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Associate Director, Retirement Services - Relationship ConsultantsPlease note that we do not offer visa sponsorship for this position.Company SummaryCome join one of America’s fastest growing insurance companies with a stable history of 175 years.&nbsp; At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth.&nbsp; As a mission-driven business, our promises are as important as the products we sell.&nbsp; We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell.&nbsp; Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.We invite you to explore what we have to offer and to join our cause.Role SummaryThe Manager of Retirement Consultants leads a team of professionals focused on driving policyholder engagement, plan participation, and retirement readiness across the 403(b), 457(b), and 3121 plan markets. This individual blends people leadership with direct field execution, campaign development, and strategic coordination across departments.The Retirement Consultants team plays a critical role in ensuring agents are supported and accountable for increasing policy flow, servicing plan sponsors, and maintaining high standards of participant communication.In addition to leading the team, this role will actively be responsible for assisting with the development and management of retirement marketing campaigns, agent training, lead generation management, flow annuity suspense business management, and interaction with Agents, Plans Sponsors, and Field Leaders with an emphasis on connecting with agents and agencies to engage with policyholders and prospective clients in plan sponsor relationships.The ideal candidate blends strategic thinking, servant leadership, and hands-on execution, aligning with National Life Group’s vision in the employer sponsored plan markets.Essential Duties and Responsibilities<ul><li>Provide coaching, performance management, and mentorship to a team of Retirement Consultants, driving accountability, growth, and alignment with the Retirement Business goals.</li><li>Act as a “producing” leader by engaging directly with Agents, Plan Sponsors, and Field Leaders to drive business in underperforming plans along with leading key Retirement Services initiatives like Certified Training, State Mandate, Training, and Retirement campaigns (i.e. LifeChanger or the Year, Do Good Heroes, Restart Flow, Quarterly Initiatives)</li><li>Partner with the Reporting team to identify and prioritize high-opportunity regions, plans, and agents to focus the team’s efforts on activities that drive the greatest policy flow, participation, and retention.</li><li>Oversee team workflows and adherence to process by leveraging tools like Salesforce and Tableau to monitor and improve execution of group email inquiries, leads, and follow-up protocols.</li><li>Partner with Relationship Managers, Sales Desk, Field Leaders, Advanced Sales, and Retirement Business Leadership to align consultant efforts with national campaigns, regional opportunities, and other company initiatives.&nbsp;</li><li>Measure and proactively report on individual and team performance using KPIs, dashboards, and activity tracking, continuously refining strategy and execution to meet organizational targets.</li></ul>Minimum Qualifications<ul><li>Bachelor’s degree in Business, Finance, Education, or a related field.</li><li>7–10 years of experience in retirement services, annuity distribution, or financial services</li><li>3+ years in a people management or team leadership experience.</li><li>Strong knowledge of retirement plans (403(b), 457, FICA, SEP, SIMPLE, and other public sector retirement plans) and regulations.</li><li>Proficient with CRM tools (Salesforce preferred), Excel, Tableau, and project management tools.</li><li>Ability to travel (up to 25% of the time)</li><li>All other duties as assigned</li></ul>Work Arrangements:&nbsp;<ul><li>This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days.&nbsp; Our current onsite core days are Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion. Effective January 1, 2026, this position will move to a four days per week onsite core days schedule of Monday, Tuesday, Wednesday, and Thursday.</li></ul>Preferred Qualifications<ul><li>Demonstrated success coaching sales professionals or consultants.</li><li>Experience with lead generation, campaign development, and territory management.</li><li>LIMRA/LOMA, ASPPA, NIPA designations or NTSA CRES certifications, willingness to obtain.</li><li>Retirement Plan Specialist or NTSA CRES designation.</li><li>Strong facilitation and presentation skills.</li><li>FINRA Series 6 and 63, desired</li><li>Based in TX.</li></ul>Benefits<ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs.&nbsp; Check out the BENEFITS of a Career at National Life!</li></ul> <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

Associate Director, Retirement Services - Relationship Consultants

<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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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

Investment Consultant - Southlake, TX

Essential Job Functions:&nbsp;This position combines medical assisting duties with the duties of a financial coordinator to obtains prior authorizations and patient assistance for cancer patientsMedical Assistant<ul><li>Provides courteous and friendly service to all patients and contributes to a positive team-based work environment.</li><li>Facilitates good patient care under the supervision of a physician.</li><li>Prepares patients for examination and treatment.</li><li>Prepares exam room with necessary equipment and supplies.</li><li>Assists with the scheduling of tests and treatments, pre-authorizations as indicated.</li><li>Maintains patient records and other information General Skills.</li></ul>Oral Dispensing Financial Coordinator<ul><li>Assure the timely authorization and coverage for all oral chemotherapy and other prescribed oral medications in the Medical Oncology Department.</li><li>Facilitate the acquisition of financial patient assistance when necessary.</li><li>Maintain surveillance of the timely dispensing and surveys required for patients to adhere to their prescribed medication regimen.</li><li>Assist in communication with the patient, oncologist, insurance companies, pharmacist, nurses, lab and other healthcare-related parties.</li></ul>Required skills<ul><li>Strong interpersonal skills including strong verbal and written communication skills.</li><li>Ability to work in a stressful environment reacting calmly and effectively in emergency situations.</li><li>Ability to work as a team player – recognizing that each person’s contributions are integral to the delivery of excellent patient care.</li><li>Clinical Skills: - accurate vital signs (Blood pressure, Radial pulse, Temperature, Height, Weight) - Infection Control: PPE, Handwashing, Sharps containers, Biohazard disposal. - Equipment Use and Maintenance (Ophthalmoscope/Otoscope, O2 saturation monitor, Thermometer). - Electronic medical record access patient's chart, physician schedule, tasking Rx refills/authorizations, lab results, record vital signs, medications, imaging results.</li></ul>Qualifications:<ul><li>Experienced Medical Assistant, or equivalent experience as a CNA, with minimum of 3 years’ experience.</li><li>Current CPR certification or obtain within 4 months of hire.</li><li>Knowledge of medical terminology.</li></ul><ul><li>Ability to bend, reach, lift, pull, push, and/or carry up to 10 pounds regularly and up to 50 pounds occasionally is required. Ability to stand and sit for prolonged periods of time is required.</li></ul><ul><li>Oncology experience preferred but not required.</li><li>Must meet all state laws and regulations governing the practice of in-office dispensing.</li><li>Team player with positive attitude.</li></ul>

Revere Health

Experienced CNA or Medical Assistant & Dispensing Financial Coordinator

<h3>Job Description:</h3>The RoleAs a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.The Expertise and Skills You Bring<ul><li>Bachelor's Degree</li><li>12+ years of experience in retirement benefits industry and/or consulting to large companies</li><li>Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)</li><li>Skills required for the role:</li><li>Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)</li><li>Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus</li><li>Experience with IRS/DOL correction programs and submissions</li><li>Outstanding partnership skills and ability to inventively influence others across groups</li><li>Strong critical thinking and problem-solving skills</li><li>Excellent oral and written communication skills</li></ul>The Value You BringYou bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.</li><li>Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.</li><li>Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamThe Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $110,000-222,000 USD 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Consulting

DC/DB Senior Compliance Consultant

Title: Financial Aid Counselor
POSITION SUMMARY In adherence with institutional, state, and federal guidelines, the Financial Aid Counselor assists in the administration of student aid programs for a diverse population of traditional and non-traditional students.
ESSENTIAL JOB FUNCTIONS/JOB DUTIES AND RESPONSIBILITIES Analyzes student verification files for accuracy and makes corrections as necessary. Evaluates students’ Satisfactory Academic Progress. Awards students federal and/or state aid. Counsel students regarding file completion, repercussions of drops/withdrawals and SAP appeals.
Processes reports for 3rd party awards, unusual enrollment, small comp list, selective service list, etc. Certifies Voc Rehab funds on FAST (state system). Coordinates and works FAFSA workshops and presentations. Stays abreast of current student aid programs and requirements through ongoing training and by attending conferences and seminars.
REQUIRED QUALIFICATIONS Bachelor’s degree in any field. Two years of relevant experience.
PREFERRED QUALIFICATIONS Bachelor’s degree related field, such as Accounting, Business or Counseling Prior experience in a financial service setting or in a higher education environment in a financial aid or student counseling role
KNOWLEDGE, SKILLS AND ABILITIES Ability to communicate with a diverse group of students and parents regarding financial aid. Must be detail oriented and organized while maintaining high degree of accuracy. Knowledge of financial aid regulations. Ability to review, interpret, and make professional judgments on complex issues while maintaining compliance with federal and state regulations.
Open Until Filled: Yes
Rate of Pay: $37,791.00 - $45,357.00 depending on experience
Special Instructions to Applicants: Unofficial transcripts are acceptable for the application process. Official transcripts are required upon hire. Applicants may be subject to a background check.

Motlow State Community College


      Financial Aid Counselor
    

<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>Insurance License - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>SalesMost 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.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.

Investment Consultant - Overland Park, KS

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.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.

Financial Services Representative - The Villages, FL

ABOUT THE CAMPAIGN FINANCE BOARD The Campaign Finance Board is a nonpartisan, independent city agency that empowers New Yorkers to have a greater impact on their elections. Our mission is to make local democracy more open, transparent, and equitable by removing barriers to participation. We make it easier for New Yorkers to vote, meaningfully support candidates for city office, and run for office themselves. NYC Votes, our voter engagement initiative, meets people where they are to share trustworthy election information and help New Yorkers make a plan to vote. We publish the citywide Voter Guide, which delivers information about candidates directly to voters’ doors. Our public matching funds program ensures small contributions can make a big difference, allowing regular people to run for office by relying on the support of other regular people, not just wealthy donors and special interests. And we lift the veil on how candidates raise and spend money, increasing transparency and accountability in local government. We believe that when every New Yorker is empowered to participate meaningfully in elections, candidates will better reflect the communities they serve, elected leaders will be more accountable to the public, and New Yorkers will have a democracy they can truly trust. ABOUT THE DEPARTMENT The Operations and Finance division is responsible for the financial, procurement &amp; administrative services that support agency-wide operations. The Operation and Finance division consists of the following units: (1) Support &amp; Logistics, (2) Financial Services, and (3) Procurement and Contract Management. The CFB Finance team is responsible for upholding the integrity of the agency’s financial activities. The team oversees the Other than Personal Services/Public Funds (OTPS), Administrative Other than Personnel Services (AOTPS), and Personal Services (PS) budget for the agency. Financial Services ensures that CFB and its divisions have the necessary funding and support in place that allows the agency to meet its critical mission in making our local democracy more open, transparent and equitable. Financial Services partners with the various CFB divisions to provide guidance on budgetary functions, so that the various divisions can focus on their core functions in support of the agency’s vision statement. JOB DESCRIPTION The Financial Analyst will be responsible for processing payments, fiscal data analysis, forecasting and other duties. Responsibilities include, but are not limited to: - Assist in the development of the CFB’s annual budget which includes the matching funds program. - Reconcile spending plans using excel sheets and entries in FMS2. - Reconcile OMB’s year to year &amp; plan to plan (Adopted, November, January, Executive) budgets. - Perform contract spending analysis and advise programs on appropriate funding for new contracts, renewals, or other procurement actions to meet operational requirements - Review and track programmatic and administrative spending; maintain tracking and reconciliation of direct service contracts status vs. budget. - Prepare and present analytical reports on the portfolio budgetary issues. - Participate in audits by reviewing payment invoices/documents to ensure proper procedures are followed and appropriate documentation is on file. - Perform FMS budget modifications and update Financial Plan changes. - Estimate budget expenditures by preparing and developing analyses that will contribute to the agency wide surplus/needs analysis. - Run FMS3/Info Advantage reports and create adhoc reports to assist stakeholders in making informed decisions. - Process J5 (Journal entries) in FMS3 to charge appropriate budget codes - Provide programmatic staff with oversight and technical assistance with funding and budgeting. - Maintains historical information related to PS budget &amp; titles/position #s - Track Public Funds/Matching funds payments by year/campaign committee/etc. - Review &amp; Track OTPS approvals for services and goods - Assist with drafting standard operating procedures and internal processes. - Assist Operations and Finance staff with special projects. ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES &amp; OTHER BEHAVIORS (KSAOs) We're seeking individuals eager to make an impact, even if they don't tick every box on our job description. We believe in the power of diverse perspectives and the unique blend of lived experiences, non-traditional education pathways, practical know-how, and a variety of skills and abilities that each candidate brings to the table. If you're ready to learn and grow with us, we encourage you to apply and be part of our dynamic team. Knowledge - Knowledge refers to the body of factual or procedural information that can be applied like knowledge and understanding of federal, state, and city campaign finance laws and compliance. - Knowledge of City’s Financial Management System (FMS2/3), Info advantage and crystal reports. - Knowledge of City’s standing operating procedures/best practice with budget &amp; payments Skills - Skills are the capabilities required to perform tasks accurately and efficiently like effective communication skills to interact with internal partners, external partners, and the public. - Proficiency in conducting FMS 3 procurement &amp; budget &amp; contract amount inquiries. - Intermediate to advance Microsoft Excel skills with the ability to set up new spreadsheets for tracking purposes and able to combine other reports into pivot or other reporting forms. - Excellent verbal and written communication skills, including the ability to distill complex information and reach different audiences through a variety of communication mediums. Abilities - Ability is the capacity one needs to perform a job, like the ability to work both independently and collaboratively as part of a team on agency projects. - Attention to detail, particularly with regards to reviewing invoices and managing spreadsheets and trackers. - The ability to independently review contract scope of work against invoices - Strong organizational and operational skills with the ability to plan and execute regularly scheduled tasks with minimal oversight. - Ability to see problems ahead and offer solutions or different venues to assist program with their operations. Other - Other characteristics are traits that do not fit into the other categories, including values, work style, and personality like accountability and being able to adapt to change and easily consider new approaches. - Team Player with a positive attitude and respectful manners. - A minimum of one year experience working in city government and experience using FMS2/3, Info advantage reports. PREFERRED QUALIFICATIONS - These are qualifications that would be helpful but are not essential. Candidates with these will be given preference in the selection process. - Experience working with various vendors and processing invoices. - Experience reviewing vendor statement of accounts and reconciling against actual payments. - Experience reviewing invoices against contract scope/rate sheets. - Advance excel and Microsoft office applications. - SQL, Power BI- highly desirable __________________________________________________________________________________________________________ TO APPLY All applicants must apply through NYC Government Jobs | Explore Careers | City of New York - Please search and apply to the job ID number listed above. - Resume and cover letter are required for consideration. - Note that only applicants under consideration will be contacted. For more information on careers with the NYC Campaign Finance Board visit our website at <a href="https://www.nyccfb.info/" target="_blank">https://www.nyccfb.info/</a> to access the full listing of job opportunities and to learn more about our agency. __________________________________________________________________________________________________ ADDITIONAL INFORMATION The City of New York provides generous medical benefits (including dental and vision through respective unions or funds), retirement, tuition reimbursement, and additional ancillary benefits. CFB offers a flexible and hybrid work schedule, opportunities for career development, learning &amp; development (leadership training and coaching), wellness programs, and much more! As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at StudentAid.gov/PSLF. The CFB is an equal opportunity employer firmly committed to diversity. All individuals are encouraged to apply. If you anticipate needing any type of reasonable accommodation to apply for an employment opportunity, please contact <a href="mailto:access@nyccfb.info" target="_blank">access@nyccfb.info</a> or (212) 409-1800. The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy. ANALYST CFB AL 2&amp;3 ONLY - 0660A<h4>Minimum Qualifications</h4>MINIMUM QUALIFICATIONS A bachelor’s degree from an accredited college including or supplemented by at least twelve-semester credits (or the equivalent of twelve-semester credits) in accounting, auditing, business or public administration, computer science, economics, finance, statistics, graphic design, personnel or human resources administration, user experience design, or a closely related area of study and one year of satisfactory full-time experience in accounting, auditing (including compliance or investigative auditing), business or public administration, business analysis, computer science, database administration, economics, finance, fiscal or economic management or research, statistics, graphic design, personnel or human resources administration, user experience design, or a closely related field; or A four-year high school diploma or its educational equivalent and five years of experience as described in “1” above; or Education and/or experience equivalent to “1” above.<h4>Public Service Loan Forgiveness</h4> As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at <a href="https://studentaid.gov/pslf/" target="_blank">https://studentaid.gov/pslf/</a>. <h4>Residency Requirement</h4> New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview. <h4>Additional Information</h4>The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.

New York City Campaign Finance Board

Financial Analyst

<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.The base salary range for this position is $59,000 - $74,000 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.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.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>Sales

Investment Consultant - Mission Viejo, CA

<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>SalesMost 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.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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