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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - San Francisco, CA

Financial Consultant - Berkeley, CA

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

Financial Consultant - Sarasota, FL

Financial Consultant - Dublin, CA

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

Financial Consultant - Ft. Myers/Naples FL

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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<h3>Category:</h3>Sales

Financial Consultant- Century City, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Thousand Oaks, CA

<br><h4>Overview</h4><p>LMI is seeking a PPBE Consultant at Headquarters, Department of the Army, G-4 at the Pentagon with remote options. The PPBE Analyst will support Planning, Programming, Budgeting, and Execution (PPBE) activities and be part of a team that includes other Data Analysts and Resource Management/PPBE specialists. The candidate will extract and analyze data from various databases and collaborative programs used within the G-4: CPROBE, CSUSTAIN, and APMS. The candidate must be able to work autonomously, set high standards for personal performance, have strong organizational skills, be detail oriented, able to work with minimal guidance, and able to translate the data/information to recommendations at the strategic-level that may reach a 3-star/4-star GO/SES level. The position requires a DoD Secret clearance.</p><p>LMI is a consultancy dedicated to improving the business of government, drawing from deep expertise in advanced analytics, digital services, logistics, and management advisory services. Established as a private, not-for-profit organization in 1961, LMI is a trusted third party to federal civilian and defense agencies, free of commercial and political bias. We operate completely free of political and commercial bias, and we are entirely aligned with the goals of our clients. Our clients value our specialized services in logistics, intelligence, homeland security, health care, and energy and environment markets. We believe government can make a difference, and we seek talented, hardworking people who share that conviction. We offer a generous compensation package with excellent benefits that start the first day of employment. Business casual dress, flex time, and tuition reimbursement are a few of our many work-life benefits available to our employees.</p><h4>Responsibilities</h4><ul><li>Provide analysis of programming data for the Program Objective Memorandum (POM) build, program reviews and Enterprise Business System Reviews. Have the knowledge of Army fiscal data elements, the purpose and relationship of the data elements to conduct the data analysis, manipulation of data for analysis and the capability to use MS Office products to combine data, summarize and produce MS Excel products. This also includes the capability to pivot data, use basic formulas, transfer data tables, relate data tables based on common elements and develop presentations.</li><li>Extract data from Army systems and provide analysis of data and formulating displays of data. The Army sources include: cPROBE/cSUSTAIN, Congressional Budget Justification Documents, Business system review data, and the APMS. Data analysis includes combining data from different systems, matching records and values using Microsoft Access and Excel, assessing funding profiles against historical funding profiles, current profiles and identifying RDTE and Procurement profiles that are not executable.</li><li>Perform work set verification analysis at MDEP and root level to ensure balance in cPROBE. This includes ensuring work sets that require a zero balance and those that require meeting a target value in SS PEG guidance.</li><li>Perform bill payer analysis to balance bills against bill payers across portfolios. This includes ensuring the justifications and impacts are sufficiently detailed to provide what is supported by the additional funding and the impact of the reductions in terms of procurement quantities, acceleration impacts, reduction impacts and impact on the operational force.</li><li>Perform analysis to identify deltas at the KEY5 level in cPROBE/ cSUSTAIN. This includes assessing the audits for new positions and identifying unplanned decrements and increases not submitted by the SS PEG in previous work sets and validation that work sets submitted were posted to PROBE.</li><li>Provide draft taskers based on G-4 tasking guidance for SS PEG and the FYDP Review for approval by G-4 government lead.</li><li>Perform data integrity checks. This includes ensuring records are complete for fiscal code.</li><li>Assist with quality control of SS PEG Co-Chair Reviews, and provide reports of analysis. The contractor shall attend all POM kickoff meetings, document decisions/guidance and track through the POM build &nbsp;process and provide independent analysis of issues to determine if issues is process or data related.</li><li>Applies working knowledge of data collection and analysis methods to prepare detailed financial information.</li><li>Rate and cost analysis to support organizational funding efforts.</li><li>Ability to train client on developed procedures.</li></ul><h4>Qualifications</h4><p><strong>Required Qualifications</strong></p><ul><li><strong>Active DoD Secret clearance</strong>.</li><li>Bachelors Degree in business or public administration, management, economics, math, science, engineering.&nbsp;</li><li>Minimum eight years of experience and expertise in DoD or Army logistics, funding or system development duties. </li><li>Must have experience at most senior levels of Army or DoD such as HQDA, Army Commands, Army Service Component Commands, or Defense Agencies.</li><li>Applies working knowledge of data collection and analysis methods</li><li>Strong quantitative analysis skills and attention to detail, with ability to analyze and forecast trends</li><li>Strong MS Excel, Database, Tableau skills and Qualitative literacy ability</li><li>Strong interpersonal, listening, and questioning skills able to interact effectively with senior Army Staff clients on a daily basis. Adaptable to flexible work styles, environments, and locations.&nbsp; Excellent customer relationship management skills.&nbsp;</li><li>Demonstrated comfort working in a dynamic, team-based environment with minimal supervision and direction. Must be self-directed, extremely detail oriented, and resourceful in completing assigned tasks and projects within assigned deadlines.&nbsp;</li></ul><p><strong>Desired Qualifications</strong></p><ul><li>Familiarity of processes and procedures found in Army PPBE process and DODI 5000.75, Business Systems Requirements and Acquisition process.</li><li>Relevant work experience in financial management</li><li>Previous DOD experience</li><li>Applies working knowledge of data collection and analysis methods to prepare detailed financial information</li><li>Army Equipping Enterprise System (AE2S) familiarity</li><li>Applies working knowledge of Laws, regulations and related Federal financial management guidance (i.e., Chief Financial Officers Act, OMB Circulars. Treasury or FASAB)</li><li>Writing and presentation of results and analysis to client management</li><li>Ability to train client on developed procedures.</li><li>Rate and cost analysis to support organizational funding efforts</li><li>Customer service activities, to include budget/finance process briefings and tailored financial analysis</li><li>Strong quantitative analysis skills and attention to detail, with ability to analyze and forecast trends</li><li>Strong Excel skills</li><li>Ability to engage in process improvement initiatives</li><li>Excellent communication/briefing skills; experience with briefing senior management a plus</li><li>Demonstrated comfort working in a dynamic, changing environment</li></ul><ul></ul><h4>EEO Statement</h4><p>LMI is an Equal Opportunity Employer” all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.&nbsp;</p><h4><br>LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to   race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a><br>Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.<br><br><b>Need help finding the right job?</b><br></h4>We can recommend jobs specifically for you!Click here to get started.<br>

LMI Consulting, LLC

Financial Analyst - Clearance Required

<br><h4>Overview</h4><p>The Program Planning &amp; Investment Management (PP&amp;IM) Sub Service Line (SSL) is seeking a <strong>Practice Area Lead </strong><strong>for the Financial Operations &amp; Accountability (FO&amp;A) </strong>Practice Area (PA).The PAL will be responsible for 1) developing a strategy for their Practice Area that aligns with SSL strategy and capability maturation; 2) driving innovation and automating solutions; 3) leading business development and growth for their PA, and 3) talent management and development within their PA.&nbsp; </p><p>The FO&amp;A Practice Area is focused on capabilities which includes: developing finance, accounting, and audit remediation systems and strategies. The PAL will lead practice area activities, which includes overseeing firm-wide strategy for administration services, leveraging technology to drive innovation, and the developing, retaining, mentoring and coaching of a team of operations domain experts.&nbsp;</p><h4>Responsibilities</h4><p>The <strong>FO&amp;A Practice Area Lead </strong>role includes the following activities:</p><ul><li>Capability Maturation &amp; Strategy<ul><li>Develop PA strategy and support the SSL strategy to assist in executing SSL goals</li><li>Create, update, and/or document solutions, offerings, methodologies, and capabilities that align to the PA and resonate with market trends and/or client challenges (e.g. SDMs, methodologies, models, etc.)</li><li>Coordinate across LMI to ensure PA capabilities are known throughout LMI and meeting the needs of LMI’s customers</li><li>Continuously improve existing capabilities and develop new capabilities within PA to stay in front of a rapidly evolving and digitally-enabled marketplace</li></ul></li><li>BD and Growth <ul><li>Provide solutioning, capture, and proposal support to markets/growth for PA capabilities</li><li>Develop sales enablement materials to support SSL and PA growth</li><li>Screen RFIs/RFPs for potential action and lead/coordinate response for SSL</li><li>Review, maintain, and coordinate with markets/BD to update pipeline opportunities related to the Practice Area or coordinate updates with the Business Development POC</li><li>Support SSL and markets/growth in partner identification for opportunities</li></ul></li><li>Community Mentorship and Development<ul><li>Manage and develop talent within the PA</li><li>Manage the hiring process for talent demands within the PA (create, review, and approve requisitions)</li><li>Conduct interviews for demand requirements and coordinate with SSL Director on hiring/staffing decisions</li><li>Assist Resource Managers and SSL Director with staff redeployments and internal mobility</li><li>Mature the PA bench by identifying and mentoring subject matter experts and emerging talent and maintaining awareness of desired growth areas of staff within PA</li><li>Help identify the best approaches to improve the professional skills of Practice Area members to include certifications, degrees, professional organizations, and work experience</li><li>Provide input and support to Practice Area staff on Performance 365 goals and calibrations</li></ul></li></ul><h4>Qualifications</h4><p>Minimum Qualifications:</p><ul><li>Experience in management consulting or government services, executing capabilities in Practice Area (military or civilian)&nbsp;</li><li>Bachelors degree required</li><li>Demonstrated subject matter expertise and thought leadership</li><li>Ability to lead, nurture, and develop people in an effective way with positive impacts to both the employee and LMI</li><li>Ability to understand and align competing work priorities and outcomes with partners (e.g., service line and market), adjust individual priorities for the greater good, and negotiate shared work goals.</li></ul><p>Desired Qualifications:</p><ul><li>Ability to develop, nurture and maintain collaborative partnerships. Collaborative partnerships have multiple hand-offs, require regular communication to coordinate and debrief, continual information exchange, collective contribution to work products, creative conflict, and mutual stake in success.</li><li>Ability to clearly articulate other’s roles and responsibilities in completing work and proactively and effectively resolve role conflicts, to include partners, team members and leaders.</li><li>Ability to achieve consensus and decisions while maintaining collaborative partnerships.</li><li>Ability to leverage indirect influence to delegate and co-create and implement work products.</li><li>Ability to tailor communication requirements and style to a wide-range of situations and requirements.</li><li>Ability to make meetings matter by setting clear and specific outcomes, facilitating productive dialogue, and leading an effective follow-up and accountability cadence</li><li>Exemplify LMI’s 5 behaviors</li></ul><ul><li>Collaborate constantly by working across organizational boundaries</li><li>Operate in the gray area by accepting ambiguity</li><li>Embracing conflict by supporting and engaging in respectful, robust debates and discussions,</li><li>Develop people by investing in the growth of others</li><li>Take an enterprise-wide view by evaluating challenges from multiple perspectives and maximizing the whole.</li></ul><ul><li>Possess mature emotional intelligence (EQ) as demonstrated by strong self-awareness, emotional resilience, empathy, and relationship management.</li></ul><p>LMI is a consultancy dedicated to improving the business of government, drawing from commercially successful practices and our deep expertise in advanced analytics, digital services, logistics, and management advisory services. LMI was established in 1961 for the express purpose of enhancing operations by incorporate methodologies and innovations from outside the federal government. We cultivate a culture of empowerment, inclusion, diversity, and entrepreneurship. Our employees are encouraged to incorporate new and novel approaches in unconventional spaces to advance our clients goals. We believe our clients can change lives and make a meaningful difference in our Nation, and we seek talented, curious, hardworking people who share that conviction. Our generous compensation package includes excellent benefits that start the first day of employment. Business casual dress, flex time, and tuition reimbursement are a few of our many work-life benefits available to our employees. &nbsp;</p><p>LMI has been named a 2022 #TopWorkplace in the United States by Top Workplaces! We are honored to be recognized as a company that values a people-centered culture, and we are grateful to our employees for making this possible!&nbsp;</p><h4><br>LMI is an Equal Opportunity Employer. LMI is committed to the fair treatment of all and to our policy of providing applicants and employees with equal employment opportunities. LMI recruits, hires, trains, and promotes people without regard to   race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, disability, age, protected veteran status, citizenship status, genetic information, or any other characteristic protected by applicable federal, state, or local law. If you are a person with a disability needing assistance with the application process, please contact <a href="mailto:accommodations@lmi.org" target="_blank">accommodations@lmi.org</a><br>Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.<br><br><b>Need help finding the right job?</b><br></h4>We can recommend jobs specifically for you!Click here to get started.<br>

Financial Operations & Capability Growth, Practice Area Lead

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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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