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<h3>Job Description:</h3><p>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7, 63, 65, 66 required prior to hire</li><li>Insurance licenses must be obtained within 6 months of hire</li><li>Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings</li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Bachelor’s Degree required</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</li><li>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</li><li>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</li><li>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>You are helping families grow and protect their assets by:</li><li>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</li><li>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</li><li>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</li><li>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</li><li>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p>The base salary range for this position is $115,000 - $200,000 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

Fidelity Investments

VP, Wealth Management Advisor - Chicago Area

<h3>Job Description:</h3><p>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor’s degree</p></li><li><p>Series 7 &amp; Series 63 licenses required (may be attained in role)</p></li><li><p>Experience in financial services and sales is helpful, but not required</p></li><li><p>Commitment to growing technical knowledge of the financial industry</p></li><li><p>Passion for capital markets and investment products</p></li><li><p>Aptitude and dedication for constant learning and self-improvement</p></li><li><p>Team player, confident, and self-motivated</p></li><li><p>Excellent communicator, excited to engage clients</p></li><li><p>Appreciate the challenge of working in a goal and results oriented environment</p></li></ul><p><strong>As an Investment Sales Associate (ISA)</strong> your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.</p><p><strong>The Investment Sales Development Program</strong> is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. </p><p><strong>The three phases within the program: </strong></p><ul><li><p>Licensing, training, and supporting financial advisor investment product inquiries</p></li><li><p>Pro-active client engagement to initiate new client relationships and sales opportunities</p></li><li><p>Sales territory ownership with an external sales partner, to drive investment product sales</p></li></ul><p><strong>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: </strong></p><ul><li><p>Capital Market and Investment Product Knowledge</p></li><li><p>Sales Process and Sales Territory Management</p></li><li><p>Consultative Presentation Capabilities</p></li><li><p>Financial Advisor and Intermediary Eco-System</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Your robust consultative selling, influencing and communication skills</p></li><li><p>A learner mindset, with determination for extensive skill development</p></li><li><p>Ability to develop technical depth in financial markets and investment product</p></li><li><p>Additive (or leader) to a competitive, collaborative, energized team</p></li><li><p>Organized, with ability to multitask, prioritize, and adjust to change</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Receptive to feedback and coaching</p></li><li><p>Thrive in team-based sales environment</p></li><li><p>Take initiative and strive to exceed expectations</p></li><li><p>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</p></li><li><p>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</p></li><li><p>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>Compensation/Career Progression</strong></p><ul><li><p>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</p></li><li><p>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is <strong>at least</strong> 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</p></li><li><p>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Sales Associate - January 2026 (Westlake)

<p><strong>Hi, we’re glad you’re thinking about joining us.</strong></p><p>Are you looking for purpose-driven work where education partnerships makes a positive impact on communities around the world? If so, then Committee for Children is an amazing place to grow your career as an Insides Sales Representative. We’re a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. As an <strong>Inside Sales Representative,</strong> at CFC, you will support new customer acquisition for digital and print product sales within your assigned territory while supporting field Account Executives. This role is responsible for identifying and qualifying leads, understanding client needs to offer tailored solutions, managing the sales funnel, and advancing and closing deals to achieve revenue goals.</p><p>Our team is collaborative, creative, and passionate about our work. Every day brings new challenges, and we jump at the opportunity to solve them. So, if you’re looking for a place that values your unique perspective and empowers you to do great work, then CFC is the place for you.</p><p>You’ll have an opportunity to make an impact every day and have a say in the way we use education partnerships to transform the lives of children.</p><p><strong>Let’s talk about benefits.</strong></p><p>What we do matters. But we can’t achieve our goals unless we empower every team member to pursue their own goals and live a fulfilling personal life. Our benefits, perks, and rewards are aimed at doing just that: helping you live your best life at CFC.</p><ul><li>We cover 100% of your premiums for medical, dental and vision coverage and 50% for your dependent’s medical and dental premiums</li><li>Retirement plan + company match up to 3%; CFC also may make an annual discretionary non-elective contribution on your behalf at the end of the year!</li><li>A flexible work subsidy: $100 per month that you can use on things like phone and internet costs, office supplies, or even commuting costs</li><li>16 paid holidays (including winter break and 1 floating holiday), 3 weeks' vacation in your first year, and separate sick leave accrual</li><li>Other great benefits include: monthly contribution to childcare and/or dependent expenses, FSA account, parental leave, sabbatical leave, employee assistance program, annual wellness reimbursement, growth and development opportunities, disability and life insurance.</li></ul><p><strong>What you’ll do when you join us:</strong></p><p><em><strong>Lead Funnel: Identifying and Qualifying Leads</strong></em></p><ul><li>Proactively identify and qualify potential clients through inbound leads and outbound prospecting.</li><li>Research and identify new client targets, maintaining accurate lead and contact records in the CRM.</li><li>Generate new business opportunities to ensure pipeline sufficiency, including re-engaging lapsed or former clients.</li><li>Ask qualifying questions to understand client budgets, audiences, needs, and timelines.</li><li>Create meeting opportunities for Field Account Executives and collaborate with leadership and marketing to optimize lead generation and conversion.</li><li>Maintain up-to-date CRM records with key lead, client, and sales activity details.</li></ul><p><em><strong>Sales Cycle: Positioning, Advancing, and Closing Opportunities</strong></em></p><ul><li>Communicate clearly and persuasively across all stages of the sales cycle to advance opportunities and close sales.</li><li>Present tailored solutions that align with customer needs through demos, presentations, proposals, and high-impact communications.</li><li>Utilize CRM and analytical tools to make data-informed decisions that guide sales strategy and tactics.</li><li>Stay current on education trends, market developments, and competitor offerings to position products effectively.</li><li>Collaborate with the Customer Success Manager to capture implementation goals and ensure a smooth transition from sales to onboarding.</li><li>Maintain accurate forecasts and pipeline details in the CRM and meet or exceed all activity and performance metrics.</li><li>Take ownership of outcomes, anticipate obstacles, and take proactive steps to maintain momentum through the sales and implementation process.</li><li>Adapt to changing priorities and business needs while maintaining positive relationships and effective work habits</li></ul><p><strong>Here’s what we’re looking for:</strong></p><ul><li>Bachelor’s degree</li><li>3+ years of experience in sales, customer service, implementation, or customer success.</li><li>Experience in the education or EdTech sector preferred.</li><li>Proven success managing a sales pipeline and achieving or exceeding sales targets.</li><li>Strong communication and interpersonal skills; able to build relationships across departments and collaborate effectively with leadership, marketing, client success, and product teams.</li><li>Demonstrated ability to use data and CRM systems (e.g., NetSuite, Salesforce) to inform decisions and manage the sales cycle.</li><li>Applies knowledge of technology trends and the needs of educational institutions to present ROI analyses and help clients set measurable goals.</li><li>Open to change and able to shift direction quickly; maintains accountability for results and follows through on commitments.</li><li>Proficient in Microsoft Excel, PowerPoint, Word, and Outlook</li></ul><p><strong>Note:</strong> This position is remote, employees are eligible to work remotely in any of the following states:</p><p><strong>AZ, CA, CO, CT, FL, GA, IL, MA, NV, NJ, NM, NY, OH, OR, PA, TX, VA, WA.&nbsp;</strong></p><p>The hiring range for this position is $31.00 – $37.00 per hour, with a target commission of 25% of base pay for meeting established sales goals, with an increasing incentive for exceeding goals up to 100% of base pay. Actual base pay takes into account job-related knowledge, skills and experience required for the role, and internal equity.</p><p><strong>Transform the lives of millions.</strong></p><p><strong>Grow your career while you do it.</strong></p><p>At Committee for Children, we’re dedicated to advocating for policies to enhance, gathering research to support, and developing educational programs to advance the safety and well-being of children through development of essential human skills.</p><p>We’re best known for our innovative Second Step® family of programs, which blend research and rigor with intuitive design to help young people build strengths that will help them realize their goals throughout life. We believe that if you make a positive impact on enough children, the ripple effect will help a family, school, community, and ultimately, the world.</p><p><strong>We’re proudly building a more equitable workplace.</strong></p><p>We’re committed to providing a place that empowers you to bring every bit of who you are to work. When you’re able to be yourself, you do your best work. It’s as simple as that. And to that end, we’re committed to building a diverse and inclusive workplace.</p><p>We're proud to be an equal opportunity employer. We’re committed to cultivating a workplace in which diverse perspectives and experiences are welcomed and respected. We encourage all qualified applicants to apply, without regard to race, color, age, disability, gender identity, marital status, national origin, genetics, religion, sexual orientation, political affiliation, veteran status, or other applicable legally protected characteristics.</p><p><strong>Apply now and help us achieve our vision of safe children thriving in a just and peaceful world.</strong></p>

Inside Sales Representative

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>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, market growth and profitability.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Branch Leader - Greenwich, CT

<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 $59,000 - $74,000 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

Investment Consultant - Burlingame, 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 -Palo Alto/ Burlingame, CA

<h4><em><strong>MDU Direct Sales Representative</strong></em></h4><p><em><strong>Location: Seattle greater market, Bellevue, Kirkland, WA (Eastside) territory</strong></em></p><p><strong>Opportunity to earn up to $90,000 annually, unlimited earning potential with&nbsp;uncapped commissions!</strong></p><p><em>Opportunity to earn a targeted compensation up to $85,000 to $90,000 at full attrition with a $32,000 base salary!&nbsp; We offer a $32,000 base with a commission plan that allows you the freedom to exceed quota.&nbsp; (*See total compensation details below the job description). You will be representing a superior telecommunication provider and company that cares about you and our customers.</em></p><p><em>Astound Broadband, the sixth-largest telecommunications provider in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company.&nbsp;</em><em>Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success.&nbsp; With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.</em></p>&nbsp;Astound Broadband is currently searching for a MDU Direct Sales Representative in the Seattle, WA greater location, Bellevue, Kirkland, WA (Eastside) territory! Our MDU Direct Sales Representatives are responsible for promoting and selling our Astound Services; Data, Phone, and Video, throughout a specific market via door-to-door sales and events to prospective residential customers. This is a face-to-face and door-to-door position; It’s not easy for everyone, however, the base salary and uncapped commission compensation is designed for excellent earnings potential!&nbsp;<p><strong>Where you will work:</strong></p><ul><li>This is a dynamic opportunity to represent our multifamily sales initiatives. The sales representative will build relationships with community organizations, condo associations and property management groups of apartment buildings with 50+ units within our serviceable footprint.&nbsp;</li><li>This individual may be based in the field, with the ability to travel into the nearest office as needed&nbsp;</li></ul><p><strong>A Day in the Life of the <em>Direct Sales Representative, Multi-Family:</em></strong></p><ul><li>Cultivate individual sales through relationship building and maintaining a bi-weekly sales quota</li><li>Obtain new customers in a multifamily residential environment through professional, face-to-face interaction with residents, property management groups, and other referral sources</li><li>Aggressively pursue any leads provided daily</li><li>Understand every unique element of assigned properties within portfolio</li><li>Distribute marketing material, facilitate strategic marketing campaigns, build Astound brand awareness</li><li>Manage new building on-boarding process to drive subscriptions and drive penetration. Update CRM with relevant information on a daily basis</li><li>Review and understand property contract language, service levels, restrictions, and obligations</li><li>Understand customer needs and articulate solutions</li><li>Create, plan and execute regular multifamily property resident events</li><li>Attend mandatory sales meetings</li><li>Report sales statistics accurately and promptly to management</li><li>Stay up to date with what the competition is doing in your market</li></ul><p><strong>What You Bring to the Table:</strong></p><ul><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>This is a face-to-face and door-to-door position. It’s not easy for everyone, however, the base salary and uncapped commission compensation is designed for excellent earnings potential!&nbsp;</li><li>Must have valid driver's license and reliable transportation</li></ul><p><strong>Education and Certifications:</strong></p><ul><li>High school diploma or equivalent</li></ul><p><em><strong>We're Proud to Offer a Comprehensive Benefits Package Including:</strong></em></p><ul><li><em>Unlimited earning potential!&nbsp;</em></li><li><em>Vehicle Allowance provided</em></li><li><em>401k retirement plan, with employer match</em></li><li><em>Insurance options including: medical, dental, vision, life and STD insurance</em></li><li><em>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</em></li><li><em>Floating Holiday: 40 hours per year</em></li><li><em>Paid Holidays: 7 days per year</em></li><li><em>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</em></li><li><em>Tuition reimbursement program</em></li><li><em>Employee discount program</em></li></ul><p><em><strong>Base Salary:</strong>&nbsp;The base salary range in Washington for this position is $32,000, plus opportunities for bonus, benefits and commission, if applicable. It is specific to WA and may not be applicable to other locations.</em></p><p><em><strong>Commissions at plan:</strong>&nbsp;Uncapped commissions with targeted commissions at full attainment could be up to or over $56,000 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.</em></p><h4><strong><em>Our Mission Statement</em></strong></h4><ul><li><h4><strong><em>Take Care of Our Customers</em></strong></h4></li><li><h4><strong><em>Take Care of Each Other</em></strong></h4></li><li><h4><strong><em>Do What We Say We are Going To Do</em></strong></h4></li><li><h4><strong><em>Have Fun</em></strong></h4></li></ul><p><em><strong>Diverse Workforce / EEO</strong>:</em></p><p>Astound is proud to be an Equal Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.</p><p><strong>FCO (For San Francisco Candidates Only):</strong></p><p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p><strong>CCPA Employee Privacy Policy (For California Candidates Only):</strong> <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;</p>

Astound Broadband

Astound

Direct Sales Representative- MDU

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Novi, MI

<p>Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology. &nbsp;We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world.&nbsp;</p><p>At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.&nbsp;</p><p>Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve.&nbsp;</p><p>We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.</p><p><strong>Where you will work:</strong></p><ul><li>This position will be based in Stanwood, WA location, with the ability to travel into the nearest office and the field as needed</li></ul><p><strong>A Day in the Life of the Retail Sales Representative I, II, and III:</strong></p><ul><li>Sell target products and packages and effectively communicate system prices, channels, services and packages to customers and potential customers</li><li>Demonstrate Astound's various products and services to inbound customer traffic at the retail center</li><li>Communicate current promotions and offers to all potential customers</li><li>Establish rapport with visitors and engage them in the process of probing to match each one with the package that best fits their needs</li><li>Review customer’s current level of service and introduce new services as appropriate</li><li>Determine customers level of satisfaction with their service and take steps as needed to ensure that their experience with Astound is positive</li><li>Seek opportunities with customers to enhance the company’s image. Maintain a neat appearance, show respect and respect the customer’s property</li><li>Provide accurate and efficient feedback to customer issues quickly and efficiently by improving personal technical knowledge and understanding of all services and equipment</li><li>Utilize billing system and other sales and marketing related tools to effectively identify and quickly provide answers to customer inquiries</li><li>Resolve customer questions and concerns efficiently by actively listening, communicating clearly and concisely, and assuring customer understanding</li><li>Process installation, service change, disconnects and trouble call work orders according to departmental policies and procedures</li><li>Receive customer payments, give receipts, enter payments to customer accounts and accurately balance cash drawer on a daily basis</li><li>Track sales progress and document productivity on sales forms/ reports as provided by the company </li><li>Ensure all required paperwork is legible, complete and submitted in a timely manner</li></ul><p><strong>What You Bring to the Table:</strong></p><ul><li>Phone customer support/service related background in call center environment preferred</li><li>Exhibits strong interpersonal skills with the ability to relate to customers, peers, and management.&nbsp; Is positive, pleasant, and respectful</li><li>Bilingual skills preferred</li><li>Friendly, enthusiastic and outgoing demeanor</li><li>Demonstrates a thorough knowledge of cable and data products and services</li><li>Ability to learn and retain new information and concepts quickly</li><li>Demonstrates ability to diagnose and solve problems</li><li>Exhibits the ability to follow direction and possesses the ability to follow through</li><li>Displays proven good judgment and proactive decision-making skills</li><li>Must possess the ability to adapt to change</li><li>Cable Television industry experience preferred</li><li>Telecommunications experience preferred</li></ul><p><strong>Education and Certifications:</strong></p><ul><li>High school diploma or equivalent</li></ul><p><strong>We're Proud to Offer a Comprehensive Benefits Package Including:</strong></p><ul><li>401k with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance </li><li>Paid Time Off/Vacation: 80 hours per year and increases based on tenure with the organization (**PTO/Vacation is specific to our West region and could vary within other geographical regions.)</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave based on state and local ordinance (**Sick leave is specific to our West region and could vary within other geographical regions.)</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul><p>The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. The base salary range in Washington for this position, plus opportunities for bonus, benefits and commission, if applicable, is:</p><ul><li>Retail Representative I - $17.00 - $23.80 per hour</li><li>Retail Representative II - $17.85 - $24.99 per hour</li><li>Retail Representative III - $19.68 - $27.55 per hour&nbsp;</li></ul><h4><strong><em>Our Mission Statement:</em></strong>&nbsp;</h4><h4><strong><em>* Take care of our customers</em></strong>&nbsp;</h4><h4><strong><em>* Take care of each other</em></strong>&nbsp;</h4><h4><strong><em>* Do what we say we are going to do</em></strong>&nbsp;</h4><h4><strong><em>* Have fun</em></strong></h4><p><strong>Diverse Workforce / EEO</strong>:</p><p>Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered. Discrimination of any kind has no place here. We are committed to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, gender, pregnancy, childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation, genetic information, military or veteran status, citizenship, or other status or characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.</p><p><strong>FCO (For San Francisco Candidates Only):</strong></p><p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p><strong>CCPA Employee Privacy Policy (For California Candidates Only):</strong> <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;</p>

Retail Sales Representative I, II, and III

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

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