19,278 Financial Specialists jobs in the United States
Financial Analyst, Senior - Financial Planning
Posted 7 days ago
Job Viewed
Job Description
At Hawai'i Pacific Health the Financial Planning department provides quality financial services to the organization's systems, directors and internal staff by acting as a liaison and business partner.
Under the general direction of the Department Director or designee, provides financial analysis and review of system operations to understand past performance and its impact on the future, to develop new programs and to ensure the financial viability of the system over the short and long term. If you are gifted with numbers and have great financial instincts, you could be the ideal candidate for our Senior Financial Analyst position. In this role, you will provide financial analysis and review of System operations to understand past performance and its impact on the future, and develop new programs to ensure the financial viability of the System over the short and long term. We are looking for a detail-oriented and driven individual with an appreciation for financial and operational integrity, and a commitment to creating a healthier Hawai'i.
**Location:** Wilcox Medical Center
**Work Schedule:** Day - 8 Hours
**Work Type:** Full Time Regular
**FTE:**
**Bargaining Unit:** Non-Bargaining
**Exempt:** Yes
**Req ID** 30838
**Pay Range:** 71,344 - 102,086 USD per year
**Category:** Finance
**Minimum Qualifications:** Bachelor's degree in Business, Finance, Accounting or other related field and/or equivalent combination of education, training and experience. Valid driver's license, abstract and current Hawaii auto insurance. Five (5) years experience in business, accounting, or financial analysis, with computer background.
**Preferred Qualifications:** Master's degree. Current Certified Public Accountant (CPA) certification. Health care experience.
EOE/AA/Disabled/Vets
Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.
Financial Analyst I - Financial Planning
Posted 5 days ago
Job Viewed
Job Description
**JOB SUMMARY**
ONEOK is seeking a highly motivated individual to join the Natural Gas Pipelines (NGP) Financial Planning and Analysis team. This role works closely with all NGP departments and requires excellent customer service and effective communication.
This role is hybrid:
Office Tulsa - Monday, Tuesday, and Thursday
Remote - Wednesday and Friday
Supports in understanding the financial performance of assets and enabling informed decision-making and strategic planning. This role is responsible for analyzing financial data, preparing reports and supporting the monthly flash and annual budget process to ensure accurate financial planning and performance tracking.
Actively contributes to the decision-making process throughout the organization by delivering accurate, timely and consistent analysis, insights and recommendations; in addition to driving innovation and continuous improvement through the development of value-add forecasting, analytical tools and collaboration across ONEOK's business.
- Forecasting / budgeting
- Reporting and variance analysis
- Partner with cross-functional teams
- Evaluate current processes and make recommendations for enhancements
**Job Profile Summary**
Assist with the preparation and maintenance of financial information pertaining to forecasting, financial modeling and annual plan for each of the segments and/or corporate planning.
**Essential Functions and Responsibilities**
+ Compile information that simulates forecasting trends including, but not limited to:
+ Volumes
+ Price
+ Spread
+ Financial ratios
+ Research variances and provide explanations and documentation to explain the validity of variances between plan, forecast and actual figures
+ Compile and/or create reports as applicable to position including, but not limited to:
+ Forecasted versus actual expense
+ Projections/forecasts
+ Financial ratios
+ Investment opportunities
+ Working capital requirements
+ Rates of return
+ Financial statements
+ Industry specific financial schedules
+ Dividends and distributions
+ Corporate overhead expenses
+ Capital expenditures
+ Assist with deliverables of financial information including, but not limited to:
+ Financial reports
+ Board of Directors presentations
+ Investor presentations
+ Assist with the development and review of modeling operational, economic, management and accounting data
+ Gather and compile information that will be provided to employees from auditing firms, management, and others concerning planning, accounting processes, various financial reports, and forecasts
**Education**
+ Bachelor's Degree in finance, accounting, or other related field and/or equivalent formal education including the following job-related experience:
**Work Experience**
+ Experience in use of software such as: Microsoft Excel, Word, Access, PowerPoint or Hyperion Planning
+ Knowledge, experience and/or training related to:
+ Economic forecasting/modeling and planning and forecasting functions
+ Communication/interpersonal skills
+ Commodity marketing
+ Financial risk management
+ Report writing
+ Experience researching, composing, reconciling, and preparing reports, studies, forecasts, financial models and correspondence applicable to position
+ Experience reading and analyzing financial statements
+ Experience interacting, advising, and communicating effectively
+ Experience working in a team environment
+ Experience developing and presenting information to individuals and groups
+ Experience with prioritizing work load and deliverables
**Knowledge, Skills and Abilities**
+ Ability to: interpret and apply financial planning and analysis methods and procedures
+ Knowledge of: generally accepted accounting methods and procedures
+ Knowledge of: areas related to finance and treasury
+ Ability to: apply math, algebra, and statistical methods
+ Ability to: communicate and/or exchange information; conduct oral presentations
**Licenses and Certifications**
+ None required
**Strength Factor Rating - Physical Demands/Requirements**
+ Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
**Strength Factor Description - Physical Demands/Requirements**
+ Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)
+ Walking: Moving about on foot (Frequently)
+ Sitting: Remaining in a seated position (Constantly)
+ Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)
+ Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)
+ Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)
+ Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)
+ Climbing: Ladders, Stairs (Occasionally)
+ Balancing: Maintaining body equilibrium to prevent falling (Occasionally)
+ Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)
+ Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)
+ Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)
+ Crawling: Moving about on the hands and arms in any direction (Occasionally)
+ Reaching: Extending hands and arms in any direction (Constantly)
+ Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)
+ Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)
+ Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)
+ Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)
+ Hearing: Perceiving the nature of sound by the ear (Frequently)
+ Tasting/Smelling: (Occasionally)
+ Near Vision: Clarity of vision at 20 inches or less (Constantly)
+ Far Vision: Clarity of vision at 20 feet for more (Frequently)
+ Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)
+ Vision: Color - The ability to identify and distinguish colors (Constantly)
**Working Conditions/Environment**
+ Employee is subject to inside environmental conditions
**Working Conditions**
+ Well lighted, climate controlled areas (Constantly)
+ Frequent repetitive motion (Constantly)
+ CRT (Computer Monitor(s)) (Constantly)
**Travel**
+ Travel in and around office facilities system wide.
**Driving**
+ Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license
_ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law._
_The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK._
_ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email or call ._
**Expected Salary Range**
$58,000.00 - $86,000.00
At ONEOK (NYSE: OKE), we deliver energy products and services vital to an advancing world. We are a leading midstream operator that provides gathering, processing, fractionation, transportation, storage and marine export services. Through our approximately 60,000-mile pipeline network, we transport the natural gas, natural gas liquids (NGLs), refined products and crude oil that help meet domestic and international energy demand, contribute to energy security and provide safe, reliable and responsible energy solutions needed today and into the future. As one of the largest integrated energy infrastructure companies in North America, ONEOK is delivering energy that makes a difference in the lives of people in the U.S. and around the world.
Financial Planning Specialist
Posted today
Job Viewed
Job Description
- Serve as a trusted advisor for customers to achieve positive financial outcomes.
- Support Intuit's mission of promoting digital transformation and financial inclusion.
Financial Planning Specialist
Posted today
Job Viewed
Job Description
In this dynamic position, you will provide expert tax advice, preparation services, and software support to TurboTax clients.
You will build relationships with customers on a personal level to alleviate tax-related stress and cultivate a robust customer base for our brand.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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Financial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
The base salary range for this position is $45,000 - $60,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesFinancial Planning Associate
Posted today
Job Viewed
Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Associate
Posted today
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Job Description
Job Description: Is it time to make new investments into your career?
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.
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.
What to expectAs 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.
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.
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.
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.
You are learning. 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.
You will be supported 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.
You are celebrated . 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.
You are growing. 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.
You can explore. 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.
The Skills You BringOutstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads
Knowledge or experience in sales or the consultative relationship process
Demonstrate accountability and a goal-oriented mindset
Natural and demonstrated success in asking deeper questions to fully understand the client's situation
Ability and flexibility to work in a "hybrid" work setting, both at home and in office
Comfortable with technology and ability to navigate multiple systems simultaneously
Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce
Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions
Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations
Set up targeted appointments while identifying opportunities to address participant needs related to products and services
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.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service, SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.