field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Inventory Control Clerk I tracks inventory levels to ensure that all products are in stock and available for distribution in the warehouse. Benefits you can count on: <ul><li>Pay rate: $18.00 to $22.00 per hour. </li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as an Inventory Control Clerk I: <ul><li>Maintains accurate inventory levels and ensures that inventory is present and ready for use.</li><li>Works with internal teammates to ensure solid understanding of customer demands and needs.</li><li>Files claims when defective goods are discovered.</li><li>Other duties may be assigned. </li></ul> Qualifications you'll bring as an Inventory Control Clerk I: <ul><li>High school diploma or GED.</li><li>2 or more years work experience, preferably in the distribution industry.</li><li>Experience with Microsoft Office systems. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented</li><li>Organized</li><li>Problem solver</li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Clerk, Inventory Control I

<h3>Job Description:</h3>Job DescriptionFor 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.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>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.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>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</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>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.The base salary range for this position is $70,000 - $105,000 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>Relationship Management

Fidelity Investments

Wealth Management Planning Consultant - Edina, MN

Department: Finance
About Us:
Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth.
Ballard Spahr LLP is seeking an experienced transactional paralegal to support our nationally-recognized public finance lawyers who represent governmental entities, investment banks, financial institutions, trustees, and borrowers, including 501(c)(3) organizations in virtually every type of municipal/public finance transaction. This position is located in Phoenix and offers the opportunity to work with a dynamic Phoenix-based public finance team and support our top-tier national public finance team of over 50 professionals.
This hybrid position offers a work schedule of 3 days a week in the Phoenix office. 
 Why Join Us? 
<ul>
<li>Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership.</li>
<li>Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.</li>
<li>Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.</li>
<li>Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.</li>
</ul>
 Your Role: 
As a Paralegal within our Public Finance team, you will:
<ul>
<li>Work closely with lawyers on the preparation of documentation for municipal bond offerings/borrowings, including drafting documents and opinion letters; organizing, proofreading and assembling documents; and coordinating closing logistics.</li>
<li>Conduct due diligence; gather and organize financial data related to bond issuers and borrowers from public sources.</li>
<li>Prepare and file UCC Financing Statements; research industry databases, publicly available information from local governments and other sources, and assist lawyers with reviewing the applicable law.</li>
</ul>
 What We're Looking For: 
<ul>
<li>Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.</li>
<li>Communication: Strong verbal and written communication abilities.</li>
<li>Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.</li>
<li>Teamwork Skills: Collaborate effectively to establish positive relationships with both internal and external team members.</li>
</ul>
 Required Experience:
Minimum requirements include a four-year college degree and significant transactional experience. Prior paralegal experience and/or paralegal certificate preferred. An intermediate level of technical proficiency in Microsoft Office applications (including Excel) and strong basic mathematical skills is necessary. Experience with document management systems is required. Must be able to work overtime, as needed. Prior work experience in the public finance industry is desirable.
Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found <a href="https://www.ballardspahr.com/careers/staff" target="_blank">here</a> in the Careers section of the firm's website. Ready to Grow with Us?
If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.
At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.
Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
The firm is not accepting resumes from search firms for this position.

Ballard Spahr LLP

Paralegal

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Delivery Assistant is a physical, fast-paced position providing direct support to a McLane Delivery Driver. As a Delivery Assistant, you will not be driving the delivery truck. You will be bending, lifting, and walking on a daily basis. Similar to our Delivery Drivers, you also represent the face of our company to our customers. Great customer service skills are a plus! Benefits you can count on: <ul><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Delivery Assistant: <ul><li>Unload trailer using a hand truck or 2-wheeled dolly.</li><li>Place all delivery items in customer-designated food-safe storage areas.</li><li>Assist the Driver's efforts to ensure accurate and on-time deliveries.</li><li>Work safely to prevent injury to people and damage to products.</li><li>Other duties as assigned. </li></ul> Qualifications you'll bring as a Delivery Assistant Teammate: <ul><li>At least 18 years of age.</li><li>Lift and move product and pallets which may weigh up to 75 pounds. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable</li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Delivery Assistant

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. The Delivery Assistant is a physical, fast-paced position providing direct support to a McLane Delivery Driver. As a Delivery Assistant, you will not be driving the delivery truck. You will be bending, lifting, and walking on a daily basis. Similar to our Delivery Drivers, you also represent the face of our company to our customers. Great customer service skills are a plus! Benefits you can count on: <ul><li>Pay Rate: $XX.XX to $XX.XX per hour. </li><li>Sign-on bonus: $X,XXX, depending on experience. </li><li>(Shift Information)</li><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. </li><li>401(k) Profit Sharing Plan after 90 days. </li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more! </li></ul> What you'll do as a Delivery Assistant: <ul><li>Unload trailer using a hand truck or 2-wheeled dolly. </li><li>Place all delivery items in customer-designated food-safe storage areas. </li><li>Assist the Driver's efforts to ensure accurate and on-time deliveries. </li><li>Work safely to prevent injury to people and damage to products. </li><li>Other duties as assigned. </li></ul> Qualifications you'll bring as a Delivery Assistant Teammate: <ul><li>At least 18 years of age. </li><li>Lift and move product and pallets which may weigh up to 75 pounds. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Safety-focused </li><li>Reliable </li><li>Adaptable </li><li>Dedicated </li></ul> Moving America forward - together. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Take your career further with McLane! The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. Support Retail Enterprise Reset Services by overseeing the end-to-end process of reset tag and supply management. Responsible for the printing, coordination, and distribution of materials to retail locations, ensuring accuracy in documentation and timely allocation of expenses. Benefits you can count on: <ul><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days. </li><li>401(k) Profit Sharing Plan after 90 days. </li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as an Reset Coordinator: <ul><li>Print and prepare reset tags to support retail store resets across the enterprise.</li><li>Coordinate reset supplies, ensure timely procurement, packaging, and shipment to individual store locations.</li><li>Maintain accurate inventory records of reset tags and reset supplies.</li><li>Track and process payments related to reset expenses, ensuring deadlines are met.</li><li>Allocate reset expenses to divisions monthly.</li><li>Communicate effectively with internal sales teams, reset team, external vendor, and store locations to ensure seamless coordination of reset needs.</li><li>Monitor inventory levels proactively to prevent shortages or delays.</li><li>Perform other duties as assigned.</li></ul> Qualifications you'll bring as a Reset Coordinator: <ul><li>Experience managing print jobs and coordinating logistics preferred.</li><li>Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word).</li><li>Strong organizational and time management skills with the ability to handle multiple priorities.</li><li>Excellent attention to detail and accuracy in record-keeping and reporting.</li><li>Effective communication skills to collaborate with cross-functional teams and store personnel.</li><li>Valid Driver's License.</li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Coordinator, Reset

POSITION SUMMARY:&nbsp;&nbsp;The Director of the Library is responsible for planning, implementation, management and evaluation of all library services, including strategic planning, budgeting, collection development and reference and instructional services. Incumbent must assure that the South University philosophy is considered in carrying out the duties and responsibilities of this position: quality services to clients; development, growth, involvement, and recognition of employees; sound economic principles; and environment which is conducive to innovation, positive thinking and expansion - is considered in carrying out the duties and responsibilities of this position. KEY JOB ELEMENTS:<ul><li>Prepare annual library operating and capital budgets. </li><li>Write and submit various reports to campus community as well as regional, national and programmatic accreditations as needed. </li><li>Collaborate with the library committee, faculty, department heads, and other members of the campus community to ensure that library collections meet user needs. </li><li>Acquire new materials in all formats consistent with overall institutional strategic goals, the library’s collection development policy, and annual budget allocations. </li><li>Review existing collections for continued curriculum relevance. </li><li>Develop, supervise and provide library services that may include circulation, interlibrary loan, reference, information literacy activities, and campus community outreach. </li><li>Write and update library policy and procedure documents, in close consultation with Academic Affairs and university wide library policies. </li><li>Oversee library technology, including procurement and maintenance of hardware, software and AV equipment. </li><li>Select, train, supervise and evaluate library service personnel. </li><li>Attend meetings and workshops and seek additional opportunities for professional development. &nbsp;Work collaboratively and collectively with other Directors of the Library at South University campuses. Other duties as assigned. </li></ul>REQUIREMENTS: <ul><li>Master’s degree in library, Information Science, or related from an ALA accredited school.&nbsp; </li><li>At least 7 to 10 years' experience working in a library in a post-secondary institution.&nbsp; </li><li>Held positions of increasingly responsible experience in the industry.&nbsp; </li><li>Knowledge of subjects usually taught at a post-secondary institution&nbsp; </li><li>Knowledge of integrated library systems, OCLC, MARC records and current technologies&nbsp;</li><li>Fiscal and personnel management expertise. </li><li>Excellent written and verbal communication skills.&nbsp; </li><li>Strong interpersonal skills with both peer and subordinate personnel.&nbsp; </li><li>Superior organizational skills&nbsp;</li><li>Work effectively as either a leader or team member to ensure that departmental goals are met. </li><li>Ability to develop and coordinate collection processes.&nbsp; </li><li>Budget development.&nbsp; </li><li>Selection and training.&nbsp;</li></ul>ENVIRONMENT:&nbsp;&nbsp;The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. The term "qualified individual with a disability" means an individual with a disability who, with or without reasonable accommodation, can perform the essential functions of the position. While performing the duties of this job, the employee is regularly required to communicate professionally in person, over the telephone, through email and other electronic means, move about the office or school, handle various types of media and equipment, and visually or otherwise identify, observe and assess. The employee is occasionally required to lift up to 15 pounds unless otherwise specified in the job description. South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive.JobFamilyAll PositionsPayTypeSalaryEducationLevelMaster’s Degree

South University

Library Director

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><li>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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.

Financial Consultant - Fairfield, CT

Financial Consultant - Greenwich, CT

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

916 Client Services Representative Jobs