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Full Time
9/3/2025
Los Angeles, NLE 90067
(4.0 miles)
Job Description:Candidate will need to live in the Los Angeles/Orange County, CA area in order to be on local client campuses 2-3 times each week.Put your expertise in retirement planning to work every dayThe Expertise We’re Looking ForSeries 7 & Series 63 licenses required2+ years of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience preferredDemonstrated ability to deliver exceptional customer resultsFluent in both English & Spanish in order to have financial planning & guidance conversations with plan participants in both languages The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You BringYour comprehensive understanding of the current market, economy, & economic trendsYour robust consultative, influencing and communication skillsProven capability to be proactive and demonstrate initiativeStrong time management and prioritization skillsYour receptiveness to feedback and willingness to adapt to changeThe Value You DeliverOnboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategySupporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needsActively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement planLeverage guidance offering and appropriate tools to assist customers with their retirement readinessApplying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assetsUnderstanding and articulating Fidelity Viewpoints to provide general education to clientsIdentify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriateHow Your Work Impacts the OrganizationThe Regional Center Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.The 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.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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
9/6/2025
Los Angeles, CA 91316
(7.3 miles)
Application Deadline:09/26/2025Address:16027 Ventura Blvd.Job Family Group:Retail Banking Sales & ServiceBilingual in Armenian and English or Farsi and English is preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.Supports customer transactions needs based on customer traffic.Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer’s experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall customer experience.Contributes to business results and the overall experience delivered.May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.Analyzes issues and determines next steps.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.Appropriate lending qualifications and designations.Working knowledge of personal and small business customer needs and solutions.Working knowledge of retail investments and lending products.Experience in financial services is an asset.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.Passionate commitment to helping our customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.Salary:$41,714.00 - $69,000.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Full Time
9/1/2025
Los Angeles, CA 90067
(4.0 miles)
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 - FINRACategory:Sales
Full Time
9/6/2025
Monterey Park, CA 91756
(23.5 miles)
Application Deadline:09/26/2025Address:331 N. Atlantic Blvd.Job Family Group:Retail Banking Sales & ServiceThis is a part-time 34 hours a week position.Bilingual in Cantonese and English or Spanish and English is preferred.Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.Meets customer transaction-based needs with seamless execution.Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.Contributes to meeting branch business results and the customer experience.Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.Organizes work information to ensure accuracy and completeness.Takes the initiative to find creative approaches that make each customer’s experience feel personal.Looks for ways to contribute to the ongoing improvement of the overall customer experience.Contributes to business results and the overall experience delivered.May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.Complies with legal and regulatory requirements for the jurisdiction.Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.Completes complex & diverse tasks within given rules/limits.Analyzes issues and determines next steps; escalates as required.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.Basic knowledge of specialized sales and business banking solutions to refer to specialists.Passionate commitment to helping customers.Drive to deliver a personal customer experience.A focus on results and the ability to thrive in a consultative sales and team-based environment.Resourceful self-starter with courage and confidence to approach customers.Readiness to collaborate and work in different capacities as part of a team.Strong interpersonal skills, including the ability to build rapport and connections with customers.An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.Basic specialized knowledge.Verbal & written communication skills - Good.Organization skills - Good.Collaboration & team skills - Good.Analytical and problem solving skills - Good.Salary:$41,714.00 - $50,500.00Pay Type: SalariedThe above represents BMO Financial Group’s pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:https://jobs.bmo.com/global/en/Total-RewardsAbout UsAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.To find out more visit us at http://jobs.bmo.com/us/enBMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Full Time
9/1/2025
Thousand Oaks, CA 91362
(25.2 miles)
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:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
8/13/2025
Brea, CA 92821
(32.1 miles)
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 - FINRACategory:Sales
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Full Time
9/1/2025
Van Nuys, CA 91405
(6.4 miles)
Overview: Physical Therapist: Full-time Hospital Inpatient"Interstate has provided me with the foundation and support to grow not only as a therapist but as a leader in my field. From mentorship to professional development opportunities, I've felt genuinely invested in by the ELT and am extremely grateful for them. That encouragement has shaped the direction and confidence I now bring to my career path." - Marley Lisboa OTR/L, MBA in HCAJob Type: Full-time Pay Range: $46 - $58 per hour Job Location: Van Nuys Ca. $5000 Retention Bonus, Sponsorship & Relocation Assistance availableWe are looking for 2 skilled Physical Therapists to join our hospital team in Van Nuys CA. 1 position will be fully inpatient acute/ARU while the 2nd will be mostly inpatient but float to our outpatient as well, allowing you an opportunity to expand on your experience in multiple different settings. At this 350 bed hospital, we offer a full range of rehabilitaion servives to enable recovery from treatments or surgical procedures through patient education and individualized therapy plans You will plan physical rehabilitative programs to impove patient quality of life.How Confluent Health Supports You: Student loan repayment program: We cover $1,300/year directly to your lender, helping you reduce your debt and your tax burden (amount increases to $1,500 after two years).Fully paid trainings, certifications and education programs through Evidence in Motion (EIM) A focus to create a diverse, equitable, and inclusive workplace culture Comprehensive mentorship and career development Leadership and talent development opportunities Generous Paid Time Off Industry leading Medical, Dental, Vision, LTD insurances 401(k) with a 4% Employer Match Family Building and Parental Benefits You’ll achieve success by: Reviewing patients medical history Provide excellent 1:1 care for your patients, spending an average of 40 minutes with each personDiagnosing patients by observing their movements and listening to their concerns Developing individualized treatment plans for patients with clear goals and expected outcomesUsing exercises, stretching, equipment, and hands-on manual therapy to manage patients’ pain, increase mobility, and prevent further pain and injury Recording patient progress and modifying the plan of care as needed Qualifications: Physical Therapist Licensure in good standing in CaliforniaCPR and first aid certification required Who We Are:Interstate Therapy Solutionsis a part of theConfluent Healthfamily of physical and occupational therapy companies. We are taking the industry by storm with our innovative career development options. We not only own a few outpatient Physical Therapy Sports minded clinics, but we also have 16 hospitals in the Los Angeles & Orange County areas. This allows us to offer inpatient, ARU & NICU positions in addition to our high performance outpatient Sports & Ortho facilities.Confluent Health and Interstate Therapy Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Confluent Health and Interstate Therapy Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Responsibilities: We Grow and Develop – every Physical Therapist is encouraged to expand their skills and work towards a specialty. We provide a structured learning pathway that leads to specialization, and an environment where continual learning is enabled and supported.We Laugh – our team leaders strive to build an engaging and supportive environment where team members laugh, feel connected and thrive.We do Meaningful Work - we are passionate about Physical Therapy as a vehicle to change the lives of our patients. We are looking for compassionate, dedicated team members to help us continue to maximize our impact. Qualifications: Passion around serving others!AHA BLS required California License as a Physical Therapist or ability to obtain license.Recent graduates and experienced Physical Therapists encouraged to apply.EOE#CH500
Full Time
9/1/2025
Valencia, CA 91355
(22.1 miles)
Overview: Pelvic Floor Physical Therapist - $5000 Retention Bonus"Interstate has provided me with the foundation and support to grow not only as a therapist but as a leader in my field. From mentorship to professional development opportunities, I've felt genuinely invested in by the ELT and am extremely grateful for them. That encouragement has shaped the direction and confidence I now bring to my career path." - Marley Lisboa OTR/L, MBA in HCAJob Type: Full-time Pay Range: $50 - $60 per hour Job Location: Valencia Ca. $5000 Retention Bonus, Sponsorship & Relocation Assistance availableWe are seeking a Pelvic Health Physical Therapist to come be part of our amazing Pelvic program. Our outpatient fitness center in Valencia is 2nd to none! We took over a full, 2 story gym and turned it into a Physical Therapists dream. With 11 private rooms just for Pelvic, top of the line equipment, full functioning gym, swimming pool, indoor basketball/racquetball/pickleball courts: This is the facility you want to work at.How Confluent Health Supports You: Student loan repayment program: We cover $1,300/year directly to your lender, helping you reduce your debt and your tax burden (amount increases to $1,500 after two years).Fully paid trainings, certifications and education programs through Evidence in Motion (EIM) A focus to create a diverse, equitable, and inclusive workplace culture Comprehensive mentorship and career development Leadership and talent development opportunities Generous Paid Time Off Industry leading Medical, Dental, Vision, LTD insurances 401(k) with a 4% Employer Match Family Building and Parental Benefits You’ll achieve success by: Reviewing patients medical history Provide excellent 1:1 care for your patients, spending an average of 40 minutes with each personDiagnosing patients by observing their movements and listening to their concerns Developing individualized treatment plans for patients with clear goals and expected outcomesUsing exercises, stretching, equipment, and hands-on manual therapy to manage patients’ pain, increase mobility, and prevent further pain and injury Recording patient progress and modifying the plan of care as needed Qualifications: Physical Therapist Licensure in good standing in CaliforniaCPR and first aid certification required Who We Are:Interstate Therapy Solutionsis a part of theConfluent Healthfamily of physical and occupational therapy companies. We are taking the industry by storm with our innovative career development options. We not only own a few outpatient Physical Therapy Sports minded clinics, but we also have 16 hospitals in the Los Angeles & Orange County areas. This allows us to offer inpatient, ARU & NICU positions in addition to our high performance outpatient Sports & Ortho facilities.Confluent Health and Interstate Therapy Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Confluent Health and Interstate Therapy Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Qualifications: Passion around serving others!AHA BLS required. Current California license as a Physical Therapist1 Full year of Pelvic experienceEOE#CH500
Full Time
9/1/2025
Valencia, CA 91355
(22.1 miles)
Overview: Certified Lymphedema Therapist CLT - Occupational Therapist or Physical Therapist"Interstate has provided me with the foundation and support to grow not only as a therapist but as a leader in my field. From mentorship to professional development opportunities, I've felt genuinely invested in by the ELT and am extremely grateful for them. That encouragement has shaped the direction and confidence I now bring to my career path." - Marley Lisboa OTR/L, MBA in HCAJob Type: Full-time Pay Range: $48 - $56 per hour Job Location: Valencia Ca.$5000 Retention Bonus - Sponsorship & Relocation availableWe are seeking a Certified Lymphedema Therapist to come be part of our amazing outpatient fitness center in Valencia Ca. This can be a PT or OT. This facility is 2nd to none! We took over a full, 2 story gym and turned it into a Physical Therapists dream. With 11 private rooms just for Pelvic & Lymphedema, top of the line equipment, full functioning gym, swimming pool, indoor basketball/racquetball/pickleball courts: This is the facility you want to work at.How Confluent Health Supports You: Student loan repayment program: We cover $1,300/year directly to your lender, helping you reduce your debt and your tax burden (amount increases to $1,500 after two years). Fully paid trainings, certifications and education programs through Evidence in Motion (EIM) A focus to create a diverse, equitable, and inclusive workplace culture Comprehensive mentorship and career development Leadership and talent development opportunities Generous Paid Time Off Industry leading Medical, Dental, Vision, LTD insurances 401(k) Employer Matching Family Building and Parental Benefits Typical daily caseload will be between 8-12 patientsYou’ll achieve success by: Reviewing patients medical history Provide excellent 1:1 care for your patients, spending an average of 40 minutes with each personDiagnosing patients by observing their movements and listening to their concerns Developing individualized treatment plans for patients with clear goals and expected outcomesUsing exercises, stretching, equipment, and hands-on manual therapy to manage patients’ pain, increase mobility, and prevent further pain and injury Recording patient progress and modifying the plan of care as needed Qualifications: Physical Therapist or Occupational Therapist Licensure in good standing in CaliforniaCPR and first aid certification required Who We Are:Interstate Therapy Solutionsis a part of theConfluent Healthfamily of physical and occupational therapy companies. We are taking the industry by storm with our innovative career development options. We not only own a few outpatient Physical Therapy Sports minded clinics, but we also have 16 hospitals in the Los Angeles & Orange County areas. This allows us to offer inpatient, ARU & NICU positions in addition to our high performance outpatient Sports & Ortho facilities.Confluent Health and Interstate Therapy Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Confluent Health and Interstate Therapy Solutions complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. Responsibilities: We Grow and Develop – every PT/OT is encouraged to expand their skills and work towards a specialty. We provide a structured learning pathway that leads to specialization, and an environment where continual learning is enabled and supported.We Laugh – our team leaders strive to build an engaging and supportive environment where team members laugh, feel connected and thrive.We do Meaningful Work - we are passionate about Physical Therapy as a vehicle to change the lives of our patients. We are looking for compassionate, dedicated team members to help us continue to maximize our impact. Qualifications: Passion around serving others!AHA BLS required. Current California license as a Physical Therapist or Occupational TherapistEOE#CH500
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