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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>A proactive collaborator who is digitally innovative and a problem solver seeking an excellent opportunity to elevate our wealth planning applications. Seek a great teammate who is passionate about our Wealth offerings, dedicated to improving applications for our Fidelity Wealth customers.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with 8+ years of work experience including 4+ years of financial services experience</p></li><li><p>Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred</p></li><li><p>Standout colleague with excellent communication, and project management abilities.</p></li><li><p>Experience identifying, and owning working with data to analyze, find opportunities, drive fact-based decision making, and measure results</p></li><li><p>Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management.</p></li><li><p>Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority</p></li><li><p>Intellectually curiosity, with a continuous improvement approach, and models a culture of learning and coaching</p></li><li><p>Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external).</p></li><li><p>MBA, CFP or other related licenses or designations a plus</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Wealth SMA ( Separately Managed Accounts) &amp; Entity Profiling squad is a key part of the Wealth Implementation and Experience Product Area, within the Wealth Solutions Domain. This squad supports a suite of Wealth applications that our planning and service / operations associates use to deliver best in class planning experiences for our Fidelity Wealth clients. The team is a multi-functional group of individuals with product management, product delivery, content development, and platform expertise. A high level of collaboration with key partners across the Wealth Solutions domain, Investment Advisor Group, Investor Services, Strategic Advisers, Financial Solutions, Marketing, and Legal, Risk and Compliance is vital.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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

Consultant, Separately Managed Accounts

<p><strong>Talent Acquisition Consultant/ Recruiter&nbsp; &nbsp;</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p><strong>What will my role look like?</strong></p><p>As a Talent Acquisition Consultant, you will act as a strategic partner to drive the full life cycle of recruiting across specific functional areas. You will develop, direct, plan, and evaluate the external and internal recruitment activities to satisfy the organization's talent requirements. You are a relationship builder who will utilize extensive knowledge of your clients, industry benchmarking, best practices and knowledge of internal and external business issues to improve customer service.&nbsp;You will play a critical role in ensuring that we are hiring the talent needed for the future growth of our company.</p><p><strong>Talent Consultant Responsibilities</strong></p><ul><li>Proactively support broader recruitment strategy to help ensure delivery of qualified and diverse talent</li><li>Lead and own posting, screening, assessment, interview, offer and disposition process activities for the functional segment, ensuring outstanding candidate experience</li><li>Provide complete, accurate, and inspiring information to candidates about the company and position</li><li>Prepare candidates for their interview with National Life Group by providing detailed information on the company, business strategy, department background, job descriptions and expectation-setting</li><li>Lead and document post-interview debrief/feedback sessions with interview teams and candidates</li><li>In partnership with Hiring Leader and Head of Compensation, prepare offer letters and support offers of employment to selected candidates within the guidelines of National Life Group compensation and benefits policies</li><li>Work with Hiring Leaders to understand the business, meet hiring volumes and headcount goals, gather key input for candidate slates and provide feedback on candidates, influencing hiring decisions</li><li>Communicate proactively and in a timely manner with candidates, providing details on the selection process and Hiring Leader feedback</li><li>Lead virtual and in-person Hiring Leader Interview Training and ad hoc recruitment trainings</li><li>Use market intelligence and industry trends to develop, execute and assess online candidate search campaigns using a variety of internet search engines as a delivery vehicle to identify relevant prospects and produce quality candidates</li><li>Develop an effective pipeline of key talent potentially available for immediate hire as succession planning needs dictate</li><li>Help ensure company follows laws and regulations as it relates to online sourcing, recruiting and hiring practices</li><li>Report on effective recruiting trends and make recommendations based on recruiting data</li></ul><p><strong>Minimum Qualifications</strong></p><ul><li>A minimum of 4 years of full lifecycle, corporate recruiting or related experience, with at least 1 year of recruiting for senior level roles; preferably within a financial services organization</li><li>Bachelor’s degree from an accredited college/university or equivalent work experience</li><li>Proficient with Microsoft Office Suite applications including Word, Excel, PowerPoint and Outlook</li><li>Experience with recruitment tools, technologies, and platforms such as UKG/Ultipro, Greenhouse, LinkedIn Recruiter, Talent Neuron, Predictive Index and/or others preferred</li><li>Ability to build positive relationships and collaborate with hiring leaders and candidates in an engaging and persuasive manner</li><li>Experience working in a compliance driven organization preferred</li><li>Behavioral based interviewing skills and national recruitment experience required</li></ul><ul><li>Must be able to manage competing demands while being extremely adaptable and flexible</li><li>Must be able to work in an in-office/hybrid environment</li><li>Excellent project management, writing and oral communication skills are required</li><li>Strong initiative and solid judgment abilities/skills</li><li>Experience in diversity recruitment preferred</li><li>Must have excellent professional presentation and interpersonal skills, and the ability to interact and engage all levels of management/leadership</li><li>Strong business acumen and organizational agility; critical thinker and results oriented</li><li>Must be able to pass a background check</li></ul><p><strong>What’s it like to work here?</strong></p><p>At National Life, we do work that matters in a culture where people matter. Be part of a growing company, where you drive your career and have an impact every day.&nbsp; We believe that growth isn’t just about numbers, it's about keeping promises to our customers and each other.&nbsp; We see ourselves as “do gooders” who contribute to our company, our cause and our communities.&nbsp;</p><p>&nbsp;<strong>What You’ll Find at National Life Group:</strong></p><ul><li>Competitive pay and outstanding health, wellness and insurance benefits</li><li>401k employer match</li><li>Genuine opportunities for growth and career advancement</li><li>Over $5K in annual tuition reimbursement</li><li>Generous paid time off and holidays</li><li>40 hours of community service hours annually</li><li>A culture committed to inclusion and diversity</li><li>Onsite fitness centers at both our Vermont and Texas locations</li><li>Paid family leave</li></ul><p><strong>How You Show Up</strong></p><p>You’re a coach who knows how to guide others.&nbsp; You’re a good listener and an effective communicator who can execute, lead by example and add business value.</p><p>You want to part of a culture and a team where you have a voice, and you respect the voices of others.</p><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Talent Acquisition Consultant (Temp to Perm)

<h3>Job Description:</h3><p>Job Title: Senior Manager, Global Financial Controls</p><p><strong>The Role</strong></p><p><strong>Are you ready to make an impact?</strong> If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated audits and advisory reviews over select strategic initiatives. The role provides thought leadership, subject matter expertise and closely partner with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function’s mission. The role will report to the Head of Global Financial Controls CoE or a Director.</p><p>The<strong> Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play an integral role as part of GFC’s leadership team and through your advanced understanding of US GAAP, Internal Controls over Financial Reporting, Accounting concepts/standards and relevant frameworks (COSO). Lead and coach junior practitioners to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CA, CIA, or CISSP</li><li>Exposure to IT Applications Controls, key reports testing and/or IT General Controls</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p>The base salary range for this position is $89,000-180,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Manager, Global Financial Controls - CoE

<h3>Job Description:</h3><h3><strong>Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team</strong></h3><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree with 5-8 years of experience</p></li><li><p>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</p></li><li><p>Proficiency in business acceptance testing, validation exercises, and release management. </p></li><li><p>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</p></li><li><p>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</p></li><li><p>Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus.</p></li><li><p>Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</p></li><li><p>Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </p></li><li><p>Understanding of API documentation, payloads, and integration workflows.</p></li><li><p>Ability to lead initiatives and take accountability for overall program success.</p></li><li><p>Effectively translate business needs into technical requirements for developers and designers.</p></li><li><p>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</p></li><li><p>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</p></li><li><p>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</p></li><li><p>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </p></li><li><p>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</p></li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><p>Note: Fidelity will not provide immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team

<p><strong>Responsibilities</strong></p><p><strong>Howmet Aerospace</strong>, headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems and titanium structural parts necessary for mission-critical performance and efficiency in aerospace and defense applications, as well as forged wheels for commercial transportation. Howmet Aerospace is transforming the next phase of more fuel-efficient, quieter aerospace engines and sustainable ground transportation.</p><p>Howmet’s Financial Planning and Analysis (FP&amp;A) team leads company-wide financial planning, forecasting and analytics. To effectively complete our mission, we:&nbsp;</p><ul> <li>Drive financial planning and forecasting processes including management reviews</li> <li>Consolidate and report performance for business segments including P&amp;L, Balance Sheet, and Cash Flows</li> <li>Develop external financial presentations working closely with C-Suite and Investor Relations</li> <li>Create insights into Howmet’s businesses, markets, competitors, and customers through fact-based financial analysis</li> <li>Oversee capital investment budgeting and approval processes &nbsp;</li> <li>Control corporate resource unit’s budgets and allocations</li></ul><p>The&nbsp;<strong>Senior Manager, Financial Planning &amp; Analysis (FP&amp;A)</strong> supports company-wide consolidated financial reporting and supports critical financial forecasting systems to deliver accurate and timely financial planning, forecasting, and reporting.&nbsp;This position also derives business insights for assigned business segments by conducting financial and strategic analysis to help inform the decisions of executive management.&nbsp;</p><p><strong>Major activities/Key challenges</strong></p><ul> <li>Own the Hyperion Planning environment administration by handling system maintenance tasks, ensuring data integrity, and conducting user training.</li> <li>Participate in strategic direction, ongoing management and administration of Hyperion Planning system.</li> <li>Manage critical source files and processes for efficient and accurate data collection and reporting including business driver models.</li> <li>Support FP&amp;A process and system improvement projects to achieve world-class performance.</li> <li>Derive business insights from financial and strategic analysis and synthesize into high impact, targeted recommendations and presentations for senior management review and decision making.</li> <li>Gain in-depth understanding of segment operations and business drivers to recommend improvements.</li> <li>Review monthly actual, forecast and plan performance; understand deviations from both forecast, plan and prior year to provide insights to senior management.</li> <li>Prepare quarterly financial reports in support of the earnings release process as well as 10-Q and 10-K filings.</li> <li>Analyze markets, products and customer revenue and profitability to recommend actions that improve business results.</li> <li>Conduct business and competitor analysis as well as external benchmarking.</li> <li>Collaborate on ad hoc and ongoing financial analysis.</li> <li>Develop a network of contacts across Segment and Resource Units to facilitate efficient data gathering.</li></ul><p><strong>Essential Knowledge &amp; Skills/Education</strong></p><ul> <li>Excellent financial analytics and quantitative skills&nbsp;</li> <li>Understanding of financial statements (income, balance sheet and cash flow statements)&nbsp;</li> <li>Developing financial models to connect underlying business drivers to financial outcomes</li> <li>Critical thinker that shows resourcefulness in gathering data, and is a self-directed problem solver</li> <li>Conducts high-quality, detailed, accurate and well-documented quantitative and qualitative analysis including an ability to flesh out detail and clarify understanding of assigned work</li> <li>Experienced in Microsoft Excel, PowerPoint, SharePoint, and Hyperion reporting applications</li> <li>Collaborates well with colleagues; Desire to build a strong understanding of the business</li> <li>Strong communication and presentation development skills</li> <li>Takes initiative to make process improvements and standardize processes</li></ul><p><strong>Qualifications</strong></p><p><strong>Basic Qualifications:</strong></p><ul> <li>Bachelor's degree&nbsp;business, economics, finance, accounting or a related major or equivalent professional experience is required</li> <li>Minimum of 7 years of experience in finance, strategy, consulting, or other quantitative function</li> <li>Minimum of 7 years of experience working with, or analyzing financial statements</li></ul><p><strong>Preferred Qualifications:</strong></p><ul> <li>Masters of Business Administration (MBA)&nbsp;</li> <li>Experience with financial modeling using Excel</li> <li>Experience with Hyperion Planning application</li> <li>Experience with SharePoint and Power BI systems&nbsp;</li> <li>Highly detail oriented</li> <li>Strong oral and written communication skills</li> <li>Strong interpersonal skills and team orientation</li></ul><p>Salary Range: $130,000 - $155,000/year approximation (actual compensation is subject to variation due to factors such as education, experience, skillset, and/or location).</p><p><strong>About us</strong></p>﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

Howmet Aerospace

Senior Manager, Financial Planning & Analysis

<p><b>At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow.</b></p><p>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!</p><p>NASCAR seeks a talented professional to join in the position of Financial Analystbased in our Daytona Beach, Florida office.</p><p>The Financial Analyst perform analysis of financial statements in accordance with internal policies and procedures and Generally Accepted Accounting Principles (GAAP). &nbsp;Prepare internal reports for distribution to budget managers for revenue and expense accounts and assist with the budgeting and forecasting processes and procedures. Preparation of financial analysis and modeling.</p><p><b>Duties include but are not limited to: </b></p><ul><li>Maintain financial system data, metadata, hierarchies, and reports. &nbsp;Coordinate the development of budgets and forecasts with department and project managers. &nbsp;Use trend analysis, estimates, and judgement to ensure proposals and projections are complete, accurate, and in compliance with internal policies and procedures.</li><li>Utilize independent thinking skills and learned best practices to analyze financial statements and compare actual results versus budget/forecast projections. &nbsp;Provide feedback on areas of concern and/or opportunity.</li><li>Coordinate and maintain analysis of Intercompany transactions and eliminations within the budget/forecast systems.</li><li>Serve as liaison with Accounting Team for various budget/forecast functions, including Capital Planning, Insurance Premiums and Claims, and Corporate Allocations.</li><li>Independently create and maintain standard and ad-hoc reports and prepare financial analysis using Company systems and tools.</li><li>Assist with the development of training materials, including manuals, on-line tutorials, and end-user training classes for Company reporting tools, Workday and Adaptive Planning.</li><li>Strong working knowledge of PC-based software applications, including Microsoft Office with proficiency in Excel. &nbsp;Experience working in business reporting systems, to include utilizing systems knowledge to create, modify, and disseminate reports to drive business analytics and dashboards. &nbsp;Workday and Adaptive Planning experience a plus.</li><li>Strong organizational skills and detail oriented.</li><li>Ability to be flexible and perform in a fast-paced environment.</li><li>Special projects, as necessary.</li><li>Less than 5% travel is expected.&nbsp;</li></ul><p><b>Required skills / experience: </b></p><ul><li>Bachelor's degree in Finance/Accounting or related field and 1-3 years finance or related experience in a mid-size to large organization.</li><li>Proficient on company provided hardware and software, including Microsoft Office Suite. &nbsp;</li><li>Experience with Workday and Adaptive Planning is a plus.</li><li>Solid financial modeling skills.</li><li>Strong report writing and data analysis capabilities.</li><li>Highly organized, detail-oriented, and adaptable in a fast-paced environment.</li><li>Ability to communicate effectively and work collaboratively with cross-functional teams.</li></ul><p>​</p><p>Apply Now!</p><p>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.</p><p>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!</p><p>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.</p><p>Follow us on LinkedIn and X for future opportunities and company news.</p>

NASCAR

Financial Analyst

<h3>Job Description:</h3>Job Description<p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p>The base salary range for this position is $70,000 - $105,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Wealth Management Planning Consultant - Edina, MN

<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 66 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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 - Exton, PA

<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 financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Outstanding consultative selling and organizational skills</p></li><li><p>In a team-based, fast paced environment you take initiative and exceed expectations</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><ul><li><p>Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets</p></li></ul><ul><li><p>With our open architecture, you offer a wide broad range of financial solutions</p></li><li><p>Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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 - Fairfield, CT

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This communication consultant role sits within the Tax-Exempt Market, under Fidelity Workplace Investing. We support retirement plans for tax-exempt employers and their participants. Our clients are organizations—healthcare, higher ed, government and faith-based—who want to help people live better lives, and our mission is to help their employees become retirement-ready. We serve those who serve others. That culture carries through in how we work with our clients, their employees, and how we work together as a service team.</p><p><strong>The Expertise You Have </strong></p><ul><li>Experience in employee benefits communications and/or financial services preferred</li><li>Client consultation experience</li><li>FINRA Series 7 and 63 licenses preferred (or required within 90 days)</li><li>5+ years communications, marketing or other relevant experience<br> </li></ul><p><strong>The Purpose of Your Role</strong></p><p>The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.</p><p><strong>Job Responsibilities</strong></p><ul><li>Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications</li><li>Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches</li><li>Manage the creation and deployment of communications related to defined contribution/non-qualified plans and associated Fidelity products and services </li><li>Respond to client inquiries quickly with answers that go beyond the stated need and delight the client</li><li>Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals, and delivering high quality communication services</li><li>Uncover plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps</li><li>Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution</li><li>Communicate operational updates to participants such as fund or fee changes </li><li>Measure and report successes/opportunities based on the results of our communications</li><li>Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements</li><li>Estimate cost of projects and bill for our services (when applicable)</li><li>Up to 25% travel<br> </li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Curiosity and the desire to learn</li><li>Team player who is willing to help the broader organization</li><li>Ability to influence client direction and decisions</li><li>Highly organized</li><li>Ability to work independently or collaboratively based on the circumstances</li><li>Creative problem solving</li><li>Strong attention to detail</li><li>Ability to juggle multiple, competing priorities</li><li>Active and effective listening skills</li><li>Data driven mindset</li><li>Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3>Series 06 - FINRA, Series 63 - FINRA<h3>Category:</h3>Communication<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

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