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Full Time
5/1/2025
Oceanport, NJ 07757
(38.9 miles)
Job Overview:The Financial Analyst will generate standard and custom financial and demographic reports. They will verify data and maintain accurate system information. Qualifications:Required:Bachelor s Degree in Finance, Accounting, Business Administration or related field Proficient in Microsoft Office with advanced skills in Excel and PowerPointDemonstrated ability to understand financial reports and develop meaningful analysisThe ability to communicate and work effectively with a diverse group of business professionals at all levels of the organization, including management, physicians, support staff, patients, and customersAttention to detailMaintaining strict confidentiality of files and reportsPreferred:1 3 years of experience working as a financial or business analyst Prior healthcare industry experience Prior experience training physicians and office staff on EHR or PM systemsPrevious healthcare/budgeting experience is highly Essential Functions:Review and approve AP requisitions and invoices for coding and accuracyWork across multiple reporting systems to gather and organize data, develop or modify reports as neededConduct in depth analysis of financial data, KPI s and operational metrics to identify trends and variances to inform provider/departmental performance and identify opportunities for increased efficienciesCommunicate financial performance and key insights effectively to support decision making processesPartner with cross functional teams, including accounting and operations to ensure accuracy of financials during the month end close processAssist with preparing financials for Monthly Operational Review meetings with Senior LeadershipAssist in the development and maintenance of annual operating budgets, financial forecasts and proformasPerform ad hoc financial analysis and special projects as requestedDiscreet handling of confidential informationAny other duties as assignedOther Duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Benefits and Perks:Medical/Dental/Vision plans401kPTOShort & Long Term DisabilityBasic Life & Accidental Death InsuranceTuition ReimbursementHealth Care/Dependent Care Flexible Spending AccountsDiscounts Through our PartnersNJ DevilsNJ Performing Arts CenterVerizonAnd many more!Choosing RWJBarnabas Health!RWJBarnabas Health is the premier health care destination providing patient-centered,high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.Equal Opportunity Employer
Full Time
4/13/2025
Paramus, NJ 07652
(4.8 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 communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
4/18/2025
Maywood, NJ 07607
(2.1 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 14-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 - $100,000Read 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
Hicksville, NY 11815
(26.5 miles)
Job Functions, Duties, Responsibilities and Position Qualifications:We're not just a workplace - we're a Great Place to Work certified employer!Proudly certified as a Great Place to Work, we are dedicated to creating a supportive and inclusive environment. At Sonic Healthcare USA, we emphasize teamwork and innovation. Check out our job openings and advance your career with a company that values its team members!We're not just a workplace - we're a Great Place to Work certified employer!Proudly certified as a Great Place to Work, we are dedicated to creating a supportive and inclusive environment. At Sonic Healthcare USA, we emphasize teamwork and innovation. Check out our job openings and advance your career with a company that values its team members!Full TimeHybrid - Hicksville, NYIn this role you will:Maintain a documented system of accounting policies and proceduresOversee/own the full accounting/reporting functions.Own the monthly close process including creation, booking of journal entries and reconciliations and Financial StatementsEnsure that JV Member payments are paid per the terms of the JV operating agreementSend instructions for the monthly transfer of funds from the Sunrise bank account to the JV bank accountProvide detailed support for the monthly invoicesSend detailed instructions for the monthly paymentsWork with the billing manager to ensure that accounts receivable are billed and collected promptlyEnsure that monthly bank reconciliations are completedMaintain the chart of accountsMaintain an orderly accounting filing systemMaintain a system of controls over accounting transactionsMaintain partner capital accountsReview monthly payments for potential issuesPrepare financials slides for the quarterly Board meetingsReporting duties to include complete financial statements, monthly supplemental reports, monthly KPI reportingCalculate variances from the budget and previous month’s actuals and report significant issues to managementManage the production of the annual budget and forecastsProvide financial analyses as neededProvide for a system of management cost reportsPeriodically discuss issues with the JV finance committee.Coordinate the provision of information to external auditors for the annual audit and to internal auditors as requestedComply with local, state, and federal government reporting requirements and provide support for the NYC Unincorporated business tax and state and federal tax filingsAll you need is:Bachelor's Degree in Accounting or Business Administration, or equivalent business experience7+ years of Accounting experience for a major company or division of a large corporationCertified Public Accountant or Certified Management Accountant designations, and with specific LLC accounting experience, preferredClinical Lab experience with revenue recognition/billing experience, preferredExcellent Excel skillsStrong written and oral communication skillsKnowledge of GAAPSalary range $130,000 to $145,000. Pay is commensurate with experience; geographic differentials to the pay range may apply.Sonic Healthcare USA, reserves the right to pay more or less than the posted range. Any difference between actual compensation and the posted range will be based on factors other than race, color, religion, sex (including pregnancy) or national origin.Scheduled Weekly Hours:40Work Shift:Job Category:Accounting / FinanceCompany:Sunrise Medical Laboratories, Inc.Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Full Time
5/1/2025
Cos Cob, CT 06807
(27.9 miles)
Controller Career Opportunity Esteemed and acknowledged for your Controller expertiseAre you searching for a role that allows you to apply your financial expertise and make a meaningful impact, all within a setting close to both your home and heart Encompass Health, the nation's largest in-patient rehabilitation company, provides a welcoming environment where you'll be embraced like a longtime colleague. Picture yourself making a substantial impact at a local hospital in your community, utilizing your financial expertise at one of our 150+ hospitals. If this resonates with your aspirations, then you've found the perfect position for you. As a Controller at Encompass Health, you'll lead the accounting and financial team, using your specialized skills to drive the hospital beyond its financial objectives. Join us in a gratifying career where your contributions profoundly influence the hospital's well-being, collaborating with a team that values inclusivity and support, all while having access to cutting-edge technology. A Glimpse into Our WorldAt Encompass Health, you'll experience the difference the moment you become a part of our team. Being at Encompass Health means aligning with a rapidly growing national inpatient rehabilitation leader. We take pride in the growth opportunities we offer and how our team unites for the greater good of our patients. Our achievements include being named one of the "World's Most Admired Companies" and receiving the Fortune 100 Best Companies to Work For® Award, among other accolades, which is nothing short of amazing. Starting Perks and BenefitsAt Encompass Health, we are committed to creating a supportive, inclusive, and caring environment where you can thrive. From day one, you will have access to:Affordable medical, dental, and vision plans for both full-time and part-time employees and their families.Generous paid time off that accrues over time.Opportunities for tuition reimbursement and continuing education.Company-matching 401(k) and employee stock purchase plans.Flexible spending and health savings accounts.A vibrant community of individuals passionate about the work they do! Become the Controller you've always aspired to beDirect and oversee the accounting system and financial operations of the hospital. This includes managing billing, accounts receivable, cash receipts, collections, accounts payable, payroll, general ledger, forecasting, budgeting, internal controls, and audits.Prepare monthly and annual financial reviews, budgets, and any necessary state financial reports.Develop and implement plans to enhance operational efficiency as requested by the CEO, hospital leadership, regional teams, and the corporate office.Participate in hospital Governing Body committees and partnership boards as needed.Assist in monitoring compliance with Medicare regulations.Celebrate accomplishments and victories with the team along the way. QualificationsPreferably hold a CPA certification.Possess a Bachelor's degree in Business Administration/Management with a major in Accounting. An MBA is preferred.Preferably have a minimum of five years of hospital accounting experience.Knowledge of financial management and analysis principles and techniques and managerial skills typically acquired through two to three years of experience in public accounting, specifically in health care auditing and reimbursement.One to three years experience as a hospital chief financial officer preferred.May be required to work weekdays and/or weekends, evenings and/or night shifts.May be required to work on religious and/or legal holidays on scheduled days/shifts. The Encompass Health WayWe proudly set the standard in care by leading with empathy, doing what's right, focusing on the positive, and standing stronger together. Encompass Health is a trusted leader in post-acute care with over 150 nationwide locations and a team of 36,000 exceptional individuals and growing!At Encompass Health, we celebrate and welcome diversity in our inclusive culture. We provide equal employment opportunities regardless of race, ethnicity, gender, sexual orientation, gender identity or expression, religion, national origin, color, creed, age, mental or physical disability, or any other protected classification.We're looking forward to meeting you, and we genuinely mean that. Join us on this remarkable journey!
Full Time
5/1/2025
New York, NY 10261
(8.7 miles)
Location: Individual may be based near the Astound New York market, including Princeton, New Jersey, Connecticut, and surrounding areas. Mostly remote position, but may need to commute into the local office as needed on an intermittent basis. Astound Broadband, the sixth-largest cable operator in the United States, is a leading supplier of cutting-edge technology and communications servicesand applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company. Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond. Position Overview: The Sr Accountant (I or II) is responsible for the day-to-day tasks associated with maintaining Accounting operations. The Sr Accountant (I or II) will play a critical role managing payroll, benefits and commission arrangements and account reconciliations. The role requires strong analytical skills and knowledge of accounting principles. A Day in the Life of the Sr. Accountant (I or II): Execution of monthly and quarterly close, ensuring accurate results are delivered on time for reporting in accordance with US GAAP.Implement database to automate commission calculations through Spiff.Prepare journals, account reconciliations and perform fluctuation analysisOwnership over commission arrangements.Support quarterly review and annual audit requirements related to specific areas of responsibility and help develop/refine accounting processes and procedures.Work cross functionally with Finance, Legal, AP, and various business owners on policies, processes, and help drive key system initiatives and improvements.Participation in special projects, system enhancements or ad hoc analyses.Other duties as assigned. What You Bring to the Table: For Sr. Accountant II: 3+ years of Accounting experience is requiredFor Sr. Accountant II: Minimum 2 years of Big 4 audit experience is requiredFor Sr. Accountant I: 1 - 2 years of Accounting experienceFor Sr. Accountant I: 1 - 2 years of Big 4 audit experience is requiredPrior experience with month-end close procedure is a plusExperienced with major ERP systems (Great Plains, blackline Spiff etc)Strong analytical, communication and written skills with the ability to convey clear and concise thoughts and ideasAbility to effectively communicate to all levels of management and to adapt quickly as business needs evolveProficient in the utilization of all the Microsoft Office Suite programs, including, but not limited to MS Word, PowerPoint, Outlook and Excel Required Education: Bachelor’s degree in Accounting is required.CPA certification is required. We're Proud to Offer a Comprehensive Benefits Package Including: 401k retirement plan, with employer matchInsurance options including: medical, dental, vision, life and STD insurancePaid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organizationFloating Holiday: 40 hours per yearPaid Holidays: 7 days per yearPaid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local lawsTuition reimbursement programEmployee discount program *Benefits listed above are for regular full-time position Base Salary: The base salary range for this position is $85,000- $100,000 annually plus opportunities for bonus and benefits. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. Sr. Accountant I: $85,000 - $90,000 (annually)Sr. Accountant II: $90,000 - $100,000 (annually) Our Mission Statement: * Take care of our customers * Take care of each other * Do what we say we are going to do * Have fun Diverse Workforce / EEO: Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered. Discrimination of any kind has no place here. We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business. FCO (For San Francisco Candidates Only): Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. CCPA Employee Privacy Policy (For California Candidates Only):https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdfEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Full Time
5/1/2025
Oceanport, NJ 07757
(38.9 miles)
Job Summary:The Financial Analyst is primarily responsible for assisting in the Director and Managers of Financial Analytics in managing the health systems key Financial Analytics tools and data.Essential Functions:Be an integral part of data reliability, detailed analysis and consistency of monthly data throughout the RWJBH Health SystemConduct/Assist in training to Directors/local site staff on StrataJazz for new releases of the product, new site lead training and rollout of new reportsAnalyze the financial metrics across the RWJBH systemPrepare and distribute executive team reporting packagesAnalyze data for opportunities by site across the system, evaluate findings to managementAssist in implementation and completion of any external benchmarking engagementUtilize external benchmarks to drive savings across the systemAssist assigned sites with budgeting process, including performing auditsAssist sites with rolling forecast process, auditing workbooks, answering site questions, reviewing forecast once sites complete, produce site reports for forecast reviewUtilize per unit of service reports to identify opportunities across the siteJob Requirements:Bachelor s Degree in Finance in a related field required1-5 years experience in healthcare finance, preferably in budgeting and forecasting and physician/medical group financeOther Duties:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.Benefits and Perks:At RWJBarnabas Health, our market-competitive Total Rewards package provides comprehensive benefits and resources to support our employees physical, emotional, social, and financial health.Paid Time Off (PTO) Medical and Prescription Drug InsuranceDental and Vision InsuranceRetirement PlansShort & Long Term DisabilityLife & Accidental Death InsuranceTuition ReimbursementHealth Care/Dependent Care Flexible Spending AccountsWellness ProgramsVoluntary Benefits (e.g., Pet Insurance)Discounts Through our Partners such as NJ Devils, NJ PAC, Verizon, and more!Choosing RWJBarnabas Health! RWJBarnabas Health is the premier health care destination providing patient-centered, high-quality academic medicine in a compassionate and equitable manner, while delivering a best-in-class work experience to every member of the team. We honor and appreciate the privilege of creating and sustaining healthier communities, one person and one community at a time. As the leading academic health system in New Jersey, we advance innovative strategies in high-quality patient care, education, and research to address both the clinical and social determinants of health. RWJBarnabas Health aims to truly make a unique impact in local communities throughout New Jersey. From vastly improving the health of local residents to creating educational and career opportunities, this combination greatly benefits the state. We understand the growing and evolving needs of residents in New Jersey whether that be enhancing the coordination for treating complex health conditions or improving community health through local programs and education.Equal Opportunity Employer
Full Time
4/13/2025
Wayne, NJ 07470
(9.9 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 communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
5/1/2025
New York, NY 10281
(11.8 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
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