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<strong>Take your career further with McLane!  </strong><br><br>The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide.  <br><br>The Retail Sales Representative is responsible for growing sales in existing assigned accounts in a specified geographical area which are typically chain-associated franchisee accounts and divisional group customers that require periodic sales calls. The Merchandising RSR Specialist also responds to customer needs, builds strong customer relations and presents new McLane programs in a timely manner.<br><br>This is a territory-based role covering the Greater Missoula, MT area. Therefore, interested candidates should be within a 50-minute commute to Missoula, MT.<br><br><strong>Benefits you can count on:  </strong><br><ul><li><strong>Pay rate: $22.00 to $25.00 per hour.  </strong></li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. </li><li>401(k) Profit Sharing Plan after 90 days. </li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Retail Sales Representative: </strong><br><ul><li>Achieve and/or exceed sales, APSW, and gross margin budget for assigned stores. </li><li>Maintain positive relationships with McLane customers (store managers), Drivers, customer service, and peers within the RMS Department. </li><li>Ensure, on a periodic basis, all McLane ordered merchandise is dusted, fronted, priced, stocked, and rotated for business. </li><li>Perform schematic updates at the store level to ensure product is current and merchandise is updated. </li><li>Complete weekly recaps on sales, miles used, credits written, issues at store level and issues internally that affect the customer. </li><li>Perform store surveys related to space allocation, current product in the store and racks placement. </li><li>Service each store a minimum of 1 visit per McLane period. </li><li>Manage expenses and control service related costs. </li><li>Evaluate customer sales, APSW, and gross margin to maximize budgeted goals through the following activities: </li><li>Review weekly order frequency, order size and concentration of purchases. </li><li>Review item selection versus industry/market/competition/season and make recommendations on item selection, plan-o-grams and promotional planning or distribution guidelines. </li><li>Communicate on an agreed upon frequency with storeowners through phone calls and onsite meetings. </li><li>Implement new business concepts (at the direction of the ASM/ISR) of McLane Company in assigned accounts that include: SMC-online, VTS, Consumer Value Products (CVP), McLane technology solutions, and all McLane sales initiatives. </li><li>Participate in divisional projects to include seasonal load change communications and other projects necessary to enhance customer perception of McLane Company. </li><li>Understand the information and reports available to assist in managing their assigned account. </li><li>Comply effectively with company work and safety rules. </li><li>Continually meet assigned production standards. </li><li>Maintain a quality of work that limits mispicks, shorts and damages. </li><li>Follow directions. </li><li>Work independently and in a team environment. </li><li>Maintain a flexible work schedule to meet the needs of McLane and specific customers; work schedules may include working early mornings and overnight shifts in order to meet customer demands. </li><li>Stand, walk, bend, stoop, push, pull, grasp and reach above the head for extended periods of time. </li><li>Other duties may be assigned.</li></ul><br><strong>Qualifications you'll bring as a Retail Sales Representative: </strong><br><ul><li>Have a High School Diploma or GED. </li><li>Have 2 years sales and/or customer service experience. </li><li>Internal candidates should have a minimum experience in McLane Company of not less than 2 years. </li><li>Be well versed on all aspects of the industry. </li><li>Be able to work with and communicate with many different reporting level groups, to include McLane customers (store managers), Drivers, customer service, and peers. </li><li>Be able to define problems, collect data, establish facts and draw valid conclusions. </li><li>Be able to travel as required. </li><li>Be 18 years or older. </li><li>Possess a valid driver's license and a good driving record. </li><li>Be able to lift, carry, lower, totes up to 50 lbs. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Working Conditions:</strong><br><ul><li>The work conditions are primarily in a retail setting of a customer store, vehicle, or occasionally in an office environment.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.<br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Retail Sales Representative (Missoula, MT)

<strong>Take your career further with McLane!</strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. <br><br>The National Account Manager is primarily responsible for the daily management of assigned concept(s) and executes all Kinexo department activities required to meet concept(s) contractual requirements and expectations.   <br><br>This position is based in Rocky Mount, NC, which will require the candidate to report and work from the office on a regular basis. Therefore, interested candidates should be within a 50-minute commute to Rocky Mount, NC.<br><br><strong>Benefits you can count on: </strong><br><ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a National Account Manager: </strong><br><ul><li>Build and develop broad based relationships with concept(s) to achieve best practice supply chain solutions. </li><li>Responsible for business opportunities project development, solution, and implementation. </li><li>Manage LTO projects to include rollout, inventory management, reporting and depletion of inventory to coincide with concept marketing plan. </li><li>Manage the Kinexo internal execution of all aspects of the concept's customer service, pricing, purchasing, implementation, compliance, logistics, accounting analytics and communicate effectively with concept. </li><li>In conjunction with Strategic Account Manager, review established concept KPI's, business targets, execution of contractual agreements on predetermined schedule. </li><li>In conjunction with Strategic Account Manager, develop business reviews, receiving Senior Management approval and presenting to concept on predetermined schedule. </li><li>Complete special projects as tasked by the concept and Director, Account Management. </li><li>Utilize current vendor business relationships to explore and develop further supply chain solutions resulting in additional new concept volume through Kinexo system. </li><li>Monitor slow moving, overstock and dead stock products providing disposition direction to purchasing based on agreed solution with concept. </li><li>Internal concept AOP development and sales projections with ongoing concept P&amp;L management. </li><li>Participate in cross functional teams for process improvement to close operational gaps and improve bottom line. </li><li>Lead and or participate in cross functional teams for process improvements to close operational gaps by development or modification of SOPs I order to improve bottom line profit. </li><li>Perform other duties as assigned. </li></ul><br><strong>Qualifications you'll bring as a National Account Manager: </strong><br><ul><li>Working knowledge of principle food service disciplines including purchasing, customer service, accounting, warehousing, and transportation. </li><li>Foster a supportive and collaborative environment internally and with assigned concepts. </li><li>Personable with outstanding written and verbal communication skills. </li><li>A collaborative team player. </li><li>Proven ability to achieve results through persistent negotiations, appropriate allocation of resources, strong communication skills and good judgment. </li><li>Ability to establish and maintain a range of contacts within and outside the company in a highly professional manner; must be tactful and articulate. </li><li>Working knowledge of Microsoft Office software products. </li><li>A bachelor's degree (BS, BA) preferred in Business, Supply Chain, Logistics, or related area. </li><li>Experience in the foodservice industry preferred. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

National Account Manager

<strong>Take your career further with McLane!  </strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. <br><br>As a Field Account Representative, you will develop profitable new customers, as well as grow sales in existing assigned accounts to achieve sales goals in a specified geographical area consisting of primarily independent and smaller group customers. Participate with the sales team to understand and respond to customer needs, monitor accounts receivable, and build strong customer relations while controlling expenses within budget guidelines.   <br><br><strong>Benefits you can count on: </strong><br><ul><li>Pay rate: $XX,XXX to $XX,XXX per year.</li><li>This role is also eligible to participate in the annual incentive plan with a target incentive of XX% of your base annual salary.</li><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Field Account Representative: </strong><br><ul><li>Manage entire sales cycle process. </li><li>Prospect leads through CRM tool. Make cold calls to prospective customers. </li><li>Manage CRM tool and use it to identify growth opportunities within existing accounts. </li><li>Highlight McLane's value proposition to prospective customers including quantifying the benefit received by partnering with McLane. </li><li>Manage application process and working cross functionally with divisions to follow through with account set up. </li><li>Onboard account and schedule initial store set up. </li><li>Conduct a weekly review of order frequency, order size and concentration of purchases with existing customers. </li><li>Review item selection versus industry/market/competition/season and make recommendations on item selection, plan-o-grams and promotional planning or distribution guidelines with existing customers. </li><li>Tour national convenience and drug outlets for potential new items or categories. </li><li>Communicate with store owners through phone calls, e-mails, and onsite meetings. </li><li>Upsell new business concepts of McLane Company in assigned accounts that include Virtual Trade Show Deals, Consumer Value Products, McLane technology solutions, McLane Fresh, McLane Best Sellers, Emerging Brands, and all other sales initiatives. </li><li>Manage territory and time by planning itinerary effectively and efficiently. </li><li>Allocate call frequency based on the account's potential value. </li><li>Participate in divisional projects to include seasonal load change communications and other projects necessary to provide excellent communication and follow-up resulting in enhanced customer perception of McLane. </li><li>Plan, schedule, coordinate, and participate in reset/re-tag of each store. </li><li>Monitor, maintain, and replace shelf tags as necessary during weekly store visits to include new and replacement items. </li><li>Evaluate and understand competitors' strengths, weaknesses, financials, technologies, new initiatives, and limitations within their defined territory. </li><li>Ensure all new and existing accounts meet or exceed weekly sales-per-store and YTD budgeted sales. </li><li>Maintain legally required state and municipal product licenses. </li><li>Meet McLane credit qualifications and accounts receivable guidelines according to NSF policy. </li><li>Understand sales plans and any other financial considerations, such as incentive rebates or allowances. </li><li>Maintain or exceed current division gross profit, per stop standards. </li><li>Ensure accounts are sold through approved billing plans. </li><li>Ensure account does not require unusually high expenses to service with less than division operating income as a result. </li><li>Ensure accounts meet minimum order size requirements. </li><li>Evaluate account volume and adjust service methodology as necessary. </li><li>Perform other duties as assigned. </li></ul><br><strong>Qualifications you'll bring as a Field Account Representative: </strong><br><ul><li>Bachelor's degree (preferred); or five years of relevant work experience in sales may substitute for the bachelor's degree. </li><li>Experience in supply chain/distribution or sales is preferred. </li><li>Must be self-motivated with sales/influencing skills. </li><li>Skilled in Microsoft Outlook, Excel, Word, and PowerPoint. </li><li>Ability to work with and communicate with different reporting level groups, to include McLane customers (store managers), drivers, customer service, and peers. </li><li>Ability to understand the information and reports available to assist in managing assigned accounts, including Analysis and Reporting Tool, Customer and Load/Route Management, Divisional Item Inquiry, and Customer Inquiry. </li><li>Ability to manage time and resources effectively. </li><li>Ability to work independently and work effectively in a team environment. </li><li>Strong verbal and written communication skills with an ability to connect with customers. </li><li>Ability to work a flexible schedule to meet the needs of McLane and specific customers including early mornings, overnight stays, and driving long distances to meet customer demands. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Working Conditions: </strong><br><ul><li>The work conditions are primarily in a retail setting of a customer store, vehicle, or occasionally in an office environment. </li><li>Local travel is required. </li><li>Overnight travel varies by market area. </li><li>Must be 18 years old or older with a valid driver's license and a safe driving record. </li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Field Account Representative (Atlanta, GA)

<p>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.</p><p>Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.</p><p><strong>How will you make an impact in this role?</strong></p><p>Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. The Merchant Acquisition and Supplier Enablement (MASE) team within GMNS is a nationwide organization comprised of over 160 professionals dedicated to signing and enabling U.S. merchants for AXP Card acceptance.&nbsp;</p><p>The Manager of Business Development (MBD) is a direct sales position on the Midwest District Sales team within the Eastern Region of Merchant Acquisition. This position will focus on high value prospects that have an annual sales revenue up to $1B within B2B verticals and segments that do not currently accept the Card as a form of payment. This role will also work closely with our Global Commercial Services (GCS) and the Regional Centralized Client Management teams to expand B2B coverage, drive charge volume, and a focus on Welcomed Acceptance.&nbsp; The successful candidate will use his/ her in-depth knowledge of American Express and target industries to partner with prospects and internal stakeholders across the blue box to devise and implement innovative deal constructs to unlock previously untapped opportunities.&nbsp;</p><p><strong>Minimum Qualifications</strong></p><ul><li>Track record of conceiving, structuring, selling in, and implementing creative, innovative deals&nbsp;</li><li>Ensures proper business process, conduct and compliance controls and adherence&nbsp;&nbsp;&nbsp;</li><li>Demonstrated ability to form relationships and drive consensus with key internal stakeholders, including pricing, legal, Card issuers, Risk, and other internal partners&nbsp;</li><li>Strong financial acumen. Excellent financial and analytical skills used to prepare and present quantitative analyses to prospects.&nbsp;</li><li>Strong primary and secondary account/ industry research skills; demonstrated ability to leverage professional network and third-party sources to develop deep understanding of prospect needs, anticipated objections, and potential leverage points&nbsp;</li><li>Excellent communication skills, both written and verbal. Strong executive presence.&nbsp;</li><li>Strong negotiation skills; demonstrated ability in building rapport and earning credibility with prospects.&nbsp;</li><li>Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction.&nbsp;</li><li>Bachelor’s degree and 5+ years of successful outside sales experience.&nbsp;</li><li>Proficiency with Salesforce.com an asset.&nbsp;</li><li>Applicant must have a valid driver's license. A motor vehicle records check will be conducted for all successful candidates at the time of offer. Disclosure of all moving violations within the last 3 years (Including, but not limited to: speeding tickets, refusal to submit to blood alcohol content, reckless driving, leaving scene of accident, and driver’s license suspension for moving violations) is required during the application process.</li></ul><p>Salary Range: $70,000.00 to $125,000.00 annually + sales incentive + benefits</p><p>The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.</p><p>We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:</p><ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul><p>For a full list of Team Amex benefits, visit our Colleague Benefits Site.</p><p>American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.</p><p>We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.</p><p>US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a></p><p>*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.</p>

American Express

Manager-Business Development-Sales (NW/Western Chicago, IL)

<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><h3>Certifications:</h3><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>

Fidelity Investments

Planning Consultant - Chandler, AZ

<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><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>

Investment Consultant - Exton, PA

Investment Consultant - Sugar Land, TX

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Bridgewater, NJ

<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>The base salary range for this position is $57,000 - $80,000 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

Relationship Manager - Paramus, NJ

<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 $60,000 - $100,000 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 66 - FINRA<h3>Category:</h3>Relationship Management

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