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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - San Diego (Rancho Bernardo), CA

Financial Consultant - San Diego, CA

<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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Highland Park, IL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Vice President, Wealth Planner - Ft. Myers, FL

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p>The Health &amp; Welfare Implementation Senior Benefits Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor’s degree or equivalent years of industry experience</p></li><li><p>3+ years of Health and Welfare benefits service experience</p></li><li><p>3+ years of experience (and demonstrated competence, depth, and breadth) of professional experience</p></li><li><p>Prior client implementation and\or platform migration experience a plus</p></li><li><p>Experience in Agile preferred, but not required</p></li><li><p>Proficient with Microsoft Office applications</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>The Health &amp; Welfare Implementation Benefit Analyst is a key member of the Health &amp; Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Ability to independently manage one’s own workload</p></li><li><p>Regulatory and legislative knowledge in aligned service area</p></li><li><p>Understanding of benefits administration systems</p></li><li><p>Demonstrates excellent communication skills (written and verbal)</p></li><li><p>Ability to conduct analysis and document findings</p></li><li><p>Procedure execution and process improvement</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Align, plan, and execute new product capability delivery with in-flight implementations</p></li><li><p>Drive and / or support execution of key implementation activities (example: data conversion load).</p></li><li><p>Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements</p></li><li><p>Partnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements</p></li><li><p>Performing root cause analysis to determine gaps or trends for continuous improvement opportunities</p></li><li><p>Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable</p></li><li><p>Creating training material and reference material for participant services</p></li><li><p>Assisting and coaching the broader virtual team</p></li><li><p>Engaging in and/or leading ongoing courses to support continued personal development</p></li></ul><p><strong>In addition to the above, the Center of Excellence (COE) requires skills in the following area:</strong></p><p>Client Requirements Documentation</p><ul><li><p>Review client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rules</p></li><li><p>Document gaps for the Client HealthCare Consultant to follow up on</p></li><li><p>Provide support to Client HealthCare Consultant on Requirements Workshop call</p></li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

Senior Business Analyst

<p><em>Astound, the sixth-largest cable operator in the United States, is a leading supplier of cutting-edge technology and communications services—and applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company. </em></p><p><br><em>Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.</em></p><p><strong>Position Summary:</strong></p><p>&nbsp;The Account Executive is primarily responsible for promoting and selling fiber services to business customers throughout a specific region via cold calling, networking, mailing and door-to-door canvassing in our DFW area. &nbsp;Also responsible for presenting and selling the full line of Business products including voice, video and data services.</p><p><strong>Responsibilities include:</strong></p><ul><li>Door to door sales of Astound Business services including High Speed Internet, Video, Voice, Hosted Voice and other related products to business accounts in assigned geographical area.</li><li>Responsible for meeting and exceeding minimum monthly sales quota as determined by Area Sales Manager.</li><li>Conveys order information politely and efficiently to support personnel and ensures all order information is entered accurately and within 48 hours.</li><li>Completes all sales transactions, providing the customer with a scheduled installation which has been stipulated by engineering and construction.</li><li>Completes all paperwork and agreements accurately, legibly and thoroughly.</li><li>Maintains and demonstrates a current knowledge of Astound products, programming and promotional offers.</li><li>Provides exceptional customer service at all times.</li><li>Submits sales claims for unpaid completed sales within the allotted time frame.</li><li>Projects a professional business manner and operates with a high degree of integrity.</li><li>Must hold valid driver's license and maintain clean driving record.</li><li>Performs other duties as requested.</li></ul><p><strong>Required Qualifications:</strong></p><p><strong>Education:</strong></p><ul><li>High school diploma or equivalent required.</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>2-4 years prior experience managing business accounts in either a sales or customer service environment preferred.</li><li>1 – 2 years of practical, hands-on experience canvassing or cold-calling small and medium sized business customers strongly preferable.</li><li>Strong written and verbal communication skills required, as this position is responsible for ensuring potential customers understand the features and benefits of all Astound products and the pricing and promotional offers available.</li><li>Ability to work within Microsoft Office applications, such as Word, Excel, PowerPoint and Outlook.</li><li>Must be able to work independently, with minimal supervision.</li><li>Excellent detail orientation and follow through skills.</li><li>Strong discretionary skills, as this position will have access to and work with information of a confidential nature.</li><li>Frequent to continuous driving, walking, bending and reaching.</li><li>Occasional exposure to inclement weather.</li><li>Occasional to frequent exposure to uneven surfaces, hills, stairs, heights&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Occasional use of standard office equipment such as computers, phones, copiers, etc.</li><li>Frequent to extensive local travel.</li><li>Ability to lift and carry up to 20 pounds on a frequent basis (sales materials).</li><li>Position requires flexibility to work within non-standard business hours ranging between 8 a.m. and 9 p.m. within all 7 days per week to ensure sales quota is met.</li><li>Must possess valid driver's license and hold clean driving record.</li></ul><p><strong>We're Proud to Offer a Comprehensive Benefits Package Including:</strong></p><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><p><strong>*</strong>Benefits listed above are for regular full-time positions</p><p><strong>Base Salary: </strong>The base salary in Texas for this position is $54,900 - $61,000, plus 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.</p><p><strong>Commissions at plan: </strong>Targeted commissions at full attainment are twenty-one thousand, six hundred dollars annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.</p><p><strong>Our Mission Statement:</strong></p><p><strong>* Take care of our customers</strong></p><p><strong>* Take care of each other</strong></p><p><strong>* Do what we say we are going to do</strong></p><p><strong>* Have fun</strong></p><p><strong>Diverse Workforce / EEO</strong>:</p><p>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.</p><p><strong>FCO (For San Francisco Candidates Only):</strong></p><p>Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</p><p><strong>CCPA Employee Privacy Policy (For California Candidates Only):</strong> <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf&nbsp;&amp;nbsp" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>;</p>

Astound Broadband

Astound

Account Executive

<b>Company Description</b><br><br>A subsidiary of Veolia group, Veolia North America (VNA) is the top-ranked environmental company in the United States for three consecutive years, and the country's largest private water operator and technology provider as well as hazardous waste and pollution treatment leader. It offers a full spectrum of water, waste, and energy management services, including water and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare, higher education, and municipality customers throughout North America. Headquartered in Boston, Mass., Veolia North America has more than 10,000 employees working at more than 350 locations across the continent. <a href="http://www.veolianorthamerica.com" target="_blank">www.veolianorthamerica.com</a> <br><br><b>Job Description</b><br><br><strong>Position Purpose:</strong><br><br>The position's purpose is to win new, large, strategic customer accounts for ESS.<br><br><strong>Primary Duties /Responsibilities: </strong><br><ul><li>Develop a plan for winning customers identified as priorities by the Strategy &amp; Growth Manager as it aligns with the overall VNA &amp; Corporate Strategies.</li><li>Identify additional leads and opportunities.</li><li>Effectively manage the entire sales cycle from prospecting to creative customer solutions to client onboarding using consultative-selling techniques.</li><li>Prepare strategic presentations and collateral for prospects (with help from Corporate/Marketing and Sales Operations).</li><li>Record prospect evolution and entire sales cycle in Salesforce for owned prospects and won accounts.</li><li>Engage with prospects to move the sales process along with exploratory meetings, quotes &amp; proposals, to the point of execution of contract.</li><li>Work with Account Manager and Technical Customer Advisor upon close of sale to start developing transition plans and build relationships.</li><li>Create an initial account plan and manage handover to account management</li><li>Other responsibilities at the direction of the Strategy &amp; Growth Manager.</li></ul><br><br><b>Qualifications</b><br><br><strong>Education / Experience / Background: </strong><br><ul><li>Several years experience in the hazardous waste industry within Veolia, a customer or competitor or similar business</li><li>A background and track record of growth in sales/account management</li><li>Technical knowledge/ experience of waste transport, disposal and recycling</li><li>Preferred degree or equivalent experience in science, mathematics, or business</li></ul><br><strong>Knowledge / Skills / Abilities: </strong><br><ul><li>Results focused. "Hunter" mindset is always looking for the next opportunity.</li><li>Able to work autonomously, very determined, and able to remain motivated )</li><li>Strong customer relationship/ management skills</li><li>Focus on meeting customers needs, but with ability to propose standard ESS solutions</li><li>Comfortable with a role on the road, but able to maintain connectivity to branch/ satellite</li><li>Ability to communicate clearly with others</li><li>Highly organized and structured - able to follow a standard process</li><li>Strong verbal and written communication skills required</li></ul><br><strong>Required Certification / Licenses / Training: </strong><br><ul><li>Veolia training as required.</li><li>High School Diploma</li></ul><br><br><b>Additional Information</b><br><br><strong>Benefits: </strong>Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental, vision, life insurance, savings accounts, tuition reimbursement, paid volunteering and more. In addition, employees are also entitled to participate in an employer sponsored 401(k) plan, to save for retirement. Pay and benefits for employees represented by a union are outlined in their collective bargaining agreement.<br><br>We are an Equal Opportunity Employer! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. <br><br>Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, subject to applicable law.

Technical Sales Representative

<h3>Job Description:</h3><p>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>FINRA Series 7 &amp; 63 required prior to hire</p></li><li><p>Series 65 and/or 66 and state registrations required within 3 months of hire</p></li><li><p>Experience with High Net Worth clients</p></li><li><p>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</p></li><li><p>Remarkable knowledge of investment products</p></li><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</p></li><li><p>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</p></li></ul><h3>Our Investments in You</h3><p>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></p></li><li><p>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Consultant - Stamford, CT

<h3>Job Description:</h3><p>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory!</p><p><strong>CANDIDATE MUST SIT IN TERRITORY-SOUTHERN CA</strong></p><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>Bachelor's degree required.</li><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals.</li><li>Series 7 and 63 licenses required.</li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>Fidelity’s Retirement Director (field based retirement plan wholesaler), will need to work collaboratively with an internal wholesaler and be responsible for developing, targeting and building a business plan for a specific territory. Prospects are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Requires extensive overnight travel, ability to work from home office when not traveling.</li><li>Strongly prefer field sales and territory management experience.</li><li>Bring expertise and in depth knowledge of Fidelity and competitive products.</li><li>Excellent time management and organizational skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase IP's business.</li><li>Liaison with internal groups to provide superior service, marketing and technology support, problem resolution.</li><li>Collaborate with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.</li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401K Solutions, education and services.</p>The base salary range for this position is $75,000 - $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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

VP, Retirement Director -401K Sales

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A Managed Platform Service Manager is responsible for the servicing of the Fidelity Managed Account Xchange (FMAX) to Fidelity Custody &amp; Clearing Services clients. The Service Manager is responsible for developing relationships with clients, responding to inquiries, executing tasks, engaging with third parties to resolve tasks and meeting the clients’ needs and business expectations. </p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s degree required</p></li><li><p>Financial intermediary channel experience preferred (RIAs, Banks, and Broker/Dealers)</p></li><li><p>Client facing service experience required</p></li><li><p>Managed Account experience preferred</p></li><li><p>Series 7 &amp; 63 preferred</p></li><li><p>You are obsessed with delivering a superior client experience to our financial intermediary client base</p></li><li><p>You are self-driven to learn and understand how platform design impacts the customer experience</p></li><li><p>You can make decisions and act without the total picture</p></li><li><p>You can comfortably handle risk, uncertainty and change</p></li><li><p>You possess strong analytical and problem-solving skills and a willingness to make the extra effort to resolve issues</p></li><li><p>Excellent verbal and written communication skills</p></li></ul><p><strong>The Team</strong></p><p>The Managed Platform Service team will consist of Fidelity associates who consult regularly with RIA and Broker-Dealer firms to service their managed account business. The team utilizes internal systems as well as third party managed and financial planning platforms. The team is part of a larger group, that falls under the Client Experience division within Fund and Brokerage Operations &amp; Technology (FBOT). Associates within Client Experience are responsible for the majority of a client’s interactions with Fidelity and is therefore primarily responsible for the client 'experience' with the Fidelity brand. As a Managed Platform Service Manager, you rely on and are relied upon by multiple teams within and outside CE to ensure the managed platform is fully integrated within the clearing and custody offering which includes internal systems, policies and procedures. </p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

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