Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Overview: Are you a detail-oriented accountant with strong organization skills As a Project Accountant, you will play a crucial role in preparing and analyzing financial data, ensuring the financial health of our projects. You will collaborate with industry experts and committed teams to contribute to insightful financial reporting but also drive the success of our projects. This position will be on site at the Upper San Leandro water treatment plant project. You will be working along side field engineers, project engineers and other staff.Apply now and transform your career with us. What you will be doing: Prepare project journal entries and reconciles cost reports for one or more projects. Compile and analyze project pay forms to meet deadlines and ensure accuracy. Track insurance and bond information for all subcontractors. Assist in month end closing, budget rearrangements, and budge revisions as directed by project team. Set up cost codes and cost types for project needs. Support field personnel timecard entry, certified payroll and reporting as needed. Enter equipment time entry and reconcile equipment accruals for project needs. Support accounts payable and onsite invoice entry to track project expenses and payments. Works with project personnel to expedite payment and resolves issues. What we are looking for: 2+ years of construction field accounting experience or training preferred. Bachelor’s degree preferred. Strong organization and attention to detail required. Strong time management and self-prioritization skills required. Verbal and written communication skills. Takes personal ownership over tasks and asks for help, when needed communicate effectively with others. Why work for us: Some of the benefits you may be eligible for as an employee are:Comprehensive compensation package and paid time off programIndustry leading 401(k)/RRSPMedical/Extended Health Care, Dental, Vison and/or Provincial MedicalWellness benefits & Employee Assistance ProgramTuition Reimbursement ProgramWe are an EEO/ADA/Veterans employer. Salary Min: USD $75,000.00/Yr. Salary Max: USD $100,000.00/Yr.

Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Job Description:This job requires you to live in the Greater Bay Area, CA, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clientsWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $90,000 - $150,000 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 benefits 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.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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Job Description:This job requires you to live in the Palo Alto, CA area, as you will be working on local client campuses 2-3 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clientsWillingness to travel (up to 50%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $78,000 - $115,000 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 benefits 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.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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Job Description:Financial ConsultantIf 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.The Purpose of Your RoleWorking 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.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’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!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe 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 benefits 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Overview: At Powerback, we're on a mission to improve lives. As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential therapy for children at home and in school.With over 38 years of trusted service, our reach spans skilled nursing centers, assisted and independent living facilities, outpatient clinics, and home-based care. We're proud to deliver personalized care exactly where and when it's needed most.Join an industry-leading team that restores hope and makes a lasting impact. If you're passionate about making a meaningful difference and want to be part of the future of rehabilitation and wellness, Powerback is the place for you.Why Powerback Benefits:We offer Medical, Dental, and Vision plans to Full-Time team members. We offer Dental and Vision to Part-Time team members.Paid Time Off: We offer generous paid time off to Full-Time and Part-Time team members.Support for New Grads:Our Powerback Clinical Mentorship Program kicks off on day one, helping you learn from the best in the field.Continuing Education:Keep growing with free CEUs through Medbridge.H-1B Visa & Relocation Assistance:We support Visa or Green Card sponsorships, plus our Journey Travel Program lets you work across the U.S. with the security of a full-time role.Perks at Powerback:Enjoy exclusive discounts on Wireless/TV, Home/Auto/Renters and Pet Insurance, Childcare, Eldercare, and more. Earn rewards through our PowerZone Employee Recognition Program, and expand your expertise with our Clinicians in Action professional development program. Responsibilities: Title: Physical TherapistLocation/work environment: In facilityReporting structure: Reporting to Director of RehabPowerback is proud to offer a comprehensive and unique benefits package for those candidates that are qualified, including health insurance benefits, 401k, paid time off, clinical support network, online CEUs, on-demand pay, Visa or Green Card sponsorship, and more! Select benefits are available to part time and PRN employees as well!As a Physical Therapist, you help patients get well. You are the person who can bring their power back. In doing this, you will assess patient needs, develop their recovery plans, and deliver physical therapy.You're a healer and a helper, which is why you got into this line of work.You're equally adept at addressing the whole patient and seeing them as an individual. You know your goal is the design of a program that will restore, reinforce, and enhance their physical abilities.You're adaptable to the needs of the patient and can find joy in the variety of the work and the settings.You're a teammate and are looking for collaboration with your peers, but you're also happy to make referrals to help your patient get the care they need to thrive.You know that being a Physical Therapist means you're a teacher who can train patients and caregivers on the skills they need to promote independence and productivity.If this sounds like you, we'd love to meet you!Powerback Rehabilitation (Powerback) is a new way of delivering recovery, rehabilitation, respiratory, and wellness services to patients across the nation. We deliver an empowered approach to achieving your full potential by providing integrated and individualized solutions. Our reimagined approach to rehabilitation connects directly to the patient experience, which is centered on transforming the road to recovery for everyone and helping patients get their power back. It's patient-centered care that provides a sustainable way of feeling better, moving better, breathing better, and living better.Working in a company that values growth and understands what it means to be a caregiver is refreshing. Our CEO is a former staff therapist. We offer growth, paths forward, and we are committed to patient-centered care. We are growing, stable, and need people like you, who have a calling to help people thrive.Isn't it time for you to work with a team where 86% of them know and feel their work makes a difference So much so, we're certified as a 2023 Great Place to Work.Now is the time for you to join Powerback.Powerback has streamlined our hiring process:Applying takes 3 minutes, give or take.You'll hear back from us within 1 business day.If you meet the qualifications, a recruiter will call you for a 10-minute conversation within 2-3 business days, depending on your availability.You will then be presented to the hiring managerThe hiring manager will reach out within a business day to schedule the interview.This all happens within 1-5 business days from the phone screen.After your interview, the hiring manager makes a quick decision. We aim to accomplish this within the week.If the hiring manager wants to move forward, you will hear from us within a business day, because we are excited to get you started! Qualifications: 1. They must have a valid Physical Therapy license in the state(s) of practice, or proof of license and eligibility.2. They must have a Master's degree in Physical Therapy; or3. They must have a Master's degree in a Physical Therapy related field in addition to a Bachelor's degree in Physical Therapy; or4. They must have a Bachelor's degree in Physical Therapy plus 5 years of progressively responsible PT experience.5. The qualifying Physical Therapy degree earned outside of the U.S. must be evaluated to be the U.S. equivalent to a degree in Physical Therapy. Posted Salary Range: USD $55.00 - USD $60.00 /Hr.

Join a team that’s transforming mental healthcare. Founded by psychiatrists, Headlight is more than a company: it’s a movement. A movement that exists on the front lines of the mental health crisis, transforming the way people access care and the way clinicians deliver it. In order to help people in their time of need and ensure that every person who comes to us has options, we are transparent about our capabilities, treatments, and coverage, we champion innovation, and we leverage our rich data to continuously implement better ways of delivering care. Our mission is simple but powerful: Improving lives, one session at a time. Our clinicians chose Headlight because Clinician Led Expertise: Headlight was founded and led by clinicians. Our Clinical Leadership team is at the forefront of every decision we make.Admin Work on Autopilot: We handle insurance, billing, and marketing so you can focus on what you love – seeing clients.Innovative Technology: Our Clinicians save 3-6 hours a week on documentation by using new technologies like Blueprint AI and Connective Health.Competitive Benefits: We provide industry-leading benefits, sick leave, 401(k) contributions, and more.Clinical Support: Consult with our Clinical Consult Groups or schedule case consultations with our leading clinician.Clinical Autonomy: You have the autonomy to make decisions about patient care and treatment while having the backing and guidance of our experienced Executive Therapists and Psychiatrists for case consultations.Collaborative Teams: Be a part of a collaborative team environment and a supportive community. Our clinicians are separated into small teams of 10 to 12, with a licensed clinical lead for assistance. You’re never alone in your journey.Our PillarsMake things easier.Forge genuine connections.Elevate the standard.Headlight by the numbersAccess:The typical wait time to see a W2 Clinician is 4 weeks, Headlight significantly reduces this to an average of 8.9 days to see a W2 Clinician, with 80% of clients being seen within two weeks.Retention and Therapeutic Relationships: Industry data indicates approximately 70% of clients return for a second therapy session. Headlight boasts a 92% return rate, reflecting Headlights ability to match clients to the right clinician.Continuity of care:Of Clients who attend at least four sessions, only 36% continue with the same clinician in the broader industry. Headlight surpasses this with a 94% continuity rate.Client Engagement and Attendance:Industry average for clients attending their first scheduled appointment is 65%. Headlight improves upon this with an 81% attendance rate, indicating effective initial engagement strategies.Roles and ResponsibilitiesEstablish positive, trusting rapport with patientsDiagnose and treat mental health disordersCreate individualized treatment plans according to patient needs and circumstancesMeet with patients regularly to provide counseling, treatment and adjust treatment plans as necessaryConduct ongoing assessments of patient progressInvolve and advise family members when appropriatePlan outreach and referral activities in surrounding communitiesQualificationsMaster’s Level Degree or higher (Required) in related fieldsFull, unencumbered LMFT, LCSW, LMFT or Psychologist license (license based on office location). Applicants without a valid, active license will not be considered. We are currently not hiring associate/intern level therapists.2+ years' experience with providing diagnostic assessment and therapy servicesBilingual (English/Spanish) skills are a plus, but not requiredMaintain professional licensure and/or certification throughout employment with this agencyAbility to work as a team member and cooperativelySuperb organizational skillsAbility to guide, direct, or influence peopleExcellent written and oral communication skillsAble to establish and maintain effective working relationships with clients and their familiesElectronic Health Record (EHR) Proficiency: Must have demonstrated experience in utilizing electronic health record systems efficiently to manage patient data, document clinical information, and access patient histories. Familiarity with NextGen is highly desirable. Computer Skills: Strong computer literacy with proficiency in a range of software applications including word processing, spreadsheets, databases, and presentations. Ability to quickly adapt to new technologies and troubleshoot common issues.BenefitsW-2 role with medical, dental and vision effective on the first of the month after employmentBase Salary and monthly Bonus based on billed hoursCEU support which includes earned CEU days and CEU reimbursementsVacation, Sick, HolidayEmployee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges.401(k) plan with company contributionCredentialing Support, Training and Development Opportunities, Growth OpportunitiesConvenient work from home or hybrid optionsFlexible scheduleThe above compensation represents our total yearly compensation. Total yearly compensation is equal to our base salary of $90,000 plus Headlight's monthly billed hour bonus.- Total Yearly Compensation at 25 billed hours- $90,000- Total Yearly Compensation at 27 billed hours- $96,032- Total Yearly Compensation at 30 billed hours- $105,080Not meeting all the requirements Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace. If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others!Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization. Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace.By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly.Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our website or our job-site