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<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Financial Consultant - Toledo, OH

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>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 $55,000 - $75,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burlingame, CA

Grocery Cart Attendant • Part Time • Dierbergs Markets Grocery Cart Attendants are helpful and on-the-go, assisting cashiers with loading carts, and helping the store run smoothly. They are important in making a first (and lasting) customer experience with a variety of responsibilities: <ul><li>Retrieve carts from the parking lot using a cart strap and safety vest</li><li>Offer to carry out and load purchases into customers' vehicles</li><li>Pick up and dispose of debris from the carts, floor and parking lot</li><li>Distribute hand baskets around the store</li><li>Put misplaced or returned items in their proper locations</li><li>Assist in maintaining aisle conditions</li><li>Help to keep check lanes organized and stocked with essentials, such as paper and plastic bags</li><li>Sweep and mop floors when maintenance is not available</li><li>Assist Cashiers with change requests, cash "turn ins" to the Guest Services, and obtaining additional items</li><li>Obtain and load the carpet cleaning rental machine into customer's car</li><li>Maintain quality of customer's items by loading purchases into carts and ensuring use of proper bagging techniques</li><li>Stock advertisements</li></ul> What you need to succeed <ul><li>At least 16 years of age</li><li>Physical stamina to lift up to 30 pounds, retrieve carts from outside and load groceries in to customers carts</li><li>Ability to work outside in varying weather conditions</li><li>Flexibility to work a varied schedule that includes weekends and holidays</li><li>Prompt and regular attendance based on your schedule</li><li>Adherence to our dress code, appearance and personal hygiene standards</li><li>Must be able to tolerate environmental changes and exposure to hot and cold temperatures caused by frequent trips to the parking lot to service customers and retrieve carts under varying weather conditions</li></ul> Physical Requirements <ul><li>Pushing &amp; Pulling- up to 30 lbs. of force frequently</li><li>Lifting - up to 40lbs.</li><li>Work actions include standing, walking, bending, reaching, and squatting</li></ul> What's in it for you? <ul><li>Weekly paychecks - yes, we are going to pay you every single week!</li><li>Medical insurance, 401(k), pension plan, and paid time off - even for part-time Associates</li><li>Automatic, scheduled pay increases to reward your awesome performance</li><li>Work/life balance and flexible scheduling</li><li>Training and growth potential to help you reach your career goals with us</li><li>Discounts at the Starbucks kiosks inside some of our locations</li><li>Wellness initiatives, Associate appreciation and volunteer opportunities to keep you engaged and involved</li></ul> Foundational Embody and BE the following: Be Connected, Be Curious, Be Courageous, Be Caring, Be People Centric, Be a Contributor, Be a Cultivator, and in all you do, Be YOU! This job description is representative only and is not all inclusive of the responsibilities that the Associate may be required to perform.

Dierbergs Markets Inc

Daytime Grocery Cart Attendant

Reports to: Sr. Director of Sales, USA Department: Sales Location: On-Site, Fort Collins, ColoradoWhy In-Situ? In-Situ® Inc. is a leading manufacturer of innovative environmental monitoring equipment that protects our global water resources. We create industry-leading products and solutions focusing on&nbsp; creative design, high reliability, and world-class manufacturing.We are searching for a Sales Support Administrator to assist our Inside Sales Representatives with&nbsp; sales and rental coordination and support for In-Situ and its Partners. This individual will&nbsp; provide superior customer service by interfacing with the ISRs and customers to resolve issues,&nbsp; including those involving customers, credit and delivery. The Sales Support Administrator will&nbsp; respond quickly and knowledgeably to customer inquiries and apply selling and negotiating skills to&nbsp; assist the Inside Sales Representatives with customer needs and closing sales.In-Situ places a high value on engagement in our community, environmental projects, employee&nbsp; wellness and creating an open and fun work environment. Every member of our organization has an&nbsp; opportunity to succeed and make a significant impact. We care deeply about our people and maintain a positive and empowering company culture of family and work-life balance.Primary Responsibilities<ul><li>Provide outstanding and timely service to our customers</li><li>Clarify order requirements for Equipment purchases and Rentals</li><li>Review orders for completeness and discuss any potential gaps in an order with the appropriate Inside Sales Representative</li><li>Serve as a liaison between sales and rental operations</li><li>Work closely with rental business and operations units</li><li>Accurate and timely entry of orders</li><li>Follow up with customers via phone and email in a timely manner to gauge &nbsp; &nbsp; customer satisfaction</li><li>Coordinate order logistic needs with other internal departments such as finance, planning and operations.</li><li>Become a subject-matter expert on rental management software</li><li>Communicate basic order logistics with customers</li><li>Assist in managing the sales inbox</li><li>Manage ecommerce orders</li><li>Update all order and customer information in the CRM system based on &nbsp; &nbsp; work completed</li><li>Manage database accuracy in our CRM system</li><li>Continuously improve internal processes to streamline services and eliminate waste.</li><li>Participate in required meetings, training programs, and continuous improvement efforts</li><li>Interact with other departments to supply sales and rental related information as needed</li><li>Other duties as required &nbsp;</li></ul>Position Qualifications<ul><li>Applicant must be eligible to work in the United States. &nbsp;</li></ul>Required Skills<ul><li>Excellent customer service skills</li><li>Ambitious and open to learn and adapt</li><li>High attention to detail and thoroughness in a multitask environment</li><li>Strong time management skills</li><li>Ability to complete workload with frequent interruptions</li><li>Excellent communication skills both written and verbal</li><li>Positive attitude with ability to accept continuous improvements to processes &nbsp;</li></ul>Desired Skills<ul><li>Two or more years of experience in order entry or similar preferred</li><li>Experience with environmental monitoring</li><li>Demonstrated ability to thrive within a small but growing organization</li><li>Proficiency and accuracy with PC based application software including Microsoft suite of products, CRM systems and ERP systems</li><li>Excellent team skills and ability to develop and maintain effective internal and external relationships and communications</li><li>Strong time management skills</li><li>Ability to complete workload with frequent interruptions</li></ul>Working Environment and Physical Conditions<ul><li>Computer system data terminal</li><li>On-site, normal office environment and minimum physical activity</li></ul>Total Rewards: Compensation: Compensation will be commensurate with the applicant's education, experience, knowledge, skills, and abilities, as well as alignment with market data and internal benchmarks.<ul><li>Salary Range: $56,500-$62,000</li><li>Additional Compensation: Participation in a Company-sponsored variable compensation plan.</li></ul>Benefits Available:<ul><li>Health, Dental, and Vision Insurance.</li><li>401(k) matching.</li><li>Short and Long-Term Disability.</li><li>Group Life/AD&amp;D Insurance.</li><li>Employee Assistance Program.</li><li>Will and Trust Preparation Services.</li><li>Travel Assistance Services.</li><li>10 paid holidays per year (set by the company).</li><li>20 days of Flexible Time Off (FTO) accrued evenly throughout the year. &nbsp;</li></ul>Voluntary Benefits:<ul><li>Life, AD&amp;D, Pet Insurance, Identity Theft Protection, Legal Services.</li><li>Flexible Spending Account (FSA) for Dependent Care.</li><li>Health Savings Account (HSA).</li><li>Other supplemental options. &nbsp;</li></ul>Additional Benefits:<ul><li>Paid Parental Leave.</li><li>Continuing Education Reimbursement.</li><li>Dependent Care and Wellness Reimbursements. &nbsp;</li></ul>In-Situ Inc. builds world-class environmental monitoring instruments and world-class careers! Please apply at <a href="https://in-situ.com/about/careers/" target="_blank">https://in-situ.com/about/careers/</a> if the above qualifications are met.• &nbsp;No phone calls about this job. • &nbsp;Principals only. Recruiters, please do not contact this job poster. • &nbsp;Do not contact the job poster about other services, products, or commercial interests.All qualified applicants will be considered without regard to age over 40, color, disability, gender identity, genetic information, military or veteran status, pregnancy or having a condition relating to pregnancy, national origin, race, religion, gender, and sexual orientation. &nbsp;In-Situ is an Equal Opportunity Employer &nbsp;

In-Situ Environmental

In-Situ

Sales Support Administrator

<h4>Overview</h4>Why Singer?Singer Equipment Company, is not just a seller of food equipment – we cultivate partnerships and amplify success. Singer isn’t just a place to work; it’s a place to thrive. We empower our employees, fostering an environment where they can grow professionally and contribute to something larger than themselves.We are the proud recipient of the Foodservice and Supplies Dealer of the Year award for 2023. Our commitment to our customers has earned us an unbeatable reputation within our industry.&nbsp;This is your opportunity to join a winning team!At Singer Equipment Company, we value each and every one of our dedicated staff and therefore are pleased to offer a competitive starting wage, a comprehensive benefits package including: medical, dental, vision, short term and long-term disability, 401K with company match, group life insurance, flexible spending, paid time off, and paid holidays.Why You'll Love Working Here:<ul><li>Make a Difference: Work with enthusiasm and integrity while ensuring communication, coordination and collaboration.</li><li>Collaborative Spirit: Be part of a supportive and dynamic team environment.</li><li>Growth Opportunities:&nbsp;Develop your skills and advance your career in a dynamic industry.</li><li>Competitive Compensation &amp; Benefits: Enjoy a rewarding package that reflects your contributions.</li></ul><h4>Responsibilities</h4>Singer Equipment is seeking a Sales Support Specialist to join our growing team! The Sales Support Specialist will work with our customers and sales staff to ensure we deliver high quality service and solutions.<ul><li>Manage sales quotes and orders through ERP (Prelude) and AutoQuotes:&nbsp;This encompasses handling orders, auditing policies, processing and routing for scheduling, order acknowledgement, shipping, and invoicing.</li><li>Support salesperson / account manager:&nbsp;Perform administrative tasks for the designated sales manager, identify and support customer issues, and maintain departmental policies.</li><li>Master company resources, products, and pricing:&nbsp;Maintain thorough knowledge to clarify terms, pricing, discounts, and sales conditions for diverse customer orders.</li><li>Handle order changes and communicate proactively:&nbsp;Implement customer change requests while upholding policy, and communicate delays with solutions, balancing company and customer needs.</li><li>Collaborate with internal teams:&nbsp;Work with category specialists for specific product information and sales managers to resolve conflicts.</li><li>Customer service: Serve as a primary point of contact, fostering positive and professional relationships through answering customer service calls and requests.</li></ul><h4>Ideal Candidate Will Possess the Following Skills and Abilities</h4><ul><li>Customer Focus:&nbsp;Prioritizes customer satisfaction by actively exceeding expectations.</li><li>Communication Excellence:&nbsp;Proficient in verbal communication with a clear and professional phone presence.</li><li>Tech Pro:&nbsp;Demonstrates strong MS Office skills, ideally with an intermediate to advanced level in Outlook and Excel.</li><li>Detail-Oriented:&nbsp;Combines meticulous attention to detail with active listening for accurate task execution.</li></ul>Work Location: Paterson, NJ / RemoteCompensation: $23-$26/hrPlease visit our careers page today to upload your resume and apply online!EOE/M/F/Veterans/Disability

Singer Equipment Co

Singer Equipment

Sales Support Associate

Company Description Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specialising in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Job Description Ready to make a splash in water treatment? At Veolia, we're on a mission to create a cleaner, more sustainable world by helping cities and industries efficiently manage their resources. We take immense pride in our diverse and inclusive team, celebrating the valuable contributions of individuals from all walks of life. We welcome diverse applicants to fuel our success, especially those interested in applying their expertise and problem-solving skills to our on-site technical roles! Join Veolia as an Account Manager and take your career to new heights. We value candidates with technical experience or formal education in a STEM concentration, who share a genuine passion for environmental sustainability and a consultative customer approach. As an Account Manager, you'll play a crucial role in driving innovation and sustainability. Working closely with our customers, you'll create advanced equipment and chemical treatment solutions across various industries. Beyond managing the sales lifecycle, you'll serve as a technical advisor, understanding customer needs and delivering creative solutions to improve energy and water efficiency, enhance profitability, and protect our natural resources. Joining our Account Management Team comes with excellent benefits and perks, including: <ul><li>Career Growth &amp; Global Impact: Propel your career forward while making a positive global impact. Benefit from top-tier training and the freedom to work remotely, alongside opportunities for meaningful travel to learn from industry experts.</li><li>Supportive Culture &amp; Rewards: Thrive in a culture that prioritizes safety and support, coupled with competitive compensation and immediate access to comprehensive benefits. Enjoy flexible work arrangements, incentive programs, and a robust retirement plan, fostering well-being and recognition.</li><li>Autonomy &amp; Enhanced Benefits: Experience the autonomy of remote work and flexible scheduling, coupled with extensive travel opportunities across North America. Benefit from a company vehicle for both professional and personal use, showcasing our commitment to employee perks.</li></ul> Key Responsibilities: <ul><li>Navigating Treatment Complexities: Harness your knowledge and skills to navigate the complexities of water treatment, ensuring customer safety and adherence to environmental regulations through the application of cutting-edge technologies.</li><li>Field-based Adventure: Step outside the office into the field, working on commercial sites with field test equipment and water treatment tools. Embrace proactive problem-solving and innovation.</li><li>Team Collaboration for Growth: Join a collaborative team, sharing best practices and creating customized solutions in daily meetings. Partner with colleagues of diverse backgrounds to enhance account growth with exceptional solutions.</li></ul> Qualifications Core Requirements: <ul><li>Bachelor's Degree, or equivalent, in Engineering (Chemical, Industrial, or Mechanical), Biology, Chemistry, Environmental Science, Technology, preferred. Minimum 10+ years of direct experience in the field and water treatment industry will also qualify, high school education is required. </li><li>Ability and willingness to work in a range of environments, including heavy industrial facilities, light manufacturing facilities, and commercial &amp; institutional properties.</li><li>A full valid driver's license and willingness to travel (a learner's permit or G1/G2 class will not qualify). </li></ul> Other Useful Skills &amp; Abilities: <ul><li>Experience in direct sales, customer service, account management, or industry operations is a plus!</li><li>Proficiency in computer skills, including Google Docs, Google Sheets and Google Slides</li><li>Inclusive communication and technical (computer) skills will come in handy.</li></ul> Additional Information We are proud of our diverse and inclusive team, and are committed to continuing to foster a work environment that celebrates and values diversity. We believe that the diverse perspectives and experiences brought by our team members contribute to our success and drive innovation. Come be part of something special - start your journey today! All your information will be kept confidential according to EEO guidelines. As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.

Account Manager - Water Treatment Chemicals

<h3>Job Description:</h3>Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.What to expect…As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Workplace Planning Associate - Salt Lake City, Utah

Workplace Planning Associate - Merrimack, NH

<h3>Job Description:</h3>Is it time to make new investments into your career?Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.What to expect…As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.<ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul>You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.You are celebrated. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66The base salary range for this position is $45,000 - $60,000 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.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales

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