Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.
Jefferson Wells is partnering with one of our SE Wisconsin-based clients to identify a Senior Inventory Accountant. This is a permanent role responsible for analysis and reporting of inventory data as well as general accounting and analysis functions. This is an excellent opportunity for a talented accountant that is looking for the next step in their career to step into a Controller role within the next couple of years giving themselves limitless career growth. If you are a go-getter with the initiative to put your best foot forward and be rewarded with advancing yourself with an exceptional organization and career - this is the opportunity for you! Salary range: up to $90K (depending on experience) Location: Saukville, WI Responsibilities include, but are not limited to : Inventory data analysis and review of adjustments Variance analysis Processing of inventory batch orders Analyzing inventory production runs Reconciliation (Balance Sheet and Inventory) Spend analysis Vendor payment processing Sales Reporting Budgeting Audit assistance Backing up controller as necessary Requirements for consideration : Bachelor's degree in accounting, CPA and master's degree preferred Five or more years' Manufacturing industry experience required Solid analytical and problem-solving skills and ability to convey confidence Strong financial reporting (ability to create actionable reports that are easy to understand) Proficiency with MS Office Applications and ERP systems At Jefferson Wells, (), we have built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to complex, we custom tailor our services to fit our clients' needs from interim and permanent professional talent resourcing to complete project solutions in the areas of Finance/Accounting, Audit/Compliance, Tax, and Business Optimization. Our professionals provide specialized industry and technical experience and expertise to our clients, enabling them to accelerate their business performance. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide, leveraging the workforce capabilities of the Manpower Group.
03/28/2024
Full time
Jefferson Wells is partnering with one of our SE Wisconsin-based clients to identify a Senior Inventory Accountant. This is a permanent role responsible for analysis and reporting of inventory data as well as general accounting and analysis functions. This is an excellent opportunity for a talented accountant that is looking for the next step in their career to step into a Controller role within the next couple of years giving themselves limitless career growth. If you are a go-getter with the initiative to put your best foot forward and be rewarded with advancing yourself with an exceptional organization and career - this is the opportunity for you! Salary range: up to $90K (depending on experience) Location: Saukville, WI Responsibilities include, but are not limited to : Inventory data analysis and review of adjustments Variance analysis Processing of inventory batch orders Analyzing inventory production runs Reconciliation (Balance Sheet and Inventory) Spend analysis Vendor payment processing Sales Reporting Budgeting Audit assistance Backing up controller as necessary Requirements for consideration : Bachelor's degree in accounting, CPA and master's degree preferred Five or more years' Manufacturing industry experience required Solid analytical and problem-solving skills and ability to convey confidence Strong financial reporting (ability to create actionable reports that are easy to understand) Proficiency with MS Office Applications and ERP systems At Jefferson Wells, (), we have built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to complex, we custom tailor our services to fit our clients' needs from interim and permanent professional talent resourcing to complete project solutions in the areas of Finance/Accounting, Audit/Compliance, Tax, and Business Optimization. Our professionals provide specialized industry and technical experience and expertise to our clients, enabling them to accelerate their business performance. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide, leveraging the workforce capabilities of the Manpower Group.
Northeast Georgia Health System, Inc
Gainesville, Georgia
Job Category: Accounting & Finance, Executive Leadership Work Shift/Schedule: 8 Hr Evening - Morning Northeast Georgia Health System is rooted in a foundation of improving the health of our communities. About the Role: Job Summary Under the general direction of the Executive Director, Corporate Controller, responsible for the coordination of all CMS reporting requirements including oversite of the GME reporting functions. In addition, responsible for the administration of the charge description master and revenue forecasting for both budget and month-end close. Will serve as the organization expert on CMS regulatory changes and will make recommendations to senior management related to proposed changes. Takes the lead for the organization's Accounts Receivable review and analysis Minimum Job Qualifications Licensure or other certifications: Educational Requirements: Bachelors Degree in Business Administration, Finance, Accounting or other related area Minimum Experience: Minimum five (5) to seven (7) years relevant work experience in healthcare financial management including revenue modeling and CMS cost reporting activities Other: Preferred Job Qualifications Preferred Licensure or other certifications: Preferred Educational Requirements: Masters degree or CPA Preferred Experience: Operational experience as a Director in a health system Other: Job Specific and Unique Knowledge, Skills and Abilities Ability to research complex coding, reimbursement and regulatory requirements Knowledge of clinical settings such as Laboratory, Radiology, Physical or Occupational Therapy, Respiratory Therapy, Cardiology, or Oncology Must have a good understanding of the CDM and its relationship to related areas such as the General Ledger, Cost Accounting, Inventory, Productivity, Cost Reporting and Budget Extensive knowledge of CPT/HCPCS, UB-92 Revenue Coding, modifiers, billing regulations, DRGs and APCs Understanding of Graduate Medical Education and health care financing issues Possess effective time management skills to permit handling of a large workload Ability to multi-task and work under aggressive deadlines Ability to understand and analyze payor contracts/regulations and model net revenue impacts based on reimbursement and coding guidelines Essential Tasks and Responsibilities Oversight of Charge Description Master functions and reimbursement analysis. Supervision and coordination of Charge-master management functions in researching coding and billing guidelines, researching insurance contracts, and updating hospital Charge-master. Works with the revenue producing departments to ensure the ongoing coordinated consistency of the Charge-master, including accurate descriptions, coding, additions, deletions, pricing, charging methodology and any other changes. Collaborate with managerial and supervisory staff to ensure regulatory billing with correct coding on accounts. Maintain a working knowledge of revenue cycle process to aid in the implementation of regulatory standards that assist the health system in cash collection while accurately complying with billing guidelines. Monitor compliance with corporate, federal, and state guidelines. Oversees all cost reporting to CMS for funding for GME programs in cooperation with the Finance Department. Work with Finance to perform applicable analyses to understand net revenue effect of proposed Charge-master changes. Performs analysis, identifies trends, validation of compliance as related to fiscal activities generating additional revenue, reducing bad debt expense and charity write-offs and overall expense reduction. Remain current with updated coding and billing regulations. Prepares, monitors, and files Medicare and Medicaid Cost Reports assuring maximization of reimbursement from third-party payors. Responds to surveys affecting Medicare and Medicaid rate revisions, interim payments, and hospital-based physician arrangements. Monitors changes and proposed changes to Medicare and Medicaid regulations and determines the financial effect of these changes on the organization. Coordinates financial audits conducted by CMS, DCH, and other governmental intermediaries on prior year's cost reports and surveys. Provides management for Indigent Care Trust Fund processes and reporting. Physical Demands Weight Lifted: Up to 20lbs, Occasionally 0-30% Weight Carried: Up to 20lbs, Occasionally 0-30% Vision: Moderate, Constantly 66-100% Kneeling/Stooping/Bending: Occasionally 0-30% Standing/Walking: Occasionally 0-30% Pushing/Pulling: Occasionally 0-30% Intensity of Work: Constantly 66-100% Job Requires: Reading, Writing, Reasoning, Talking, Keyboarding, Driving Working at NGHS means being part of something special: a team invested in you as a person, an employee, and in helping you reach your goals. NGHS: Opportunities start here. Northeast Georgia Health System is an Equal Opportunity Employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
03/28/2024
Full time
Job Category: Accounting & Finance, Executive Leadership Work Shift/Schedule: 8 Hr Evening - Morning Northeast Georgia Health System is rooted in a foundation of improving the health of our communities. About the Role: Job Summary Under the general direction of the Executive Director, Corporate Controller, responsible for the coordination of all CMS reporting requirements including oversite of the GME reporting functions. In addition, responsible for the administration of the charge description master and revenue forecasting for both budget and month-end close. Will serve as the organization expert on CMS regulatory changes and will make recommendations to senior management related to proposed changes. Takes the lead for the organization's Accounts Receivable review and analysis Minimum Job Qualifications Licensure or other certifications: Educational Requirements: Bachelors Degree in Business Administration, Finance, Accounting or other related area Minimum Experience: Minimum five (5) to seven (7) years relevant work experience in healthcare financial management including revenue modeling and CMS cost reporting activities Other: Preferred Job Qualifications Preferred Licensure or other certifications: Preferred Educational Requirements: Masters degree or CPA Preferred Experience: Operational experience as a Director in a health system Other: Job Specific and Unique Knowledge, Skills and Abilities Ability to research complex coding, reimbursement and regulatory requirements Knowledge of clinical settings such as Laboratory, Radiology, Physical or Occupational Therapy, Respiratory Therapy, Cardiology, or Oncology Must have a good understanding of the CDM and its relationship to related areas such as the General Ledger, Cost Accounting, Inventory, Productivity, Cost Reporting and Budget Extensive knowledge of CPT/HCPCS, UB-92 Revenue Coding, modifiers, billing regulations, DRGs and APCs Understanding of Graduate Medical Education and health care financing issues Possess effective time management skills to permit handling of a large workload Ability to multi-task and work under aggressive deadlines Ability to understand and analyze payor contracts/regulations and model net revenue impacts based on reimbursement and coding guidelines Essential Tasks and Responsibilities Oversight of Charge Description Master functions and reimbursement analysis. Supervision and coordination of Charge-master management functions in researching coding and billing guidelines, researching insurance contracts, and updating hospital Charge-master. Works with the revenue producing departments to ensure the ongoing coordinated consistency of the Charge-master, including accurate descriptions, coding, additions, deletions, pricing, charging methodology and any other changes. Collaborate with managerial and supervisory staff to ensure regulatory billing with correct coding on accounts. Maintain a working knowledge of revenue cycle process to aid in the implementation of regulatory standards that assist the health system in cash collection while accurately complying with billing guidelines. Monitor compliance with corporate, federal, and state guidelines. Oversees all cost reporting to CMS for funding for GME programs in cooperation with the Finance Department. Work with Finance to perform applicable analyses to understand net revenue effect of proposed Charge-master changes. Performs analysis, identifies trends, validation of compliance as related to fiscal activities generating additional revenue, reducing bad debt expense and charity write-offs and overall expense reduction. Remain current with updated coding and billing regulations. Prepares, monitors, and files Medicare and Medicaid Cost Reports assuring maximization of reimbursement from third-party payors. Responds to surveys affecting Medicare and Medicaid rate revisions, interim payments, and hospital-based physician arrangements. Monitors changes and proposed changes to Medicare and Medicaid regulations and determines the financial effect of these changes on the organization. Coordinates financial audits conducted by CMS, DCH, and other governmental intermediaries on prior year's cost reports and surveys. Provides management for Indigent Care Trust Fund processes and reporting. Physical Demands Weight Lifted: Up to 20lbs, Occasionally 0-30% Weight Carried: Up to 20lbs, Occasionally 0-30% Vision: Moderate, Constantly 66-100% Kneeling/Stooping/Bending: Occasionally 0-30% Standing/Walking: Occasionally 0-30% Pushing/Pulling: Occasionally 0-30% Intensity of Work: Constantly 66-100% Job Requires: Reading, Writing, Reasoning, Talking, Keyboarding, Driving Working at NGHS means being part of something special: a team invested in you as a person, an employee, and in helping you reach your goals. NGHS: Opportunities start here. Northeast Georgia Health System is an Equal Opportunity Employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
Our outstanding client is looking for a Senior Manager of Engineering and Facilities will play a key role in maintaining all the equipment to ensure minimal downtime and thus minimizing customer service interruption. This includes addressing emergency breakdowns with minimal downtime, developing a staff of mechanics and coordinating contractors as required providing adequate coverage to support operations. You will accomplish all of these goals by: Serve as the Distribution network's troubleshooting expert and technical resource during equipment escalations. Coordinate resources to quickly resolve equipment downtime Maintain comprehensive technical subject matter expertise of existing Ulta material handling systems and technology specifications. This includes varying types of package and pallet conveyors, sortation systems and other specialty equipment Assess and modify systems where system performance does not meet operational expectations and design specifications in close partnership with operational and technical experts Serve as the SME for electronics equipment such as Print and Apply labeling technology, put-to-light systems, Radio Frequency (RF) devices, cameras and scanners Partner with appropriate HQ resources and vendors on issues that require additional scoping, involve system changes, or have network-level impact. Identify and escalate issues and, when necessary, pull appropriate teams together to solve problems. Deliver complete facilities maintenance service within budget, meeting all contracted KPIs. Manage and monitor the performance of their directly employed teams to ensure they meet required standards and KPIs. Monitor the performance/relationship and budgets of all maintenance vendors used by the business. Meet regularly with the Sr. Mangers, communicating all on-going maintenance activities, and updating on current project works. Liaise with key suppliers to ensure that parts supply and subcontracted services are delivered to within acceptable standard, and to budget. Monitor and report on key performance indicator (KPI) areas on a monthly basis including:Repair Time Response time Budgetary control and tacking of revenue parts and subcontractor spend Ensure all operational areas operate within a safe workplace and adhere to company health and safety policies and procedures as well as meeting stated aims and KPIs. Promote and develop the competencies of our technical and non-technical team members Effectively lead and manage the team to ensure delivery of prescribed deliverables Conduct periodic inspections of company equipment including high value tools and equipment and vehicles Manage all other site maintenance requirements, across a wide range of disciplines, through company approved vendors Implement and rollout corrective action plans through direct teams and vendors to address instances of poor service Identify and recruit vacancies within their directly employed operating structure Provide suitable out of hours, emergency call-out cover to premises managers Meet regularly with property managers to determine their on-going requirements, and to report service and budgetary performance JOB REQUIREMENTS 4-year degree in Electrical Engineering or related technical disciplines with a controls emphasis Extensive experience with and knowledge of motion control (preferably material handling systems), systems integration and maintenance Five or more years engineering experience supporting, commissioning and troubleshooting PLC/PC industrial control systems (Siemens, Rockwell Systems/Allen Bradley, Square D) and their industrial networks (DeviceNet, SDS and Profibus, Ethernet I/O) Extensive experience using SCADA Human Machine Interfaces (HMIs) such as Visual Logic Controller (VLC) or various Wonderware applications
03/28/2024
Full time
Our outstanding client is looking for a Senior Manager of Engineering and Facilities will play a key role in maintaining all the equipment to ensure minimal downtime and thus minimizing customer service interruption. This includes addressing emergency breakdowns with minimal downtime, developing a staff of mechanics and coordinating contractors as required providing adequate coverage to support operations. You will accomplish all of these goals by: Serve as the Distribution network's troubleshooting expert and technical resource during equipment escalations. Coordinate resources to quickly resolve equipment downtime Maintain comprehensive technical subject matter expertise of existing Ulta material handling systems and technology specifications. This includes varying types of package and pallet conveyors, sortation systems and other specialty equipment Assess and modify systems where system performance does not meet operational expectations and design specifications in close partnership with operational and technical experts Serve as the SME for electronics equipment such as Print and Apply labeling technology, put-to-light systems, Radio Frequency (RF) devices, cameras and scanners Partner with appropriate HQ resources and vendors on issues that require additional scoping, involve system changes, or have network-level impact. Identify and escalate issues and, when necessary, pull appropriate teams together to solve problems. Deliver complete facilities maintenance service within budget, meeting all contracted KPIs. Manage and monitor the performance of their directly employed teams to ensure they meet required standards and KPIs. Monitor the performance/relationship and budgets of all maintenance vendors used by the business. Meet regularly with the Sr. Mangers, communicating all on-going maintenance activities, and updating on current project works. Liaise with key suppliers to ensure that parts supply and subcontracted services are delivered to within acceptable standard, and to budget. Monitor and report on key performance indicator (KPI) areas on a monthly basis including:Repair Time Response time Budgetary control and tacking of revenue parts and subcontractor spend Ensure all operational areas operate within a safe workplace and adhere to company health and safety policies and procedures as well as meeting stated aims and KPIs. Promote and develop the competencies of our technical and non-technical team members Effectively lead and manage the team to ensure delivery of prescribed deliverables Conduct periodic inspections of company equipment including high value tools and equipment and vehicles Manage all other site maintenance requirements, across a wide range of disciplines, through company approved vendors Implement and rollout corrective action plans through direct teams and vendors to address instances of poor service Identify and recruit vacancies within their directly employed operating structure Provide suitable out of hours, emergency call-out cover to premises managers Meet regularly with property managers to determine their on-going requirements, and to report service and budgetary performance JOB REQUIREMENTS 4-year degree in Electrical Engineering or related technical disciplines with a controls emphasis Extensive experience with and knowledge of motion control (preferably material handling systems), systems integration and maintenance Five or more years engineering experience supporting, commissioning and troubleshooting PLC/PC industrial control systems (Siemens, Rockwell Systems/Allen Bradley, Square D) and their industrial networks (DeviceNet, SDS and Profibus, Ethernet I/O) Extensive experience using SCADA Human Machine Interfaces (HMIs) such as Visual Logic Controller (VLC) or various Wonderware applications
Please note: this position is located at Bay Area Hospital - Coos Bay, OR Quick Submit $10,000 Sign-on Bonus Time Type: Full time Hours per Pay Period: 80 Shift: Day Shift Average rate: Depending on Experience(This represents the rate for an individual with significant experience in this job in a full-time 40 hour per week position) Department: Finance Division Current Bay Area Hospital Employee: If you are a current Bay Area Hospital employee, please apply through the Workday internal career site. The future looks bright at Bay Area Hospital, and we are always searching for quality people to join our team. We offer a great atmosphere, competitive pay, a wide array of benefits, and many growth opportunities for our employees. Job Description: Controller The Controller position is tasked with directing all aspects of financial management, including accounting, regulatory and financial reporting, budget and forecasts preparation, as well as developing internal controls and procedures. SKILLS AND ABILITIES Strong organizational and management skills Ability to see the big picture while focusing on the process and procedures needed to produce results Experience using a personal computer. Must be able to demonstrate ability to use word processor and spreadsheet software programs, including databases and query tools at an advanced level. Applies advanced accounting techniques in order to evaluate existing procedures for recording financial transactions and recommends methods for reducing time and cost of accounting operations Maintains knowledge of current trends and developments in the field by reading appropriate books, journals and other literature and attends related conferences, seminars Maintains regular, consistent and punctual attendance at the assigned job location Excellent interpersonal skills and a team player Knowledge of basic accounting principles and statistics in order to prepare monthly financial statements and reconcile accounts at a level normally acquired through completion of a Bachelor's degree in Accounting Interpersonal skills necessary to deal effectively with a variety of internal contacts as well as outside service providers Systems knowledge and computer usage exposure to ensure ongoing high data integrity for all financial and statistical information maintained or distributed from accounting systems EDUCATION/CERTIFICATIONS/LICENSES/DEGREES Bachelor's degree in Accounting or Finance. CPA or master's degree preferred EXPERIENCE Approximately 5 to 7 years related work experience, with at least 3 years in a hospital setting GENERAL INFORMATION Union Affiliation: None The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and job skills required. Physical/Mental/Environmental Requirements Requires extensive sitting with periodic standing and walking. May be required to lift up to 20 pounds. Requires significant use of personal computer, phone and general office equipment. Needs adequate visual acuity, ability to grasp and handle objects. Needs ability to communicate effectively through reading, writing, and speaking in person or on telephone. May require off-site travel Compensation Grade: Compensation Grade Profile: Bay Area Hospital is an Equal Opportunity Employer. Anti-Retaliation Notice
03/28/2024
Full time
Please note: this position is located at Bay Area Hospital - Coos Bay, OR Quick Submit $10,000 Sign-on Bonus Time Type: Full time Hours per Pay Period: 80 Shift: Day Shift Average rate: Depending on Experience(This represents the rate for an individual with significant experience in this job in a full-time 40 hour per week position) Department: Finance Division Current Bay Area Hospital Employee: If you are a current Bay Area Hospital employee, please apply through the Workday internal career site. The future looks bright at Bay Area Hospital, and we are always searching for quality people to join our team. We offer a great atmosphere, competitive pay, a wide array of benefits, and many growth opportunities for our employees. Job Description: Controller The Controller position is tasked with directing all aspects of financial management, including accounting, regulatory and financial reporting, budget and forecasts preparation, as well as developing internal controls and procedures. SKILLS AND ABILITIES Strong organizational and management skills Ability to see the big picture while focusing on the process and procedures needed to produce results Experience using a personal computer. Must be able to demonstrate ability to use word processor and spreadsheet software programs, including databases and query tools at an advanced level. Applies advanced accounting techniques in order to evaluate existing procedures for recording financial transactions and recommends methods for reducing time and cost of accounting operations Maintains knowledge of current trends and developments in the field by reading appropriate books, journals and other literature and attends related conferences, seminars Maintains regular, consistent and punctual attendance at the assigned job location Excellent interpersonal skills and a team player Knowledge of basic accounting principles and statistics in order to prepare monthly financial statements and reconcile accounts at a level normally acquired through completion of a Bachelor's degree in Accounting Interpersonal skills necessary to deal effectively with a variety of internal contacts as well as outside service providers Systems knowledge and computer usage exposure to ensure ongoing high data integrity for all financial and statistical information maintained or distributed from accounting systems EDUCATION/CERTIFICATIONS/LICENSES/DEGREES Bachelor's degree in Accounting or Finance. CPA or master's degree preferred EXPERIENCE Approximately 5 to 7 years related work experience, with at least 3 years in a hospital setting GENERAL INFORMATION Union Affiliation: None The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and job skills required. Physical/Mental/Environmental Requirements Requires extensive sitting with periodic standing and walking. May be required to lift up to 20 pounds. Requires significant use of personal computer, phone and general office equipment. Needs adequate visual acuity, ability to grasp and handle objects. Needs ability to communicate effectively through reading, writing, and speaking in person or on telephone. May require off-site travel Compensation Grade: Compensation Grade Profile: Bay Area Hospital is an Equal Opportunity Employer. Anti-Retaliation Notice
Northeast Georgia Health System, Inc
Gainesville, Georgia
Job Category: Accounting & Finance Work Shift/Schedule: 8 Hr Evening - Morning Northeast Georgia Health System is rooted in a foundation of improving the health of our communities. About the Role: Job Summary The Treasury Manager will be responsible for the cash flow and revenue of all NGHS & Affiliates. This position will manage and oversee all aspects of daily treasury operations to meet the financial obligations of the organization. The Treasury Manager will monitor cash reporting and forecasting, credit administration, lender compliance requirements, and debt facility modeling. This position is responsible for developing, implementing, and maintaining department policies, procedures, and internal controls. This position is responsible for balance sheet reviews on all related cash and investment accounts. Minimum Job Qualifications Licensure or other certifications: Educational Requirements: Bachelors Degree in Accounting, Business, or Finance (or equivalent work experience) Minimum Experience: 7+ years of progressive treasury experience; including a minimum of 3 years in a supervisory or management role in a similar size entity and healthcare industry. Other: Preferred Job Qualifications Preferred Licensure or other certifications: CPA Preferred Educational Requirements: Masters degree Preferred Experience: Other: Job Specific and Unique Knowledge, Skills and Abilities Superior organization and interpersonal skills Excellent written and communication skills, enabling successful presentation to diverse audiences High integrity, energy and ability to function effectively in a dynamic work environment Strong analytical critical thinking and process improvement skills Ability to manage diverse groups and skill sets to meet organizational goals Essential Tasks and Responsibilities Directs and participates in the monthly and year-end closing process for all Treasury transactions and accounts including audits and external reporting needs. Develops, implements, and maintains policies and procedures to ensure adequate internal controls and regulatory compliance for all NGHS & Affiliates. Implements and maintains key technologies in conjunction with IT to enhance the organizations business processes; implements and maintains LEAN Treasury Accounting policies and procedures with a focus on reduced manual dependencies and stronger internal controls. Reviews and researches or coordinates with staff to identify and research material variances, issues, or anomalies; escalates material items to the Executive Director of Finance/Controller or Senior Leadership as needed. Oversees and reviews the preparation of roll-forward schedules and applicable supporting schedules. Keeps abreast of and monitors developments of newly issued Generally Accepted Accounting Principles (GAAP) and advises the Executive Director of Accounting/Controller and Director of Accounting of potential impact to the organization. Works collaboratively with colleagues throughout finance and NGHS in support of the organization; Serves as the organization's representative and liaison to outside third parties such as financial advisors, bond counsel, and banking representatives as appropriate. Oversees and reviews monthly bank reconciliation, cash balancing, investment reconciliations, cash and security positions in investment portfolio, and other month end close activities. Prepares monthly cash forecast and annual budget forecast; oversees daily and weekly cash operations; seek to automate current processes in reporting and forecasting. Oversees and performs banking operations including wire, ACH and intercompany transfers. Review and approves banking exceptions as appropriate. Works closely with Accounting staff as needed for wire execution. Actively participates in organizational initiatives for enhancement of employee engagement and furtherment of organizational culture/values. Supports Debt Rating reviews, provides requested information; develops and maintains disclosure documents for General Debt refunding and new issuances; review debt payments and arbitrage calculations; maintains all investment and debt records accordingly. Physical Demands Weight Lifted: Up to 20 lbs, Occasionally 0-30% of time Weight Carried: Up to 20 lbs, Occasionally 0-30% of time Vision: Moderate, Frequently 31-65% of time Kneeling/Stooping/Bending: Occasionally 0-30% Standing/Walking: Occasionally 0-30% Pushing/Pulling: Occasionally 0-30% Intensity of Work: Frequently 31-65% Job Requires: Reading, Writing, Reasoning, Talking, Keyboarding, driving Working at NGHS means being part of something special: a team invested in you as a person, an employee, and in helping you reach your goals. NGHS: Opportunities start here. Northeast Georgia Health System is an Equal Opportunity Employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
03/28/2024
Full time
Job Category: Accounting & Finance Work Shift/Schedule: 8 Hr Evening - Morning Northeast Georgia Health System is rooted in a foundation of improving the health of our communities. About the Role: Job Summary The Treasury Manager will be responsible for the cash flow and revenue of all NGHS & Affiliates. This position will manage and oversee all aspects of daily treasury operations to meet the financial obligations of the organization. The Treasury Manager will monitor cash reporting and forecasting, credit administration, lender compliance requirements, and debt facility modeling. This position is responsible for developing, implementing, and maintaining department policies, procedures, and internal controls. This position is responsible for balance sheet reviews on all related cash and investment accounts. Minimum Job Qualifications Licensure or other certifications: Educational Requirements: Bachelors Degree in Accounting, Business, or Finance (or equivalent work experience) Minimum Experience: 7+ years of progressive treasury experience; including a minimum of 3 years in a supervisory or management role in a similar size entity and healthcare industry. Other: Preferred Job Qualifications Preferred Licensure or other certifications: CPA Preferred Educational Requirements: Masters degree Preferred Experience: Other: Job Specific and Unique Knowledge, Skills and Abilities Superior organization and interpersonal skills Excellent written and communication skills, enabling successful presentation to diverse audiences High integrity, energy and ability to function effectively in a dynamic work environment Strong analytical critical thinking and process improvement skills Ability to manage diverse groups and skill sets to meet organizational goals Essential Tasks and Responsibilities Directs and participates in the monthly and year-end closing process for all Treasury transactions and accounts including audits and external reporting needs. Develops, implements, and maintains policies and procedures to ensure adequate internal controls and regulatory compliance for all NGHS & Affiliates. Implements and maintains key technologies in conjunction with IT to enhance the organizations business processes; implements and maintains LEAN Treasury Accounting policies and procedures with a focus on reduced manual dependencies and stronger internal controls. Reviews and researches or coordinates with staff to identify and research material variances, issues, or anomalies; escalates material items to the Executive Director of Finance/Controller or Senior Leadership as needed. Oversees and reviews the preparation of roll-forward schedules and applicable supporting schedules. Keeps abreast of and monitors developments of newly issued Generally Accepted Accounting Principles (GAAP) and advises the Executive Director of Accounting/Controller and Director of Accounting of potential impact to the organization. Works collaboratively with colleagues throughout finance and NGHS in support of the organization; Serves as the organization's representative and liaison to outside third parties such as financial advisors, bond counsel, and banking representatives as appropriate. Oversees and reviews monthly bank reconciliation, cash balancing, investment reconciliations, cash and security positions in investment portfolio, and other month end close activities. Prepares monthly cash forecast and annual budget forecast; oversees daily and weekly cash operations; seek to automate current processes in reporting and forecasting. Oversees and performs banking operations including wire, ACH and intercompany transfers. Review and approves banking exceptions as appropriate. Works closely with Accounting staff as needed for wire execution. Actively participates in organizational initiatives for enhancement of employee engagement and furtherment of organizational culture/values. Supports Debt Rating reviews, provides requested information; develops and maintains disclosure documents for General Debt refunding and new issuances; review debt payments and arbitrage calculations; maintains all investment and debt records accordingly. Physical Demands Weight Lifted: Up to 20 lbs, Occasionally 0-30% of time Weight Carried: Up to 20 lbs, Occasionally 0-30% of time Vision: Moderate, Frequently 31-65% of time Kneeling/Stooping/Bending: Occasionally 0-30% Standing/Walking: Occasionally 0-30% Pushing/Pulling: Occasionally 0-30% Intensity of Work: Frequently 31-65% Job Requires: Reading, Writing, Reasoning, Talking, Keyboarding, driving Working at NGHS means being part of something special: a team invested in you as a person, an employee, and in helping you reach your goals. NGHS: Opportunities start here. Northeast Georgia Health System is an Equal Opportunity Employer and will not tolerate discrimination in employment on the basis of race, color, age, sex, sexual orientation, gender identity or expression, religion, disability, ethnicity, national origin, marital status, protected veteran status, genetic information, or any other legally protected classification or status.
About Atom Power We are fundamentally changing the way energy is consumed, managed, and commercialized. Always with a customer-first mindset. Today, we"re focused on electric vehicle charging infrastructure. Tomorrow, the possibilities are endless. About the role We are looking for a dynamic, Senior Electrical Engineer seeking to: Design, qualify, and release high-tech products in a new industry Contribute to a culture of collaboration, change and accountability Establish standards for Electrical Engineering excellence Advance people and processes to help scale the business Manage product lifecycle from new product introductions through end-of life This role can leveled at P4, P5, or P6 What you will do Design and qualify electronic systems for circuit protection and power delivery in a variety of applications Plan and execute new product development efforts, delivering safe, high quality, reliable products to market Produce schematics, layouts, bills of material, and other documentation relating to electronics design Work with suppliers and leverage industry relationships to produce solutions for new technologies Determine and fulfill application requirements relating to installation, distribution, and commissioning of developed products Establish and follow design best practices through engineering methodologies such as Analysis of Alternatives, Design of Experiments, FMEA, and Design for X Support decisions on resource loading an agile and growing team of engineers What you bring Bachelor"s degree in Electrical Engineering, or equivalent work experience 5+ years experience in design of power electronics or analog products. Expertise in circuit level design, both analog and digital (microcontrollers) Direct experience designing with Wide Band Gap (WBG) semiconductors Experience with new product development in a phase-gate release process Experience transitioning new products into production in a factory setting. Job Details Job Title : Senior Electrical Engineer Department : Engineering Reports to : Electrical Engineering Manager FLSA Status: Exempt Job Type : Full-time Job Location: RTP Durham, NC or Huntersville, NC PIdb2051dd021a-2447
03/28/2024
Full time
About Atom Power We are fundamentally changing the way energy is consumed, managed, and commercialized. Always with a customer-first mindset. Today, we"re focused on electric vehicle charging infrastructure. Tomorrow, the possibilities are endless. About the role We are looking for a dynamic, Senior Electrical Engineer seeking to: Design, qualify, and release high-tech products in a new industry Contribute to a culture of collaboration, change and accountability Establish standards for Electrical Engineering excellence Advance people and processes to help scale the business Manage product lifecycle from new product introductions through end-of life This role can leveled at P4, P5, or P6 What you will do Design and qualify electronic systems for circuit protection and power delivery in a variety of applications Plan and execute new product development efforts, delivering safe, high quality, reliable products to market Produce schematics, layouts, bills of material, and other documentation relating to electronics design Work with suppliers and leverage industry relationships to produce solutions for new technologies Determine and fulfill application requirements relating to installation, distribution, and commissioning of developed products Establish and follow design best practices through engineering methodologies such as Analysis of Alternatives, Design of Experiments, FMEA, and Design for X Support decisions on resource loading an agile and growing team of engineers What you bring Bachelor"s degree in Electrical Engineering, or equivalent work experience 5+ years experience in design of power electronics or analog products. Expertise in circuit level design, both analog and digital (microcontrollers) Direct experience designing with Wide Band Gap (WBG) semiconductors Experience with new product development in a phase-gate release process Experience transitioning new products into production in a factory setting. Job Details Job Title : Senior Electrical Engineer Department : Engineering Reports to : Electrical Engineering Manager FLSA Status: Exempt Job Type : Full-time Job Location: RTP Durham, NC or Huntersville, NC PIdb2051dd021a-2447
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. 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 get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Staff Accountant, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. 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 get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring Eagerness to learn and build a career in financial services Ability to deliver an outstanding customer experience Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing and Posting Clerk, Staff Accountant, and Controller and others in the Accounting and Finance to apply.
Description: POSITION SUMMARY: This position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility. The Site Coordinator of the newly designed Healthy Living Academy of the Gallatin Valley YMCA stewards the Y's cause, promoting and protecting the brand and reputation as a global, inclusive organization within the community. The Controller supports development of the operating budget, manages all accounting functions, administers approved accounting policies and procedures, and ensures preparation of complete and accurate financial statements. OUR CULTURE: Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you. Requirements: Responsible for the oversight and management of day-to-day operations at newly designed Healthy Learning Academy. Supports the Academy to meet state licensing requirements. Support all aspects of healthy communication amongst staff including with teachers to ensure that all teachers are accruing the appropriate number of professional development hours. Staff scheduling and staff training. Conduct licensing file inspections on a monthly basis. Oversight of CACFP Food program alongside VP Youth Development. This includes menu planning, claims submission, maintaining files. Collaborate with coordinator with VP Youth Development, as well as teachers of the HLA to ensure classroom environments, materials, and culture fully support the Y mission and best practices within Early Childhood. Assess communications through TSG (Teaching Strategies Gold), Brightwheel, and consistent use of these programs. Responsible for shared oversight of data collection. Responsible for supervision of all teaching staff, and supporting annual performance reviews. Support building healthy and positive relationships with families and our community members to ensure that they feel heard and supported, and that we are providing the most effective services. Must be CPR & First Aid certified. Must clear a state criminal background check. Must complete/maintain the minimum Professional Development hours required by the state. Preference will be given to those with ECE experience, as well as business experience. Compensation details: 19-21.5 Hourly Wage PI8a438b6fb7a1-7101
03/28/2024
Full time
Description: POSITION SUMMARY: This position supports the work of the Y, a leading nonprofit, charitable organization committed to strengthening community through youth development, healthy living and social responsibility. The Site Coordinator of the newly designed Healthy Living Academy of the Gallatin Valley YMCA stewards the Y's cause, promoting and protecting the brand and reputation as a global, inclusive organization within the community. The Controller supports development of the operating budget, manages all accounting functions, administers approved accounting policies and procedures, and ensures preparation of complete and accurate financial statements. OUR CULTURE: Our mission and core values are brought to life by our culture. In the Y, we strive to live our cause of strengthening communities with purpose and intentionality every day. We are welcoming: we are open to all. We are a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to become a catalyst in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all else, we are on a relentless quest to make our community stronger beginning with you. Requirements: Responsible for the oversight and management of day-to-day operations at newly designed Healthy Learning Academy. Supports the Academy to meet state licensing requirements. Support all aspects of healthy communication amongst staff including with teachers to ensure that all teachers are accruing the appropriate number of professional development hours. Staff scheduling and staff training. Conduct licensing file inspections on a monthly basis. Oversight of CACFP Food program alongside VP Youth Development. This includes menu planning, claims submission, maintaining files. Collaborate with coordinator with VP Youth Development, as well as teachers of the HLA to ensure classroom environments, materials, and culture fully support the Y mission and best practices within Early Childhood. Assess communications through TSG (Teaching Strategies Gold), Brightwheel, and consistent use of these programs. Responsible for shared oversight of data collection. Responsible for supervision of all teaching staff, and supporting annual performance reviews. Support building healthy and positive relationships with families and our community members to ensure that they feel heard and supported, and that we are providing the most effective services. Must be CPR & First Aid certified. Must clear a state criminal background check. Must complete/maintain the minimum Professional Development hours required by the state. Preference will be given to those with ECE experience, as well as business experience. Compensation details: 19-21.5 Hourly Wage PI8a438b6fb7a1-7101
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Residential Real Estate Agent, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Bookkeeper, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs (opens in a new tab) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Bookkeeper, Field Client Relationship Manager, and Controller and others in the Accounting and Finance to apply.
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs ( opens in new link) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Controller, Staff Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs ( opens in new link) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Controller, Staff Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs ( opens in new link) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Controller, Staff Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here (opens in a new tab) to experience what it is like to work in this role What to expect As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help! Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more! As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you. Advantages of our career development experience You are learning. We provide all the training you need to develop the skills needed to service our customers 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 are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. 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 and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities. The Skills You Bring Desire to establish rapport and relationships with customers and the team through effective communication Experience in customer service, call center, or financial services preferred A strong interest in financial services Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges 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 Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-making The Value You Deliver Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction Service varied customer needs, including balance inquiries, money movement, trading, and more Answer questions and provide resources to deepen client understanding and build confidence Our Investments in You Our benefit programs ( opens in new link) 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. 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) Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months Learn More: Dynamic Working (opens in a new tab) Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Controller, Staff Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
As a member of the Financial Planning & Analysis group, you will work closely with the global functional leaders of WTS to build annual budgets, monitor monthly results and work on strategic initiatives to optimize financial performance. This role is best suited for someone early on in their career (with 2+ years of experience) but who has the basics down when it comes to P&L analysis and experience working with large sets of data. You will interface with the finance leaders and functions, including Human Resources, IT, Finance, Marketing, Commercial, Legal, Technology and Supply Chain to coordinate the forecasting and reporting processes and assess the cost-benefit impact of investment and expense decisions. The position is also responsible for financial analysis and projections to all levels within the organization in support of the functional business objectives. This is an excellent learning opportunity where you'll analyze and assess transaction-level details and summarize results to identify trends, risks, and opportunities. If you like the idea of doing meaningful work with a company that's making waves in the environmental services industry, here's more! Key Responsibilities • Play a key role in the annual budgeting process for all global business functions & SG&A components - including staffing levels, expense projections, and investment decisions. • Update current quarter and current year forecasting outlooks each month and work closely with functional & business leaders to build and report revised projections. • Provide detailed analysis by functions of monthly variations to Budget and to the prior year, partnering with the Compensation and Benefits Analysts and with the Indirect Procurement team. • Participate in monthly financial closing activities for the headquarter's functions and businesses SG&A components including validating journal entries and accruals with the controllership team. • Analyze and report results to three to four assigned functional areas. Maintain monthly reporting tools to provide functional leaders with clear visibility to ongoing performance vs. budgeted targets. • Contribute to the cost optimization and transformation plan by updating and checking the savings in the global tracking tool. Role Requirements • Bachelor's in Finance, Accounting or equivalent 2 years of Financial Planning and Analysis experience Hard Skills • Solid grasp of core financial concepts • Ability to understand and execute accounting transactions • Proficiency in Office 365 suite of tools, including Excel, Outlook, PowerPoint, SharePoint & Word Proficiency in Google Suite (Google Sheets, Google Docs, etc) • Knowledge of ERP systems and reporting systems such as PowerBI and Tableau • Ability to manage financial portfolio • Ability to interface effectively with senior business leaders Capability to translate complex financial sets of data into meaningful analysis and explanations • Demonstrated ability to analyze processes, identify opportunities, and execute improvement projects SAP experience • Experience working with reporting &analysis tools is helpful Strong analytical and problem-solving skills • Strong desire to learn the business and support the delivery of excellent financial results
03/28/2024
Full time
As a member of the Financial Planning & Analysis group, you will work closely with the global functional leaders of WTS to build annual budgets, monitor monthly results and work on strategic initiatives to optimize financial performance. This role is best suited for someone early on in their career (with 2+ years of experience) but who has the basics down when it comes to P&L analysis and experience working with large sets of data. You will interface with the finance leaders and functions, including Human Resources, IT, Finance, Marketing, Commercial, Legal, Technology and Supply Chain to coordinate the forecasting and reporting processes and assess the cost-benefit impact of investment and expense decisions. The position is also responsible for financial analysis and projections to all levels within the organization in support of the functional business objectives. This is an excellent learning opportunity where you'll analyze and assess transaction-level details and summarize results to identify trends, risks, and opportunities. If you like the idea of doing meaningful work with a company that's making waves in the environmental services industry, here's more! Key Responsibilities • Play a key role in the annual budgeting process for all global business functions & SG&A components - including staffing levels, expense projections, and investment decisions. • Update current quarter and current year forecasting outlooks each month and work closely with functional & business leaders to build and report revised projections. • Provide detailed analysis by functions of monthly variations to Budget and to the prior year, partnering with the Compensation and Benefits Analysts and with the Indirect Procurement team. • Participate in monthly financial closing activities for the headquarter's functions and businesses SG&A components including validating journal entries and accruals with the controllership team. • Analyze and report results to three to four assigned functional areas. Maintain monthly reporting tools to provide functional leaders with clear visibility to ongoing performance vs. budgeted targets. • Contribute to the cost optimization and transformation plan by updating and checking the savings in the global tracking tool. Role Requirements • Bachelor's in Finance, Accounting or equivalent 2 years of Financial Planning and Analysis experience Hard Skills • Solid grasp of core financial concepts • Ability to understand and execute accounting transactions • Proficiency in Office 365 suite of tools, including Excel, Outlook, PowerPoint, SharePoint & Word Proficiency in Google Suite (Google Sheets, Google Docs, etc) • Knowledge of ERP systems and reporting systems such as PowerBI and Tableau • Ability to manage financial portfolio • Ability to interface effectively with senior business leaders Capability to translate complex financial sets of data into meaningful analysis and explanations • Demonstrated ability to analyze processes, identify opportunities, and execute improvement projects SAP experience • Experience working with reporting &analysis tools is helpful Strong analytical and problem-solving skills • Strong desire to learn the business and support the delivery of excellent financial results
Starting Pay: Up to $33.25 hour/ based on experience Shift: 1st Hours: 6am- 6pm This is a full-time position within our manufacturing facility with opportunities for advancement! Who we are! Schwan's Company, a U.S. affiliate of the global lifestyle company CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Its many popular brands include Red Baron , Tony's , Big Daddy's , Villa Prima , and Freschetta pizza; Mrs. Smith's and Edwards desserts; Bibigo , and Pagoda Asian-style snacks. To learn more about Schwan's, visit . What we want to do for you: We offer eligible employees competitive pay and a comprehensive benefits package designed to assist employees and their families with their financial security, health, and well-being. Health, Life, Dental, and Vision Plans Earn up to 2 weeks paid time off during first year 401k with Company Match What we need from you: Associates degree or equivalent experience and 5-7 years of related experience Ability to perform advanced maintenance and electrician duties Must understand solid state circuitry and 110V, 220V, 440V, and 480V systems Ability to size an electrical panel-based component for install; ability to size components and wiring based on electrical schematic; ability to size line voltage and transformer voltage; ability to build electrical automation enclosure based on schematics and plant requirements Ability to diagnose problems with programmable controllers on equipment and operate electrical testing equipment and machining equipment Ability to read and interpret safety documents, operating and maintenance instructions, and procedure manuals Advanced knowledge of Arc Flash Ability to complete work orders and enter the required paperwork into a computer Ability to add, subtract, multiply, divide in all units of measure Ability to obtain a valid forklift license Must be able to lift ninety (90) lbs. Responsibilities: Responsible for electrical troubleshooting, installation, preventative maintenance, and repair of assigned production machinery, mechanical equipment, and/or property to ensure continuous and effective operation Perform standard to more complex repairs and is responsible to receive, adjust, and install new plant equipment using a variety of power hand and shop tools as required. Responsible for the diagnosis of electrical, mechanical, plumbing, and similar problems and apply appropriate corrective action Read and interpret schematic drawings and diagrams Assist with major repairs and/or construction required to plant buildings and equipment, primarily electrical in nature Perform preventative electrical repairs on electrical cords and motors and assist with preventative maintenance on equipment replacement of parts Runs conduit and pulls electrical wire to wire new and used equipment; helps replace starters, relays, switches, and fuses in electrical panels, helps replace main and auxiliary disconnects as required Perform advanced electrician duties including but not limited to using a voltage meter to check high and low voltage reading on equipment, checking for open circuits for line voltage, troubleshooting frequency drives for proper operation, understanding all aspects of an electrical schematic, and troubleshooting/replacing I/O modules in a PLC Set up metal detectors Participate in and successfully complete management-assigned training directed at increasing job-related trade skills Train Maintenance employees in keeping all equipment in good repair and regularly serviced Work in a safe manner with a sense of urgency while maintaining a safe and orderly work area The use of Personal Protective Equipment (PPE) is required; including but not limited to bump cap, safety glasses/goggles, ear plugs, hair and beard nets, gloves and safety shoes or rubber boots The employing subsidiaries of Schwan's Company are Equal Employment Opportunity Employers. All qualified applicants will receive consideration for employment without regard to disability, age, race, color, religion, gender, vet status, national origin, or other protected class.
03/28/2024
Full time
Starting Pay: Up to $33.25 hour/ based on experience Shift: 1st Hours: 6am- 6pm This is a full-time position within our manufacturing facility with opportunities for advancement! Who we are! Schwan's Company, a U.S. affiliate of the global lifestyle company CJ CheilJedang Corporation, is a leading U.S. manufacturer and marketer of quality foods offered through retail-grocery and food-service channels. Its many popular brands include Red Baron , Tony's , Big Daddy's , Villa Prima , and Freschetta pizza; Mrs. Smith's and Edwards desserts; Bibigo , and Pagoda Asian-style snacks. To learn more about Schwan's, visit . What we want to do for you: We offer eligible employees competitive pay and a comprehensive benefits package designed to assist employees and their families with their financial security, health, and well-being. Health, Life, Dental, and Vision Plans Earn up to 2 weeks paid time off during first year 401k with Company Match What we need from you: Associates degree or equivalent experience and 5-7 years of related experience Ability to perform advanced maintenance and electrician duties Must understand solid state circuitry and 110V, 220V, 440V, and 480V systems Ability to size an electrical panel-based component for install; ability to size components and wiring based on electrical schematic; ability to size line voltage and transformer voltage; ability to build electrical automation enclosure based on schematics and plant requirements Ability to diagnose problems with programmable controllers on equipment and operate electrical testing equipment and machining equipment Ability to read and interpret safety documents, operating and maintenance instructions, and procedure manuals Advanced knowledge of Arc Flash Ability to complete work orders and enter the required paperwork into a computer Ability to add, subtract, multiply, divide in all units of measure Ability to obtain a valid forklift license Must be able to lift ninety (90) lbs. Responsibilities: Responsible for electrical troubleshooting, installation, preventative maintenance, and repair of assigned production machinery, mechanical equipment, and/or property to ensure continuous and effective operation Perform standard to more complex repairs and is responsible to receive, adjust, and install new plant equipment using a variety of power hand and shop tools as required. Responsible for the diagnosis of electrical, mechanical, plumbing, and similar problems and apply appropriate corrective action Read and interpret schematic drawings and diagrams Assist with major repairs and/or construction required to plant buildings and equipment, primarily electrical in nature Perform preventative electrical repairs on electrical cords and motors and assist with preventative maintenance on equipment replacement of parts Runs conduit and pulls electrical wire to wire new and used equipment; helps replace starters, relays, switches, and fuses in electrical panels, helps replace main and auxiliary disconnects as required Perform advanced electrician duties including but not limited to using a voltage meter to check high and low voltage reading on equipment, checking for open circuits for line voltage, troubleshooting frequency drives for proper operation, understanding all aspects of an electrical schematic, and troubleshooting/replacing I/O modules in a PLC Set up metal detectors Participate in and successfully complete management-assigned training directed at increasing job-related trade skills Train Maintenance employees in keeping all equipment in good repair and regularly serviced Work in a safe manner with a sense of urgency while maintaining a safe and orderly work area The use of Personal Protective Equipment (PPE) is required; including but not limited to bump cap, safety glasses/goggles, ear plugs, hair and beard nets, gloves and safety shoes or rubber boots The employing subsidiaries of Schwan's Company are Equal Employment Opportunity Employers. All qualified applicants will receive consideration for employment without regard to disability, age, race, color, religion, gender, vet status, national origin, or other protected class.
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Bilingual Customer Service , Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Bilingual Customer Service , Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.
SUMMARY The Controls Technician position is responsible for performing highly diversified duties to install, troubleshoot, repair, and maintain production and facility equipment according to safety, predictive and productive maintenance systems, and processes to support the achievement of the site's business goals and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Develop and appropriate PLC program for production machinery. Identify probable failure causes of automated production machinery with Allen-Bradley and Siemens PLC/SLC's, DC Drives, AC Drives, and servo systems. Troubleshoot, repair, and calibrate heat controllers, power supplies, and temperature recorders. Problem-solve and repair electronic, numerically controlled servo and stepper motor controller/drive systems and testing equipment. Problem-solve and repair automated production machinery and electrical logic control circuits. Work in a team atmosphere to improve repair and maintenance methods. Participate in developing action plans to resolve problems with safety, quality, production, delivery and 5S. Suggest and implement improvements to existing equipment. Participate with the Manufacturing teams to improve the MAHLE machinery and equipment standard. Lead and support automation related troubleshooting events, in collaboration with Controls Engineering and Engineering department. Follow-up with corrective action to minimize downtime. Contribute to the skill set development of the organization by training the Maintenance and Manufacturing teams on specialty areas. Troubleshoot and repair pneumatic, hydraulic, electrical control systems. Work with the Preventative Maintenance program. Train others on the use, troubleshooting, and repair of equipment to alleviate downtime. Follow all established Safety Guidelines. Complete documentation of work orders, purchase orders, and reports as necessary. Occasionally function as back-up support for Mechanical Maintenance Technicians. Function as a member of Manufacturing, Engineering, 5S, SMED, Ergonomics, or Kaizen teams. Work with the Process Planning team during development and launch of new equipment, tooling, and processes. Maintain a clean, safe work area. Ability to work all designated shifts. Excellent attendance record. Ability to work in a team environment. May require Leadership of Maintenance Technicians Other duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School diploma or general education degree (GED) required; trade school in Electrical/Electronical areas specialty or documented supplier certified training (Such Rockwell and Siemens training) preferred. Five years industrial experience on highly automated assembly lines, including robots (Kuka, Fanuc, Mitsubishi, etc.) preferred. Minimum 3 years training and experience with Allen-Bradley and Siemens PLC including analog inputs and outputs, HMI, online cameras, math functions, and MOVE statements. Experience with Vacuum and pressure decay testing equipment (a plus) Understanding of lean manufacturing, JIT, OEE, line sequencing, KANBAN, etc. a plus. Knowledge of automated machinery control circuitry including programmable controllers. Must possess good written and oral communication skills. Must be able to train others effectively. COMMUNICATION SKILLS Must be fluent in English. Working-level second language skills is a plus. Able to write routine reports and correspondence. Able to communicate effectively with peers, managers, and directors. Values and considers the perspectives and backgrounds of all parties. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to read and interpret metal rule. Ability to convert Imperial and Metric temperatures, volumes and pressures as used in molding operations. Knowledge of ladder logic and schematic prints. Knowledge of Hydraulic & Pneumatic systems. Knowledge of volumes. Knowledge of pressures. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to define and solve problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, regularly required to stoop, kneel, sit, stand, bend, reach, climb, and move about the facility. Required to frequently lift up to 50 lbs. Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision and ability to adjust focus. WORK ENVIRONMENT While performing the duties of the job, may work prolonged periods under high heat and humid conditions inside the facility; and occasionally exposed to moving mechanical parts, fumes or airborne particles, and vibration. The environment in manufacturing plants and testing labs are often loud, hot, and with particulates in the air. Working environment may contain potentially hazardous materials such as acids, solvents, oils, and common etchants. In such environments, adherence to PPE regulations is required. SAFETY/ENVIRONMENTAL REQUIREMENTS Adhere to company safety rules and all federal and state reporting agencies requirements such as OSHA and EPA. Understand the ISO-14001 Environmental Policy which requires individuals to comply with environmental regulations, prevention of pollution, and continual improvement. OVERTIME Employees must be able to work additional hours and/or additional days during the payroll week, which can and will be in excess of forty (40) hours per payroll week. Working overtime is a condition of employment. TRAVEL Domestic and International travel with/without overnight stay may be required. No Sponsorship Available
03/28/2024
Full time
SUMMARY The Controls Technician position is responsible for performing highly diversified duties to install, troubleshoot, repair, and maintain production and facility equipment according to safety, predictive and productive maintenance systems, and processes to support the achievement of the site's business goals and objectives. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: Develop and appropriate PLC program for production machinery. Identify probable failure causes of automated production machinery with Allen-Bradley and Siemens PLC/SLC's, DC Drives, AC Drives, and servo systems. Troubleshoot, repair, and calibrate heat controllers, power supplies, and temperature recorders. Problem-solve and repair electronic, numerically controlled servo and stepper motor controller/drive systems and testing equipment. Problem-solve and repair automated production machinery and electrical logic control circuits. Work in a team atmosphere to improve repair and maintenance methods. Participate in developing action plans to resolve problems with safety, quality, production, delivery and 5S. Suggest and implement improvements to existing equipment. Participate with the Manufacturing teams to improve the MAHLE machinery and equipment standard. Lead and support automation related troubleshooting events, in collaboration with Controls Engineering and Engineering department. Follow-up with corrective action to minimize downtime. Contribute to the skill set development of the organization by training the Maintenance and Manufacturing teams on specialty areas. Troubleshoot and repair pneumatic, hydraulic, electrical control systems. Work with the Preventative Maintenance program. Train others on the use, troubleshooting, and repair of equipment to alleviate downtime. Follow all established Safety Guidelines. Complete documentation of work orders, purchase orders, and reports as necessary. Occasionally function as back-up support for Mechanical Maintenance Technicians. Function as a member of Manufacturing, Engineering, 5S, SMED, Ergonomics, or Kaizen teams. Work with the Process Planning team during development and launch of new equipment, tooling, and processes. Maintain a clean, safe work area. Ability to work all designated shifts. Excellent attendance record. Ability to work in a team environment. May require Leadership of Maintenance Technicians Other duties as assigned. SUPERVISORY RESPONSIBILITIES No supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School diploma or general education degree (GED) required; trade school in Electrical/Electronical areas specialty or documented supplier certified training (Such Rockwell and Siemens training) preferred. Five years industrial experience on highly automated assembly lines, including robots (Kuka, Fanuc, Mitsubishi, etc.) preferred. Minimum 3 years training and experience with Allen-Bradley and Siemens PLC including analog inputs and outputs, HMI, online cameras, math functions, and MOVE statements. Experience with Vacuum and pressure decay testing equipment (a plus) Understanding of lean manufacturing, JIT, OEE, line sequencing, KANBAN, etc. a plus. Knowledge of automated machinery control circuitry including programmable controllers. Must possess good written and oral communication skills. Must be able to train others effectively. COMMUNICATION SKILLS Must be fluent in English. Working-level second language skills is a plus. Able to write routine reports and correspondence. Able to communicate effectively with peers, managers, and directors. Values and considers the perspectives and backgrounds of all parties. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to read and interpret metal rule. Ability to convert Imperial and Metric temperatures, volumes and pressures as used in molding operations. Knowledge of ladder logic and schematic prints. Knowledge of Hydraulic & Pneumatic systems. Knowledge of volumes. Knowledge of pressures. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to define and solve problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, regularly required to stoop, kneel, sit, stand, bend, reach, climb, and move about the facility. Required to frequently lift up to 50 lbs. Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision and ability to adjust focus. WORK ENVIRONMENT While performing the duties of the job, may work prolonged periods under high heat and humid conditions inside the facility; and occasionally exposed to moving mechanical parts, fumes or airborne particles, and vibration. The environment in manufacturing plants and testing labs are often loud, hot, and with particulates in the air. Working environment may contain potentially hazardous materials such as acids, solvents, oils, and common etchants. In such environments, adherence to PPE regulations is required. SAFETY/ENVIRONMENTAL REQUIREMENTS Adhere to company safety rules and all federal and state reporting agencies requirements such as OSHA and EPA. Understand the ISO-14001 Environmental Policy which requires individuals to comply with environmental regulations, prevention of pollution, and continual improvement. OVERTIME Employees must be able to work additional hours and/or additional days during the payroll week, which can and will be in excess of forty (40) hours per payroll week. Working overtime is a condition of employment. TRAVEL Domestic and International travel with/without overnight stay may be required. No Sponsorship Available
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity 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 Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Controller and others in the Accounting and Finance to apply.