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<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

Fidelity Investments

VP, Regional Planning Consultant -Mission Viejo/Del Mar, CA

<b><strong>Stock Associate</strong> <strong> • </strong> <strong>Part-Time </strong> <strong>• </strong> <strong>Dierbergs Markets</strong></b><br><br>A Stock Associate works as part of a team to stock and arrange merchandise while utilizing their eye for organization. They are friendly, enjoy helping people, and are able to multitask with their responsibilities:<br><br><ul><li> Assist with stocking, product display and rotation, inventory and quality control </li><li> Interact with customers and share your knowledge of the store's vast selection of items </li><li> Operate and maintain department equipment such as safety cutter, baler, high lift and electric/hand jacks (must be 18 years old to operate some equipment) </li><li> Count and sort incoming products to verify receipt of items on requisition or invoices </li><li> Examine stock for damaged product and place in designated areas </li><li> Break down loads and move cases of product to aisles using two or six-wheeler </li><li> Match order codes, UPC codes or product descriptions to shelf tags before stocking shelves </li><li> Ensure that the store is well-stocked and looks showroom-ready- it's Dierbergs, and our customers expect the best </li><li> Reconcile invoices and requisitions with product deliveries </li><li> Set up and take down displays and/or shelves according to company standards </li><li> Perform cashier or courtesy clerk duties when requested </li><li> Stock an average of 60 cases per hour </li></ul><br><br><b> <strong>Essentials</strong>   </b><br><br><ul><li> At least 16 years of age </li><li> Basic math skills and computer skills (including addition, subtraction, multiplication, and division) </li><li> Ability to follow safety guidelines and keep your work area safe and clean using company-approved equipment </li><li> Flexibility to work a varied schedule that includes weekends and holidays </li><li> Prompt and regular attendance based on your schedule </li><li> Adherence to our dress code, appearance, and personal hygiene standards </li><li> Associates in food handling departments are required to receive a Hepatitis A vaccination (MO only) </li><li> You may be cross-trained in other departments </li></ul><br><br><b> <strong>Physical Requirements</strong>   </b><br><br><ul><li> Lifting &amp; Carrying - Up to 50 lbs occasionally &amp; up to 20 lbs frequently </li><li> Pushing &amp; Pulling - Up to 90 lbs of force occasionally </li><li> Occasional - Sit &amp; climb </li><li> Frequent - Stand, walk, head turn, trunk bend, kneel, stoop, squat, handling, side reach, overhead reach, &amp; power grip </li><li> Constant - Handling, forward reach, grasp, pinch, finger manipulation, &amp; feel </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.

Dierbergs Markets Inc

Early Morning Stock Associate

<b><strong>Deli/Seafood Associate</strong> <strong> • </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

Stock Associate

<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

<h4>Company Profile</h4><p>TriStar JCB is the JCB dealer for Tennessee, with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program to ambitious candidates who possess the desire and mentality to excel at both the personal and professional levels. TriStar JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, and aerial equipment, among others.</p><p></p><p><strong>Position Summary</strong></p><p>TriStar JCB currently has an opening for an Inside Sales Representative to support our machine sales coverage. This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by TriStar JCB. From our main office, the Inside Sales Representative will serve as the primary liaison between TriStar JCB and the customer.</p><p></p><p><strong>Qualifications</strong></p><ul><li>At least 2 years of inside sales support, and/or parts/service sales experience preferably in the equipment sales or rental industry.</li><li>Proven experience in inside sales, preferably in the equipment industry</li><li>Strong customer service skills and a customer-centric approach</li><li>Excellent communication skills, both verbal and written</li><li>Ability to multitask, prioritize, and manage time effectively</li><li>Proficient in using CRM software and MS Office Suite</li><li>Strong problem-solving skills and attention to detail</li><li>Ability to work independently and as part of a team</li></ul><p><strong>Responsibilities</strong></p><ul><li>The successful candidate will play a key role in driving sales and building strong relationships with customers in the industry</li><li>This role involves handling inbound and outbound sales inquiries, providing product information, and closing sales</li><li>Respond to inbound sales inquiries via phone, email</li><li>Make outbound calls to prospective and existing customers</li><li>Identify customer needs and recommend appropriate equipment solutions</li><li>Provide detailed product information, including features, benefits, and pricing</li><li>Prepare and process sales orders accurately and efficiently</li><li>Follow up on quotes and leads to convert them into sales</li><li>Coordinate with the operations team to ensure timely delivery of equipment</li><li>Build and maintain strong relationships with new and existing customers</li><li>Handle customer complaints and concerns with professionalism and escalate issues when necessary</li><li>Ensure high levels of customer satisfaction through excellent service</li><li>Maintain accurate records of customer interactions and sales activities in CRM systems</li><li>Provide regular sales updates to management</li><li>Stay updated on product knowledge and industry trends</li></ul><p>TriStar JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.</p><p>JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.</p><p><strong>Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;</strong></p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

TriStar JCB - Inside Sales Representative 

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Gold Coast, IL

<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, Series 66 - 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>

Relationship Manager - Memphis, TN

<h3>Job Description:</h3><p><strong>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area. </strong></p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Series 7 &amp; Series 63 licenses required, 66 preferred</li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><p>CERTIFICATIONS:</p><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire) </p><p>COMPANY OVERVIEW</p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3>Series 07 - 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>

Retirement Planner - Phoenix, AZ

<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>Certified Financial Planner ® / CFP-® - Issuing Authority, 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>

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