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Full Time
5/1/2025
Carmel, CA 93923
(30.3 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
5/1/2025
Campbell, CA 95008
(25.9 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
Redwood City, CA 94061
(44.9 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 22-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
5/1/2025
Sunnyvale, CA 94087
(32.4 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
San Jose, CA 95134
(34.3 miles)
Job Description:This job requires you to live in the Bay Area in California, 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 $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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
San Jose, CA 95134
(34.3 miles)
Job Description:This job requires you to live in the Santa Clara County, CA area, 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 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 combo equivalent)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 & TEMWillingness 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 FidelityThe 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.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
Palo Alto, CA 94301
(41.2 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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
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Full Time
4/8/2025
Freedom, CA 95019
(1.6 miles)
Salary: $90,000 - 105,000 annually depending on experience Your Loyalty Deserves Reward – Up to $100,000! Join Golden Bear Physical Therapy, where your loyalty can earn you up to $100,000 in bonuses, starting with up to $20,000 as a sign-on bonus. Your first step is applying.... Golden Bear Physical Therapy, a member of Therapy Partners Group, has been the premier provider for outpatient orthopedics serving the Central Valley and surrounding communities for over 40 years. We are known for providing the highest quality individualized care for our patients and our team of highly skilled physical therapists who are passionate about helping patients achieve their goals. We are seeking a dedicated and skilled Outpatient Physical Therapist to join our dynamic team. The ideal candidate will provide high-quality patient care, develop tailored treatment plans, and help patients achieve their rehabilitation goals in an outpatient setting. Key Responsibilities: Patient Evaluation: Conduct comprehensive assessments of patients’ physical conditions, mobility, and functional abilities.Treatment Planning: Develop individualized treatment plans based on evaluations and patient goals, considering evidence-based practices.Therapeutic Interventions: Implement various therapeutic techniques, including manual therapy, exercise prescriptions, modalities, and patient education.Documentation: While using Raintree, maintain accurate and timely documentation of patient progress, treatment sessions, and outcomes in compliance with regulations and clinic policies.Patient Education: Educate patients and their families about rehabilitation processes, home exercise programs, and preventative care strategies.Progress Monitoring: Regularly assess and adjust treatment plans based on patient progress and feedback.Professional Development:Stay updated on the latest research, techniques, and best practices in physical therapy through continuing education and professional growth opportunities. Qualifications: Doctor of Physical Therapy (DPT) degree from an accredited program.Current state licensure or eligibility for licensure as a Physical Therapist.Previous outpatient experience preferred but not required.Ability to work collaboratively in a team-oriented environment.Commitment to providing exceptional patient care. Benefits: Competitive salary and performance-based incentives.New grad Success Program and Advanced Clinical Pathways.Health, dental, and vision insurance.Paid time off and holidays.Relocation and Sponsorship if needed.CEU Reimbursement opportunities.401(k) with company match. #LI-RH1
Full Time
5/1/2025
Morgan Hill, CA 95037
(14.2 miles)
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Full Time
5/1/2025
Morgan Hill, CA 95037
(14.2 miles)
Job Description:MRI Technologists at Intermountain Health are committed to providing patient centered care while demonstrating our values of Integrity, Trust, Excellence, Accountability, and Mutual Respect. If you are interested in contributing to our mission of helping people live the healthiest lives possible- come join our team!What does it mean to be a caregiver with Intermountain Check out this video and learn more and discover the “Power of We.”To learn more about this exciting opportunity, please Click Here to schedule a time to further discuss this opportunity. Posting Specifics:Benefits Eligible: Yes - Link to Benefit DetailsShift Details: Thursday-Friday 0900-2130, Saturday 0700-1930 with rotating callHours: Full-Time (36 hours)Additional Details: Shift differentials given for evenings, nights and weekendsWho We Are:Good Samaritan Hospital is a community-based, acute-care hospital in Lafayette, Colorado. We opened on December 1, 2004, and are part of Intermountain Health, a nonprofit health system. Our patients and families are the center of every thought, communication and action that takes place in this healing space.Scope:Operate a magnetic resonance scanner to obtain images used by physicians in the diagnosis and treatments of pathologies.Possess thorough knowledge and understanding of the principals and physics of magnetic resonance imaging.Select appropriate imaging techniques and protocols to complete the exam.Receive patients, explain method of examination, and position patient, perform IV puncture, and administer IV contrast agent when indicated.Independently perform and complete routine examinations.Meet the needs of the patient, family and multi-disciplinary team through effective communication, coordination and documentation ensuring safety, care, courtesy and efficiency.Actively participate in quality initiatives to ensure the highest level of patient satisfaction, highest level of patient care and workflow efficiencies.Qualifications:Associate Degree or equivalent from two-year College or Technical School; or one year minimum related experience and/or training, required- Current ARRT (R) or (MR)Current BLS certification endorsed by the American Heart Association, requiredAbility to interact with people of all ages, required- At least one (1) year of experience as a MRI Technologist, preferredNow that you know more about being an MRI Technologist on our team, we hope you’ll join us. At Intermountain Health, you’ll reaffirm every day how much you love this work, and why you were called to it in the first place.Physical Requirements:Location:Good Samaritan HospitalWork City:LafayetteWork State:ColoradoScheduled Weekly Hours:36The hourly range for this position is listed below. Actual hourly rate dependent upon experience.$37.46 - $57.80We care about your well-being – mind, body, and spirit – which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged. Learn more about our comprehensive benefits package here.Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.At Intermountain Health, we usethe artificial intelligence ("AI") platform, HiredScore to improve your job application experience.HiredScore helps match your skills and experiences to the best jobs for you. WhileHiredScore assists in reviewing applications, all final decisions are made byIntermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.All positions subject to close without notice.
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