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<h3>Job Description:</h3><p>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.</p><p><br><strong>The Expertise We’re Looking For</strong></p><ul><li><h3>We ask that you have at least five years in financial sales role</h3></li><li><h3>We believe that three or more years of management within a financial services environment is helpful</h3></li><li><h3>We require an active Series 9/10, 7 and 66 licenses</h3></li></ul><p><strong>The Purpose of Your Role</strong></p><p>Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. <br> </p><h3><strong>The Skills You Bring</strong></h3><ul><li><h3>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</h3></li><li><h3>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</h3></li><li><h3>With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas</h3></li><li><h3>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</h3></li><li><h3>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</h3></li></ul><p>The Value You Deliver</p><p>This member of branch management will:</p><ul><li><h3>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</h3></li><li><h3>Build a culture of trust through compelling communication, collaboration and coaching</h3></li><li><h3>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</h3></li><li><h3>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</h3></li><li><h3>Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities</h3></li><li><h3>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</h3></li></ul><h3><strong>How Your Work Impacts the Organization</strong><br>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, and you’ll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential.</h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Vice President, Branch Leader - Knoxville, TN

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Strategic Market Relationship Management Team Lead (SVP Group Manager) has senior management accountability for a multi-state book of business of Workplace Investing Strategic Market corporate client relationships! Primary responsibility is the effective leadership of 10 SVP, Managing Directors (MDs) to ensure the satisfaction and retention corporate client relationships. Responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health &amp; Welfare), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings.</p><p>This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CEO, SVP of HR) of existing and prospective customers. The SVP Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports.</p><p><strong>Expertise and Skills you Bring</strong></p><ul><li><p>Accountable for retention, dedication, happiness, and relationship growth of client book of business.</p></li><li><p>Provide focused leadership, motivation and support for MD team to deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities.</p></li><li><p>Influence appropriate service model for clients based on their stated goals and objectives, as well as, their economic contribution to Fidelity.</p></li><li><p>Improve service delivery and advance individual client action plans to meet key business strategies and overall business unit objectives.</p></li><li><p>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Treasury, Legal, and Procurement.</p></li><li><p>Provide leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including collaboration with the MD and Rebid AE on all retention activities.</p></li><li><p>Provide leadership across internal support organizations to provide cross functional accountability for client retention and loyalty.</p></li><li><p>Drive engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</p></li><li><p>Develop and maintain positive relationships with prevalent regional and national consulting firms representing Fidelity and client points of view for negotiations and ongoing relationship support.</p></li><li><p>Serve as Executive Sponsor for key clients, clients with significant service customer concerns and clients requiring uptiering relationships based on risk mitigation plans.</p></li><li><p>Identify personal development objectives with each MD and support execution of plans to continually build proficiencies and skill sets to deliver outstanding business results.</p></li><li><p>Coach and mentor to provide continued career development and evaluate performance.</p></li><li><p>Provide leadership to build an empowered, diverse and inclusive team and segment culture.</p></li><li><p>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</p></li><li><p>Ensure that team is aligned with all appropriate rules and regulatory requirements.</p></li></ul><p><strong>Education and Experience</strong></p><ul><li><p>College degree required</p></li><li><p>MBA or other advanced degree preferred.</p></li><li><p>Institutional client management and growth experience required.</p></li><li><p>Minimum of 5 years management experience required.</p></li><li><p>Complete series 7, 24 &amp; 63 exams within 90 days of hire.</p></li><li><p>Strong demonstrated negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client facing.</p></li><li><p>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses.</p></li><li><p>Strong revenue management and overall financial acumen.</p></li><li><p>Ability to lead multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.</p></li><li><p>Validated leadership, coaching, and career developments skills with a tenured team of professionals</p></li><li><p>Validated consultative sales skills.</p></li><li><p>Experienced presentation, meeting management, and communication skills.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

SVP, Managing Director Team Leader- Relationship Management

<p><strong>H.O. Penn Machinery</strong><br><strong>NOW HIRING</strong><br><strong>Construction Machine Outside Sales Rep</strong><br>Newington, CT</p><p><strong>Pay</strong>:Up to$55,000/year base(dependent on relevant experience)&nbsp;<br><strong>+ Uncapped Commission Potential&nbsp;</strong></p><p><strong>Territory:</strong>&nbsp;Fairfield County</p><p><strong>Benefits:</strong></p><ul><li>Medical / Dental / Vision Insurance</li><li>401(k) with company match</li><li>Paid time off &amp; company holidays</li><li>Company provided cell phone, laptop, &amp; vehicle</li></ul><p><strong>Key&nbsp;Qualifications</strong>:</p><ul><li>Excellent organizational and communication skills </li><li>Ability to prospect and cultivate new accounts&nbsp;</li><li>Outside sales experience a plus, but willing to train and develop the right candidate&nbsp;</li><li>PC Proficient (including high proficiency utilizing Microsoft Office and CRM software)&nbsp;</li><li>Good influencing skills &amp; economically motivated&nbsp;</li><li>Strong self-starter</li><li>Clean &amp; valid driver’s license required (this is an outside sales role)</li></ul><p><strong>Responsibilities:&nbsp;</strong></p><p></p><p><strong>Professionally manage and develop the assigned sales territory</strong></p><ul><li>Maximize the Caterpillar percentage of industry new sales (PINS) in the sales territory.</li><li>Ensure all customers are contacted annually and 100% PAR completion is achieved.</li><li>Expand the customer base in the territory with particular emphasis on the non-traditional growth opportunities afforded H.O. Penn through the BCP market segment.</li><li>Utilize all of the sales tools to assist in closing business, including but not limited to, probing questions, deal sheets, financial merchandising, Extended Protection Plan options, negotiating skills, and product knowledge</li><li>Maintain and communicate an awareness of the state of the industries served as well as all competitive activity within the sales territory.</li></ul><p><strong>Contribute to the achievement of the overall corporate goals through the profitable sale, rental, or leasing of Caterpillar equipment, or any other H.O. Penn product offerings, in the assigned sales territory</strong></p><ul><li>Maximize gross profit on all sales and rentals throughout the year.</li><li>Utilize all of the provided tools and information (computer-based analytical tools, seminars, etc.) to promote the features/benefits of Caterpillar equipment and the "value" of the total product and product support offerings of H.O. Penn to a customer’s operation.</li><li>Maintain and communicate accurate data with respect to the activities of the customers and the interaction between the customers, H.O. Penn, and its competitors.</li><li>Cost-effectively manage the sales coverage within the territory by being mindful of the costs associated with demos, transportation, marketing, etc.</li></ul><p><strong>Effectively and efficiently contribute to the quality of the customers' experience with H.O. Penn</strong></p><ul><li>Become a trusted, knowledgeable resource for customers.</li><li>Adequately and with the proper sense of urgency represent the customers' needs to H.O. Penn.</li><li>Become a part of the territory's business community through meaningful involvement in trade/community associations.</li><li>Continually strive to develop product/industry knowledge and business intellect.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Excellent organizational and communication skills </li><li>Ability to prospect and cultivate new accounts&nbsp;</li><li>Outside sales experience a plus, but willing to train and develop the right candidate&nbsp;</li><li>PC Proficient (including high proficiency utilizing Microsoft Office and CRM software)&nbsp;</li><li>Good influencing skills &amp; economically motivated&nbsp;</li><li>Strong self-starter</li><li>Clean &amp; valid driver’s license required (this is an outside sales role)</li></ul><p><strong>Physical Requirements:</strong></p><ul><li>Standing and/or sitting for prolonged periods of time</li><li>Hand coordination for typing, writing, and computer use</li><li>Occasional forward bending and reaching</li><li>Occasional walking and climbing stairs</li><li>Carrying (up to 20lbs.)&nbsp;</li></ul><p><strong>Reasonable accommodations made as needed.</strong></p><p>We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, national origin, ancestry, age, marital status, citizenship, sexual orientation, gender or gender status, disability, genetic information, otherwise qualified disabled or veteran status, or any other protected class as designated by Federal, State and/or local law.</p>

Construction Machine Outside Sales Representative

Join our team as an Assistant Deli/Seafood Manager at Dierbergs and immerse yourself in the world of culinary excellence and customer satisfaction. If you've always been captivated by our Deli/Seafood department and possess a passion for delivering exceptional service, this role could be the perfect match for you. <br><br> In this entry-level management position, as an Assistant Deli/Seafood Manager, you will play a pivotal role in ensuring the smooth and efficient operation of our department. Your responsibilities will include: <br><ul><li> Collaborating with the Deli/Seafood Management Team to uphold high standards of quality, consistency, and profitability in all food products </li><li> Overseeing the training, development, and motivation of our Associates to foster a cohesive and high-performing environment </li><li> Prepare and sell our signature foods, as well as rotisserie and smoked meats, sliced cheeses, many varieties of seafood and much more </li><li>Ordering and inventory management</li><li> Maintaining a clean and sanitary department, adhering to proper food-handling procedures, and keeping food-safety top of mind </li><li> Providing friendly, and knowledgeable service to every customer </li></ul><br> <strong>Qualifications for Success</strong> <br><ul><li> 1+ years of food-service experience, preferably in a supervisory capacity, demonstrating your ability to deliver exceptional customer service while effectively managing a team </li><li> Hold a high school diploma or equivalent qualification </li><li> Thrive in a fast-paced environment, exhibiting strong multitasking abilities and a willingness to adapt and excel in various tasks </li><li> Basic computer skills and ability to use iPad for customer orders, order pick up, and training </li><li> Strong knowledge of proper food handling and sanitation procedures to maintain the highest standards of safety and quality </li><li> Flexibility to work evenings, weekends, and varying shifts - enjoy a balanced schedule with no late nights, most deli &amp; seafood departments close by 8 pm, allowing for a healthy work-life balance </li></ul><br> <strong>Physical Requirements:</strong> <br><ul><li> Ability to push and pull up to 20 lbs of force occasionally </li><li> Ability to lift and carry up to 50 lbs occasionally and up to 20 lbs frequently </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Stand, handling, &amp; forward reach </li></ul><br><br><strong>Why Dierbergs is Different:</strong> <br><ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul><br> <strong>What's in it for you?</strong> <br><ul><li> <strong>Health and retirement benefits</strong>, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> <strong>Weekly pay</strong> </li><li> <strong>Work-life balance </strong>with flexible scheduling </li><li> <strong>Growth opportunities </strong>to support career advancement </li><li> <strong>Associate-only savings, free products, bonus points, sweepstakes,</strong> and more - being a part of our team has its perks with Dierbergs Rewards </li><li> <strong>Associate Perks Program</strong> in partnership with Working Advantage </li><li> <strong>Discounts at Starbucks kiosks</strong> within select locations </li></ul><br> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! <br><br> This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Dierbergs Markets Inc

Assistant Deli Seafood Manager

<b> <strong>Deli/Seafood Associate • </strong> <strong>Part &amp; Full-Time Opportunities</strong> <strong> • </strong> <strong>Dierbergs Markets</strong></b><br><br>Deli/Seafood Associates work as a team to prepare quality products, assist customers, and provide excellent customer service. They have a variety of responsibilities that play a part in running the Deli:<br><br><ul><li> Provide exceptional customer service that goes above and beyond </li><li> Learn and promote our variety of deli and seafood products and use suggestive selling techniques </li><li> Process customer orders accurately and efficiently </li><li> Work in varied temperature-controlled environments (refrigerator, freezer and hot food preparation) </li><li> Operate and clean equipment safely according to training procedures, by reading warnings, and following instruction manuals. i.e., knives, slicers, fryers, rotisseries, smoker, skewers, ovens, frying pans, hot case, microwave oven, r air oven, steamer, chicken warmer and case, hot food warmer, wrappers, cheese grater, and scales </li><li> Prepare and cook products in a warm kitchen with temperature of oil and ovens up to 500 degrees </li><li> Follow safe food handling guidelines whenever preparing food according to S.A.F.E. program standards </li><li> Maintain appropriate temperatures and avoid cross-contamination throughout production and storage </li><li> Prepare party tray orders, follow directions from food specification book or order form </li><li> Weigh, wrap, and label products using digital and manual scales </li><li> Cut meats and cheeses using electric slicers according to training manual and customer requests </li><li> Fill serving bowls with ready-made deli salads, and place in deli counter case </li><li> Rotate products and check expiration dates </li></ul><br><br><b> <strong>Essentials</strong>   </b><br><br><ul><li> At least 16 years of age </li><li> Ability to follow recipes, charts, invoices and temperature gauges </li><li> Basic computer, math and measurement skills (including addition, subtraction, multiplication, division, conversions, and percentages) </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> A Hepatitis A vaccination (MO locations only) </li><li> May be cross-trained in other departments </li></ul><br><br><b> <strong>Physical Requirements</strong>   </b><br><br><ul><li> Lifting &amp; Carrying - Up to 30 lbs. occasionally, lift products up to 50 lbs. from floor to chest occasionally </li><li> Pushing &amp; Pulling - Up to 20 lbs. force occasionally </li><li> Occasional - Sit, walk, kneel, stoop, squat, climb, overhead reach, and shovel </li><li> Frequent - Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, and feel </li><li> Constant - Forward reach, standing, and handling </li></ul><br><br><b><strong>What's in it for you?</strong></b><br><ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul><br><br><b> <strong>Foundational </strong> </b><br><br>Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric, Be a Contributor, Be a Cultivator, and in all you do,Be YOU!<br><br>This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Deli Seafood Associate

<h3>Job Description:</h3><p><strong>Head of International, Fidelity Digital Assets®</strong></p><p><strong>The Role</strong></p><p>Fidelity Digital Assets® is seeking a Vice President of Sales to achieve bold business growth goals in onboarding international institutional clients to our enterprise-grade custody and execution services offerings. The position will report into the Global Head of Business Development. As a member of the business development leadership team, you will contribute to the strategic vision and direction of our growth, collaborate with business partners in Fidelity Digital Assets® , and contribute as a positive and active leader. You will work to expand our client footprint internationally by filling both near and longer-term pipeline, onboarding, and funding new clients. You will be responsible for hiring, training, coaching, managing and leading a UK-based sales team focused on driving revenue growth with clients that match FDA’s values.</p><p><strong>The Expertise and Skills You Have</strong></p><ul><li><p>Proven professional success in building and leading an institutional sales team at a bank, broker-dealer or other financial or digital asset institution with a preference for technology-led services (e.g. prime brokerage, custody/clearing, electronic trading sales). Direct digital assets sales experience is required</p></li><li><p>A minimum of 15 years of relevant financial services experience, preferably in the UK and EU regions.</p></li><li><p>Understanding of technology, market and ecosystem as it relates to cryptocurrencies, Blockchain and initial coin offerings (ICOs), electronic execution, institutional custody, across various client segments and regions in Europe. Outside of Europe is a plus.</p></li><li><p>Directly working on &amp; leading sales staff in identifying potential opportunities, prioritization of prospective clients, pipeline development, financial assessment, transaction structuring, and implementation.</p></li><li><p>Demonstrable understanding of institutional investors and intermediaries across the UK and Europe, Middle East and Asia, including asset managers, hedge funds, market-makers, brokers, corporate treasurers, and banks.</p></li><li><p>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way.</p></li><li><p>Experience working in an autonomous and dynamic environment.</p></li><li><p>Positive and progressive demeanour, entrepreneurial and results-oriented personality</p></li><li><p>Exceptional communication, influence and negotiation skills for credible interactions with C-Suite execs on all aspects of relationship.</p></li><li><p>Experience leading and driving a team in pursuit of goals in a positive and collaborative manner.</p></li><li><p>Experience managing a client pipeline and driving results in a thoughtful and collaborative way.</p></li><li><p>Strong understanding of disruption of value chain that is occurring due to Blockchain technology, and strategic leadership for what that means for Fidelity’s businesses.</p></li><li><p>Ability to quickly size up a market opportunity and understand the relevance of distribution channels.</p></li><li><p>Ability to create, implement and influence clear sales plans across a diverse region with multiple client segments, dynamic regulatory environment with changing competitor base.</p></li><li><p>Comfort with the sales toolkit, including experience with CRM systems, including Salesforce and development of sales materials.</p></li><li><p>Delivering sales management excellence, developing sales capabilities through dedicated mentoring and coaching.</p></li><li><p>Exceeding sales revenue and client acquisition targets.</p></li><li><p>Building close, appropriate partnerships across the blockchain ecosystem, representing Fidelity’s interests and objectives.</p></li><li><p>Developing go- to- market strategies per segment &amp; region and leading internally to develop and maintain channels for sales.</p></li><li><p>Representing the International digital asset eco-system &amp; customer voice with internal business partners.</p></li><li><p>Representing FDA interests at industry conferences and trade shows, including public speaking at events.</p></li><li><p>Leading and contributing to a climate that values and rewards contributions, drive, initiative, and achievement of results.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong><br> </p><p>Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.</p><p>As a Vice President of Sales at Fidelity Digital Assets®, you will interface daily with internal &amp; external stakeholders. You will help identify, develop, and execute strategies that create deep and lasting relationships, focused on the growing demand for digital assets among all types of institutional clients.</p><p>The Fidelity Digital Assets® Sales team is centrally responsible for growing our institutional client base. As part of the broader Business Development team, the sales team is an essential representation of the Fidelity Digital Assets® brand to the external market as well as providers of prospective client feedback to internal stakeholders. Members of our team are seasoned sales professionals with a combination of deep TradFi and DeFi experience. They own the sales outcomes and seek to outperform revenue targets by positioning our offering to the marketplace. The Global Sales team works collaboratively with each other, broader Business Development as well as with our business partners across both Fidelity Digital Assets® and Fidelity Investments®.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Head of International Sales, Fidelity Digital Assets®

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - San Diego (Rancho Bernardo), CA

Financial Consultant - San Diego, CA

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Highland Park, IL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

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