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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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Fidelity Investments

Financial Consultant - The Villages, FL

<h3>Job Description:</h3><p><strong>Is it time to make new investments into your career?</strong></p><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><p><strong>What to expect…</strong></p><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</li><li>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</li><li>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><p><strong>The Skills You Bring</strong></p><ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Value You Deliver</strong></p><ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul><p><strong>Our Investments in You</strong></p><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<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>

Workplace Planning Associate - Jacksonville, FL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

VP, Wealth Planner - Altamonte Springs, FL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Wealth Planner - Naples, FL

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management, Sales<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>

Investment Consultant - Naples, FL

<h3>Job Description:</h3><p><strong>Job Description:</strong></p><p>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?</p><p>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Securities Industry Essentials® (SIE®) Scholar program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals &amp; dreams. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.</p><p>Our SIE® Scholar program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s SIE® Scholar program, you will not be employed with Fidelity and you will not perform any work for Fidelity.</p><p><strong>What to expect…</strong></p><p>As a Fidelity SIE® Scholar, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you</p><ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul><p><strong>Advantages of Fidelity’s SIE® Scholar journey…</strong></p><p><strong>You are learning.</strong> An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing leads.</p><p><strong>You can explore</strong>. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!</p><p><strong>You get exposure.</strong> Understand what our culture is like and the impact we have in our communities and regions.</p><p><strong>You are growing.</strong> From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.</p><p>Our SIE® Scholar program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s SIE® Scholar program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity would look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.</p><p><strong>Certifications:</strong></p><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.</p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.</p><p>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “<a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.</p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>.</p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations @fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3.</p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p><h3>Certifications:</h3><h3>Category:</h3>Sales Support<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>

Fidelity’s Securities Industry Essentials® (SIE®) Scholar - Jacksonville, FL

Financial Consultant - Tampa, FL

<h3>Job Description:</h3><h3><strong>This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. </strong></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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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>

Financial Consultant - Ft. Myers, FL

<p><b>Group Director, Retail Operations – Southeast</b></p><p><i>At Chanel, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity and effectiveness of our teams. We strongly encourage your application, as we value the perspective, experience and potential you could bring to CHANEL.</i></p><p><b>About the Role:</b></p><p>We are looking for a Group Director, Retail Operations for the Southeast Region who will ensure that consistent and dedicated support is available for each Boutique given the breadth of the USA Region and scope that Retail Operations covers daily.&nbsp; They will understand, in detail, the operational journey, multi store management, Boutique Operating Procedures and people development strategies.&nbsp; Being a local contact for inventory, Policy &amp; Process, organization and maintenance, they will visit and support all fashion boutiques and lease doors on regular basis; upholding and training to CHANEL’s policies and procedures and correlating the needs of the business to the needs of the Heart of House all the while training and supporting the local boutique teams. This person will work closely with Boutiques to drive performance, implement company policies, hold company standards at the forefront and optimize process for operational excellence.</p><p><b>What impact you can create at CHANEL:</b></p><p><b>Strategy:</b></p><ul><li>Create sense of community in Southeast regions for Retail Operations leaders in Boutique (BTQ) and Multi-Brand Boutique (MBB, lease).</li><li>Develop key initiatives to be implemented Region wide, and by BTQ with leadership of Head of Retail Operations, and in partnership from Key stakeholders to improve operational practices</li><li>Participate and Value-add to the hiring and on boarding of all Heart of House (HOH) teams and develop training in BTQ as necessary using tools developed by Retail Operations teams</li><li>Assess impact of leased BTQ absorption and how to support these locations and BTQs simultaneously</li><li>Educate and train HOH teams on all operations standards and inventory&nbsp;</li><li>Train and communicate regularly on KPIs and opportunities to better the HOH process and procedures</li><li>Develop BTQ by BTQ strategy to promote inventory control and reduce loss/ Focus BTQs/Shrink</li><li>Provide feedback to home office to influence decisions around Boutique Operations</li><li>Conduct regular Boutique visits to provide coaching and feedback to managers and teams</li><li>Uphold Boutique presentations standards both in front of house and heart of house across all locations</li></ul><p><b>Leadership:</b></p><ul><li>Collaborate within Retail Operations, Heads of Retail for Southeast region and Cross functional teams</li><li>Reporting into Head of Retail Operations with a dotted line to Head of Retail to ensure alignment between directives and business needs at all times</li><li>Lead initiatives to improve employee experience from Operational&nbsp;standpoint</li><li>Create spirit of cross functional collaboration (within Retail BTQ Team but also with other departments/ BTQs)</li><li>Be a leader and center of knowledge on all systems and process/policy/tech tools used by MBB/BTQs/MBS (Multi Brand Select) locations and for business advancement</li><li>Analyze key performance indicators when it comes to shrink, damages, inventory, etc to identify areas of improvement</li><li>Be the point person and lead all opening procedures and closures as necessary</li></ul><p><b>Communication and Execution:</b></p><ul><li>Consistently visit all BTQs and Lease MBB in Region and conduct audits and trainings for all aspects of Retail Operations&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Communicate to each individual Ops Lead/Director on consistent basis (Monthly Touchbase) and have active participation and involvement on the Home Office Operations Calls with Ops Leads scheduled monthly by the Retail Operations Team</li><li>Execute BTQ openings and moves, track off site requests and assess needs of each BTQ to help elevate and drive business as well as the internal client journey</li><li>Track and communicate all BTQ Maintenance needs and Requests</li><li>Track any specific Asset Protection (AP) and Repair &amp; Maintenance (R&amp;M) challenges and partner with AP, R&amp;M to resolve</li><li>Partner with Head of Retail Operations and Head of Retail Southeast to provide input on employee HOH needs directly impacting Employee Experience</li></ul><p><b>Operational Efficiencies:</b></p><ul><li>Understand Voice of Client (VOC) results and reconcile feedback to address shortcomings from Operational Perspective and foster new ideas for each BTQ by partnering with BTQ Services Group Director</li><li>Enforce After Sales &amp; Service process and procedure and help BTQs address and streamline aged client owned good (COG) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Ensure non-sellable merchandise is being managed, tracked and adequately ordered to enforce cost savings/ Tracking P&amp;L</li><li>Review Transfers on as needed basis to help streamline and reduce number of requests by BTQ.</li><li>Support Home Office and Ops Leads with the scheduling and coordination of inventory</li><li>Provide support and training to stores as it relates to proper inventory preparation</li><li>Assist BTQ teams in reconciling stock discrepancies monthly</li><li>Champion adoption of all tech tools and systems (Clienteling, Remote Selling, BI Dashboards)</li><li>Maintain operational excellence across all retail locations, BTQ, MBB, MBS, narrowing the gap between owned vs leased doors.&nbsp;</li><li>Support in communicating and monitoring of all operational standards and policies.</li><li>Ensure inventory and compliance of non-sellable items and employee uniforms</li></ul><p><b>People &amp; Organization / Asset Protection:</b></p><ul><li>Support BTQs and Home Office in the interviewing and hiring of operations staff throughout region</li><li>Support retail operations leadership on performance management of Operations staff, making recommendations when necessary and supporting Management with performance management when needed</li><li>Work to develop clear succession plan for operations functions for each BTQ and each position</li><li>Focus on employee growth and career mapping as well as development within the network</li><li>Support Asset Protection in all areas of risk management, physical security, employee issues, store cash controls, inventory management, inter-store communication and audits</li></ul><p><b>Tactical / Day to Day Management:</b></p><ul><li>Workforce and Payroll Management Training and Enforcement of deadlines</li><li>Management of P&amp;L and Cost Savings Opportunity for Ops Related items for Region Rolling up to approved Budget</li><li>Evaluate operations in the stores on a regular basis and make process improvement or simplification Support Southeast strategies, and train and implement when necessary</li><li>Train Retail Team on the POS System and support stores on training of new system rollouts</li></ul><p><b>You Are Energized By:</b></p><ul><li>Strong organizational skills and ability to multi-task projects in a dynamic, fast paced environment with shifting priorities</li><li>Public Speaking/ Presentation Capabilities / Communicator</li><li>Relationship focused and strong ability to build collaborative partnerships</li><li>Driving and evaluating operation efficiencies</li></ul><p><b>Position Requirements:</b></p><ul><li>Minimum Education: Bachelor’s degree</li><li>Minimum Years of Experience: Minimum of 10 years of management experience in retail store operations; with 2+ years in a multi store operational role preferred</li><li>Understanding of retail landscape and ability to recruit key talents in market</li><li>Proficient in Excel, PowerPoint and Retail Math</li><li>Deep understanding of inventory reconciliation / cycle counts and Inventory Process</li><li>Up to 50% travel</li><li>Partially Remote: Role requires a minimum of three days in-person boutique presence </li><li>We are open to applicants who reside in the greater South Florida area (Palm Beach County – Miami-Dade County) </li><li>RFID knowledge preferred but not required</li></ul><p><i>*Chanel, Inc. reserves the right to edit, change, or make exceptions on designations where circumstances where deemed appropriate.</i></p><p><b>Compensation:</b></p><p>The anticipated base salary range for this position is $133,000 to $167,700. Base salary is one component of the total compensation for this position. Other components [may/will] include additional compensation, benefits, and perks.</p><p><b>Benefits and Perks:</b></p><ul><li>Wellbeing resources include dedicated paid time off for wellbeing: 2-week August Office Closure and a Wellbeing fund&nbsp;&nbsp;</li><li>Family and care giving benefits (inclusive of parental leave, fertility support, MilkStork, and Care.com Membership)&nbsp;</li><li>Generous paid time off policies to include vacation, holiday, sick and volunteer days&nbsp;&nbsp;</li><li>401K and other incentives&nbsp;&nbsp;</li><li>Robust healthcare offerings; medical, dental, vision, MDLIVE (virtual care), One Medical, Flexible Spending Accounts (Health Care &amp; Dependent Care), Health Savings Account and Employee Assistance Program&nbsp;</li><li>Life insurance, Accidental Death &amp; Dismemberment, Short Term Disability, Long Term Disability, Health Advocate, International Business Travel Accident &amp; Medical, and Commuter Transit &amp; Parking&nbsp;</li></ul><p><b>Additional Information:</b></p><p>Chanel is a private company whose values are grounded in creating the conditions for people to perform at their best and feel fulfilled and confident in their work. We offer a unique work environment where individuals are encouraged to better understand the brand, the business, and motivations, so that together we can unlock the possibilities of growth. This is reflected in:</p><p><b>Diversity and Inclusion:</b></p><ul><li>At CHANEL, we are intentional in promoting Diversity &amp; Inclusion. We foster respect, empathy, and dignity for all.&nbsp; We believe strongly that the diversity of our people across the full spectrum of human differences is essential to our organisation and the connections we have with each other and our clients.</li><li>We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.</li></ul><p><b>Chanel Community:</b></p><ul><li>CHANEL Community empowers our employees to channel their passions, talents, and sense of purpose to contribute to and learn from our communities.</li><li>Employees are encouraged to take time off annually to volunteer through CHANEL Community. CHANEL also matches employee donations to select charitable organizations.</li></ul><p><b>Fondation Chanel:</b></p><ul><li>Since 2011, Fondation CHANEL’s mission is for women and girls to be free to shape their own destiny.&nbsp; Through multi-year partnerships with financial and technical support, Fondation CHANEL is committed to improving the safety and autonomy of women and adolescent girls around the world, impacting over a million women and girls in its first 10 years.&nbsp;&nbsp;&nbsp;</li><li>For more information, please navigate to the Fondation Chanel website here</li></ul><p><b>Sustainability:</b></p><ul><li>CHANEL Mission 1.5° is our climate action plan. It is focused on transforming the business in line with the ambitions of the Paris Agreement on climate change to limit the average global mean temperature increase to 1.5 degrees Celsius above preindustrial levels.</li><li>Employees are encouraged to contribute to our US Sustainability efforts at the corporate level and within the divisions, through organized taskforces and initiatives.</li></ul><p><b>Arts and Culture:</b></p><ul><li>We are committed to extending our legacy of cultural engagement. Global support includes the CHANEL Culture Fund, which supports a select group of leading art culture institutions across the globe, and the CHANEL Next Prize for the next generation of creative talent.&nbsp; US support currently includes Annual sponsorship of the MoMA film program, Tribeca Film Festival programs and Through Her Lens, Support of the Academy Gold Fellowship for Women and Sponsorship of the BAAND Together Dance Festival at Lincoln Center.</li></ul><p><b>Career and Leadership Development: </b></p><ul><li>We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine Chanel People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills.</li></ul><p><i>*Chanel, Inc. benefits and perks are dependent on eligibility and subject to modification by Chanel at any time.</i></p>

Chanel

Group Director, Retail Operations – Southeast

<p>"At L.L.Bean, we believe the outdoors brings out the best in all of us. We are committed to fostering a culture of diversity and creating safe, inclusive spaces where everyone feels welcome—both here and Outside. We value individual differences and are dedicated to maintaining an inclusive work environment where everyone can bring the best of their experience and talents and truly thrive."</p><p><b>L.L.Bean is searching for a Retail Store Manager to lead the opening and future success of our NEWEST RETAIL STORE coming to University Town Center in Sarasota, Florida. This store is targeted to open Spring 2025.</b></p><p>This highly important role is responsible for driving business results, develops talent and ensures delivery of the legendary L.L.Bean customer experience for the outdoor lifestyle concept. The Store Manager communicates and drives Retail strategic initiatives, is accountable for P &amp; L performance for the assigned store, and promotes the company's core values of Outdoors Heritage, Integrity, Service, Respect, Perseverance and Safe and Healthy Living to ensure the integrity of the brand, culture and mission of L.L.Bean is upheld at all times.</p><ul><li>Store Sales Volume: $4-6 Million</li></ul><p><b>Responsibilities: </b></p><p><i>Drives business results in assigned store</i></p><ul><li>Sets clear direction and communicates consistent priorities.</li><li>Inspires and guides team(s) to reach goals and achieve objectives.</li><li>Leverages and assigns resources (payroll, expenses, people) to meet goals.</li><li>Creates a disciplined culture focused on excellence in execution.</li><li>Ensures adherence to all standard operating procedures, including Human Resource Management, Loss Prevention, and Safety.</li><li>Ensures asset protection and supply control contributing to profit and loss management.</li><li>Takes personal accountability for individual results and team decisions.</li></ul><p><br><i>Develops talent in assigned store</i></p><ul><li>Sets high standards and clear accountability.</li><li>Develops team to deliver legendary customer service in support of L.L. Bean's Golden Rule and Guarantee.</li><li>Fosters a deep connection between the team and the brand.</li><li>Objectively and accurately assess talent.</li><li>Provides frequent and comprehensive performance feedback (written and verbal).</li><li>Seizes the opportunity to highlight the achievement of others.</li><li>Ensures all leaders address underperformance with urgency and appropriate partnerships.</li><li>Identifies high-potential employees and offers challenging assignments as part of their succession planning and development.</li></ul><p><br><i>Delivers the L.L. Bean customer experience in assigned store</i></p><ul><li>Drives the elevation of GUIDE / Manager On Duty behaviors.</li><li>Holds self and others accountable to L.L. Bean's Golden Rule and Guarantee.</li><li>Ensures store actively promotes Learn, Try, Buy and Enjoy concept through outdoor discovery school walk-on adventures, clinics and demonstrations.</li><li>Uses customer feedback to influence changes that enhance the customer experience.</li><li>Identifies and influences improvements in visual presentation to maximize profitability and results.</li><li>Holds self and others accountable for visual presentation standards.</li></ul><p><br><b>Health and Safety Requirement: </b>Every employee is responsible for contributing to a safe and healthy workplace. Employees are expected to be active participants in health and safety by following all safety policies and procedures, reporting unsafe conditions or at-risk behaviors to leadership, and conducting work in a safe manner. Those in a leadership role are also expected to model safe behaviors, evaluate risk, and ensure that risks are reduced to acceptable levels.<br><br><b>Education Level: </b>2-Year Associates Degree<br><b>Years of Experience:</b> 5+<br><br><b>Skills and Qualifications:</b></p><ul><li>Minimum 5+ years experience as a store manager in relevant traffic, volume and unit intensity location</li><li>Demonstrated critical leadership behaviors of being strategic and innovative</li><li><b>Leadership experience with an apparel retailer is a must</b></li><li>Strong business acumen with the ability to achieve sales and service goals</li><li>Proven leadership skills with the ability to develop and motivate employees</li><li>Established time management and organizational skills</li><li>Established interpersonal, written and verbal communication skills</li><li>Ability to build strong partnerships and work collaboratively to achieve goals</li><li>Ability to balance growth and tradition</li><li>Ability to travel occasionally between stores and outside of state if necessary</li></ul><p>L.L.Bean is for everyone. We are committed to fostering a culture of diversity and creating safe, inclusive spaces where everyone feels welcome - here and in the outdoors.</p><p>"If you care about the outdoors, joining L.L.Bean is a great way to feel good about what you do. Our benefits package makes a good thing even better, with programs and perks designed to support your health and financial goals. Plus, maintaining a healthy work-life balance and re-charging outside are all part of the plan.</p><p>If your experience looks a little different from what we've identified and you think you'd be great at this role, we'd love to learn more about you! &nbsp; At L.L.Bean, we believe the outdoors brings out the best in all of us.&nbsp; We strive to reflect this every day in our commitments to employees and partners and in our efforts to promote diversity, equity, inclusion, and sustainability."</p>

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