to ensure that everyone finds their work to be both challenging and rewarding. We behave with integrity and treat our colleagues with respect and kindness. Our culture fosters an environment of trust, transparency, and collaboration. We prioritize and encourage internal growth and professional development.Castle Biosciences is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail <a href="mailto:ReasonableAccommodationsRequest@castlebiosciences.com" target="_blank">ReasonableAccommodationsRequest@castlebiosciences.com</a>.This email was created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.** No third-party recruiters, please

Sales, Internal Sales Associate, GI (FWD)

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

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