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

Fidelity Investments

Investment Consultant - Knoxville, TN

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

Financial Consultant - Fairlawn, OH

Come be a part of a community where all are welcome. A place where you can make a difference, inspire others—and be inspired.&nbsp;We are looking for associates with a passion for clothing, people, and sustainability.About us:Eileen FISHER creates simple, timeless shapes designed to work together effortlessly, season after season. We make our clothes to last—and then take them back to be reworn again or remade into entirely new designs.&nbsp;We believe in the fundamental potential of every person—our employees, our customers and those who make our clothes—and are committed to creating conditions that empower people.&nbsp;It’s all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is one of the largest women’s fashion companies to be a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency.Values Statement:As a founder lead Company, our values are deeply embedded in and shape our culture.&nbsp;Our values are the shared responsibility of every position and are intended to be infused in all that we do; how we show up, how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability allows us to protect our limited natural resources, fight climate change and shift the fashion industry towards circularity.<ul><li>We are authentic.</li><li>We thrive in connection.</li><li>We trust each other.</li><li>We innovate through creativity.</li><li>We are committed to the health of the whole.</li><li>We are united by purpose.</li></ul>Position Summary:<ul><li>As Sales Associates you share positive energy and create an atmosphere of possibility with our customers. Promote our philosophy, values, and support our purpose and strategic objectives.</li><li>Demonstrate an ability to work in a fast-paced environment while utilizing exceptional customer service skills on the selling floor.</li><li>Use new technology and embrace all avenues of distribution as tools to service our customer.</li><li>Perform merchandising duties including steaming, folding, and displaying product according to EF visual standards.</li><li>Perform light cleaning tasks to maintain a clean and well-organized space (i.e., vacuuming, dusting, floor sweeping, etc.).</li><li>Perform open and close out procedures as needed.</li><li>Performs other related duties and assignments as required.</li></ul>Benefits:<ul><li>Monthly Store Bonus Incentives</li><li>Annual Company Bonus Plan</li><li>Employee Stock Ownership Plan</li><li>401(K)</li><li>Paid Time Off</li><li>Comprehensive Health Insurance for full-time employees (medical, dental, life ins, etc.)</li><li>Wellness Reimbursement Program (education, PTO related expenses, spa services, fitness/ exercise fees, etc.)</li><li>Uniform Allowance</li><li>Employee and Friends &amp; Family discount</li></ul><h4>Required Skills</h4> <h4>Required Experience</h4>Education:&nbsp;High school diploma&nbsp;or equivalent.<ul><li>Retail experience or service industry background required.</li><li>Excellent oral and written communication skills</li><li>Outstanding organizational skills and ability to handle multiple tasks.</li><li>Dedication to creating excellent customer experience.</li><li>Open-minded attitude towards experiencing our Brand and product, stylishly wardrobing self and customers.</li><li>Ability to adapt quickly and react positively to business needs and changes in strategies.</li><li>Ability to lift up to 40 lbs. at floor level and/or team lift when necessary.</li><li>Ability to climb short/tall ladders, twist, bend, and stoop to retrieve items from floor, shelves, and hooks.</li></ul><ul><li>Flexible schedule.</li></ul>The hiring salary range for this role is $18.67- $20.00/hr. dependent upon experience and qualifications. In addition, we offer competitive benefits including a generous clothing allowance and a wellness reimbursement program.EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.

Eileen Fisher

Retail Sales Associate- Berkeley (Part Time)

Company Description 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. Please visit our website for more information - <a href="http://www.veolianorthamerica.com" target="_blank">www.veolianorthamerica.com</a> Job Description The position's primary purpose is to drive organic growth. Grow branch revenues by adding new, profitable customers while growing and retaining existing customers. Primary Duties/Responsibilities: <ul><li>Manage, develop and support a team that is comprised of: eight (8) Account Managers, one (1) Inside Sales Representative, one (1) Sales Operations Analyst. </li><li> Develop, execute, and deliver results on the branch organic growth strategy.</li><li>Determine priority customer targets for the branch and drive territory growth.</li><li>Performance management and coaching team members to deliver desired results.</li><li>Review and approve proposals to ensure profitability and strategy to win.</li><li>Analyze market trends and competitor's offers to determine value wedge and pricing strategies.</li><li>Report and present business results to branch management and senior leadership team.</li><li>Work with Sales Operations Analyst to drive usage of CRM and ensure data quality.</li></ul> Qualifications Education/Experience/Background: <ul><li>7+ years track record of sales success and demonstrated expertise</li><li>Technical knowledge/experience in hazardous waste industry</li><li>Management experience of a high performing team</li><li>Experience of delivering consultative, technical sales</li></ul> Knowledge /Skills /Abilities: <ul><li>Focused on results and aggressive in achieving them</li><li>High detail orientation</li><li>Performance management</li><li>Focus on team relationships and retention while driving for results</li><li>Presentation skills</li></ul> Additional Information Benefits: Veolia's comprehensive benefits package includes paid time off policies, as well as health, dental and vision insurance. 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. 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. 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.

Sales Manager , Environmental Services

Company Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world's most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable future. Veolia Water Technologies &amp; Solutions (VWTS) is a worldwide leader in water recovery, treatment, and reuse. We design, supply, and service a range of water systems and monitoring equipment in industries ranging from pharmaceutical to food and beverage applications, and from microelectronics ultrapure water to municipal water and industrial wastewater treatment. We are one of the world's leading manufacturers of total organic carbon (TOC) analyzers and corresponding certified reference materials. Our ground-breaking bioburden and endotoxin analyzers is the latest addition to our expanding analytical instruments portfolio. We strive to provide not only superior technology and design, but also outstanding quality, service, and application support. Job Description Job Summary The Water Technologies and Solutions, Analytical Instruments product line business has an opportunity for a Global Sales Director. The Sales Director has a global presence, and is responsible for driving the regional growth of our product portfolio by identifying, developing and executing strategies to increase market share and revenue, specifically for Eclipse and Soleil product lines. This position requires strong leadership skills, business acumen, and a deep understanding of the industry and its customers. This role will work with several internal functional teams and will collaborate closely with our global sales teams to develop and execute local, regional and market growth plans. This role could work directly with sales directors, regional account managers, sales representatives, sales engineers, applications specialists, product management, commercial operations and aftermarket sales. Duties &amp; Responsibilities <ul><li>Develop and implement a regional sales strategy for Eclipse and Soleil Product Lines:<ul><li>Collaborate with the regional sales managers and executive team to define sales objectives, targets, and strategies aligned with the company's overall business goals.</li><li>Continuously monitor market trends and competitor activities to identify new opportunities and adjust the sales strategy accordingly.</li><li>Generate new sales globally using challenger sales strategy for our bioburden and endotoxin detection product line.</li></ul></li><li>Work with global sales directors, account managers, sales engineers, applications specialists and channel partners to identify new opportunities and close new sales</li><li>Document all information in fishbone spreadsheet for clear visibility, tracking and reporting all opportunities and information must be kept up to date in salesforce CRM to measure activity, funnel and results.</li><li>Increase field sales team activity for bioburden and endotoxin product lines.</li><li>Report monthly on regional activity, pipeline development and results to senior management.</li><li>Set and track sales account targets, aligned with company objectives. </li><li>Monitor sales metrics (e.g. quarterly sales results and annual forecasts)</li><li>Have a technical understanding of our competitors' products and sales distribution</li><li>Travel globally with the sales team to customer sites to develop business opportunities, position product through value proposition, perform equipment demonstration, and close sales to drive revenue growth for instruments, consumables and services. Expected travel 30 - 50%.</li><li>Achieve sales targets: Lead and motivate a regional sales team and channel partners to meet or exceed sales targets.</li><li>Provide guidance and support to sales managers in different regions, ensuring alignment with sales objectives and effective execution of sales plans.</li><li>Track and keep up to date all field activity and opportunities in salesforce CRM.</li><li>Build and maintain customer relationships:<ul><li>Cultivate and maintain strong relationships with key customers, partners, and stakeholders regionally. Identify customer needs and develop tailored solutions to drive customer satisfaction and loyalty.</li></ul></li><li>Expand market presence:<ul><li>Identify and pursue new business opportunities and market segments to expand the company's market presence and market share.</li><li>Develop and execute market entry strategies and partnerships to drive growth and increase market share for current and new products.</li></ul></li><li>Sales performance analysis:<ul><li>Monitor sales performance metrics, including revenue, conversion rates, customer acquisition costs, and customer retention rates.</li><li>Analyze data to identify areas for improvement and develop action plans to optimize sales performance.</li></ul></li><li>Sales team development:<ul><li>Provide coaching, mentorship, and performance feedback to enhance individual and team performance.</li><li>Foster a culture of continuous learning and development within the sales organization.</li><li>Lead the sharing of best practices across regions.</li></ul></li><li>Collaboration and communication:<ul><li>Collaborate with cross-functional teams, including marketing, product management, applications, regional sales managers and operations, to ensure alignment and coordination in delivering customer value.</li><li>Communicate sales strategies, goals, and results to senior management and stakeholders.</li></ul></li><li>Key accounts development:<ul><li>Identify key accounts with global presence and support regional sales teams with selling strategies in duplicating successes across the regions.</li></ul></li></ul> Qualifications Knowledge Skills &amp; Abilities: <ul><li>Ability to equate price to customer value</li><li>Excellent analytical, organizational, and time management skills</li><li>Proven expertise presenting to executive and mid-level customers and groups</li><li>Ability to work with and influence cross-functional teams</li><li>Good understanding of customer segments and product applications for life science, industrial and/or municipal markets.</li><li>Understanding of trends that impact the product line commercial performance.</li><li>Experience with CRM systems, preferably Salesforce</li><li>Excellent communication and interpersonal skills.</li><li>Ability to think strategically and develop creative solutions to complex problems.</li><li>Ability to adapt to a fast-paced, dynamic environment and effectively manage multiple priorities.</li></ul> Required: <ul><li>Bachelor's degree in Business, Marketing, Biology, Chemistry, Engineering or related field.</li><li>10+ years of experience in sales, marketing, business development or product management, with a focus on the Life Sciences Market, ideally the pharmaceutical industry.</li><li>Strong business acumen and strategic thinking skills, with the ability to drive revenue growth and market expansion.</li><li>Strong leadership and team management skills, with the ability to motivate and inspire a global sales team.</li><li>Analytical mindset and proficiency in using sales performance metrics and data analysis to drive decision-making.</li></ul> Preferred: <ul><li>Deep understanding of the industry vertical and its customers.</li><li>Experience with market research and analysis, as well as applicable regulatory requirements and industry trends regarding bioburden detection and endotoxin.</li><li>Proven track record of successfully leading sales teams and achieving sales targets in a competitive market.</li></ul> Additional Information At Veolia, we realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We're an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. Because our people are our greatest assets, we also offer competitive compensation and benefits that include: <ul><li>Compensation - The salary range is tied to the market for similarly benchmarked roles. The range is not an absolute, but a guide, and offers will be based on the individual candidate's knowledge, skills, experience, and market conditions, as well as internal peer equity. Depending upon all the preceding considerations for the final selected individual candidate, the offer may be lower or higher than the stated range: $120,000 - 160,000</li><li>Medical, Dental, &amp; Vision Insurance Starting Day 1!</li><li>Life Insurance</li><li>Paid Time Off</li><li>Paid Holidays</li><li>Parental Leave</li><li>401(k) Plan - 3% default contribution plus matching!</li><li>Flexible Spending &amp; Health Saving Accounts</li><li>AD&amp;D Insurance</li><li>Disability Insurance</li><li>Tuition Reimbursement</li></ul> This position is expected to stay open until May 30th, 2025. Please submit your application by the above date, to ensure consideration. 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. ****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity**** VWTS does not accept unsolicited resumes from external recruiting firms. All vendors must have a current and fully executed MSA on file before submitting candidates. Any unsolicited resumes and candidate profiles will be deemed the property of VWTS, and no fee will be due. All your information will be kept confidential according to EEO guidelines. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination. All your information will be kept confidential according to EEO guidelines. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Analytical Instruments, Global Sales Director (Endotoxin)

<h4>Supervisor, Sales</h4>Location: Butler St, Easton, PA; Pittston, PAAstound, 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.&nbsp;Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. &nbsp;With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond.Essential Duties and Responsibilities:- Supervise a staff of DSRs and participate in hiring, training, coaching and performance management.- Accountable for the DSR team's achievement of bi-weekly/monthly sales goals.- Responsible for ensuring that the DSRs are knowledgeable of and comply with company policies, procedures and practices- Maintain a thorough knowledge of the Company’s services and pricing structures and ensure that the DSRs have a working knowledge of the same.- Provide sales coaching and training on an individual basis and through regular team meetings to improve sales results and drive targeted profitable growth. Activities may include “ride-along” with sales personnel to provide training and coaching, as well as going on customer appointments.- Meet regularly with sales personnel and management to review sales activity, customer retention and relationship activities, competitive challenges, review sales performance compared to goal, and identify and/or address training needs.Minimum Qualifications:- Two or more years of progressive experience in a sales supervisory or management role, including experience training, mentoring, coaching, and setting standards (sales management with telecommunications experience is preferred).- A proven track record of sales success and some management experience.- High School Diploma required. Bachelor's Degree preferred. - Strong organizational and time management skills are required.- Effective written and verbal communication skills within the organization as well as with customers.- Minimum travel required, but candidate must be able to work a flexible schedule which includes evenings and weekends.- Basic computer skills required.- Must have a valid driver's license, clean driving record and a reliable vehicle for getting to and from assigned territories.We're Proud to Offer a Comprehensive Benefits Package Including:<ul><li>401k retirement plan, with employer match</li></ul><ul><li>Insurance options including: medical, dental, vision, life and STD insurance</li></ul><ul><li>Paid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organization</li></ul><ul><li>Floating Holiday: 40 hours per year</li></ul><ul><li>Paid Holidays: 7 days per year</li></ul><ul><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></ul><ul><li>Tuition reimbursement program</li></ul><ul><li>Employee discount program</li></ul>*Benefits listed above are for regular full-time position&nbsp;Base Salary: The base salary range in {insert state} for this position is $xxxx annually, 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 {insert state} and may not be applicable to other locations.Commissions at plan: Targeted commissions at full attainment could be up to $xxxxx annually. Our sales total compensation offers the potential for significant upside above targeted earnings for those who overachieve their sales targets.Our Mission Statement:* Take care of our customers* Take care of each other* Do what we say we are going to do* Have funDiverse Workforce / EEO:Astound is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered.&nbsp; Discrimination of any kind has no place here.&nbsp; We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business.&nbsp;FCO (For San Francisco Candidates Only):Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.CCPA Employee Privacy Policy (For California Candidates Only): <a href="https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdf" target="_blank">https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privac…</a>

Astound Broadband

Astound

Supervisor, Sales

<h3>Job Description:</h3><h3>Planning Consultant</h3>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.<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>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!<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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 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.

493 Sales Jobs