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Full Time
4/1/2025
San Jose, CA 95134
(1.2 miles)
Job Description:This job requires you to live in the Bay Area in California, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clientsWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityCompany OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career you’ve always imagined.We invite you to Find Your Fidelity at fidelitycareers.comThe base salary range for this position is $78,000 - $115,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/2/2025
Oakland, CA 94616
(31.4 miles)
Your Role The Managed Care Finance team administers the financial terms and conditions of our capitated contracts with IPA/Medical Groups, Hospitals, and Vendors. The Financial Analyst, Experienced will report to the Manager of Managed Care Finance. In this role you will be performing provider contract analysis, financial research, preparing financial forecasts, analyzing data trends, and translating data into useful information. You will interact with a variety of internal units as well as IPA/Medical Groups to monitor financial payments and reporting to ensure compliance with contractual requirements and governmental regulations.Your Work In this role, you will: Analyze limited raw revenue/expense data and summarize detailed revenue/expense data; compare summarized claim data against fee schedules and contractsAssist with production of contract performance reports, modeling of reimbursement rates, evaluation of financial contract modifications and compiling and monitoring key managed care statisticsParticipate in the development of financial models; collect and evaluate data, analyze resultsPerform daily cash desk activities (e.g., account review, funds movement, daily reporting, near-term forecasting)Follow and conduct audit processes and review internal controls to ensure financial transactions are accurate, timely and comply with accounting standards, principles and company policyGenerate reporting and provide analysis of capitation, eligibility, membership, shared risk arrangements, claims, and provider incentive programsDevelop financial accruals and prepare payments for expenses related to retroactive capitation rate increases, shared risk settlements, provider incentives, provider claims, and other non-standard contract provisionsProvide contract interpretation consultation (including non-standard contracts) to internal business units and external provider customersAssist in the development of new processes and reporting mechanisms to meet company needs and improve customer serviceAddress and/or resolve non-standard customer issues and builds strong relationships with customersYour Knowledge and Experience Requires a bachelor's degree or equivalent experienceRequires at least 3 years of prior relevant experienceExposure to health care related membership, capitation, claims processing systems, and/or provider contracting is desiredKnowledge of the functions and responsibilities of other units within a health insurance company and familiarity with the health insurance industry is desiredRequires the ability to use computers and related software applications including MS Access and/or ExcelAbility to debug, modify, and enhance existing Access databases and Excel macros and develop new applications in MS Access and/or Excel for automated processes and data manipulation is desiredRequires the ability to read, analyze and interpret non-standard provider contracts, technical procedures, and governmental regulations
Full Time
4/1/2025
Santa Clara, CA 95054
(2.7 miles)
Senior Property AccountantJLL is looking for an experienced Senior Property Accountant to support one General Manager, working onsite with property team. Ready to join our growing team Responsibilities Process month end accruals.Prepare capital funding request packages.Prepare monthly capital tracking spreadsheet.Perform set up of new vendors, collecting documents required and obtaining vendor number.Perform invoice coding at least two times weekly, ensure proper audit trail is in place.Monitor collection of rents and review reports.Review leases and leasing activity to ensure accurate billing.Compile key assumptions and capital budget information, maintain lease level budgeting for all tenants, review and enter budget information into the accounting system, process estimates and associated tenant billing letters for impounds.Prepare quarterly forecast and provide support to the client in gathering information for the quarterly financial reports.Annual year-end reconciliation process – CAM, percentage rent, insurance utilities, sewer/trash, real estate taxes.Assist in all audits at the property.CompetenciesMaintains effectiveness in varying environments, tasks and responsibilities, or with various types of people.Establish course of action to accomplish goals and evaluates results, develops schedules and task/people assignments, can orchestrate multiple activities at once to accomplish goals, uses resources effectively and efficiently.Dedicated to meeting the expectations and requirements of the external and internal customer, acts with customer in mind, establishes and maintains effective relationships with property management teams, and gains their trust and respect.Can effectively cope with change, can shift gears comfortably, can decide and act without having the total picture, can comfortably handle risk and uncertainty.Learns quickly when facing new problems, open to change, quickly grasps the essence and underlying structure of anything, enjoys the challenge of unfamiliar tasks.Can be counted on to exceed goals successfully, bottom line oriented, pushes self and other for results.QualificationsB.S./B.A. - Accounting10+ years real estate accounting experience preferredMicrosoft Office product knowledge, Excel, AVID, and YARDI real estate accounting software strongly preferred. Would like Kardin budget software experience if possible.#PMR1
Full Time
4/4/2025
San Jose, CA 95112
(6.5 miles)
Innovate with purposeAt BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters.Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosityand we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.At BILL, we listen, learn, and leadfostering collaboration and a drive for continuous growth. We’re committed to building a diverse and inclusive workplace that values each person’s unique skills and experiences. Even if you don’t meet every requirement, we’d love to hear from youyou might be just what we’re looking for, whether in this role or another. Let’s give businesses more time for what matters.Do the best work of your career, helping businesses change the way they manage finances. BILL is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can thrive. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables, and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses, and succeed on their terms. Accountant Channel Console team Accountant firms are the most important customer for bill.com, they bring the biggest portion of our company's revenue. Our team’s mission is to deliver world class services to them so they can be successful and continue thriving on bill.com platform. We use Java, React/Angular, Oracle/MySql, microservice, AWS, Docker, and other technologies to cover wide range use cases including Onboarding, client management, user/role management and help customers to enable other core bill.com services in their daily usage on bill.com. Make your impact within a rapidly growing Fintech Company In this role you will: Architect, design and implement UI features using React and other modern web technologies.Cross team collaboration to create innovative solutions for our customers. Analyze user needs and software requirements to determine feasibility of design within time and cost constraints; Come up with strategies and solutions to make the product robust, modular, scalable, and performant.Product feature development using React, TypeScript, CSS, HTML and GraphQLBuild systems for SPA - webpack, ES6 transpilers, CSS frameworksKnowledge of best practices & patterns for large scale applications in JavaScriptEfficient DOM manipulationExpert level programming knowledge in JavaScript (ES6), including writing cross-browser code, writing testable codeWorking knowledge on HTTP/HTTPS, interaction with backend API/ServicesOther: SOA/REST, Application maintainability, Application scalability We’d love to chat if you have: BS/MS in Computer Science, or closely related field6+ years of software development experienceExpert-level knowledge of React, TypeScript and CSSWorking knowledge of GraphQL and best practicesWorking knowledge on Webpack, micro frontend architectureAbility to lead a team of developers in building complex software solutionsBe able to guide and mentor junior members of the team based on your strong technical expertiseProven ability to take the product through all stages of development from concept to launchExpertise with all aspects of SDLC including code reviews, unit testing, automation testing and CI/CDExperience with system designBusiness acumen - able to leverage the platform to solve business problemsPassion for great products and building great customer experiencesExperience working with AWS and Big Data preferred.#EvergreenThe estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits.San Jose pay range$177,300$212,700 USDWhat’s in it for you Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well.Here is a preview of some of the amazing benefits here at BILL: 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)HSA & FSA accountsLife Insurance, Long & Short-term disability coverageEmployee Assistance Program (EAP)11+ Observed holidays and wellness days and flexible time offEmployee Stock Purchase Program with employee discountsWellness & Fitness initiativesEmployee recognition and referral programsAnd much moreDon’t believe us Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages.BILL is an Equal Opportunity Employer that values diversity and inclusion. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture.We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact .Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.
Full Time
4/1/2025
San Jose, CA 95134
(1.2 miles)
Job Description:This job requires you to live in the Santa Clara County, CA area, as you will be working on local client campuses 4-5 days a week.The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in personApply the Fidelity Relationship Model during participant interactionsEducate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions Conduct ongoing engagement planning with plan sponsorsNetwork with participants hosting lunch and learns, help desk sessions, and by attending benefits fairsManage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/PartnershipThe Expertise and Skills You Bring 3 years of financial services experience required; BA requiredSeries 7 and 66 required (or S63/S65 combo equivalent)1-2 years of customer facing experience preferredLife & Annuity Certification optionalDemonstrated familiarity with Financial Planning ConceptsDemonstrated planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a clear call to actionAbility to achieve mastery of fundamental planning and advice topics across Corporate & TEMWillingness to travel (up to 75%)The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.Joining WEPA means that you will:UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsorsGROW in your skills to deliver more, world-class planning and education experiences for our participantsWIN on behalf of our clients, our participants and FidelityThe base salary range for this position is $78,000 - $115,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/1/2025
Campbell, CA 95008
(10.5 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/1/2025
Palo Alto, CA 94301
(11.3 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/1/2025
Burlingame, CA 94010
(25.0 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
Full Time
4/1/2025
Walnut Creek, CA 94596
(33.5 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Sales
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Full Time
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Overview: At Powerback, we're on a mission to improve lives. As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential therapy for children at home and in school.With over 38 years of trusted service, our reach spans skilled nursing centers, assisted and independent living facilities, outpatient clinics, and home-based care. We're proud to deliver personalized care exactly where and when it's needed most.Join an industry-leading team that restores hope and makes a lasting impact. If you're passionate about making a meaningful difference and want to be part of the future of rehabilitation and wellness, Powerback is the place for you.Why Powerback Benefits: We offer Medical, Dental, and Vision plans to Full-Time and Part-Time team members.Support for New Grads & Clinical Fellows: Our Powerback Clinical Mentorship Program kicks off on day one, helping you learn from the best in the field.Continuing Education: Keep growing with free CEUs through Medbridge.H-1B Visa & Relocation Assistance: We support Visa or Green Card sponsorships, plus our Journey Travel Program lets you work across the U.S. with the security of a full-time role.Perks at Powerback: Enjoy exclusive discounts on Wireless/TV, Home/Auto/Renters and Pet Insurance, Childcare, Eldercare, and more. Earn rewards through our PowerZone Employee Recognition Program, and expand your expertise with our Clinicians in Action professional development program. Responsibilities: Title: Physical TherapistLocation/work environment: In facilityReporting structure: Reporting to Director of RehabPowerback is proud to offer a comprehensive and unique benefits package for those candidates that are qualified, including health insurance benefits, 401k, paid time off, clinical support network, online CEUs, on-demand pay, Visa or Green Card sponsorship, and more! Select benefits are available to part time and PRN employees as well!As a Physical Therapist, you help patients get well. You are the person who can bring their power back. In doing this, you will assess patient needs, develop their recovery plans, and deliver physical therapy.You're a healer and a helper, which is why you got into this line of work.You're equally adept at addressing the whole patient and seeing them as an individual. You know your goal is the design of a program that will restore, reinforce, and enhance their physical abilities.You're adaptable to the needs of the patient and can find joy in the variety of the work and the settings.You're a teammate and are looking for collaboration with your peers, but you're also happy to make referrals to help your patient get the care they need to thrive.You know that being a Physical Therapist means you're a teacher who can train patients and caregivers on the skills they need to promote independence and productivity.If this sounds like you, we'd love to meet you!Powerback Rehabilitation (Powerback) is a new way of delivering recovery, rehabilitation, respiratory, and wellness services to patients across the nation. We deliver an empowered approach to achieving your full potential by providing integrated and individualized solutions. Our reimagined approach to rehabilitation connects directly to the patient experience, which is centered on transforming the road to recovery for everyone and helping patients get their power back. It's patient-centered care that provides a sustainable way of feeling better, moving better, breathing better, and living better.Working in a company that values growth and understands what it means to be a caregiver is refreshing. Our CEO is a former staff therapist. We offer growth, paths forward, and we are committed to patient-centered care. We are growing, stable, and need people like you, who have a calling to help people thrive.Isn't it time for you to work with a team where 86% of them know and feel their work makes a difference So much so, we're certified as a 2023 Great Place to Work.Now is the time for you to join Powerback.Powerback has streamlined our hiring process:Applying takes 3 minutes, give or take.You'll hear back from us within 1 business day.If you meet the qualifications, a recruiter will call you for a 10-minute conversation within 2-3 business days, depending on your availability.You will then be presented to the hiring managerThe hiring manager will reach out within a business day to schedule the interview.This all happens within 1-5 business days from the phone screen.After your interview, the hiring manager makes a quick decision. We aim to accomplish this within the week.If the hiring manager wants to move forward, you will hear from us within a business day, because we are excited to get you started! Qualifications: 1. They must have a valid Physical Therapy license in the state(s) of practice, or proof of license and eligibility.2. They must have a Master's degree in Physical Therapy; or3. They must have a Master's degree in a Physical Therapy related field in addition to a Bachelor's degree in Physical Therapy; or4. They must have a Bachelor's degree in Physical Therapy plus 5 years of progressively responsible PT experience.5. The qualifying Physical Therapy degree earned outside of the U.S. must be evaluated to be the U.S. equivalent to a degree in Physical Therapy. Posted Salary Range: USD $55.00 - USD $58.00 /Hr.
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