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<h3>Job Description:</h3><p>As a Senior Reimbursement Account Manager supporting Fidelity’s reimbursement account clients, you will combine strong client management skills with a deep knowledge of reimbursement account plan administration. Under minimal direction, you will provide administrative services and be the primary communication point for clients regarding their reimbursement account services and will also assist with HSA questions and issues. Your work will ensure services are provided at the highest levels of quality and that your assigned clients are highly satisfied. You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions. </p><p><strong>The Team</strong></p><p>You will be part of the RA Service Team, working closely with both product and the client service teams to provide your assigned clients with the highest quality service possible. </p><p> <strong>The Expertise You Have</strong></p><ul><li>7-10 years experience with administration of a broad range of reimbursement accounts required.</li><li>5-7 years experience servicing large corporate clients required.</li><li>Bachelor’s Degree or equivalent experience required.</li><li>Significant experience with a broad range of healthcare and wellness benefits desirable.</li><li>Experience assisting with development of RFP responses preferred.</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Strong understanding of reimbursement account administration needs, process and regulatory knowledge.</li><li>Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.</li><li>Proficient leadership skills (i.e. consistently demonstrates the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).</li><li>Strong and effective interpersonal and communication skills.</li><li>Demonstrated ability to balance customer service with sound business judgment.</li><li>Effective organizational, time management, facilitation and prioritization skills.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Your proactive execution of administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.</li><li>By developing and managing the relationship with the client you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.</li><li>When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.</li><li>Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.</li><li>Your collaboration with the ongoing service team will ensure services are delivered in a cohesive manner and that reimbursement accounts are incorporated in key activities (e.g. annual business planning).</li><li>During the RFP process, your support of the sales and relationship management teams will help grow Fidelity’s healthcare businesses.</li><li>By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions.</li></ul><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>

Fidelity Investments

Sr. Reimbursement Account Manager

Director-Costing and Financial ComplianceJob ID: 13820Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEP<a href="https://www.utep.edu/UTEP" target="_blank">https://www.utep.edu/UTEP</a> is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.The University of Texas at El Paso is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 84% of our 24,000 students are Hispanic, and more than half are the first in their families to go to college. UTEP offers 172 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.<a href="https://www.utep.edu/vpbaThe" target="_blank">https://www.utep.edu/vpbaThe</a> Division of Business Affairs oversees many elements of doing business at UTEP, including human resources, the budget office, and accounting and financial services. In addition, the VPBA Office manages business contracts and agreements, institutional memberships, the University's risk management/insurance program, and the open records process. Our goal is to support the University's teaching, research and public service mission by providing superior services to the campus community.<a href="https://www.utep.edu/vpba/budget-office/The" target="_blank">https://www.utep.edu/vpba/budget-office/The</a> Budget Office coordinates and prepares the annual operating budget for approval by the Board of Regents.Position InformationHiring Department: <a href="https://www.utep.edu/vpba/budget-office/Posting" target="_blank">https://www.utep.edu/vpba/budget-office/Posting</a> End Date: Open until filled.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pm, flexibility is required on evenings and weekendsFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: Commensurate with experience.Required Application Materials:• Resume• Cover Letter• List of three referencesNote: To the extent that this position involves research, work, or access to critical infrastructure as referenced in Executive Order GA-48, being hired for and continuing to be employed in this position requires the ability to maintain the security or integrity of the infrastructure.The primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionSummary: This position plays a key role in ensuring institutional compliance with federal costing standards, overseeing Facilities and Administrative (F&amp;A) cost recovery efforts, and guiding financial compliance strategies in support of UTEP's expanding research portfolio.Note: The primary accountabilities below are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed below. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. Must possess a valid driver's license issued by the State where the applicant resides and must be insurable as defined in the UT System UTS 157, as applicable to the performance of essential duties and responsibilities of the position.Statement of Duties and Responsibilities:Oversees institutional compliance with federal and state regulations related to research costing, post-award financial administration, and internal controls, including Uniform Guidance (2 CFR 200).Leads the development, submission, and negotiation of the University's F&amp;A cost rate proposal in coordination with Contracts &amp; Grants Accounting, Financial Services, and external consultants.Ensures UTEP's costing practices are consistent with Cost Accounting Standards (CAS), Federal Acquisition Regulations (FAR) and best practices.Monitors changes in federal regulations and provides timely guidance and training to relevant stakeholders on cost principles, financial reporting, effort certification, and allowability of costs.Provides leadership and subject matter expertise on cost allocation methodologies, indirect cost recovery, and financial risk mitigation strategies.Collaborates closely with Research &amp; Innovation, and other campus units to ensure accurate and compliant.Develops and maintains policies, procedures, tools, and resources related to research financial compliance and cost accounting practices.Provides reports, briefings, and strategic advice to executive leadership on compliance trends, risks, and mitigation measures.Collaborates closely with Research &amp; Innovation and other campus units to ensure accurate and compliant financial management of sponsored projects.Develops and maintains policies, procedures, tools, and resources related to research financial compliance and cost accounting practices.Provides reports, briefings, and strategic advice to executive leadership on compliance trends, risks, and mitigation measures.Leads and supervises assigned staff to ensure effective delivery of costing and financial compliance functions.Develop, update, and disseminate educational materials to include creating guides, training modules, and informational sessions tailored for faculty, staff, and administrators to foster understanding and ensure effective application of university cost accounting standards and policies.Coordinates and supports internal and external audits related to research financial compliance.Utilizes data analytics and reporting tools to monitor compliance metrics, identify trends, and proactively address areas of risk.Evaluates and enhances costing and compliance processes to ensure continuous improvement and alignment with institutional goals.Knowledge of all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned.Supervisory Responsibilities Carries out supervisory responsibilities in accordance with the organization's objectives, policies and applicable laws.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Required Qualifications:Education: Bachelor's degree in Accounting or Finance.andExperience:Seven (7) to ten (10) years of progressively responsible experience in cost accounting, research financial compliance within a higher education, nonprofit, or federal agency setting.In-depth knowledge of Uniform Guidance, Cost Accounting Standards, effort reporting, internal controls, and other compliance requirements applicable to sponsored research.Excellent interpersonal and communication skills, with the ability to translate complex regulations into clear guidance for academic and administrative staff.Strong analytical and organizational skills, including the ability to manage multiple projects with competing deadlines.Demonstrated ability to work collaboratively across departments and lead initiatives with cross-functional teams.Preferred Qualifications:Master's Degree or CPAExperience preparing and defending F&amp;A cost proposals in accordance with federal guidelines.Additional InformationPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to stand; walk; sit; stoop, kneel and crouch. The employee is frequently required to use hands to feel; reach with hands and arms; and talk or hear. The employee is occasionally required to lift and move up to 10 pounds.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level in the work environment is moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6446765jeid-1405e2840ec73d4a90483f010cde7d4e" target="_blank">https://apptrkr.com/6446765jeid-1405e2840ec73d4a90483f010cde7d4e</a>

The University of Texas at El Paso

Director-Costing and Financial Compliance

<p><strong>Company Profile</strong></p><p>80 years and countless innovations later, JCB is the world’s largest privately-owned manufacturer of construction and agricultural equipment. At 22 plants spanning four continents—and countries including the United States, the United Kingdom, India and Brazil—JCB manufactures a range of more than 300 products including Loadall telescopic handlers, backhoeloaders, excavators, wheel loaders, compact excavators, skid steer loaders, compact track loaders, Accessaerial work platforms, rough terrain forklifts, and Fastrac tractors. </p><p>JCB people are at the heart of our business and as a family-owned business we answer to our customers, not a group of shareholders. That freedom allows us to concentrate on developing the latest technologies and incorporating them into our equipment. We focus on what our customer needs on the jobsite – a machine that holds up in the toughest environment and increases their productivity. </p><p>At JCB, we stand behind our products – and our name. </p><p><strong>Position Purpose</strong></p><p>The Inside Sales Representative plays a vital role in supporting the Texas Dealer network by generating retail sales, driving compact equipment growth, and expanding JCB’s market share. This position is responsible for building and maintaining strong customer relationships, partnering closely with dealer representatives, and actively contributing to revenue growth through proactive engagement and business development efforts.</p><p><strong>Major Tasks, Responsibilities &amp; Key Accountabilities</strong></p><p>• Collaborate with dealer sales teams to support equipment sales and customer retention.&nbsp;</p><p>• Conduct virtual equipment demos and product presentations.&nbsp;</p><p>• Manage CRM database to ensure accurate tracking of prospects and opportunities.&nbsp;</p><p>• Provide timely and accurate quotes to customers and dealer partners.&nbsp;</p><p>• Achieve monthly and quarterly sales targets.&nbsp;</p><p>• Respond promptly to customer inquiries and follow up on leads.&nbsp;</p><p>• Stay up to date on product knowledge and market trends.&nbsp;</p><p>• Provide weekly reporting on sales activity and pipeline.&nbsp;</p><p>• Support sales campaigns and promotional activities.&nbsp;</p><p></p><p><strong>Minimum Qualifications </strong></p><p>• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.&nbsp;</p><p>• Minimum 2 years of inside sales or related experience.&nbsp;</p><p>• Previous experience in a retail, serving, or call center environment is highly valued, demonstrating strong interpersonal skills and the ability to thrive in customer-facing roles.</p><p>• Strong verbal and written communication skills.&nbsp;</p><p>• Proficiency in CRM tools (e.g., Salesforce).&nbsp;</p><p>• Ability to work independently and in a fast-paced environment.&nbsp;</p><p><strong>Preferred Qualifications</strong></p><p>• Experience in equipment, machinery, or construction sales. </p><p>• Bachelor’s degree in Business, Marketing, or related field. </p><p>• Familiarity with the Texas equipment market. </p><p>• Strong technical aptitude or understanding of heavy equipment. </p><p>• Track record of exceeding sales targets. </p><p><strong>Knowledge, Skills, Abilities &amp; Competencies</strong></p><ul><li>Proven track record of exceeding inside sales targets</li><li>Advanced proficiency in Microsoft Office applications for sales reporting and communication</li><li>Comfortable working in a dynamic, office-based team environment</li><li>Strong technical aptitude, especially with CRM and sales enablement tools</li><li>Exceptional customer service orientation and adaptability</li><li>High energy and motivation to achieve and surpass goals</li><li>Excellent follow-up, organisational, and time management skills</li><li>Polished, professional communication style for virtual meetings and client interactions</li><li>Willingness to participate in ongoing product training and occasional in-person events</li><li>Demonstrated commitment to learning and professional growth in inside sales</li></ul><p><strong>Job Conditions</strong></p><ul><li>Both office environment and occasionally manufacturing/factory environment</li><li>Subject to noise and temperature changes</li></ul><p></p><p><strong>Physical Requirements</strong></p><p>The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p>While performing the duties of this job, the employee is regularly required to:</p><ul><li>Regularly required to sit at a desk for extended periods</li><li>Use hands for typing and handling digital equipment</li><li>Engage in frequent communication via phone or video calls</li><li>Interact with clients and team members using various online platforms</li><li>Reach with hands and arms as needed</li><li>Communicate clearly, both verbally and in writing</li><li>Occasionally required to stand, walk, or move within the office</li><li>May need to lift and move objects up to 10 pounds (e.g., sales materials or promotional items)</li><li>Specific vision abilities required: close vision for reading documents and screens, distance vision for presentations, depth perception, and the ability to adjust focus for virtual environments</li></ul><p>JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. EEO EMPLOYER/VET/DISABLED.</p><p>JCB Inc. is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.</p><p><strong>Disclaimer: This job description is general in nature and is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.&nbsp;&nbsp;</strong></p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

Inside Sales Representative - Dallas 

Inside Sales Representative- Houston 

<br><strong><em>Position Summary</em></strong><br><br>The role of the Regional Sales Manager (RSM) is to assist and engage dealers on promoting and selling all MLA - Houston products, Class I-V, and being the primary contact between the dealership and MLA, and vice versa. The RSM is ultimately responsible for achieving set new equipment forecasts within each of the five classes for all assigned dealers. The RSM will utilize a variety of methods to accomplish these tasks, including engaging dealer management on sales strategy and business plan expectations, continuously review of SPM and SOM goals, competently and energetically train sales staff on product, demo techniques and deal execution, as well as program creation to encourage sales of MLA - Houston product.<br><br><strong><em>Work Environment and Physical Demands</em></strong><br><br><ul><li>Extensive overnight travel.</li><li>Must have home office, access to a sizeable airport and ability to work remotely.</li></ul><br><br><strong><em>Work Hours and Expected Travel</em></strong><br><br><ul><li>Overnight travel required, which varies in timing and length.</li></ul><br><br><strong><em>Required Knowledge / Skills / Experience / Certifications / Licenses</em></strong><br><br><ul><li>Bachelor’s Degree.</li><li>10+ years’ experience.</li><li>Business Management / Marketing degree and/or 3 - 5 years industry experience</li><li>Effective communication; written / oral, public speaking, negotiation and selling skills.</li><li>Sales training for new and experienced dealer sales representatives.</li><li>Knowledgeable with Electric and IC Forklifts and the Forklift Industry.</li><li>Must Possess the ability to analyze dealer performance including sales pipeline metrics and market participation management.</li><li>Proficient in Microsoft Word, Excel, PowerPoint, Outlook, and CRM Systems.</li><li>Ability to work under pressure and complete tasks within required timelines.</li><li>High level of accountability that delivers closure and demonstrates task ownership.</li></ul><br><br><strong><em>Desired Knowledge / Skills / Experience / Certifications / Licenses</em></strong><br><br><ul><li>Warehousing/Logistics/Supply Chain education experience a plus.</li><li>Experience in developing and leading sales or technical training to large groups.</li><li>Self-Starter with minimal management.</li><li>Effective follow through and prompt response to meet demands of retail sales needs.</li><li>Ability to make accurate financial decisions to preserve and add to MLA's profitability.</li><li>Clear understanding of MLA's Mission, Vision, and Values.</li></ul><br><br><strong>This company is an equal opportunity employer and makes employment decisions without regard to race, gender, disability or protected veteran status.</strong><br><br><strong>Agency Disclaimer</strong>:<br>Mitsubishi Logisnext Americas Inc. (Logisnext) group does not accept unsolicited resumes from third party vendors. Any unsolicited resumes from a third party will become the property of the recipient Logisnext company to use at the Logisnext company’s discretion, with the understanding that the Logisnext company will not be billed a fee for any such resumes. If a company is designated as an approved vendor, then said company can only provide assistance on those positions expressly requested by a Logisnext company via a formal written agreement of support. If you would like to be considered as an approved vendor, please contact the Manager of Talent Acquisition. <br>

Mitsubishi Logisnext Americas Inc.

Senior Regional Sales Manager

<b>Company Description</b><br><br>Veolia in North America 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. Veolia helps commercial, industrial, healthcare, higher education and municipality customers throughout North America. Headquartered in Boston, Veolia has more than 10,000 employees working at more than 350 locations across North America.<br><br><b>Job Description</b><br><br><strong>Position Purpose: </strong><br> Responsible for safely transporting hazardous and non-hazardous materials from the customer site to the appropriate designated sites using van trailers, tankers, roll-off frames, or other waste carrying equipment. Ensures that the condition of the material packaging meets the U.S. Department of Transportation (DOT) specifications, inspects manifests and shipping paperwork for accuracy, and maintains current transportation permits for all areas traveled. Abides by all regulations set forth by DOT, EPA, state and local governments, and VES-TS policies and procedures.<br><br><strong>Primary Duties/responsibilities: </strong><br><ul><li>Perform daily inspections of vehicle and/or trailer prior to driving to ensure the safety and integrity of equipment going to designated sites.</li><li>Prior to transporting materials reviews shipment records, manifests, container labeling, vehicle placards, and integrity of loaded drums, roll-off boxes or bulk tankers.</li><li>Ensure that DOT requirements such as load weight limits, driver log books, Vehicle Inspection Records, transportation permits, insurance cards, fuel trip reports, IFTA fuel stickers, or other paperwork is up to date and valid.</li><li>Consults with customers pertaining to load conditions, drum counts or paperwork inconsistencies to ensure that materials can be properly transported to designated site(s)</li><li>Notify immediate supervisor of any moving violations and/or accidents in-route to and/or from sites.</li><li>Assist in the loading/unloading of materials at designated sites utilizing appropriate equipment.</li><li>Responsible for assisting with housekeeping as required.</li><li>Other duties as assigned</li></ul><br><br><b>Qualifications</b><br><br><strong>Education / Experience / Background: </strong><br><ul><li>High School diploma or General Educational Development (GED) required</li><li>Prior commercial driving experience required</li></ul><br><strong>Knowledge / Skills / Abilities: </strong><br><ul><li>Familiarity with U.S. Department of Transportation (DOT) regulations pertaining to the transportation of hazardous and non-hazardous materials</li><li>Strong team player</li><li>Excellent interpersonal and communication skills</li><li>Time management: the ability to organize and manage multiple tasks </li><li>Strong customer service orientation</li></ul><br><strong>Required Certification / Licenses / Training: </strong><br><ul><li>Valid Class A Commercial Driving License (CDL) </li><li>Hazmat (H) endorsement required</li><li>40-Hour HAZWOPER training preferred</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.<br><br>

Regional Driver

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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>

Investment Consultant - Houston, TX (Texas Medical Center)

<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>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><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Plano, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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>

Planning Consultant - Southlake, TX

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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>

86 Sales Jobs in Texas