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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant- Century City, CA

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Century City, CA

<p><strong>Join the Clean Energy Revolution</strong></p><p>Become aSupply Chain Inventory Management, Senior Specialistat Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll execute and maintain the operational duties within the supply chain. You will primarily operate in the company’s system(s) of record, possessing advanced in-depth knowledge of SAP/EWM, Ariba, IGAM, SharePoint, Samsara, Web EOC, Microsoft Excel, etc. The Supply Chain Inventory Management, Senior Specialist supports the overseeing of Vendor/inventory performance, identifying risk to the supply chain, maintaining accurate supply forecast. The Supply Chain Inventory Management, Senior Specialist will also support program components that affect warehouse performance, business processes, and metrics to maximize value from Supply Chain managed inventory. Possesses strong analytical skills, customer service, and understands the end-to-end Supply Chain process including Inventory Management, Warehousing and Transportation. In addition, the Supply Chain Inventory Management, Senior Specialistwill have knowledge of inventory management KPI’s, supply chain site capacity, inventory planning, and multi-level MRP/ERP logic. As a&nbsp;Supply Chain Inventory Management, Senior Specialist, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Monitors and reports on supply chain project requirements, including material supply, transportation, and discrepancies, and field laydown yards, to support operational performance and decision-making</li><li>Collaborates with key supply chain and procurement stakeholders to support material planning and prioritization activities, working closely with teams to source and expedite critical materials</li><li>Maintains data integrity and reporting for key metrics (e.g., materials movement and handling time/efficiency, loss reporting, stock levels, and safety incident performance) to track operational performance and evaluate potential risk</li><li>Conducts root cause analysis of performance issues and proposes initiatives to optimize operational activities, driving continuous improvement and cost savings</li><li>Provides strategic recommendations and reports to management throughout the supply chain and procurement teams to support informed decision-making and align with organizational goals</li><li>Leverages expertise in data and cost analysis to monitor and track the performance of operations, identifying trends, opportunities, and risks, and developing actionable insights to drive operational excellence</li><li>Works directly with various suppliers at tactical levels to maintain effective supplier relationships, fostering open communication, collaboration, and mutual success</li><li>Identifies and implements supplier performance goals related leveraging data-driven insights to drive improvements</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Five or more years of experience in supply chain sourcing, supplier relationship management, and process optimization.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Bachelor Degree in Supply Chain, Production &amp; Inventory Control or related field or an equivalent combination of education, training, and experience.</li><li>Five or more years of experience in an analytical position using MS Excel to develop reports, presentations, and analyses.&nbsp;</li><li>Three or more years of experience in project management tools and methodology.&nbsp;</li><li>Three or more years of experience participating on cross-discipline teams.</li><li>Five or more years of experience mining and compiling data from various sources.&nbsp;</li><li>Three or more years of experience scheduling and organizing data within multiple assignments, tasks, projects, and adjusting to changing priorities.&nbsp;</li></ul><p><strong>Additional Information</strong></p><ul><li>This position’s work mode is&nbsp;<strong>onsite.&nbsp;</strong>The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our&nbsp;Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;</li></ul><ul><li>Position will require up to 20% traveling and being out in the field throughout the SCE service territory.</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status. We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Supply Chain Inventory Management, Senior Specialist

<p><strong>Summary:</strong></p><ul><li>This position will include oversight of multiple foundation and philanthropic activities database management, gift processing, data integration and related processes and procedures.</li><li>It will work with Foundation and school leadership, finance, alumni affairs, donors, and related activity participants throughout the organization.</li><li>Specific responsibilities include design and implement a comprehensive and unified database for all philanthropic activities (both incoming and outgoing funding), develop and be responsible for ongoing reporting on both fundraising activities and goal focused metrics<br>and outcomes, training of associates on data input and usage, integration of information from and to multiple related databases and philanthropic programs.</li></ul><p><strong>Responsibilities:</strong></p><ul><li>Identify best practice database integration opportunities for aligned databases and programs including online giving, YourCause volunteer database, Wisehive scholarship and award distribution program, LinkedIn alumni database programs, and Excel based ADP/Accounts Payable reports. Multiple sources of information for a variety of data offer opportunity for streamlining and developing best practices.</li><li>Establish and execute efficient systems and quality control policies and procedures ensuring the integrity of the Raisers Edge and finance related data in cooperation with finance team and leadership. Establish, coordinate, communicate, maintain, and document policies and procedures that adhere to institutional and federal requirements. Develop systems for evaluating and reporting gift data, perform frequent audits to assure data is accurate and consistent with organizational standards. Works closely with the finance team for month end close and compliance. Establishes new funds, appeals, campaigns, and queries. Prepare detailed record keeping and reports as required.</li><li>Assures that all donations received are recorded, deposited, provided accurate receipts and acknowledgment. Support audit requests and documentation working closely with finance team, support stewardship activities in collaboration with development, department of social responsibility and external relations teams.</li><li>Supports tracking of volunteer hours, programs and participation by university associates, faculty and students including data entry and reporting.</li><li>Develop and produce foundation, departmental and individual metrics reports in support of key performance indicators and goals. These may include financials goals, prospect management/activity reports, stewardship activities, associate engagement as well as other analytical reports as developed and/or assigned.</li><li>Works closely with development, alumni and social responsibility teams on overall strategy, data related activities and outreach programs including regularly scheduled campaigns. Maintains up to date and accurate records with address updates, deduping student, alumni, faculty, and associate records, coordinating direct e-mail campaign lists/coordination.</li><li>Train and develop database capabilities in staff and associates in relation to Raisers Edge and&nbsp;related programs.</li><li>Build relationships crucial to the success of the organization and manage a variety of special projects.</li><li>Work closely and effectively with all departments.</li><li>Prioritize conflicting needs; handle matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures.</li><li>Drive efficiency and continuous improvement in all tasks.</li><li>Leverage technology and creative resources to achieve results.</li><li>May perform other duties as assigned.</li></ul><p><strong>Qualifications:</strong></p><ul><li>Bachelor's degree required.</li><li>Certified Administrative Professional (CAP) designation preferred.</li><li>Minimum of 5 years’ experience managing philanthropic database.</li><li>In depth knowledge of Raiser’s Edge.</li><li>Proficient in compliance and legal responsibilities regarding acceptance and acknowledgement of charitable contributions.</li></ul><ul><li>Preferred history of work with confidential and detailed information in a dynamic organization.</li></ul><ul><li>Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail.</li></ul><ul><li>Proficiency in Microsoft Office Suite.</li><li>Proficiency in Mac computer.</li></ul><ul><li>Very strong interpersonal skills and the ability to build relationships with stakeholders, both internal and external.</li></ul><ul><li>Demonstrated proactive approaches to problem-solving with strong decision-making capability.</li></ul><ul><li>Proven ability to handle confidential information with discretion, be adaptable to various competing demands and demonstrate the highest level of customer/client service and response.</li><li>Think critically and actively seek opportunities and propose solutions for both short and long-term objectives.</li></ul><ul><li>Proven experience prioritizing responsibilities effectively.</li></ul><ul><li>Ability to manage and maintain issues/information in a highly confidential nature exercising professional tact and diplomacy.</li><li>Ability to multi-task and prioritize; demonstrate excellent organizational skills; follow through and attention to detail.</li></ul><ul><li>Ability to work independently, use initiative, and make substantive decisions quickly.</li><li>Ability to exercise good customer service skills.</li></ul><ul><li>Ability to demonstrate professional written and verbal communication and interpersonal skills.</li></ul><ul><li>Ability to self-direct, self-pace, multi-task, and function well under pressure of deadlines and</li></ul><ul><li>conflicting priorities.</li></ul><ul><li>Ability to work with individuals at all levels of the organization.</li><li>Ability to manage and work effectively in a highly ethnic and culturally diverse student and</li></ul><ul><li>associate community.</li><li>RENXT preferred.</li></ul><p><strong>Compensation:</strong></p><ul><li>$123,478.46 - $179,098.46</li><li>Annual Bonus</li><li>Great Benefits Package</li></ul><p>#LI-CM1</p><p>#HEJ</p>

West Coast University

Director, Philanthropic Data Management & Analytics

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Sunnyvale, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Insurance License - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - El Segundo, CA

<p><b>Job Description:</b></p><p>ABOUT THE CHICAGO SCHOOL</p><p>The Chicago School educates the next generation of change-makers in innovative theory and culturally competent practice to strengthen the integrated health of individuals, organizations, and communities. We enroll over 6,000 students across 40+ academic programs culminating in a bachelor's, master's, or doctoral degree or a professional certificate, and our unique approach to impact-focused education has made us a leading nonprofit university for more than 40 years.</p><p>As an employee at The Chicago School, you can become a member of a university community committed to true inclusion and equity. At The Chicago School, we celebrate individuals of all backgrounds and identities for who they are and what they can contribute. We take pride in hiring and retaining the most dynamic, talented, and passionate professionals who will help us continue to innovate for decades to come.</p><p>POSITION SUMMARY</p><p>The Student Advising Coordinator provides a wide range of student service duties and responsibilities within the Student Advising Division to ensure all prospective, incoming, and current students receive support in financial inquiries throughout their program. This role will collaborate closely with the Director of Student Advising to address student issues and offer solutions efficiently and effectively. This position is housed within the Student Support Team and will work directly with Student Support Counselors, Academic Advisors, Admissions, and Academic Departments to provide immediate assistance in student finance and registration issues.</p><p>This is a hybrid position with three days per week on campus.</p><p>PRINCIPLE DUTIES</p><p>Recruitment/Admissions</p><p>· Assist the Director of Student Advising in relaying pertinent information to admission representatives on student budgeting, award eligibility, and finance options for prospective students in need.</p><p>· Provide guidance on financial aid and student account inquiries for students on pending financial action list. Manage hold overrides and collaborate on solutions to support student persistence.</p><p>· Attend New Student Orientation to provide real-time support to students encountering issues heading into matriculation.</p><p>Funding/Student Finance</p><p>· Assist students with a range of complex enrollment and billing issues and provide budgeting options to ensure program funding is readily available.</p><p>· Work with potential Re-entry students to review eligible financial aid packaging amounts and determine course sequencing in collaboration with academic departments.  </p><p>· Implement proactive advising strategies to identify and assist financially and/or academically at-risk students, ensuring appropriate resources and support are reviewed. </p><p>Student Support/Advising</p><p>· Maintain a small caseload of students within their assigned college and offer a full range of advising and Student Support services.</p><p>· Assist prospective students in Student Support-related paperwork and processes.</p><p>· Advise students, faculty, and staff on university policies and procedures.</p><p>BASIC QUALIFICATIONS</p><p>· Bachelor’s Degree required (Master’s preferred)</p><p>· Prior experience in student finance at the university-level or Financial Aid</p><p>· Working knowledge of student advising and counseling techniques</p><p>· Strong verbal and written communication skills</p><p>PREFERRED QUALIFICATIONS</p><p>· The ability to display professionalism in all interactions</p><p>· Experience with building or managing effective student support initiatives</p><p>· The ability to collaborate with diverse individuals and teams and work effectively within a matrix organization</p><p>· Excellent writing, interpersonal, and technological skills, including the use of Microsoft Office</p><p>COMPENSATION: This is a full-time hourly position with a range of $26.41 - $27.18 per hour.</p><p>DISCLAIMER</p><p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</p><p><b>Compensation &amp; Benefits</b></p>This opportunity is budgeted at $$25.18 to $27.18 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<p><a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a></p><p>The Chicago School is an Equal Opportunity Employer.</p><p>Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.</p>

The Chicago School of Professional Psychology

Student Advising Coordinator

Financial Representative - San Diego, CA

<p><strong>Summary:</strong></p><p>Provides information and assistance to federal student loan borrowers for American Career College and West Coast University. Enhances student understanding of financial responsibilities, and rights and responsibilities of student loan borrowing. Ensures that all students have appropriate guidance to make informed loan repayment decisions. Acts as liaison between borrowers and loan servicers as appropriate to resolve loan repayment issues. Acts as liaison between borrowers and other school officials as appropriate (e.g., financial aid office, business office, etc.). Performs skip-tracing activities to locate non-responsive borrowers in repayment.</p><p><strong>Responsibilities:</strong></p><ul><li>Contact student loan borrowers to offer assistance with financial literacy concepts, loan repayment options and responsibilities. Serves as liaison between borrowers and loan servicers as appropriate to resolve loan repayment issues. Works with students and servicers to facilitate workable repayment options on federal student loans prior to default.</li><li>Encourages student borrowers to make payments. Assists students with information on income based repayment options, loan consolidation, deferment, or forbearance. Direct students to appropriate resources such as repayment charts, NSLDS, studentloans.gov servicer, Department of Education websites and contact information, etc.</li><li>Counsels borrowers on the difference between federal and private loans, ensuring student understanding of obligations to both.</li><li>Performs skip tracing activities for out-of-school students via the internet, phone, mail, and e-mails. Conducts social networking on the internet to find and communicate with students who are delinquent on their federal loans.</li><li>Communicates student status with other departments such as Career Services, Financial Aid, Business Administration, and Student Services. Serves as liaison between borrowers and other school officials as appropriate (e.g. financial aid office, business office, etc.) to resolve balance inquiries or other questions.</li><li>Maintains accurate and appropriate records of student contacts and demographic information in CampusVue and other student databases and prepares and sends correspondence to borrowers entering repayment and those in delinquent statuses.</li><li>Assists federal student loan borrowers and campus Student Financial Services staff with questions regarding loan default and rehabilitation. Provides exceptional customer service to students, borrowers, and colleagues at all times.</li><li>Responds to inquiries from student borrowers and federal loan servicers regarding student loan repayment. Work collaboratively with loan servicers to ensure accuracy of student demographic, enrollment, and contact information.</li><li>Adheres to College/University policies and procedures and conducts job responsibilities in accordance with the standards set out in the College/University’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.</li><li>Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College/University and assures time worked and/or time-off is recorded properly.</li><li>Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.</li><li>Maintains order, cleanliness and safety at work.</li><li>Performs other duties as assigned.</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>High School Diploma required;&nbsp;Associate degree from Accredited University or College preferred.</li><li>May not be in default on a federal student loan, or owe repayment of a federal grant.</li><li>Consent to audio and video record of conversations with student borrowers.</li><li>Minimum two year of experience as a customer service representative or financial aid administrator required.</li><li>Experience with MS Office, popular social networking sites, and the internet.</li><li>Must be able to accept change in the workplace.</li><li>This is an onsite position where you will work in our administrative office in Irvine daily.</li></ul><p><strong>Preferred Qualifications:</strong></p><ul><li>2+ years’ experience as a financial aid administrator.</li><li>1+ years of collections experience.</li><li>Bilingual English/Spanish.</li><li>Ability to research the internet and familiar with social networking sites.</li><li>Ability to demonstrate strong professional written and verbal communication and interpersonal skills.</li><li>Ability to demonstrate the highest levels of integrity and professional ethics in all aspects of the job function.</li><li>Ability to self-direct, self-pace, multi-task and function well under pressure of deadlines and conflicting priorities.</li><li>Ability to work effectively in a highly ethnic and culturally diverse student and associate community.</li><li>Ability to work with individuals at all levels of the organization.</li><li>Willingness to work a flexible schedule that includes evening and weekend hours. Reliable attendance is required.</li><li>Ability to exercise good judgment.</li></ul><p><strong>Compensation:</strong></p><ul><li>$23.59 - $31.84/hour</li><li>Great Benefits Package</li></ul><p>#LI-CM1</p><p>#HEJ</p><p><strong>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.</strong></p><p>At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.</p><p><em>West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.</em></p>

Default Management Specialist

<p><b>About Us</b></p><p>At Cast &amp; Crew, we’ve empowered creativity and supported the global entertainment industry for decades. Together with our family of brands - Backstage, CAPS, Checks &amp; Balances, Final Draft, Media Services, Sargent-Disc, and The TEAM Companies – we operate as a combined entertainment technology and services provider offering industry standard screenwriting accounting software, digital payroll products, data &amp; reporting, and a host of creative tools.&nbsp; The industry continues to move faster than ever, and the need for our expertise, our technology, and our people has never been greater. &nbsp;We are a production’s best ally every step of the way.&nbsp;#OneCastOneCrew</p>Position Overview<br><br>What if you could leverage your Payroll and Product experience to modernize and simplify one of the most complex and critical aspects of production operations in the entertainment industry? Our digital solutions—covering Payroll &amp; HR, Content &amp; Collaboration—are designed to fuel creativity and help entertainment projects run as efficiently as possible. That's why we're looking for a talented VP, Product - Payroll to join Cast &amp; Crew and lead the transformation of our payroll product suite, streamlining workflows and delivering scalable, compliant, and user-friendly digital experiences.<br><br>As the VP of Product, Payroll, you will be hands-on in your role, leading the strategy, development, and execution of next-generation digital payroll solutions that serve a diverse customer base across production teams, studios, and crew. <br><br>You will oversee:<br> - Payroll Product Modernization: Lead the evolution of digital payroll products with a focus on automation, accuracy, compliance, and usability.<br> - Workflow Optimization: Develop solutions that replace manual, paper-based processes with efficient, automated digital workflows.<br> - Platform and Integration Strategy: Ensure seamless integration with internal systems and third-party services to deliver end-to-end payroll processing capabilities.<br> - Cross-Functional Leadership: Partner with engineering, design, compliance, and operations to deliver products that meet the needs of an evolving and highly regulated industry.<p><b>Core Responsibilities</b></p><p><b>Strategic Leadership</b></p><ul><li>Develop and communicate a clear vision and roadmap for payroll products, aligned with company goals, industry standards, and customer needs.</li><li>Define and execute a comprehensive product strategy across the payroll lifecycle—from onboarding to processing, compliance, and reporting.</li><li>Ensure payroll products are scalable, secure, compliant, and intuitive, supporting multiple jurisdictions and union/guild requirements.</li></ul><p><b>Product Development and Management</b></p><ul><li>Translate complex business rules and regulatory requirements into intuitive digital product experiences.</li><li>Define product requirements, workflows, and success metrics for new features, automation tools, and payroll service enhancements.</li><li>Oversee the development and delivery of user-friendly tools for both internal users and external clients (e.g., production accountants, crew members).</li><li>Ensure end-to-end integration with timecards, onboarding, finance, and tax systems.</li></ul><p><b>Team Leadership and Collaboration</b></p><ul><li>Lead and mentor a team of Product Managers and cross-functional partners.</li><li>Collaborate with Engineering, Compliance, Operations, Design, and external stakeholders to ensure successful product execution.</li><li>Serve as the voice of the customer and advocate for usability and business value in every product decision.</li></ul><p><b>Analytics and Insights</b></p><ul><li>Leverage data to identify product opportunities, monitor performance, and inform iteration cycles.</li><li>Track KPIs such as payroll accuracy, processing time, and customer satisfaction to drive improvements.</li><li>Lead re-platforming initiatives to modernize legacy systems and streamline payroll workflows.</li></ul><p><b>Stakeholder Engagement</b></p><ul><li>Partner closely with Compliance, Legal, Finance, and Operations teams to align product features with regulatory requirements.</li><li>Collaborate with Sales and Customer Success teams to ensure products meet market needs and customer expectations.</li><li>Communicate effectively with executive leadership to ensure alignment and transparency.</li></ul><p><b>Key Qualifications</b></p><ul><li>10+ years of product management experience, with at least 5 years in a leadership role focused on complex, regulated workflows such as payroll, HR, or financial systems.</li><li>Proven track record of launching scalable B2B or enterprise-grade SaaS products.</li><li>Deep understanding of payroll processes, compliance frameworks (e.g., union/guild rules, multi-state regulations), and tax implications.</li><li>Experience modernizing legacy platforms and driving digital transformation.</li><li>Familiarity with digital identity (e.g., onboarding, verification), document management, and timekeeping systems.</li><li>Strong cross-functional leadership skills with experience partnering across Engineering, Design, Compliance, and Operations.</li><li>Strong technical acumen, including understanding of APIs, automation, and integrations.</li><li>Data-driven mindset with experience using analytics to guide product decisions.</li><li>Excellent communication and stakeholder management skills.</li><li>Passion for building elegant, user-centered products that improve compliance and operational efficiency.</li></ul><p><b>Special Work Conditions</b></p><ul><li>Sedentary – Involves sitting most of the time but may involve walking or standing for brief periods of time. Some positions may entail exerting up to 15 lbs. of force occasionally and/or a negligible amount of force to lift, carry, push, or pull.</li></ul><p><b>Benefits&nbsp;</b></p><p>Cast &amp; Crew provides a comprehensive package of employee benefits including: Medical, Dental, Vision, PTO, health and wellness programs, employee discounts, and more! Note: Cast &amp; Crew benefits are subject to eligibility requirements.</p><p>Cast &amp; Crew is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. It is our policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.</p><p><b>CA residents</b><br>Your personal information may be collected in connection with certain services provided by Cast &amp; Crew or its affiliated companies. &nbsp;A summary of your California privacy rights can be found at: <a href="https://www.castandcrew.com/privacy-policy/" target="_blank">https://www.castandcrew.com/privacy-policy/</a></p>Compensation is commensurate with various factors including, but not limited to, relevant experience, qualifications, skills, training, licensure, certifications, geographic cost of labor, and other business and organizational needs. Compensation range for candidates in other locations may differ based on the cost of labor in that location.  The compensation range for this position is: $220,000.00 - $270,000.00 per year.

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