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<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals.</li><li>Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li></ul>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.<ul><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>his includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost 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

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Fidelity Medicare Services is rapidly scaling, and we’re seeking a dynamic leader to help shape the future of our Medicare Advice &amp; Planning team. As Director, you’ll lead a high-performing group of licensed Medicare Advisors, driving sales growth while fostering a culture of inclusion, collaboration, and continuous learning.What You’ll Bring<ul><li>Proven success in building diverse, high-performing teams with a growth mindset</li><li>5–7 years of sales leadership experience, ideally in a call center environment</li><li>Deep knowledge of Medicare, compliance, and quality assurance</li><li>Strong cross-functional collaboration skills</li><li>Health insurance license (or willingness to obtain)</li><li>Bachelor’s degree or equivalent experience</li></ul>Your Impact<ul><li>Inspire and develop a team of remote and hybrid associates to deliver exceptional customer experiences</li><li>Champion a culture of curiosity, coaching, and continuous improvement</li><li>Collaborate across Fidelity to advance business goals and elevate our brand</li><li>Ensure operational excellence and regulatory compliance</li></ul>The TeamYou’ll be part of a fast-growing, customer-obsessed organization focused on helping people make confident Medicare decisions. We value positive energy, inclusivity, and a shared commitment to innovation and service.The base salary range for this position is $95,000-$154,000 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><h3>Category:</h3>Sales Support

Director, Medicare Sales and Service

<h4>$5,000 Sign-On Bonus!</h4><h4>Direct Sales Representative</h4>Location: San Antonio, TXUnlimited earning potential with&nbsp;uncapped commissions!&nbsp;&nbsp;Opportunity to earn a targeted compensation up to $85,000 to $90,000 at full attrition with a $34,000 base salary!&nbsp; We offer a $34,000 base with a commission plan that allows you the freedom to exceed quota.&nbsp; (*See total compensation details below the job description). You will be representing a superior telecommunication provider and company that cares about you and our customers.&nbsp;Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology.&nbsp; We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.Where you will work:&nbsp;&nbsp;<ul><li>This is a dynamic opportunity to represent our organization in the greater San Antonio, TX market</li><li>This individual will be based in the field, with the ability to travel into the nearest office as needed&nbsp;</li></ul>A Day in the Life of the Direct Sales Representative:&nbsp;<ul><li>Obtain new customers in a residential environment through professional, face-to-face interaction with residents, property management groups, and other referral sources</li><li>Aggressively pursue any leads provided daily</li><li>Understand every unique element of assigned properties within portfolio</li><li>Distribute marketing material, facilitate strategic marketing campaigns, build Astound brand awareness</li><li>Review and understand property contract language, service levels, restrictions, and obligations</li><li>Understand customer needs and articulate solutions</li><li>Attend mandatory sales meetings</li><li>Report sales statistics accurately and promptly to management</li><li>Stay up to date with what the competition is doing in your market</li><li>This is a face-to-face and door-to-door position. It’s not easy for everyone, however, the base salary and uncapped commission compensation is designed for excellent earnings potential!</li><li>Other duties as assigned&nbsp;</li></ul>What You Bring to the Table:&nbsp;<ul><li>Ability to work in a fast paced challenging environment</li><li>Enjoys working outdoors "on the hunt" since 90% of all work is in the field</li><li>Excellent communications, relationship building, organizational, presentation and influence skills</li><li>You have a positive, creative and persuasive personality</li><li>Must be a motivated, self-starter and comfortable with working autonomously</li><li>Must be detail oriented and has highly developed organizational and time management skills</li><li>You are sales-quota driven</li><li>Must have valid driver's license and reliable transportation</li></ul>Education and Certifications:&nbsp;<ul><li>High school diploma or equivalent</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:&nbsp;<ul><li>Opportunity for uncapped earning potential! </li><li>Vehicle Allowance provided</li><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>Base Salary:&nbsp;The base salary range in Texas for this position is $34,000, plus opportunities for bonus, benefits and commission, if applicable. It is specific to Texas and may not be applicable to other locations.&nbsp;Commissions at plan:&nbsp;Uncapped commissions with targeted commissions at full attainment could be up to or over $56,000 annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.&nbsp;&nbsp;<h4>$5,000 Sign-On Bonus:&nbsp;&nbsp;</h4>We offer a competitive salary and a comprehensive benefits package, which includes medical/dental, paid vacation and sick time as well as a 401(k), and certain candidates may qualify for a signing bonus up to $5,000. Don’t miss this opportunity to join Astound. Visit astound.com and navigate to the careers page to apply today.&nbsp;&nbsp;&nbsp;*Certain restrictions may apply, see website for details<h4>Our Mission Statement&nbsp;</h4><ul><li><h4>Take Care of Our Customers</h4></li><li><h4>Take Care of Each Other</h4></li><li><h4>Do What We Say We are Going To Do</h4></li><li><h4>Have Fun</h4></li></ul>Diverse Workforce / EEO:&nbsp;Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

Astound Broadband

Astound

Direct Sales Representative-Residential - $5,000 Sign-On Bonus

Your talents can blossom in this beauty of a role. You have creative flair and love the idea of being surrounded by gorgeous plants and flowers (who wouldn't!). You're a multitasking master with the perfect personality to work independently (mostly just you and another floral friend) while also interacting with our customers. Most of all, you want the freedom to do what you enjoy. If you're focused, detail-oriented and eager to learn, you'll thrive in this entry-level role as an Assistant Floral Manager with Dierbergs. As you're branching out in this fun department, we'll rely on you to: <ul><li>Receive, sort and rotate cut flowers, bouquets and arrangements</li><li>Create simple corsages, boutonnieres and floral arrangements</li><li>Operate cash register and computer systems while processing all forms of payment (gift cards, checks, credits, debits and floral charges)</li><li>Process customer orders for in-store purchases and delivery</li><li>Arrange store merchandise to best showcase our creative selection of flowers, plants and gifts </li></ul> Why Dierbergs is different <ul><li>No late nights! You'll generally work no later than 7pm.</li><li>Our culture is the perennial star: we're approachable and customer-focused, while committed to treating each other like family.</li><li>You'll have the opportunity to cross-train into other departments.</li><li>Growth opportunities include advancement into a Department Management or Store Management role.</li><li>We provide benefits rarely found in a similar retail setting. </li></ul> What you need to succeed <ul><li>Desire to provide floral arrangements and timely service with thought, style and expertise</li><li>Ability to work in varied temperature-controlled environments (36-degree cooler) and tolerate a high-pollen and seed-spore environment</li><li>Basic math and computer skills </li><li>Ability to keep your work area safe and clean using company-approved equipment</li><li>Flexibility to work a varied schedule that includes weekends and holidays</li></ul> Physical Requirements <ul><li>Lifting &amp; Carrying - Up to 25 lbs occasionally</li><li>Pushing &amp; Pulling - Up to 20 lbs force occasionally</li><li>Occasional - Sit, kneel, stoop, squat, climb, overhead reach, &amp; power grip</li><li>Frequent - Stand, walk, head turn, side reach, pinch, finger manipulation, &amp; feel </li><li>Constant - Forward reach &amp; handling</li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance...401(k) and pension plans...paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling so you can have a life, too</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> This description is representative only and is not exhaustive of the tasks an Associate in the position may be required to perform

Dierbergs Markets Inc

Assistant Floral Manager

As the Assistant Non-Foods Manager, you will hold a pivotal position within our team, responsible for overseeing the efficient stocking and organization of merchandise across various categories, including but not limited to household essentials, cosmetics, personal care &amp; hygiene, health &amp; wellness, baby &amp; childcare, pet supplies, office &amp; school supplies, and seasonal merchandise. Your responsibilities will include : <ul><li> Operating various equipment including safety cutters, balers, electric and manual hand jacks with proficiency and safety in mind. </li><li> Verifying receipt of incoming products by accurately counting and sorting items against requisitions or invoices. </li><li> Inspecting merchandise for any damage and appropriately placing damaged items in designated areas. </li><li> Managing product inventory by utilizing order guns to place orders and maintain adequate stock levels. </li><li> Unloading and organizing product loads, transporting cases to designated aisles using two or six wheelers. </li><li> Verifying order codes, UPC codes, or product descriptions to match shelf tags before stocking shelves. </li><li> Efficiently stock shelves, rotate product, and maintain aisle conditions according to company policies. </li><li> Assisting in the set-up and breakdown of displays and shelves as directed by management. </li><li> Ordering signage and creating signs using approved templates. </li><li> Ensuring aisle cleanliness and safety by promptly clearing debris and obstructions. </li><li> Maintaining cleanliness and sanitation standards in the work area using company-approved cleaners and equipment. </li><li> May receive cross-training in other departments to support operational needs. </li></ul> Qualifications for Success: <ul><li> Previous experience in retail or a related field is preferred. </li><li> Strong attention to detail and ability to perform tasks accurately and efficiently. </li><li> Excellent customer service skills with a dedication to going the extra mile for every customer. </li><li> Ability to operate equipment safely and effectively. </li><li> Flexibility to work in a fast-paced environment and adapt to changing priorities. </li><li> Physical stamina to perform various tasks including lifting, bending, and prolonged standing. </li><li> Strong communication skills and ability to work collaboratively within a team. </li></ul> Physical Requirements: <ul><li> Ability to lift to 50 lbs. occasionally </li><li> Ability to push and pull up to 90 lbs. of force occasionally </li><li> Occasional: Sitting and climbing; frequent standing, walking, bending, kneeling, stooping, squatting, and handling </li><li> Frequent: Head turn, trunk bend, side reach, grasp, power grip, pinch, finger manipulation, &amp; feel </li><li> Constant - Stand, handling, &amp; forward reach </li></ul> Why Dierbergs is Different: <ul><li> Our culture makes us unique. We're known for being friendly and customer-focused, as well as for treating each other like family. </li><li> You'll enjoy the stability of working for an organization with a strong history of financial success and an excellent reputation in the community. </li><li> As an integral part of our team, you'll directly impact our bottom line and contribute to our ongoing success. </li><li> With a clear path for advancement, you will have the opportunity to progress to a Department Manager or store management role </li></ul> What's in it for you? <ul><li> Health and retirement benefits, including medical, dental, vision, 401(k) and pension plans Paid time off provided, including vacation and personal days </li><li> Weekly pay </li><li> Work-life balance with flexible scheduling </li><li> Growth opportunities to support career advancement </li><li> Associate-only savings, free products, bonus points, sweepstakes, and more - being a part of our team has its perks with Dierbergs Rewards </li><li> Associate Perks Program in partnership with Working Advantage </li><li> Discounts at Starbucks kiosks within select locations </li></ul> At Dierbergs, we value individuals who embody our core BEhaviors: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU. If you're ready to make an impact and be part of a vibrant team, apply now! This description is representative only and is not all inclusive of the tasks that an Associate in the position may be required to perform.

Assistant Non Foods Manager

About UsAlways open. Our code, our culture, our opportunities. Leading open innovation without limits. We are SUSE.SUSE is a global leader in innovative, reliable, and secure enterprise open source solutions, including&nbsp;SUSE® Linux Suite,&nbsp;SUSE® Rancher Suite,&nbsp;SUSE® Edge Suite, and&nbsp;SUSE® AI Suite. More than 60% of the Fortune 500 rely on SUSE to power their mission-critical workloads, enabling them to innovate everywhere – from the data center to the cloud, to the edge and beyond.SUSE puts the “open” back in open source, collaborating with partners and communities to give customers the agility to tackle innovation challenges today and the freedom to evolve their strategy and solutions tomorrow. For more information, visit&nbsp;<a href="http://www.suse.com" target="_blank">www.suse.com</a>.Commercial Sales Director - West CoastJob DescriptionRole OverviewThe Sales Manager leads a dynamic group of sales professionals, focusing on achieving strategic growth and market share for SUSE. This role is responsible for guiding Account Executives to drive revenue, build strong customer relationships, and deliver tailored solutions that align with customer goals and SUSE’s value proposition. Success in this role requires a mix of strategic vision, sales acumen, and team leadership, with an emphasis on meeting revenue targets, fostering high-performance sales culture, and championing customer success across key accounts.Key Responsibilities<ul><li>Lead the Account Executive team in setting and achieving quarterly and annual sales targets, ensuring alignment with SUSE's overall growth strategy. Foster a high-performance sales culture, focusing on skill development, strategic planning, and ongoing coaching to help each team member succeed in their roles.</li><li>Oversee and guide Account Executives in developing customer-centric strategies that align SUSE’s offerings with customer objectives, emphasising consultative-selling techniques. Ensure the team consistently identifies and seizes upselling and cross-selling opportunities that drive long-term value for both SUSE and its customers.</li><li>Manage and maintain sales pipeline and forecasting accuracy across the team, leveraging CRM tools to track performance, identify trends, and adapt strategies. Ensure CRM hygiene and data integrity to support executive decision-making and track performance against targets.</li><li>Support Account Executives in building and nurturing relationships with key stakeholders, including CXO-level executives and key account influencers. Serve as an escalation point and strategic advisor, enabling the team to handle complex account dynamics and drive deep engagement.</li><li>Partner closely with cross-functional teams, including Pre-Sales, Inside Sales, Partner Ecosystem, and Specialist Sales, to drive comprehensive account strategies. Facilitate collaboration across teams to ensure seamless delivery of tailored solutions that meet complex client needs and enhance customer satisfaction.</li><li>Monitor and assess market trends, competitor activities, and industry shifts. Lead the team in refining sales strategies to stay competitive and help SUSE achieve market share growth in high-potential accounts, especially within key sectors like cloud-native, Linux infrastructure, and AI.</li><li>Promote a growth mindset within the team by encouraging continuous learning and professional development. Provide guidance on best practices in enterprise sales methodologies (e.g., MEDDPICC, Challenger) and support team members in advancing their knowledge of SUSE’s solutions.</li><li>Actively engage in best-practice talent acquisition processes, with a focus on hiring a diverse team that reflects SUSE’s values and fosters innovation. Collaborate with Talent Acquisition to define hiring needs, engage diverse candidate pools, and ensure an unbiased selection process that supports the inclusion of varied perspectives.</li><li>Foster an inclusive team culture where all voices are heard, and team members feel valued. Encourage open communication, celebrate diverse perspectives, and promote practices that drive collaboration and innovation. Advocate for inclusion and diversity as essential factors that enhance team performance and customer engagement.</li></ul>Skills &amp; Experience<ul><li>Demonstrated experience leading a high-performance sales or account management team within the enterprise software industry, with a strong focus on strategic growth and customer satisfaction.</li><li>Ability to analyse and interpret data on market trends, customer needs, and team performance. Use insights to refine team strategies and adapt to evolving business conditions.</li><li>Skilled in fostering relationships with CXO-level executives and senior stakeholders. Proven ability to navigate complex sales dynamics and advocate for both customer and company goals to achieve mutually beneficial outcomes.</li><li>Deep understanding of enterprise sales methodologies, including MEDDPICC or Challenger, with a history of leveraging these techniques to guide the team through high-value, multi-stakeholder deals.</li><li>Skilled in collaborating with cross-functional teams and aligning diverse resources to deliver value-driven, comprehensive solutions. Experienced in developing cohesive sales strategies that integrate the Partner Ecosystem and other internal resources.</li><li>Ability to communicate SUSE’s value proposition effectively, translating complex technical solutions into compelling business cases for senior stakeholders. Strong focus on innovative, customer-centric solutions to overcome client challenges.</li><li>In-depth understanding of industry solutions such as Linux Infrastructure, Hybrid Cloud, Container Management, Edge, and Security. Familiarity with open-source transformation topics is highly desirable.</li><li>Demonstrated experience in hiring diverse talent and creating inclusive team environments. Skilled in fostering a sense of belonging and valuing varied perspectives, with a focus on enhancing innovation, collaboration, and overall team performance.</li></ul>JobSalesWhat We OfferWe empower you to be bold, driving your career to create the future you want. We celebrate and reward your achievements.SUSE is a dynamic environment that is evolving rapidly, thus requiring agility, strong entrepreneurship and an open mind.This is a compelling opportunity for the right person to join us as we continue to scale and prosper.If you’re a big thinker, obsessed by execution and thrive in a dynamic environment in which you can tangibly create a lasting legacy, then please apply now!We give you the freedom to be yourself. You will work in a global community of unique individuals – like you – with different backgrounds, talents, skills and perspectives. A truly open community where everyone is welcome, has a voice and is encouraged to reach their full potential regardless of age, gender, race, nationality, disability, sexual orientation, religion, or any other characteristics.Sounds like the right fit for you? Click Apply to submit your resume. A recruiter will contact you if your skills match our current or any future positions. In the meantime, stay updated on the latest SUSE news and job vacancies by joining our Talent Community.SUSE Values&nbsp;<ul><li>Choice</li><li>Innovation</li><li>Trust</li><li>Community</li></ul>

SUSE

Commercial Sales Director - West Coast

<h3>Job Description:</h3>Job DescriptionFor you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.The base salary range for this position is $60,000 - $100,000 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Wealth Management Planning Consultant - Edina, MN

Astound is a leading provider of internet, WiFi, mobile, and TV services, dedicated to connecting communities and empowering lives through innovative technology.&nbsp; We also keep businesses connected with dependable fiber infrastructure and internet solutions backed by award-winning service, helping organizations thrive in an increasingly connected world. At the forefront of digital transformation, we continuously evolve our offerings to meet the dynamic needs of our customers—delivering reliable connectivity and groundbreaking digital experiences.Our commitment to excellence extends beyond infrastructure. We invest in our people through personalized training, coaching, and a supportive work environment that fosters growth and opportunity. Employees are empowered to represent a superior telecommunications company while making a meaningful impact in the communities we serve. We offer a robust benefits package that includes rewards, recognition programs, and employee discounts—ensuring our team members are supported in both their professional and personal journeys. At Astound, we believe in creating astounding possibilities for everyone, everywhere.Job Summary:The Sales Engineer is the technical subject matter expert (SME) supporting an Enterprise Account team with a focus on Ethernet Services, Dedicated Internet Access (DIA), and Private Networking Solutions. This role will also support Voice solutions, including Digital Trunking, Hosted Voice, Unified Communications (UC), and SD-WAN. The Sales Engineer will provide consultative pre-sales technical support, working on account teams to develop proposals and recommend solutions to meet customer business requirements.The Sales Engineer position is a hybrid position, able to report to the Dallas, TX office as needed.Essential Job Functions:Responsible for working with an Account Team (Account Executives, Sales Directors, etc.) to engage with customers and provide cost-effective solutions. The Sales Engineer will provide technical sales support for Astound’s Enterprise product suite of services. Act as a technical expert in the presales process and provide experienced support to the customer’s technical team to bridge the need of Astound’s products and services. Works as part of the presales account team to market and sell Astound’s line of services including BCI, DIA, Voice, SD-WAN, Ethernet, and other Enterprise services.Duties and Responsibilities:<ul><li>Attend customer meetings in person and via the phone/web.</li><li>Assists representatives and customers with selecting the best Astound products and services to meet their needs</li><li>Prepare technical proposals and presentations in conjunction with Sales Executives, which may include preparation of network topologies, network drawings, technical specifications, and assisting with the development of pricing requests.</li><li>Builds relationships with customers serving as the technical liaison from pre-sales to post-sales.</li><li>Required to follow the Company’s and industry technology trends through self-study, formal training, and certifications</li><li>Provides technical training and development to support the Enterprise Account teams.</li><li>Regular, consistent and punctual attendance. Must be able to work nights and weekends variable schedule(s) and overtime as necessary.</li><li>Consistent exercise of independent judgment and discretion in matters of significance</li><li>Other duties as assigned</li></ul>Requirements/Qualifications:Education:Bachelor's degree (B.A. or B.S.) from four-year College or University; or equivalent training, education and experience certification supporting Astound’s product and/or services (Cisco, Ciena, AWS, Microsoft, Adva, etc.) is desiredExperience:<ul><li>Minimum 3-5 years’ experience supporting telecommunications services to Enterprise accounts or a combination with Enterprise IT experience</li><li>Must have a proven track record of building, executing technical solutions and sales strategies to penetrate, close, and manage Enterprise accounts</li></ul>Knowledge, Skills, &amp; Abilities:<ul><li>Strong Computer Skills – including working knowledge of MS Office products, Google GSuite, Visio, databases and mapping software such as NI2, ArcGIS and Google Earth</li><li>Experience with CRM tools (Sugar, SalesForce)</li><li>Attention to detail with good organizational capabilities</li><li>Ability to prioritize with good time management skills</li><li>Travel up to 50%. Astound offers a hybrid work environment. Applicants should reside in the indicated territory with the expectation to attend customer and account team meetings as required.</li><li>Requires a professional demeanor and appearance with strong verbal and written communication skills</li><li>Proven analytical and problem solving skills with demonstrated ability to multi-task and work in a team environment</li><li>Background in networking, IP routing protocols (MPLS, BGP, VPN, protocol stack and switching</li><li>Experience with Cable industry technologies (DOCSIS, PON, CMDW, video)</li><li>SD-WAN knowledge and the role it plays</li><li>Voice and Unified Communications technologies and products.</li><li>Optical knowledge with Time Division Multiplexing (TDM), Course Wave Division Multiplexing (CWDM), Dense Wave Division Multiplexing (DWDM), and dark fiber</li><li>Ability to travel within assigned territory</li><li>Own the customer experience - think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services</li><li>Know your stuff - be enthusiastic learners, users and advocates of our technology, products and services</li><li>Win as a team - make big things happen by working together and being open to new ideas</li><li>Drive results and growth</li><li>Respect and promote inclusion &amp; diversity</li><li>Do what's right for each other, our customers, and our communities</li></ul>We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li><li>Insurance options including: medical, dental, vision, life and STD insurance</li><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li><li>Floating Holiday: 40 hours per year</li><li>Paid Holidays: 7 days per year</li><li>Paid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local laws</li><li>Tuition reimbursement program</li><li>Employee discount program</li></ul>*Benefits listed above are for regular full-time positionThe base salary range in&nbsp; Texas for this position is $95,000-$105,000, opportunities for bonus, benefits and commission, if applicable. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. It is specific to Texas and may not be applicable to other locations.Our Mission Statement:* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Opportunity Employer, and we are dedicated to cultivating an inclusive workplace where employees feel valued, respected, and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are committed to providing equal opportunities for all employees and applicants, regardless of&nbsp;race, color, religion, sex,&nbsp;gender,&nbsp;pregnancy,&nbsp;childbirth and related conditions, national origin, age, physical and mental disability, marital status, sexual orientation,&nbsp;genetic information, military or veteran status,&nbsp;citizenship,&nbsp;or other status or characteristic protected by applicable law.&nbsp;We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;

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