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<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 – FINRAThe base salary range for this position is $45,000 - $70,000 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>Customer Service

Fidelity Investments

Financial Services Representative - Santa Barbara, CA

<h3>Job Description:</h3><h3>Financial Representative</h3>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.<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 63 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>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.<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 63 - FINRA, Series 65 - 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 Representative - Grand Rapids, MI

Are you detail-oriented, organized, and ready to use your accounting and finance skills to help mission-driven organizations make an impact? Do you thrive in a collaborative environment where accuracy, problem-solving, and teamwork matter just as much as passion and purpose? As a Billing Coordinator at Avalon Consulting Group, an award-winning, full-service fundraising consulting agency, you’ll play a vital role in supporting our finance operations and ensuring our clients’ fundraising campaigns run smoothly behind the scenes. You’ll coordinate client billings, vendor invoices, and financial records while working closely with our finance and client teams.This is an excellent opportunity for someone with bookkeeping or accounting support experience who loves data accuracy, process improvement, and contributing to meaningful work that supports progressive causes.We are a remote workplace with team members working from home offices located across the United States. Occasional travel may be needed for team gatherings or meetings. What You’ll Do with Us<ul><li>Coordinate all client billings, vendor invoices, and cost accounting for client campaigns.</li><li>Use QuickBooks to post transactions, verify accuracy, and maintain financial records.</li><li>Prepare and submit client invoices in accordance with team guidelines and client requirements.</li><li>Track and process vendor invoices, ensuring timely payment and accurate recordkeeping.</li><li>Manage client billing &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;documentation, including mail plans, invoice logs, and billing request forms.</li><li>Maintain up-to-date vendor information and ensure all W-9s are on file.</li><li>Create and refine tools (like Monday.com boards) to improve financial processes.</li><li>Support general bookkeeping efforts and provide accurate data for financial reporting.</li></ul> What We’re Looking ForWe’re seeking someone with at least two years of experience in billing, bookkeeping, or accounting support. You should be comfortable manipulating data in QuickBooks and proficient in Microsoft Office tools (Excel, Outlook, SharePoint, Word, PowerPoint) as well as collaboration platforms such as Teams, Zoom, and Monday.com. Our ideal Billing Coordinator also brings these qualities to the table:<ul><li>Exceptional attention to detail and commitment to accuracy.</li><li>The ability to manage multiple tasks and deadlines.</li><li>Resourcefulness and initiative to improve processes.</li><li>Strong communication skills and professional collaboration.</li><li>A proactive, team-oriented mindset and willingness to learn.</li><li>A positive attitude and an inclusive approach to working with colleagues.</li></ul> Why you will love Avalon&nbsp;Since 1997, Avalon has been committed to making the world a better place by helping our clients raise the millions of dollars needed to fulfill their inspiring missions. We’ve created a culture unlike any other agency.&nbsp; We are proud to be a fully remote workplace -hiring the best fundraisers in the business, no matter where they live. We also love getting together for team and client meetings when necessary. We're strategic, analytical, innovative, collaborative, and most of all: passionate about our work. We love what we do, and it shows in our engaged teams, industry awards, and delighted clients.Avalon is proud of our supportive and collaborative team environment that encourages professional development while recognizing the importance of flexibility and work-life balance. We are committed to fostering a culture that embraces differences every day, and where each of our staff is supported and inspired to reach their full potential.&nbsp; Besides being a great place to work, we are pleased to offer a rich, comprehensive benefit plan, including employer-paid health, dental, and vision insurance, generous paid leave, remote work reimbursements, employer-paid life and disability insurance, and a safe harbor 401(k) plan. Our compensation budget starts at $60,000 annually, commensurate with experience.If this sounds like the right fit for you, we would love to hear from you! Please apply with your resume and cover letter through the link provided. Avalon is an equal opportunity employer. We believe that diversity, equity, and inclusion are critical to our success, and we strive to recruit, develop, and retain the most talented people from a diverse candidate pool. We encourage individuals from all races, ethnicities, sexual orientations, gender identities, expressions, national origins, and more to apply. PI279205145

Billings Coordinator

ResponsibilitiesHowmet Structures Systems (HSS) is seeking a Financial Analyst&nbsp;in the Cleveland area. HSS is a business unit of Howmet Aerospace, headquartered in Pittsburgh, PA.About Howmet AerospaceHowmet Aerospace Inc. (NYSE: HWM), is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. The Company’s sales for 2024 approximated $7.4 billion. The Company’s primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels.The position includes competitive wages and a comprehensive benefits package available day one of hire, including health insurance (medical, dental, vision), excellent 401k matching program, paid holidays and vacation. Howmet Aerospace curates a strong working environment through opportunities for career progression and community engagement activities. &nbsp;Overview:Working at the Cleveland Aerospace Forgings facility and reporting into the Cleveland Structures Plant Controller, this is a high visibility role with direct working relationships with Plant Senior Leadership, HR, &amp; Operations. This role will be responsible for driving accurate financial projections, results, internal controls, and providing meaningful analysis to help the leadership team meet financial targets. Examples include but are not limited to the following:<ul><li>Reporting the P&amp;L Statement, and tracking monthly Financial Projections to track actuals against the forecast. Ownership of daily checkbook spend tracking.&nbsp;</li><li>Monitoring and analyzing labor and indirect spend levels.&nbsp;</li><li>Supporting the monthly closing process, journal entries, account reconciliations, &amp; information requests.</li><li>Oversight of Vendor POs, AP invoices, problem resolution, to ensure accurate spend &amp; accruals in the books.</li><li>Supporting the completion of the annual physical inventory of metal and regular inventory of fixed assets</li><li>Assist shared services in AR cash collections monitoring, forecast, projections, aging balances, and accuracy.&nbsp;</li><li>Performing location self-assessment for compliance in the Financial and Business processes.</li><li>Providing general accounting support for Cleveland Operations by ensuring that appropriate internal controls are in place, Corporate Policies are followed, account reconciliations are completed, and aged items are monitored until resolution.&nbsp;</li><li>Performing other duties as assigned.&nbsp;</li></ul>Skills:<ul><li>Strong analytical skills, with comfort in manipulating large data sets, drawing strategic insights and communicating upwards.</li><li>Good problem solving skills and willingness to find root cause and recommend solutions.</li><li>Team player but ability to work independently.</li><li>Proven discipline of reporting timeliness and accuracy.</li><li>Willingness to work in office 5 days a week</li></ul>Qualifications<ul><li>A college degree is required with an emphasis on business administration, finance, or economics.</li><li>Minimum 1 year experience in Finance or accounting in the manufacturing industry and/ or components distribution industry.</li><li>Technology Skills — Accounting and Finance software: Hyperion, Oracle E-Business Suite; Spreadsheet software: Advanced Microsoft Excel Ability. &nbsp;</li><li>Manufacturing finance &amp; accounting background is a plus.</li><li>Employees must be legally authorized to work in the United States.&nbsp; Verification of employment eligibility will be required at the time of hire.&nbsp; Visa sponsorship is not available for this position.</li><li>This position entails access to export-controlled items and employment offers are conditioned upon an applicant’s ability to lawfully obtain access to such items</li></ul>Let Your Career Take Flight at Howmet Aerospace!We recognize and reward our employees’ contributions with a competitive total rewards package. This position offers:<ul><li>Medical/Prescription Drug/Dental/Vision Benefits on Day 1 of employment</li><li>5% Annual Target Performance Pay</li><li>401(k) Retirement Savings Plan<ul><li>6% company match, plus additional 3% (whether you contribute or not), for a max total of 9% annually</li></ul></li><li>Paid Time Off (PTO)</li><li>11 paid holidays per year</li><li>Employee Life Insurance</li><li>Employee Assistance Program</li><li>Paid Parental Leave (up to 3 weeks of 100%-paid leave for parental bonding for the birth or adoption of a child)</li></ul>Joining our team means being part of a workplace that prioritizes professional development, collaboration, and a supportive culture designed to help you thrive.About us﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

Howmet Aerospace

Financial Analyst

POSITION SUMMARYDevelop and lead multiple consulting engagements for SullivanCotter, overseeing all aspects of project delivery while cultivating strong client relationships and ensuring highly responsive, high-quality service. This role provides the opportunity to specialize in SullivanCotter’s Provider Affiliation and Optimization (PAO) service line, which focuses on strengthening physician and advanced practice provider (APP) performance, developing and optimizing affiliation models, enhancing provider engagement, and driving both operational and financial efficiencies across health systems.The PAO service line integrates three core areas of expertise:1. Affiliation Services – Supporting organizations in assessing, designing, and implementing effective provider affiliation strategies and arrangements.2. Optimization Services – Assessing and improving the financial and operational performance of medical groups and specialty service lines to maximize efficiency and value.3. Value-Based Care Services – Aligning value-based performance incentives with organizational objectives to strengthen reimbursement and advance strategic goals.Through a structured, data-driven approach, consultants in this specialty help clients unlock the full potential of their provider networks, improve system-wide performance, and achieve sustainable long-term results.PRIMARY ACCOUNTABILITIES<ul><li>Provide exceptional leadership and foster a culture of high engagement, accountability, and client service.</li><li>Develop and nurture client relationships and strategies for generating new revenue and expanding the client portfolio in the health care market.</li><li>Strong business development acumen to access new clients on behalf of SullivanCotter.</li><li>Serve as the Client Relationship Manager for large, complex engagements.</li><li>Bring subject matter expertise and experience with physician-hospital affiliation strategy and design, medical group and service line strategy, operations and finance, and compensation consulting methodologies for staff physician and APP projects.</li><li>Participate in and contribute to successful marketing activities to build brand awareness and develop content for targeted markets. Speak at conferences and association meetings, author articles, and white papers.</li><li>Manage the work of team members across client engagements and project teams to ensure effective planning, organizing, and management of strategic engagements.&nbsp;</li><li>Contribute to all aspects of client engagements and are responsible for leading multiple diverse consulting projects.&nbsp;</li><li>Develop and maintain strong client retention and high client satisfaction levels.</li><li>Identify new opportunities to engage with clients, develop leads, write project proposals and statements of work.</li><li>Assess and advise on the design and administration of various physician-hospital affiliation strategies to achieve business goals and effectively manage the workforce.&nbsp;</li><li>Synthesizing complex data and information into actionable results and recommendations.</li><li>Design, structure, and deliver reports, presentations, and other client deliverables.</li><li>Provide leadership, analytical guidance, and creativity for technical work which is critical to the success of our client engagement teams and our practice.&nbsp;</li><li>Manage complex projects within established budgets and monitor the success of the client experience.</li><li>Lead with a spirit of collaboration.</li><li>Influence colleagues at all levels by understanding and adhering to the firm’s standards, procedures, and approaches.</li></ul>KNOWLEDGE, SKILLS, AND ABILITIESWe find people who generally fit this profile have a high degree of success in this role: &nbsp;<ul><li>Have a Bachelor’s degree or Master’s degree in a business-related field or equivalent combination of education and experience.</li><li>Fifteen years or more of physician-hospital affiliation, and medical group/service line performance improvement, operational and consulting experience.</li><li>Passion for serving organizations to solve complex provider workforce challenges.</li><li>Proficient in problem-solving and critical thinking.</li><li>Solid technical knowledge and experience working with Excel, Word, and PowerPoint.</li><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps associates develop skills, experience, and growth opportunities.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content, factors in perspectives, and interests of the audience. Ability to translate complex, technical concepts into easy to understand language</li><li>Write concise project communications, documents, and presentations with an appropriate level of technical detail and complexity.</li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced, and priority-changing environment.&nbsp;</li></ul>BEHAVIORAL ATTRIBUTES&nbsp;You will be at your best in this role when you: &nbsp;<ul><li>Exhibit high levels of enthusiasm and passion for serving the clients and appreciate the mission-based work of our clients.&nbsp;</li><li>Proactively cultivate a diverse, inclusive, and equitable workforce.</li><li>Ability to lead a group and exhibit successful and positive role model behaviors.</li><li>Exude strong professional leadership presence and demeanor with the highest level of integrity, fairness and inclusivity.</li><li>Flexibility, adaptability, and the ability to work under tight deadlines and changing needs.</li><li>Proven ability to develop and maintain longstanding relationships with clients.</li><li>Self-starter who holds oneself, and others, accountable for the successful delivery of client materials.</li><li>Willingly contributes to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration and a teamwork mentality.&nbsp;</li><li>Demonstrates intellectually curiosity, a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Committed to delivering work on time with the highest level of quality.&nbsp;</li><li>Self-reflective and active participant in your own development, as well as in the effective development of others.</li><li>Communicate openly and directly with team members. </li></ul>SALARY, BENEFITS, AND PERKS<ul><li>Competitive total rewards package&nbsp;</li><li>Medical and dental coverage at&nbsp;no&nbsp;cost to associates and their dependents</li><li>Pre-tax and Roth 401(k) options, Safe Harbor, and Profit-Sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Paid holidays</li><li>Gender-neutral parental leave&nbsp;</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Basic Life/AD&amp;D at no cost to the associate and Voluntary Life and AD&amp;D insurance</li><li>Short- and long-term disability at no cost to associates</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Reflected below is the base salary range offered for this position. Actual salaries may vary depending on factors including but not limited to academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.&nbsp;<ul><li>$217,000.00 - $325,600.00 annual base salary plus lucrative bonus opportunity.</li></ul>WORK ENVIRONMENTRemote, but occasional travel required.Our Values In Action: How We CARE We live our values daily through four commitments:<ul><li>Connect: Collaborate selflessly to support others, advance ideas, and solve problems using critical thinking.</li><li>Act: Bring integrity and respect to every interaction—no exceptions.</li><li>Reach: Commit to continuous learning and knowledge sharing that strengthens teams and clients.</li><li>Embrace: Foster inclusion and belonging so everyone can thrive and contribute.</li></ul>SullivanCotter Holdings, Inc. is an Equal Employment Opportunity/Affirmative Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law or marital status.

SullivanCotter

Principal Consultant- Provider Affiliation and Optimization

<h3>Job Description:</h3>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - 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.

Wealth Management Planning Consultant - Southlake, TX

Working with Us Challenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting work happens every day, in every department. From optimizing a production line to the latest breakthroughs in cell therapy, this is work that transforms the lives of patients, and the careers of those who do it. You’ll get the chance to grow and thrive through opportunities uncommon in scale and scope, alongside high-achieving teams. Take your career farther than you thought possible.Bristol Myers Squibb recognizes the importance of balance and flexibility in our work environment. We offer a wide variety of competitive benefits, services and programs that provide our employees with the resources to pursue their goals, both at work and in their personal lives. Read more: careers.bms.com/working-with-us.The Senior Manager, U.S. Events &amp; Meetings Consultant Engagements role drives business-centric partnerships and collaborates with key leaders and operational teams within Compliance, Legal, Risk Operations, IT, US Medical and Commercial stakeholders, and global partners. This role manages the end-to-end strategic engagement planning and execution of Consultant Engagements, including tiering, FMV, contracting, logistics, payments, transparency reporting, risk management, and ensures compliance with consultant engagement processes across BMS. The position drives performance excellence and continuous improvement for Consultant Engagements, aligning to business priorities and delivering best-in-class HCP customer engagements.Major Responsibilities and Accountabilities:Strategic Thinking and Planning<ul><li>Create business impact by combining a deep understanding of healthcare trends with an enterprise-wide perspective to identify strategic opportunities for breakthrough performance.</li><li>Influence senior leaders and partner with US Medical/Commercial business stakeholders to strategize and guide best-in-class HCP customer engagement.</li><li>Oversee and manage budget to ensure optimal and effective utilization of resources.</li><li>Drive effective business partnership between Events &amp; Meetings team and US teams in strategy development, investment decision making, and tactical planning for HCP/Consultant Programs.</li><li>Lead the matrix team of key stakeholders to drive effective execution of Consultant Engagements.</li><li>Drive a culture of continuous improvement and innovation across all processes and systems used for Consultant Engagements.</li><li>Establish and deliver key metrics on Consultant Engagements to Business Partners.</li><li>Consistently foster and embrace an environment in which all individuals embrace a “Speak My Mind” and “growth mindset” culture.</li><li>Potential to manage direct reports.</li></ul>Execution ExcellenceProvide guidance and coaching, and assume accountability for the following in terms of consultant engagement execution:<ul><li>HCP/Consultant communication and contracting</li><li>Consultant Engagement event logistics planning and leadership</li><li>Processes and systems</li><li>Vendor management</li><li>Issue identification and resolution</li><li>Transparency and compliance</li><li>Continuous improvements</li></ul>QualificationsMinimum Requirements<ul><li>Minimum education of a BA/BS degree is required; Master’s degree/MBA preferred.</li><li>Minimum of five (5) years of professional work experience in medical, commercial, business operations, and/or related functions; experience within the healthcare industry is strongly preferred.</li><li>Demonstrated capability serving in team leader roles with ability to work effectively in BMS matrix culture.</li><li>Acute business acumen and understanding of Consultant Engagement landscape from an industry/market perspective.</li><li>Strong affinity for engaging with medical and commercial stakeholders to understand and address their needs, considering varying perspectives, opinions, and viewpoints with a focus on the optimum business outcome.</li><li>Strategic experience developing and executing Consultant Engagements with HCPs and attendee groups; tactical experience with program and engagement implementation.</li><li>Demonstrated ability to communicate complex information, process requirements, and other information with confidence and consideration of varying aptitudes of audience, clients, and matrix team members.</li><li>Demonstrated leadership creating and managing complex project plans with on-time delivery of results, solutions, and/or work product.</li><li>Proven ability to solve problems, including root cause identification, engaging the matrix team in solution options, and driving optimum problem resolution.</li><li>Unwavering ability to maintain confidentiality and confidential information.</li><li>Software Proficiency: Must be able to use independently: Microsoft Suite (Word, Excel, PowerPoint, Co-Pilot), Veeva Event Management, Vendor Contracting System, Ariba, SAP, Workfront, Icertis, Compass, Microsoft Office Suite.</li><li>Travel Required: Nature and frequency: 10–20% domestic travel.</li></ul>#LI-HybridIf you come across a role that intrigues you but doesn’t perfectly line up with your resume, we encourage you to apply anyway. You could be one step away from work that will transform your life and career.Compensation Overview:Princeton - NJ - US: $122,150 - $148,011 &amp;#xa;The starting compensation range(s) for this role are listed above for a full-time employee (FTE) basis. Additional incentive cash and stock opportunities (based on eligibility) may be available. The starting pay rate takes into account characteristics of the job, such as required skills, where the job is performed, the employee’s work schedule, job-related knowledge, and experience. Final, individual compensation will be decided based on demonstrated experience.&nbsp; Eligibility for specific benefits listed on our careers site may vary based on the job and location. For more on benefits, please visit <a href="https://careers.bms.com/life-at-bms/" target="_blank">https://careers.bms.com/life-at-bms/</a>. Benefit offerings are subject to the terms and conditions of the applicable plans then in effect and may include the following: Medical, pharmacy, dental and vision care. Wellbeing support such as the BMS Living Life Better program and employee assistance programs (EAP). Financial well-being resources and a 401(K). Financial protection benefits such as short- and long-term disability, life insurance, supplemental health insurance, business travel protection and survivor support. Work-life programs include paid national holidays and optional holidays, Global Shutdown Days between Christmas and New Year’s holiday, up to 120 hours of paid vacation, up to two (2) paid days to volunteer, sick time off, and summer hours flexibility. Parental, caregiver, bereavement, and military leave. Family care services such as adoption and surrogacy reimbursement, fertility/infertility benefits, support for traveling mothers, and child, elder and pet care resources. Other perks like tuition reimbursement and a recognition program.Uniquely Interesting Work, Life-changing Careers With a single vision as inspiring as “Transforming patients’ lives through science™ ”, every BMS employee plays an integral role in work that goes far beyond ordinary. Each of us is empowered to apply our individual talents and unique perspectives in a supportive culture, promoting global participation in clinical trials, while our shared values of passion, innovation, urgency, accountability, inclusion and integrity bring out the highest potential of each of our colleagues.On-site ProtocolBMS has an occupancy structure that determines where an employee is required to conduct their work. This structure includes site-essential, site-by-design, field-based and remote-by-design jobs. The occupancy type that you are assigned is determined by the nature and responsibilities of your role:Site-essential roles require 100% of shifts onsite at your assigned facility. Site-by-design roles may be eligible for a hybrid work model with at least 50% onsite at your assigned facility. For these roles, onsite presence is considered an essential job function and is critical to collaboration, innovation, productivity, and a positive Company culture. For field-based and remote-by-design roles the ability to physically travel to visit customers, patients or business partners and to attend meetings on behalf of BMS as directed is an essential job function.BMS is dedicated to ensuring that people with disabilities can excel through a transparent recruitment process, reasonable workplace accommodations/adjustments and ongoing support in their roles. Applicants can request a reasonable workplace accommodation/adjustment prior to accepting a job offer. If you require reasonable accommodations/adjustments in completing this application, or in any part of the recruitment process, direct your inquiries to <a href="mailto:adastaffingsupport@bms.com" target="_blank">adastaffingsupport@bms.com</a>. Visit careers.bms.com/eeo-accessibility to access our complete Equal Employment Opportunity statement.BMS cares about your well-being and the well-being of our staff, customers, patients, and communities. As a result, the Company strongly recommends that all employees be fully vaccinated for Covid-19 and keep up to date with Covid-19 boosters.BMS will consider for employment qualified applicants with arrest and conviction records, pursuant to applicable laws in your area.If you live in or expect to work from Los Angeles County if hired for this position, please visit this page for important additional information:&nbsp;<a href="https://careers.bms.com/california-residents/" target="_blank">https://careers.bms.com/california-residents/</a>Any data processed in connection with role applications will be treated in accordance with applicable data privacy policies and regulations.

Bristol Myers Squibb

Senior Manager, US Events & Meetings Consultant Engagements

ResponsibilitiesSUMMARY&nbsp;The primary responsibility of this position will provide key financial support to the plant including annual budget, monthly forecast, weekly flash, month-end close, monthly financial reporting, ad-hoc business financial analysis, internal control testing and compliance.ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp;This is not intended as a comprehensive list; it is intended to provide a representative summary of the major duties and responsibilities. Incumbent(s) may not be required to perform all duties listed, and may be required to perform additional, position-specific tasks.<ul> <li>Prepare monthly financial forecasts, weekly forecast updates, financial and operational results analysis, monthly account reconciliation, and inventory analysis.&nbsp;</li> <li>Perform Howmet Self-Assessment audits as well as ensuring SOX compliance.&nbsp;</li> <li>Reviews, analyzes, and reports monthly manufacturing variances and plant expenses that can significantly impact job costing such as raw material alloy purchases, alloy inventory, and cost of production labor, outplant, qualification and development, research and development and other indirect costs.&nbsp;</li> <li>Cross functional development of departmental budgets including reviews, analysis &amp; periodic reporting of key metrics.</li> <li>Assists internal and external auditors on facility audits.&nbsp;</li> <li>Assist in providing management with reports specifying and comparing factors affecting prices and profitability of products or services.&nbsp;</li> <li>Assist in providing actual financial results and performance measures to corporate office on monthly basis.&nbsp;</li> <li>Prepare and post Journal entries</li> <li>Perform monthly account reconciliation is needed</li> <li>Other accounting tasks as needed.</li></ul>QualificationsQUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.EDUCATION AND EXPERIENCE&nbsp;<ul> <li>Bachelor’s degree&nbsp;from an accredited institution</li> <li>Formal training and experience in financial accounting, cost accounting, financial analysis, and reporting</li> <li>Minimum 4 years of experience in an accounting role.</li> <li>This position is subject to the International Traffic in Arms Regulations (ITAR) which requires U.S. person status.</li> <li>Employees must be legally authorized to work in the United States.&nbsp;Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.</li></ul>ESSENTIAL SKILLS<ul> <li>Strong analytical and evaluative skills</li> <li>Developed written and oral communication skills</li> <li>Strong interpersonal skills as this team member will interact frequently with personnel outside of accounting and finance department.</li> <li>Strong decision-making skills: incumbent needs to analyze and synthesize data, and be able to make decisions without having complete information</li> <li>Expert user of Microsoft Office products</li> <li>Experience with Epicor, Oracle, and Hyperion a plus</li></ul>PHYSICAL DEMANDS&nbsp;The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit and reach with hands and arms.&nbsp; The employee frequently is required to stand; walk; use hands, talk and hear.&nbsp; The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.&nbsp; The employee must frequently lift and/or move up to 25 pounds.&nbsp; Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.WORK ENVIRONMENTThe 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 individuals with disabilities to perform the essential functions.&nbsp;While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts.&nbsp; The noise level in the work environment is usually low.PAY$80,000 - $110,000 annual salary. Exact compensation may vary based on skills, experience, and location.About us﻿Howmet Aerospace Inc. (NYSE: HWM), headquartered in Pittsburgh, Pennsylvania, is a leading global provider of advanced engineered solutions for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium structural parts and forged wheels. With $7.4 Billion in revenue in 2024, our products play a crucial role in enabling fuel efficiency and lightweighting, contributing to our customers’ success and making a positive impact on the world. To learn more about the way Howmet Aerospace Inc. is advancing the sustainability of our customers, markets, and communities where we operate, review the 2024 Environmental Social and Governance report at&nbsp;<a href="https://www.howmet.com/esg-report/" target="_blank">www.howmet.com/esg-report</a>. Follow: <a href="https://www.linkedin.com/company/howmet-aerospace" target="_blank">LinkedIn</a>, <a href="https://twitter.com/howmetaerospace" target="_blank">Twitter</a>, <a href="https://www.instagram.com/howmetaerospace/" target="_blank">Instagram</a>, <a href="https://www.facebook.com/Howmetaerospace/" target="_blank">Facebook</a>, and <a href="https://www.youtube.com/howmetaerospace" target="_blank">YouTube</a>. Equal Opportunity Employer: Howmet is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or other applicable legally protected characteristics. If you need assistance to complete your application due to a disability, please email&nbsp;<a href="mailto:TalentAcquisitionCoE_Howmet@howmet.com" target="_blank">TalentAcquisitionCoE_Howmet@howmet.com</a>

Financial Representative - Novi, MI

<h3>Job Description:</h3>You have a passion for investments, digging into the details and working in a dynamic, fast-paced environment. Supporting/partnering with the relationship managers within the Consultant Relations team will enable you to deepen your institutional investment knowledge while allowing you to develop strong client relationships both inside and outside Fidelity. The RoleThe Consultant Relations Investment Analyst plays a key role within the Consultant Relations team by coordinating and responding to ad hoc requests for investment data, RFPs/RFIs and due diligence questionnaires. With Relationship Managers spending 35-45% of their time meeting with consultants, you are able to respond quickly and efficiently to due diligence requests, which often require quick turnarounds. Successfully meeting these expectations will require you to develop a deep understanding of the investment content, in addition to building positive relationships with internal partners across Asset Management, Investment Product, RFP Team and Workplace Investing (WI). Most importantly, it will require you to build strong external relationships with the analysts and consultants we support. Consultants play an increasingly important and influential role in the institutional investment industry, and the work you do to support them provides a critical foundation for a strong partnership with Fidelity.The Institutional Client Group is an integrated investment, distribution and client service organization dedicated to meeting the unique needs of the institutional marketplace. The Consultant Relations team serves as the gateway for consultants and retirement advisors servicing institutional investors, such as defined contribution and defined benefit plans, to access Fidelity’s best-in-class asset management capabilities. <h3>The Expertise and skills you bring</h3><ul><li>3 plus years’ experience in financial services industry; ideally in institutional investment management, product management with experience in the defined contribution or defined benefit market</li><li>MBA or CFA progress preferred</li><li>Strong understanding of investment concepts, asset classes and retirement plans</li><li>Working proficiency in Excel, Salesforce, Morningstar Direct and other online web applications</li><li>Strong project management skills; ability to strategically coordinate and complete multiple projects (internal and external) simultaneously</li><li>Initiative, resourceful, ability to solve problems independently, while exercising sound business judgement</li><li>The ability to gather, interpret and synthesize disparate investment data from different sources will be one of your strongest traits</li><li>Your collaboration skills and ability to work horizontally and vertically within the organization will serve you well in this role</li><li>Your colleagues would describe you as having a strong understanding of financial markets, Fidelity investment managers, trends within retirement industry, and key consulting firms across the institutional investment industry.</li><li>Your developing communication, relationship management and meeting facilitation skills will be crucial in this role, particularly as you become more involved with the consultant relationships, video calls and meetings.</li><li>Supply external consultants and research analysts with detailed investment information on Fidelity products. For example, investment performance, portfolio characteristics, commentary and attribution, a concise portrayal of process and philosophy, and ultimately messaging the competitive advantage of Fidelity’s asset management capabilities</li><li>Coordinate with the RFP Team the completion of detailed RFPs/RFIs and due diligence questionnaires. In some cases, these would be completed directly by the Consultant Relations team</li><li>Provide insightful market perspectives and impactful feedback to the broader CR team and Asset Management product teams from interactions with the institutional investment community</li><li>Schedule, coordinate, participate and as needed host conference calls with portfolio managers and institutional portfolio managers to review Fidelity investment products</li><li>Schedule, coordinate and participate in onsite due diligence meetings with Fidelity portfolio managers, CIOs and institutional portfolio managers</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team The Investment Consultant Relations (CR) group sits within Fidelity Institutional, which is a business unit dedicated to the distribution of Fidelity’s equity, fixed-income, alternatives, high-income and global asset allocation investment capabilities to institutional channels. This role joins a team of 13 seasoned relationship managers and analysts dedicated to the investment consultant channel. CR is responsible for all consultant interactions, ratings development, and support of Fidelity investment product for institutional. RMs work across the Fidelity enterprise with client relationship managers and business development professionals in multiple market segments.The base salary range for this position is $74,000-141,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Investment Operations

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