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<h4>Company Description</h4>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands. We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.<h4>Job Description</h4>We are seeking an Off Premise Beer Sales Representative for our&nbsp;Albuquerque, NM&nbsp;territory. The Off Premise Beer Sales Representative works to ensure the success of the sale, volume, rate of sale growth, and brand presence to accelerate momentum for our premium brand within a dedicated territory. A high emphasis is placed on increasing the availability and visibility of products through distribution, display execution and cooler resets. The Off Premise Beer Sales Representative will build strong relationships with distributor personnel to ensure market goals are met.&nbsp;Here’s just a small sample of what you’ll be doing:<ul><li>Regular travel within a dedicated territory (200-mile radius) to call on multiple distributor territories</li><li>Extended travel (up to 75% of time) to additional markets in support of distributor crew drives</li><li>Taking a data driven approach to both identify new opportunities for distribution and upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Establish and maintain a regular weekly schedule of account appointments including sales calls, and distributor work-withs</li><li>Develop creative solutions to meet account specific needs identified during sales calls</li><li>Work closely with local distributor manager and distributor personnel to collaborate on goals and objectives and ensure proper product inventory&nbsp;</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards. Execute point of sale (POS) programs to standard</li><li>Bring awareness to and promote our premium brands through special events, sampling, and education</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul>The physical demands of this role require the following:&nbsp;<ul><li>Bending, squatting, crouching and reaching,&nbsp;climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of&nbsp;50&nbsp;pounds or more</li></ul>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;<h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>1-3 years demonstrated sales experience, preferably of beers, wines and spirits is required</li><li>Previous retail or off-premise work experience is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4>The base compensation range for this job classification is between $44,000.00-$59,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.Enthuse&nbsp;is committed to providing reasonable accommodations to qualified individuals with disabilities&nbsp;and for other reasons&nbsp;in the employment application and hiring process,&nbsp;in accordance with applicable law.&nbsp;&nbsp;To request an accommodation please contact <a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.

ENTHUSE

Off Premise Sales Representative – Albuquerque, NM

Cashier • Part-Time • Dierbergs Markets Cashiers are front and center, greeting customers, ringing up their items, carefully bagging their items, and making sure they have a fantastic experience. They are an outgoing, dependable person that goes above and beyond while they handle a variety of responsibilities: <ul><li>Greet customers and engage in friendly conversation </li><li>Scan items quickly and correctly </li><li>Operate the register or monitor self-checkout accepting various forms of payment (ex: gift cards, credits, debits, EBT cards, tax exempts, store charge, and WIC vouchers) </li><li>Use equipment such as computer terminal, scanner, keyboard, code book, intercom system, calculator, printer, telephone, coupon machine, etc. accurately </li><li>Verify customer identification for liquor and tobacco purchases according to state law and Dierbergs policy </li><li>Bag customers' items with care and load items into customer's cart </li><li>Keep equipment in proper working order </li><li>Keep work area sanitary by using company-approved cleaners and equipment </li><li>Work safely to prevent on-the-job injuries </li><li>Observe and report shoplifters </li></ul> Essentials <ul><li>Read basic information which contains a number of details and describes procedures involving several steps. </li><li>Basic computer and math skills, including addition, subtraction, multiplication, and division </li><li>Flexibility to work a varied schedule that includes weekends and holidays </li><li>Prompt and regular attendance based on your schedule </li><li>Adherence to our dress code, appearance and personal hygiene standards </li><li>May be cross trained in other departments </li></ul> Physical Requirements <ul><li>Lifting &amp; Carrying - Up to 40 lbs. occasionally &amp; up to 10 lbs. frequently </li><li>Pushing &amp; Pulling - Up to 30 lbs. of force occasionally </li><li>Occasional - Sit, kneel, stoop, squat, &amp; overhead reach </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> 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), pension plan, and 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</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> Foundational Embody and BE the following:Be Connected,Be Curious,Be Courageous,Be Caring,Be People Centric,Be a Contributor,Be a Cultivator, and in all you do,Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Cashier

Company Profile SoCal JCB is a highly successful, fast-growing business We pride ourselves in customer service. We invest in our workforce and offer a highly competitive compensation and benefit program. SoCal JCB is an authorized dealer for JCB construction equipment including skid steer loaders, backhoe loaders, wheel loaders, excavators and telehandlers. Position Summary SoCal JCB currently has an opening for a Territory Sales Representative to support our machine sales coverage. This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale of products and services offered by SoCal JCB. The Sales Representative will serve as the primary liaison between SoCal JCB and the customer. Major Tasks, Responsibilities &amp; Key Accountabilities<ul><li>Develop sales opportunities by researching and identifying potential accounts, soliciting new accounts, building rapport, providing technical information and explanations and preparing quotes.</li><li>Build relationships with customers quickly and in a mutually beneficial manner.</li><li>Listen to and engage every customer to obtain sufficient information to correctly determine or confirm his/her requests.</li><li>Answer customer questions regarding products, prices, availability, product uses and rental policies.</li><li>Fulfill requests promptly and accurately, in line with company procedures.</li><li>Obtain customer information such as name, address and payment method. Enter orders into database.</li><li>Create quotations and maintain records of contacts, accounts and orders.</li><li>Consult with clients after contract signings to resolve issues and provide ongoing support.</li><li>Knowledge of products to troubleshoot machine issues over the phone.</li><li>Ensure showroom, equipment, displays, counters, and signs are clean, well-stocked, orderly and attractive.</li><li>Aid in the schedule and dispatch of deliveries.</li><li>Work with team members to ensure high quality work and the best possible customer experience</li><li>Maintain CRM database, knowledge of Sales Force a plus</li></ul>Minimum Requirements<ul><li>High-dollar, high-volume sales experience</li><li>Experience with customer negotiations</li><li>Prior territory management experience preferred</li><li>High energy, excellent communication skills, and a strong work ethic required</li><li>Leadership Skills a strong plus for future growth opportunities</li><li>Self-Improvement skills and set high standards for personal performance</li><li>Excellent customer service skills</li><li>Ability to perform at a high capacity in fast paced environment</li><li>Must pass any drug screens and background checks</li></ul>Preferred Qualification <ul><li>Bilingual (English and Spanish)</li></ul>SoCal 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.JobFamilySalesPayTypeSalary

SoCal JCB- Territory Sales Representative

At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow.We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally. It won’t take you long to find out that you are on the right track here at NASCAR!NASCAR seeks a talented professional to join in the position of Director, Sales based in Atlanta, Georgia. REMOTE with ability to commute to Talladega Superspeedway as needed.This person is responsible for being an experienced sales-minded, results driven individual who can develop and secure corporate sponsorships and large-scale hospitality programs with companies across NASCAR Southeast properties (Talladega Superspeedway, Daytona International Speedway Homestead-Miami Speedway).Duties include but are not limited to:<ul><li>Collaborate with the VP of Sales on priorities, approach to the market and daily prospecting efforts</li><li>This sales executive will continually be prospecting for future revenue opportunities and must be highly self-motivated, goal oriented, and contribute to the overall success of the Southeast sales team.&nbsp;</li><li>The Director of Sales will work REMOTE from Atlanta and is responsible &nbsp; primarily for generating new revenue.&nbsp;</li><li>This role will involve a high volume of cold calling, prospecting, meeting with and building relationships with clients.</li><li>The candidate for this role must be comfortable in a fast-paced environment and ability to establish relationships with senior level executives.</li><li>Responsible for establishing new marketing/hospitality partnerships to achieve annual revenue goals</li><li>Acquire new clients, grow revenue from existing clients, and strengthen customer relationships</li><li>Prospect and secure sales meetings through existing relationships as well as cold calling locally, regionally, and nationally</li><li>Meet and exceed daily/weekly/monthly corporate revenue and prospecting goals</li><li>Research and identify industries and organizations to pitch sponsorship/hospitality opportunities while also tracking local, regional, and national trends/emerging markets</li><li>Maintain high level of customer service to existing and new corporate clients</li><li>Regularly attend networking &amp; community events to build professional network and identify/develop sales opportunities for TSS</li><li>Work in coordination with Client Services team to ensure proper execution of partner assets and maintain strong relationships</li><li>Maintain sales pipeline and forecast weekly</li><li>Assist in annual revenue/expense budget preparation</li><li>Other duties as assigned by the VP of Sales</li></ul>Required skills / experience:<ul><li>Minimum of 5+ years of proven sales experience (prior sports sales experience is preferred)</li><li>Bachelor’s Degree required, preferably in Sales/Sports Management</li><li>Understanding of sponsorship/hospitality sales, event marketing and activation process</li><li>Ability to confidently communicate the value of sponsorship &amp; hospitality offerings</li><li>Excellent relationship building and interpersonal skills, with the ability to interact comfortably and effectively with internal and external clients at all levels of the applicable organizations</li><li>Highly self-motivated with a strong work ethic, results oriented, and the ability to thrive in a fast-paced environment</li><li>Must be able to work evenings and weekends, as required</li><li>Strong computer skills in all aspects of Microsoft Office and CRM</li><li>Currently located in Atlanta is a plus – ability to commute to Talladega Superspeedway as needed</li><li>Strong business relationships in Miami, Atlanta, Orlando and other Southeast markets a plus, but not a requirement</li></ul>Apply Now!Learn more about this role and our team by applying at <a href="http://www.careers.nascar.com" target="_blank">www.careers.nascar.com</a> for consideration.We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally. It won’t take you long to find out that you are on the right track here at NASCAR!NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity and expression, age, national origin, disability, religion, sexual orientation, genetic information, pregnancy, veteran status or any basis that is protected by applicable law except where a bona fide occupational qualification exists.Follow us on LinkedIn and X for future opportunities and company news.

NASCAR

Director, Sales

Job Title Pharmacist Intern Senior/OnCall/UKHC - Retail Pharmacy Requisition Number DU11281 Department Name H5000: CHANDLER - RETAIL PHARMACY Work Location Lexington, KY Salary Range $17.50 - $27.31 Type of Position Temporary Position Time Status On Call Required Education High School plus Admitted to a College of Pharmacy Required Related Experience n/a Required License/Registration/Certification Registered with Kentucky Board of Pharmacy as a Pharmacist Intern Physical Requirements May include standing for greater than 5 hours at a time and possibly walking several miles per day. May require the ability to reach items above shoulder level and be able to lift up to 25 pounds. Shift Varied. Job Summary Student friendly positions have been developed to allow a flexible schedule and variations of pharmacy experiences. The positions include drug distribution, data entry, non-sterile and sterile compounding, immunizations, MTM, transitions of care discharge planning and much more. Skills / Knowledge / Abilities Attention to detail, knowledge of pharmacy operations and law, ability to prioritize. Does this position have supervisory responsibilities? No Preferred Education/Experience Retail and/or Hospital Pharmacy experience preferred. Deadline to Apply 10/31/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Pharmacist Intern Senior/OnCall/UKHC - Retail Pharmacy

<h3>Job Description:</h3>This job requires you to live in the Greater Philadelphia, PA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.com<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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

Workplace Financial Consultant - Philadelphia, PA

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center. Regional Center in state of Colorado.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $120,000 - $185,000 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.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.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

VP, Advanced Planning - REMOTE - Denver, CO

<h3>Job Description:</h3>Job DescriptionThe RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advance Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center in one of the following states: Minnesota, Missouri, or Illinois.<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP®</li><li>13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>Effectively coaches, develops, and applies junior team members</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamicsThe base salary range for this position is $120,000 - $185,000 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.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.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

VP, Advanced Planning - REMOTE - MN, MO, IL

<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. 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><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><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>This 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<h3>Category:</h3>Relationship ManagementFidelity’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.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.

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