field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<h3>Job Description:</h3>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. The Expertise We’re Looking For<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>The Purpose of Your RoleRetirement 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.The Skills You Bring<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>The Value You Deliver<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>How Your Work Impacts the OrganizationThe 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.CERTIFICATIONS:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)COMPANY OVERVIEWAt 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. Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Retirement Planner - Atlanta, GA

<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant- Franklin, TN

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant  Franklin, TN

<h3>Job Description:</h3>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.Note: Fidelity is not providing immigration sponsorship for this position.The TeamThe Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.The Expertise You Have<ul><li>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</li><li>Strong analytical skills, attention to detail</li><li>Strong consultative skills</li><li>Work within a project matrix, able to handle time effectively</li><li>Working understanding of pension laws and regulations</li><li>Actuarial designations (EA, ASA) a plus but not required</li></ul>The Skills You Bring<ul><li>Solid DB experience having worked with a wide variety of DB Plans and features</li><li>Actuarial expertise</li><li>Ability to document the benefits of a DB plan in extensive, complete detail</li><li>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</li><li>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</li><li>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</li><li>Your experience problem solving, and finding solutions all parties can move forwards with</li><li>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</li><li>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</li><li>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</li><li>Ability to detect and surface problems and obstacles and lead the team to resolution</li></ul>The Value You Deliver<ul><li>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</li><li>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</li><li>Reading client plan documents, sample calculations, SPDs, valuation file specifications</li><li>Leading client review meetings and conference calls</li><li>Leading issue resolution</li><li>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</li><li>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</li><li>Working with developers to debug and certify the DB participant benefit calculations in their entirety</li><li>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</li><li>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</li></ul><h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Pension Benefit Consultant

<h3>Job Description:</h3>The Account Executive (AE) is a strategic sales leader responsible for driving new business growth in the Mid and Large Market Corporate Defined Contribution space. Covering a multi‑state territory( FL, SC, NC, VA, GA. DC), the AE develops deep advisor and consultant relationships, leads complex pursuits, and delivers tailored retirement plan solutions that help organizations and their employees achieve better financial outcomes.This role requires a balance of strategic thinking, sophisticated consultative selling, disciplined execution, and the ability to influence key decision‑makers across long institutional sales cycles.<h3>The Expertise We’re Seeking</h3><ul><li>10+ years of institutional sales or senior client-facing experience</li><li>Proven sales success working with advisors, consultants, or intermediaries</li><li>Defined contribution expertise required</li><li>Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)</li><li>NASD Series 7 and 63 required</li><li>Bachelor’s degree required</li><li>Willingness to travel ~40%</li></ul><h3>The Purpose of Your Role</h3>As a senior institutional sales executive, you will lead acquisition efforts with defined contribution plan sponsors through influential advisor and consultant relationships. You will guide pursuit teams, orchestrate internal partners, and position Fidelity’s capabilities to win new plans, assets, and multi-product relationships. Your work directly fuels the organization's long-term growth strategy.<h3>The Skills You Bring</h3><ul><li>Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions</li><li>Exceptional critical listening, discovery, and communication skills</li><li>Relationship selling expertise with advisors and consultants</li><li>Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)</li><li>Strong fee and contract negotiation capabilities</li><li>Ability to analyze plan design, operations, and investments to create tailored recommendations</li><li>Mastery of the RFP process and finalist presentations</li><li>Ability to prioritize, manage time, and coordinate multiple efforts in a fast-paced environment</li><li>Deep product and service knowledge across the DC landscape</li></ul><h3>The Value You Deliver</h3><ul><li>Full-service recordkeeping sales and growth of AUA/AUM</li><li>Multi-product sales across the WI portfolio</li><li>Development and execution of winning deal strategies</li><li>Creative thinking that differentiates Fidelity in a competitive market</li><li>Textbook preparation for Real Deal Prep, finals meetings, and post-finals advancement</li><li>Rigorous territory coverage and pipeline activity (meetings, calls, emails, LinkedIn engagement)</li><li>Accurate Salesforce.com forecasting and reporting</li><li>Strengthening advisor and consultant relationships that influence both new business and retention</li><li>Effective collaboration and leadership of internal partners across product, pricing, finance, and implementation</li><li>Seamless hand-offs to ensure successful onboarding</li><li>Full adherence to risk, compliance, pricing, and FINRA requirements</li></ul><h3>How Your Work Impacts the Organization</h3>Your success translates directly into new clients, new assets, and expanded product penetration—fueling Fidelity’s growth and strengthening our market position. In addition to acquiring new plans, you play a critical role in helping retain existing clients affected by mergers and organizational transitions. As the face of Fidelity in your territory, you set the tone for client confidence, advisor advocacy, and long-term relationship value.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Account Executive- 401K/Retirement Sales

Job Title Amb/Retail Pharmacist/UKHC Requisition Number RE52273 Working Title Amb/Retail Pharmacist/UKHC— Float Retail Pharmacies Department Name H5000: CHANDLER - RETAIL PHARMACY Work Location Lexington, KY Grade Level 14 Salary Range $39.10-75.03/hour Type of Position Staff Position Time Status Part-Time Required Education BS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience No experience required. Required License/Registration/Certification Licensed Pharmacist Physical Requirements This position requires intermittently sitting at a computer workstation; performing tasks with repetitive motions (such as typing); standing or walking with objects weighing up to 10 pounds; lifting, pushing, and/or pulling objects weighing up to 50 pounds; and occasionally standing or walking with objects weighing up to 25 pounds. Also involves some risk of back injury from moving, lifting or positioning patients, equipment, or materials; risk of injuries from use of equipment on the job; and exposure to blood-borne or airborne pathogens, hazardous chemicals and fumes including waste, cuts/punctures, burns, and combative/violent people. Shift Shift primarily occur during the hours of 7:00am – 9:00 pm Monday through Friday with occasional weekend coverage. Location is a 24hr/365 days per year location so shift hours may change to provide coverage and may include holidays. This position is 60 total hours per 2 week. Weekly hours may vary. Job Summary This position assists in managing the pharmaceutical care workload; compounds and dispenses medications and pharmaceutical supplies upon receiving written orders from physicians; and reviews and interprets prescriptions and drug profiles to ensure appropriate drug therapy has been prescribed and drug interactions are monitored. Skills / Knowledge / Abilities This position requires attention to detail; the ability to provide excellent customer service; reliability; punctuality; teamwork; and exceptional communication and interpersonal skills. Does this position have supervisory responsibilities? No Preferred Education/Experience PharmD and Ambulatory/Retail Pharmacy Experience preferred. Deadline to Apply 01/11/2026 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Amb/Retail Pharmacist/UKHC

<h3>Job Description:</h3>Senior Client Experience Account ManagerThe Role The Senior Client Experience Account Manager is a dedicated service professional who provides superior service while driving ideal behavior from ultra-high net worth donors and strategic advisor firms, the most complex relationships within Fidelity Charitable. Each CXAM owns a book of business and facilitates donor and advisor interactions via phone and email, consulting on a broad range of program offerings and service topics. The CXAM support associates as they financial transactions and respond to inquiries from Fidelity Charitable Private Donor Group donors, advisors, and non-profits, while ensuring high quality. The CXAM also partners with a Private Donor Group Philanthropic Strategist in order to fulfill requests from Private Donor Group donors.<h3>Principal Software Engineer</h3>The RoleFidelity Charitable is looking for a tech lead to help design and develop secure solutions that enable our customers to accomplish their philanthropic goals. As a principal engineer in Fidelity Charitable you will be responsible for leading a team of engineers through the design, development, and release coordination of new and enhanced features.The Expertise and Skills You Bring<ul><li>Interest in leading a team of developers by mentoring teammates, resolving open blockers, and highlighting risks.</li><li>Knowledge of software development best practices.</li><li>Experience working across internal and external teams, and you are motivated to level up your impact.</li><li>Creating responsive front ends using Angular and NgRx</li><li>Designing secure RESTful APIs using Spring Boot, OAuth, and Hibernate</li><li>Triaging complex issues though the analysis of logs, monitors, documentation, and sequence diagrams</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring <ul><li>Bachelors degree</li><li>Minimum Experience: 5 years of customer service, sales, service operations or UHNW background required. Experience in the financial services industry, specifically brokerage or investments preferred but not required.</li><li>Ability to maintain successful working relationships with business partners, teammates, and clientele.</li><li>High sense of urgency and understanding when to escalate to solve issues.</li><li>Strong and efficient verbal and written communication skills.</li><li>Problem solving skills and excellent follow through.</li><li>Strong organizational skills, project management, planning, and time management.</li><li>Superior decision-making skills and the ability to operate with a high level of autonomy, makes decisions with minimal oversight that impact donor and advisor.</li><li>The Client Experience Account Manager role is designed to be the point person for complicated service interactions</li><li>Learning and maintaining an intricate knowledge of industry and regulatory standards ensures that appropriate expectations can be set with key firms and donors.</li><li>Supporting efforts of proactive education to advisor firm POCs for dissemination to their clients.</li><li>Anticipating challenges and overcoming them with creative thinking.</li></ul>The TeamThe Client Experience Account Manager is responsible for interacting with all the business units found in Fidelity Charitable. They are working constantly to find solutions for the donors or firms in their book of business and in doing so will help facilitate contributions and grants in the million and sometimes billion-dollar range. This role is responsible for driving client behavior to increase use of online tools to improve straight through process of Premium Service client interactions. The PSAM optimizes the client experience to drive high satisfaction, quality, and efficiency for the donors, advisors, corporate clients, and Fidelity Charitable.Company Overview The Fidelity Charitable Gift Fund (Fidelity Charitable) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Client Experience Account Manager

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Investment Consultant - San Antonio, TX

<h3>Job Description:</h3>This exciting role will lead one of Fidelity’s Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services &amp; Non-Qual is Fidelity’s equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants.The RoleThe SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships.This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise.The Expertise and Skills You Bring<ul><li>Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business.</li><li>Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement.</li><li>Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans.</li><li>Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity.</li><li>Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.</li><li>Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses.</li><li>Transparent and credible presence in the Equity Compensation industry</li><li>Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills.</li><li>Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes.</li><li>Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity.</li><li>Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results.</li><li>Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.</li><li>Coach and mentor to provide continued career development and evaluate performance.</li><li>Provide leadership to build an empowered, diverse and inclusive team culture</li><li>Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline.</li><li>Ensure that team is compliant with all appropriate rules and regulatory requirements.</li><li>5 +years Institutional (business to business) sales or relationship management experience with a shown track record of successful leadership in various roles</li><li>Series 7, 24 &amp; 63 licenses are required.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

SVP - SPS Relationship Management Group Manager

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.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?We are seeking an upbeat, self-motivated colleague to join our dynamic outbound sales team. As a Tele Sales Consultant, you will build relationships with Business Card Members and recommend American Express solutions based on their needs.The primary focus of the Tele Sales Consultant is to use inside sales to acquire new commercial customers with annual company revenues of $500,000 to $10 million via phone-based selling. The ideal candidate will have the tenacity and endurance to call potential customers using consultative selling skills to provide business solutions to our prospects through the American Express business suite of products.&nbsp;The Tele Sales Consultant must have a discerning eye for business, great executive presence,&nbsp;and interest in continued career growth.&nbsp;Responsibilities:<ul><li>Make outbound calls to contact business owners with annual company revenues of $500k to $10M, using target lists provided by American Express.</li><li>Engage in phone consultations with business owners and decision makers, learn about their needs, and recommend the right American Express Business products.</li><li>Maintain high levels of product and service knowledge, clearly communicate appropriate product features and benefits and other elements of American Express Small Business products.&nbsp;</li><li>Effectively lead pipeline of prospective customers.&nbsp;</li><li>Continuously seek to improve key selling skills, including building rapport, understanding customer needs, handling objections, and closing sales.</li><li>Adhere to Blue Box Values, GCS Sales Practices and Standard Operating Procedure, American Express Leadership Behaviors.</li><li>Champion of and for compliance within US SME and GCS.Qualifications:&nbsp;</li><li>Inside Sales experience conducting outbound sales calls.</li><li>Experience in a cold-calling environment a plus.</li><li>Consistent record of growing and maintaining business relationships.</li><li>Experience in a&nbsp;highly regulated&nbsp;industry.</li><li>Financial and business acumen.</li><li>Knowledge of the various sales cycles and stages.</li><li>Navigating through multiple digital platforms and web-based tools.</li><li>Active listening skills and a consultative approach to client conversations.</li><li>Strong phone skills with the ability to adapt a message to multiple audiences at various levels.</li></ul>Salary Range: $20.00 to $33.05 hourly + sales incentive + benefitsThe above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.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:<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>For a full list of Team Amex benefits, visit our Colleague Benefits Site.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.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.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>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

431 Sales Jobs