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Fidelity Holding jobs - 68 jobs
Education Consultant I - Arlington, VA
Fidelity Brokerage Services
Remote Fidelity Brokerage Services job
Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. Strict adherence to business unit compliance requirements. An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Expertise and Skills You Bring Bachelor's degree preferred and least 3 years of financial services experience Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire Customer facing experience Demonstrated familiarity with Financial Planning Concepts Presentation experience preferred Demonstrated ability to independently problem solve/prepare for new challenges Willingness to build professional, persuasive presentations with a clear call to action Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM Ability to conduct onsite & virtual workshops (75% travel) Bi-lingual/multi-language speaker a plus The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors GROW in your skills to deliver more, world-class planning and education experiences for our participants WIN on behalf of our clients, our participants and Fidelity 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling “Dynamic Working”. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. 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 fidelitycareers.com. 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 accommodations@fmr.com, or by calling ************, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Communication Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.$70k-106k yearly est. Auto-Apply 54d agoVice President, Public Sector Sales & Relationship Manager
Fidelity Brokerage Services
Remote Fidelity Brokerage Services job
The Role Are you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity's investment management capabilities - across asset classes - to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales & Relationship Manager role. The Expertise and Skills You Bring Bachelor's degree required; MBA or CFA desired 15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity's domestic and international investment offering Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process Strategic thinking and creative problem-solving to drive client retention and growth Series 7 and 63 registrations Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients Excellent collaboration skills - ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market Passion for financial markets, investment process and the delivery of effective investment solutions Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity's institutional brand Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives Note: Fidelity will not provide immigration sponsorship for this position. The Team Fidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity's deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity's investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. Location: TBD (1/3rd of US Large Market Public Sector) The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Relationship Management$120k-200k yearly Auto-Apply 60d+ agoAccount Executive, II, MSP
Itc Worldwide
Toledo, OH job
Role: Account Executive - IT ( MSP ) Account Executive - for managed IT service provider seeking an experienced Account Executive with a hunter mentality to help drive the growth and development of the clientele base. Work alongside the VP of Sales providing best in class IT solutions and take control of your earning potential. UNCAPPED COMMISSION OPPORTUNITY + Base + Benefits The ideal candidate will have a deep understanding of IT services, including Infrastructure, Cloud technologies, IT Managed Services (ITMS), and/or IT Outsourced (ITO) services. Proven ability to build strong relationships with CIO, CTO, and other high-level business executives. This role will focus on acquiring 4 new logos per month : IT Services: Help Desk, Azure Infrastructure, Automation [Robotic Process Automation - RPA] & Microsoft Business Applications. Responsibilities: Develop, track, and close sales leads through prospecting, leveraging your network, and gaining strategic partnerships. Identify prospect requirements including technical, prospect infrastructure, configuration, and other requirements and call prospects to continually find new customers and projects. Collaborate with technical staff to generate proposals. Confidently present proposals to clients to engage interest in managed services. Work collaboratively with the marketing team to develop informational seminars, marketing material, targeted campaigns, and qualified leads. Effectively qualify opportunities to determine scope of work. Manage pipeline and move opportunities along through to close independently. Leverage networking events, chambers, and groups to promote the brand and build long lasting relationships. Qualifications: 5+ years of experience selling to mid-market and enterprise customers in an account executive or sales position, specifically in the tech space (direct MSP experience preferred) Ability to find potential clients pain points and offer solutions based on feedback Ability to identify potential client targets and book exploratory meetings Proven track record of sales performance including new business development. Ability to travel throughout the area for client facing meetings. Qualifications Disclaimer: Certain customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates. Range and benefit information provided in this posting are specific to the stated locations only US: Hiring Range: from $150,000 - $175,000 per year. OTE ITC maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect ITC 's differing products, industries and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. ITC offers a comprehensive benefits package which includes the following: Medical (HMO/PPO) Life insurance and AD&D Supplemental life insurance (Employee/Spouse/Child) Health care and dependent care Flexible Spending Accounts 401(k) /SIPP Savings and Investment Plan with company match Paid time off: Flexible Vacation 10 paid holidays Financial planning and group legal$150k-175k yearly 60d+ agoAccount Growth Coordinator (Network IMO)
Legal & General America
Remote or Frederick, MD job
At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better. The Account Growth Coordinator (NIMO) supports the Account Growth Manager (NIMO) and VP, National Accounts, and serves as a customer-facing point of contact, working directly with Network IMO agents with a focus on proactive communication to provide a first-class customer experience. The Account Growth Coordinator (NIMO) assists in achieving the established production, growth, and profitability goals. This is a high-growth position that offers the ability to learn and master many skills, including account management and growth, and business development. Some tasks may include; new agent onboarding, assisting with agent questions and concerns, placing outbound calls to promote the placement of pending business, and running data reports as requested. Responsibilities Serve as a key contact for assigned Network IMO agents, keeping our customer at forefront of all discussions. Correspond effectively, using proper grammar and spelling, with our Network IMO agents, within the department, with internal partners, vendors, and other administrative service departments to assist in problem resolution, expediting business, and/or escalate to management for further handling. Promote L&G products and programs to assigned Network IMO's and their agents, network marketing distribution and their staff to include leadership, sales, marketing, operations and technology teams. Train and onboard agents and other staff during initial launch and ongoing training. Maintain all contact lists for Network IMO accounts and cultivate strong relationships to advance LGA positioning Achieve all internal and client deadlines to ensure successful implementation of key programs Proactive communication with our newly appointed Network IMO agents, ensuring they are successfully onboarded. Continued follow-up proactive communication to scaled production and business written by Network IMO agents. Work in collaboration with Network IMO channel leaders to assess new opportunities of distribution relationships. Work in tandem with the Account Growth Manager (NIMO) to onboard, train and launch new Network IMO and related distribution relationships. Work in close collaboration with Account Growth Manager (NIMO) and VP, National Accounts (NIMO) to monitor business inventory of issued and pending policies, proactively sharing information with agencies with a focus on improving placement. As required, serve as liaison and escalation resource for agencies, connecting and facilitating hand-off to appropriate key contacts in other departments. Effectively communicate New Business policies, procedures, and guidelines to internal and external customers. Process all other duties as assigned by department management Qualifications Education Some college preferred Experience/Knowledge 1-3 years of life insurance, or related field, experience 1-3 years experience in a customer service-related position with telephone experience 1+ years of industry experience, with at least 1 year in a customer contact sales role Understanding of life insurance distribution channels and business models Understanding of life insurance underwriting and operational management practices Skills Strong interpersonal skills to establish relationships with sources of intelligence within the company, the industry and within the Digital Distribution channel Customer Service focused Detail oriented and high tolerance for repetitive tasks Ability to communicate with all levels within the organization Ability to manage multiple projects with focus on individual delivery dates Ability to work independently and within a team environment Strong work ethic, initiative, and the ability to accept full ownership of responsibilities Ability to telecommute from primary residence DSL connections with available internet speed of 50 download Mbps and 10 upload Mbps What's in it for you? The expected hiring compensation range for this position is $48,500 - $58,200 annually. This is a remote opportunity working EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 3% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 10 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.$48.5k-58.2k yearly Auto-Apply 8d agoRoute Sales Rep
SBI
Cleveland, OH job
ROUTE SALES REPRESENTATIVE FOR MAGLINE - Join the Driving Force Behind Magline's Success (based in Cleveland, covering all of OH, Pittsburgh, Buffalo) Copy/Paste this Vimeo URL into your browser for a sneak peek into a "Day in the Life of a Magline Route Sales Representative" (2 minutes) ************************************** COMPENSATION: Base Salary + Commission First-Year Earnings: $75.4k-$80.4k total [Base Salary ($65k-$70k) + Commissions] Commissions: 2024 commissions on track to be $10.4k Top Performers: Sky's the limit! $85k-$98k routinely Company vehicle: 16-foot comfortable box truck for your tools and supplies All expenses covered: Fuel, hotels, food Comprehensive benefits: See below PERKS: Commission on every sale. Company vehicle for daily travel. You are calling on Distribution Centers and Warehouses in your territory that use (or could use) Magline products. 50% overnight travel (10 overnights/month). ALL EXPENSES ARE PAID. Plus, comprehensive benefits (more details below) WHO THRIVES WITH MAGLINE? Route Sales Pros, Merchandisers, Account Managers, Sales Reps, Territory Sales Reps, Warehouse & Distribution Managers, Route Supervisors, Military Veterans & More This is a high-potential sales position with THE leader in the personal material handling industry, Magline. This role is combination of: Customer Service - maintaining relationships, upselling, and maintenance/repair of equipment at current accounts. (60% of your time.) Sales - calling on the Distribution Centers in the territory that do not yet use Magline. (40% of your time.) If you love to work hard, enjoy the energy of a high-octane team, and are prepared to WIN, look no further! VIDEO INSIGHTS: Take a deeper look into the Role Copy/paste URL into your browser (2 minutes - different video than the one above): ************************************** WHAT YOU'LL DO AS A MAGLINE ROUTE SALES REP: Magline is growing, so you can too. Ohio is established. Pittsburgh and Buffalo are new. As the Magline Route Sales Representative, you'll keep Distribution Centers running smoothly with "Magliners." Sales, maintenance, repairs, upgrades - you handle it all! Fun Facts: State ranks in the Top 5 for new Distribution Center construction, so plenty of opportunity for new sales (where the money is made). Commission: You earn commission on ALL sales - a unique Magline perk! Territory: Exclusive rights, no competition from other firms repping Magline PRODUCTS & THE VALUE YOU BRING: From hand trucks to carts, you're equipping the last 300-feet of supply chain delivery. The decision-makers you call on: Distribution Center Operations Managers, Route Sales Supervisors, and Purchasing Managers Your end-users: the route delivery professionals - the person delivering potato chips to your local supermarket, your UPS guy or gal, or the delivery professional hauling kegs of beer up (or down) the steps of your favorite pub. REAL STORIES; REAL IMPACT: Hear firsthand how Magliners make a difference. Comments from real delivery drivers using Magline products who I have met in parking lots and on the road: An Aramark delivery person in a hospital parking lot states, "Magline has saved my back more than once." A Beer/Wine/Liquor delivery driver: "I couldn't do my job without my Magliner. In fact, I have 3 for personal use around my house and farm." A Coke delivery person at a convenience store: "You'd have to kill me to get my Magliner away from me." You may even have your own Magliner success story? REQUIREMENTS FOR SUCCESS Clean driving record (no DUI in last 5-years) Entrepreneurial spirit Passion for people & relationship-building Road warrior spirit (10 overnights. Each day you are on the road calling on Distribution Centers and Warehouses. Week 1: 4 nights Weeks 2 & 3: 3 nights out. (That's your 10 nights.) Week 4: Local week. 0 nights (you hub/spoke from home to Distribution Centers.) Handy with tools & general mechanical aptitude (nothing fancy; just being able to work with everyday hand tools easily and efficiently is all that is needed.) Interested in sales (B2B sales experience a plus, but not required) Most importantly, do you have that drive and energy to "win the day." BENEFITS: Commission on top of base salary: 2024 is on track to pay out $8k Medical w/ HSA Dental (base plan with buy-up) Vision (base plan with buy-up) Guaranteed Employee Life Insurance ($50k). Guaranteed Spouse & Dependent Life Insurance of $2k. Voluntary Additional Life Insurance (with guaranteed issue for employee, spouse, & dependents) 401k (with 1:1 match up to 4% of base salary) Accidental Death Insurance Short Term Disability Long Term Disability Employee Assistance Program Required Skills: Fuel Running Pay Truck Road Steps Video Energy Salary Compensation Supply Purchasing Travel Expenses Insurance Construction Maintenance Customer Service Sales$35k-41k yearly est. 60d+ agoAdvisory | Accounting | Audit | Tax | Payroll
Itc Worldwide
Dayton, OH job
About Us ITC Worldwide Advisors, LLP is a rapidly growing, modern provider of professional services to the middle market, operating globally. Our mission is to instill confidence in a world of change. Enable Transformation while doing more with less! Our exceptional people are the cornerstone of our unique culture and talent experience. Responsibilities * Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues. * Develop an understanding of the ITC audit automation approach and ERP tools. * Assess risks and evaluate the client's internal control structure. * Perform substantive tests and tests of internal controls to identify and resolve accounting or reporting issues. *Prepare financial statements under prescribed formats. Required Skills and Qualifications * Completion of 90+ credit hours towards a B.A. / B.S. degree or equivalent from an accredited university in Accounting or Finance. * You must have passed your ACCA, CPA, CFA, or CIMA exam. N.B: We kindly request you to complete a brief survey. Your feedback will help us enhance the candidate experience and ensure we attract the best talent. **************************** **************************** **************************** Next Steps: Once you have completed the survey, please proceed with your job application as instructed. Learn more:****************************************************************$55k-70k yearly est. 60d+ agoFT Receptionist
Aviva Hills
Canton, OH job
Job Description Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. We are currently searching for a Concierge for our front desk to be a pleasant, polished and helpful person that is the first point of contact. Shift Details: Currently need someone for (8:00am- 4:30pm). Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Greet and assist residents and visitors in a polished, professional, discrete manner. Manage the front desk sign-in and out process for visitors and vendors. Handle and direct incoming phone calls. Inform residents or staff of the arrival of guests, packages, and flowers. Accommodate residents' requests for assistance - referring to other staff as necessary. Provide marketing information to visitors. Assist Activities Department with program / event reservations; collect program / event fees; maintain accurate records. Maintain and regularly update databases of resident general information and update/distribute resident phone lists. Handle other clerical duties as assigned. Support other departments as needed to ensure high quality resident service. Demonstrate positive resident relations and facility's quality care and service standards to residents, families, and guests. Maintain a positive, cheerful attitude at all times. Perform other duties as assigned. Attend in-service classes and staff meetings. Regular and predictable attendance - daily. Minimum Job Qualifications High school diploma or equivalent (GED) Ability to read and write in English, Spanish helpful, not required Ability to work with the elderly in a courteous and friendly manner. Excellent interpersonal skills. Ability to use Microsoft Office Suites At least 1 year of related work experience Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living has achieved designation as a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc.$25k-31k yearly est. 2d agoAssistant Actuary
Legal & General America
Remote or Frederick, MD job
At Banner Life Insurance Company, we lead with heart and ambition. Every day, we transform purpose into progress, guided by our unwavering commitment to be better for our customers, clients, and communities, not just today but long-term as well. Our people are the driving force behind everything we achieve. Their passion, purpose, and pursuit of innovation empower us to deliver cutting-edge solutions that support those we serve, ensuring we are here for you, here for good and striving for better. We're a forward-thinking company energized by our work and how we show up for one another. Our culture is built on meaningful impact and genuine enjoyment, because we believe great work and great experiences should go hand in hand. By offering career development opportunities, comprehensive benefits, and programs that support your wellbeing, we help you thrive personally and professionally. We are here for you, here for good and here for better. Responsible for supporting the development, enhancement, and maintenance of asset related actuarial models supporting our Trad, Universal Life (UL), Immediate Annuity and Deferred Annuity (SPIA/DA), & Pension Risk Transfer (PRT) and other businesses. Models are used for various purposes, including Valuation for all applicable accounting bases (Solvency II, Cash Flow Testing, IFRS, STAT, GAAP, Bermuda EBS, etc.), Corporate Planning, Investment Analysis, and Financial Reinsurance Pricing. All model development must meet model validation, control, and documentation requirements defined by the company's model governance policy and procedures. Responsibilities Provide asset modeling for Axis production datasets including Trad, PRT, UL, SPIA& DA. Support model review and release and compliance with MRCC requirements Provide insights into emerging business needs including new asset types, new regulations Perform analysis on existing asset types to confirm appropriateness of model and data Develop, review, and test asset models using Axis, Excel, SQL or other software, ensuring models are appropriately built and are fit for the intended purposes Maintain detailed documentation of all changes and evidence of appropriate model governance Maintain multiple reinvestment strategies and accounting bases for various purposes (PRT Plan, Protection Plan, CFT, etc.) Monthly creation for Discount Rate in AXIS for applicable accounting bases Quarterly creation for IFRS Top-down discount rates, IFRS Expected Return (Op Profit) and support in AXIS for IFRS Investment Variance Analysis Creation of periodic Asset specific reports used for reporting and/or analysis by Valuation and Investments MV Stress Testing for applicable accounting bases (IFRS and/or US GAAP, SII, ALM, ICS, Bermuda Reporting, etc) Multi-Assumption Asset Cash flows Support Market Spread/Duration calculations Support financial assumption setting for applicable accounting bases, and asset sensitivities for Banner and associated Legal entities (Penn, Vermont Captives, Bermuda, etc.). Support IFRS 9 requirements Provides asset modeling expertise and collaborate with accounting, valuation, finance, model development, financial planning, IT, and others, Provide subject matter expertise, mentoring and training for more junior staff members on technical asset modeling tasks. Other duties as required. Qualifications Education BS/BA Math/Statistics/Other Analytical Field ASA (Career or working toward FSA) Experience/Knowledge 5+ years of Investment/Life insurance/actuarial experience Model development or modeling experience preferred Asset Modeling/Scenario Testing experience is a plus Term/Universal Life/Pension Risk Transfer experience is a plus Skills Actuarial software skills - GGY-AXIS experience required, Additional software experience a plus Spreadsheet and database capabilities (Excel, MS Access, VBA, SQL) Proficient written and oral communication skills Ability to multi-task in a deadline-oriented environment Strong collaboration and self-motivation skills Strong analytical skills and problem solving ability IFRS experience and/or US GAAP experience preferred What's in it for you? The expected hiring compensation range for this position is $107,800 - $148,200 annually. This is a remote opportunity operating on EST. The total compensation package for this position may include other elements, such as a sign-on bonus, long term incentives, and annual bonuses. This role is eligible to participate in the Annual Incentive Plan. The current target payment for the position is 20% of base salary, modified for corporate and individual performance. Bonuses are pro-rated based on start date. This role has 20 vacation days and 10 sick days that are accrued on a bi-weekly basis. Employees also have 9 paid holidays throughout the calendar year . We have a competitive compensation and benefits package focused on your overall wellbeing. Employee benefits include health, life, and dental insurance; 401K with company match up to 6% as well as a pension package; generous time off; and wellbeing initiatives throughout the year (we like doing fun stuff). We're big on professional development and we'll support and mentor you in your career progression and expect you to help us pay it forward by helping us develop tomorrow's leaders and growth-focused professionals. We value our teams and our communities and believe in giving back. Enjoy time off to volunteer for those causes that matter most to you! If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. The Company reserves the right to change benefits plans at any time. We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, perform essential job functions, and receive other benefits and privileges of employment. Please contact us to request accommodation.$107.8k-148.2k yearly Auto-Apply 8d agoBranch Administrator
Cetera Financial Group
Cleveland, OH job
Description About this JobThe Branch Sales Administrator. Works closely with the onsite Branch Manager, the Branch Sales Administrator is responsible for many administrative/clerical functions. What you will do:Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc.Maintain supply room materials ensuring appropriate inventory and most current printed documents.Receive visitors to the office in a professional manner and provide notification to appropriate individuals.Arrange for meeting and/or catering needs as requested.Coordinate resolution of issues pertaining to office operations (e.g. IT, office supplies and equipment, etc).Enter transactions into the appropriate blotters. Qualifications What you need to have:1+ year of proficiency with Microsoft Office tools (Word, Excel, Powerpoint) Must have High School diploma or GEDPrevious administrative experience helpful Really catch our eye with:Demonstrate a real passion for providing high level responses Keen eye for detail Highly responsive to coaching and training Able to work well independently and within a team environment Our top performers share the following traits:Adaptable to change in a fast paced environment Courteous and ResponsiveSuperior listening skills Positive role model to colleagues Team player attitude Energetic and results-oriented What we give you in return:Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.$32k-37k yearly est. Auto-Apply 60d+ agoWealth Management Consultant (Northeast Region)
Cetera Financial Group
Remote job
As a Wealth Management Consultant, you play a vital role in mentoring and supporting financial advisors who drive the success of our program, partnering with and providing tailored services to financial institutions. You will provide guidance, mentorship and hands-on support, you equip advisors with the tools and insights needed to build strong, lasting relationships with financial institutions. Serving as a trusted partner, you will mentor, coach, and support advisors through the full sales cycle, ensuring they effectively engage with financial institutions, foster meaningful connections, and seamlessly integrate wealth management solutions that drive success for both advisors and their institutional partners . Qualified candidates must reside within the Northeast. The position will cover the states of: NY, CT, MA, NH, VT, ME, RI. WHAT WILL YOU DO: Serve as the primary owner of advisor relationships, guiding them through the Cetera value proposition experience across the advisor life cycle. Develop and execute comprehensive financial sales cycle engagement plans, managing the sales funnel and pipeline from initial discovery to completion. Drive organic growth, satisfaction, and retention of advisors by ensuring their successful implementation of Cetera's financial platforms, solutions, and coaching programs. Lead strategic client segmentation efforts, identifying and prioritizing key financial institutions and advisor partnerships to optimize business opportunities. Collaborate with business development, onboarding, and sales enablement teams to accelerate verified asset adoption within defined timeframes. Actively facilitate advisor connections with subject matter experts to enhance investment solution adoption, financial planning strategies, and wealth management offerings. Strengthening relationships with financial institutions and advisors through tailored coaching, providing strategic insights and best practices for long-term success. Ensure seamless advisor support and resolution in partnership with the Service Escalation Specialist, reinforcing trust and efficiency in wealth management operations. KEY COMPETENCIES: Financial Sales Cycle Management Strategic Client Segmentation Relationship-Building with Financial Institutions Coaching and Advisory Leadership Sales Pipeline and Activity Management Investment Solutions and Wealth Strategies WHAT YOU WILL NEED TO HAVE: Bachelor's degree in a relevant field. Minimum of 5 years of experience in wealth management or banking, with a background as a Sr. Financial Advisor, Relationship Manager, Investment manager, Sale manager or Program manager. Active FINRA licenses: Series 7, 66 (or 63 & 65), and/or 24. Travel REQUIREMENTS Up to 50% for Advisor Facing Engagements & Strategic Cetera Events COMPENSATION: The salary range for this role is $80,000 - $95,000, Variable Compensation which includes (Base Salary & Sales Incentive Commission Plan) Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations. #LI-Remote$80k-95k yearly Auto-Apply 60d+ agoSVP, Wealth Advisor
National Financial Partners Corp
Beachwood, OH job
Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities. For more information, visit ******************** Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Wealthspire Advisors is in search of a Wealth Advisor. This position entails collaborating with other members of the team to assist with the wealth management and financial planning needs of our high net-worth clients and their families. Job Responsibilities: * Lead and/or support other advisors in the management of client engagements * Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge. * Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.). * Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.). * Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.). * Assist with the development of client financial plans using financial planning software and present results and solutions to clients. * Monitor client investments, review performance, and suggest changes to client portfolios as appropriate. * Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities. * Create proposals for prospective clients. * Coordinate with clients' attorneys, accountants, and other professionals as needed. * Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc. * Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events. * Deepen existing client relationships; seek client referrals. * Participate in community outreach, networking and marketing activities to drive new business opportunities. * Leverage local centers of influence to extend referral network. * Provide ongoing training and serve as a mentor to advisory staff. Requirements: * Minimum 10+ years of wealth management experience (other or additional experience will be considered). * CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists. * Excellent written and verbal communication skills. * Flexible team player who is highly adaptable to change and open to new ideas. * Ability to think creatively. * Reliable, follows through on commitments. * Personal integrity and professional initiative. * Previous supervisory experience managing teams is a plus. * Strong problem-solving and influence/consensus-building skills. * Strong communication and organizational skills. * Ability to work through questions and concerns collaboratively * Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus. * Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience. Diversity, Equity, Inclusion, and Belonging at Wealthspire: Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients' financial lives. What We Offer: Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $120,000 -$130,000, with the total comp range up to $260,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.$120k-130k yearly 1d agoSolution Sales Consultant
Itc Worldwide
Cleveland, OH job
************************** You will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working across all levels of our clients' organizations and providing expertise on topics such as: Current-State Technology Assessments Business-Aligned Technology Roadmap Development IT Organization and Operating Model Evaluation Build vs. Buy and Software Selection Decisions IT Spend Analysis and Optimization General IT Strategy EXPERIENCE: 5+ years of SaaS sales experience Pricing Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook; Pipeline He will be responsible for helping our clients design and execute technology strategies to solve their biggest challenges in manufacturing, supply chain, and operations. This includes working at all levels of our clients' organizations and providing expertise in topics such as: Current State Technology Assessments Development of business-aligned technology roadmap IT Organizational and Operating Model Assessment Software selection and build decisions vs. purchases IT spend analysis and optimization Overall IT Strategy EXPERIENCE: More than 5 years of experience in SaaS Precious sales He excels in creating pricing proposals, negotiating terms, and managing the contract process. Credible - Experience selling to a technical and commercial audience, building trust and mutual respect. Passionate: Think creatively and possess strong interpersonal and communication skills to make complex financial, technical, and contractual details sound simple. Travel: You must be willing to travel to meet with customers. Manual for the construction of experiences; Pipe Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult$150k yearly 60d+ ago(Remote) Sr. Communications Writer
National Financial Partners Corp
Remote or Los Angeles, CA job
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Job Summary: We are seeking a dynamic writer to support our corporate communications efforts. As a member of NFP's Marketing Team, you will be responsible for conceptualizing, creating, reviewing and refining various communications across the company, both internal and external. Essential Duties and Responsibilities: * Effective Communication: Elevate the creation of compelling, on-brand written communications that achieve stated objectives. * Messaging Development: Adhere to NFP's style guidelines, while continuously working to evolve the company's messaging from/to various stakeholders. * Project Management: Respect project timelines and communicate effectively throughout to ensure alignment and timely delivery of high-quality work. * Strategic Collaboration: Partner with business leaders, marketing managers and others to understand project goals and translate them into impactful deliverables. * Market Research: Stay up to date with industry trends, competitive landscapes, and emerging technologies to identify new opportunities and best practices. What you will need: * Three to five years of communications experience with a portfolio of work reflecting strong writing skills and success across a spectrum of communications. * Ability to write, edit, and develop engaging internal and external communications to convey complex details on various topics, including company developments, new personnel and policy changes. * Effective communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and build strong relationships with stakeholders at all levels. * Strong written and verbal communication skills to effectively interact with and influence coworkers, project team members and others across the organization, including executives. * Strong technical skills, including Microsoft PowerPoint, Teams, and SharePoint. * Proactive, creative and detail-oriented team player who is also flexible and comfortable with ambiguity and short timeframes for project completion. * Ability to adapt communication style, techniques or methods to meet end user needs, observe and interpret behavioral cues, embrace feedback, and listen with empathy to understand team members' frame of reference. * Utilize established project management systems to enhance productivity and workflow, while proactively keeping colleagues informed of progress relative to states deadlines. * Strong project management skills, with the ability to manage multiple projects and priorities in a fast-paced environment. * Degree in communications or journalism a plus. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000.00 - $81,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.$60k-81k yearly 27d agoSTNA or CNA PT/PRN night shift
Aviva Glendale
Toledo, OH job
Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. This position makes a difference to our residents' overall well-being and happiness and brings peace of mind to families that their loved ones are cared for and treated well Shift Details: We are currently searching for a Resident Assistant to join the night shift. Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Safely assist residents with ADL's. Common ADLs include safe transferring, assistance with personal hygiene, memory care stimulation, and social interaction. Reporting any changes in residents' physical condition and/or behaviors. Complete documentation in resident records regarding vitals, leisure activities, incidents, and observations throughout, and no later than, the end of shift. Following the schedule of the resident's needs set out by the supervisor. Providing emotional and social support to residents. Adhering to all policies and procedures of the community. Fulfilling other duties as assigned by the supervisor. Regular and predictable attendance daily. Qualifications, skills, and abilities: High school diploma or equivalent (GED) One year of related work experience preferred, CNA preferred Ability to safely assist residents with ADL's. Skilled in caring for residents with memory impairments and secondary diagnosis. Ability to work with the elderly in a courteous and friendly manner, demonstrating patience and compassion. Ability to work in a calm and professional manner and present a clean and professional image to reassure the residents and families. Ability to communicate professionally and appropriately with families, residents, 3rd party providers, community leaders and co-workers. Ability to safely handle food in accordance with facility policies and procedures, as well as all state and federal regulations. Strong knowledge and understanding of state regulations. Ability to speak, read and write in English. All employees can take advantage of Available Pay Advance (daily pay) Full-time employees have a wider range of benefits. Aviva Senior Living is Designated a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. JOB CODE: 1000405$28k-37k yearly est. 60d+ agoClient Support Specialist - Greater Los Angeles, CA Area (REMOTE)
Fidelity Brokerage Services
Fidelity Brokerage Services job in Los Angeles, CA or remote
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service$50k-76k yearly Auto-Apply 60d+ agoFT Resident Assistants
Aviva Hills
Canton, OH job
Designed and purpose built for seniors, our communities incorporate resort-style amenities and social activities to provide seniors a carefree, maintenance-free lifestyle, while providing best in class care. Our Brands deliver a variety of lifestyles: cottages, senior apartments, and independent-living, assisted living and memory care in different locations. Most important, our residents love living with us, and you will love working with us. At Aviva Senior Living, we are committed to providing a supportive and engaging environment. Our dedicated staff is passionate about ensuring that each resident feels at home, offering personalized care and assistance as needed. Our beautifully designed units and welcoming atmosphere create a space where residents can thrive and enjoy life to the fullest. Join us at Aviva Senior Living and be part of a community that prioritizes the well-being and happiness of our residents, fostering a sense of comfort, connection, and joy every day. This position makes a difference to our residents' overall well-being and happiness and brings peace of mind to families that their loved ones are cared for and treated well Shift Details: We are currently searching for a Resident Assistant to join the following shift: 2:00pm-10:00pm. Please note, this may change throughout employment as needed with notice. Primary Responsibilities: Safely assist residents with ADL's. Common ADLs include safe transferring, assistance with personal hygiene, memory care stimulation, and social interaction. Reporting any changes in residents' physical condition and/or behaviors. Complete documentation in resident records regarding vitals, leisure activities, incidents, and observations throughout, and no later than, the end of shift. Following the schedule of the resident's needs set out by the supervisor. Providing emotional and social support to residents. Adhering to all policies and procedures of the community. Fulfilling other duties as assigned by the supervisor. Regular and predictable attendance daily. Qualifications, skills, and abilities: High school diploma or equivalent (GED) One year of related work experience preferred, CNA preferred Ability to safely assist residents with ADL's. Skilled in caring for residents with memory impairments and secondary diagnosis. Ability to work with the elderly in a courteous and friendly manner, demonstrating patience and compassion. Ability to work in a calm and professional manner and present a clean and professional image to reassure the residents and families. Ability to communicate professionally and appropriately with families, residents, 3rd party providers, community leaders and co-workers. Ability to safely handle food in accordance with facility policies and procedures, as well as all state and federal regulations. Strong knowledge and understanding of state regulations. Ability to speak, read and write in English. Full-time employees can take advantage of: Medical/Prescription Insurance Dental Insurance Vision Insurance Paid time off accrued up to 15 days per year. Paid Holidays Employee Referral Program Company Paid Life Insurance Pet Insurance available Company matching 401k Available pay advance (daily pay) Aviva Senior Living has achieved designation as a Great Place to Work and is an Equal Opportunity Employer and a Drug-Free Workplace. The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, education, etc. JOB CODE: 1000597$26k-31k yearly est. 59d agoFinancial Advisor
Cetera Financial Group
Remote job
Job Responsibilities: Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client's investment portfolio and recommend an asset allocation and specific plan to meet established objectives. Develop, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc. Collaborate to create a team environment and to meet clients needs. Generate additional referrals from personal networking, seminars, and presentations to community groups Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with all aspects of Cetera policies and practices, including laws and regulations governing the duties and responsibilities of investment sales. Maintaining all necessary licenses and registrations as required, including completing all mandatory training and industry-related continuing education in a timely manner. Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism. Qualifications: FINRA Series 7 and 63 State Life & Health Insurance license Strong sales, marketing, and business development skills 2+ years of sales experience and/or financial services experience. Experience within financial institutions is preferred. Exceptional interpersonal and relationship building skills Bachelor's degree or equivalent in accounting, finance, or related field of study Experience: Financial institutions: 1 year Sales and/or financial services: 2 years Education: Bachelor's degree or equivalent in Financial Planning, Accounting, Sales or Finance Privacy I understand that I am about to apply for employment at Cetera Financial Group and that I will be asked to provide certain types of personal information as well as other information with respect to my work experience, educational background and the position that I am interested in. I understand that Cetera Investors gathers this information through a third-party service provider, Cetera Financial Group may also use other service providers to assist in the application process. I understand that the personal information that I provide or any subsequent information that I provide will be used to consider my application for employment and that Cetera Financial Group will retain my application for employment for a reasonable time period in accordance with applicable law. I further understand that if employed my personal information will be used in Cetera Financial Group systems for employment purposes.$53k-71k yearly est. Auto-Apply 60d+ agoVice President, Retirement Compliance
Fidelity Brokerage Services
Remote Fidelity Brokerage Services job
The Role As Vice President of Retirement Compliance, you will be responsible for the development and execution of compliance strategies for defined contribution (DC) and defined benefit (DB) programs. You will serve as a trusted advisor to colleagues and plan sponsors to understand employer and employee benefit programs needs, as well as supporting project development, implementation, and delivery. This role is responsible for helping to shape innovative solutions that align retirement benefit programs with corporate objectives and evolving regulatory landscapes. This role drives thought leadership, influences industry standards, and ensures strategic compliance excellence across client portfolios. The Expertise and Skills Extensive experience (12+ years) in retirement benefits industry and/or consulting to large companies, with proven leadership in compliance strategy Juris Doctorate (ERISA specialty) Your responsibilities will include: Delivering compliance and regulatory support to our clients and Workplace Consulting associates as well as coordinating with other compliance resources across Fidelity Contribute to Workplace Consulting's thought leadership efforts, ensuring clients understand current and evolving regulations Be responsible for and make recommendations to improve risk management practices and governance frameworks for client benefit programs Skills required for the role: Well-practiced knowledge of qualified DC & DB as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements Deep experience with ERISA, IRS and DOL regulations, correction programs and submissions Experience with drafting and reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus Outstanding partnership skills and ability to inventively influence others across groups Strong critical thinking and problem-solving skills Excellent oral and written communication skills Note: Fidelity will not provide immigration sponsorship for this position. The Value You Bring You bring a unique blend of resilience, initiative, and critical thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement. High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value. Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success. Resourceful and Organized: Adept at balancing multiple priorities-while staying focused and organized. Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow. Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty. Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators. Leadership-Focused: Held leadership roles that required vision, accountability, and the ability to encourage and mobilize others toward a common goal. The Team The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: ******************************************************** The base salary range for this position is $130,000-264,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Consulting$79k-105k yearly est. Auto-Apply 30d agoFinancial Services Representative - Cleveland East, OH
Fidelity Brokerage Services
Fidelity Brokerage Services job in Orange, OH or remote
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:Category:Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.$33k-46k yearly est. Auto-Apply 2d agoClaims Counsel
Capital Insurance Group
Remote or California job
Why CIG? At Capital Insurance Group we offer our employees more than just a job. We foster career growth, provide opportunities to give back to our communities, and help you take the next step in your career! CIG was founded in 1898 by a group of earnest farmers in need of protection and today, we are the leading West Coast Property & Casualty insurer. CIG is certified as a Great Place to Work and provides a collaborative, inclusive, and fun work culture for all employees. Benefits * Accrue twenty-one days of Paid Time Off during your first year * Up to eighty-seven percent of benefits covered by CIG for you and your family members * Medical, dental, vision plans * One hundred percent covered plans * Basic Life & AD&D * Employee Assistance * Leave Management * Long Term Disability * Short Term Disability (Outside of CA) * Family Caregiver Support (Homethrive) * Child Care Resources (Tootris) * Business Travel Accident Protection * Voluntary benefit offerings * Short-term (CA only) * Voluntary Life AD&D self, spouse and child plans * Flexible Spending * Health Savings (HSA) * Hospital Indemnity * Accidental Injury * Critical Illness * ARAG Legal Services * Norton LifeLock * Nine paid holidays, plus two floating holidays * Above and Beyond Reward Recognition Program * Kudos & Shout Out Points Program * Quarterly Above and Beyond Bonus Program * Annual Above and Beyond Bonus Program * Competitive compensation * Base compensation * Salary Management Spot Bonuses * Annual Incentive/Profit sharing program, potential payout annually based on company results. * Discount partnerships * Gym memberships, credit union, travel, shopping, restaurants, theme parks, and more * Insurance Educational reimbursement and bonus programs * Employee Referral Bonus Program * You have a voice! You are encouraged to share your voice through multiple channels, get involved with our Employee Experience and DEI committees to drive and continue the health and wellbeing of our organization for everyone. * Home and Auto Insurance Discount Program. * Paid Volunteer Time Through company planned community events and choose your own adventure PVT in giving back in ways that are meaningful to you! * Retirement savings benefit (401k and Roth + match) * Health & Financial Wellness * Wellness platform, tools and events * Health Savings Account match * Financial Wellness Resources Work Environment & Format: This is a remote position, ideally with someone based in Ventura County (Ventura, Oxnard, Camarillo, Thousand Oaks, Simi Valley, Moorpark, Fillmore/Santa Paula). Job Overview: Under general supervision, this position will be part of the Claims Legal team, which will provide settlement authority and general strategic support for claims/exposures that exceed the line units authority. The position encompasses a variety of responsibilities that include the analysis of unique jurisdictional concerns and ensuring consistency in claims positions. Overall, this position will assist in consulting on complex claim files that are reported to Claims Legal. Responsibilities: * Responsible for consultation with claims staff in a variety of claims issues, including but not limited to, coverage, indemnification, policy limit demand reviews, indemnity agreement review, release language review. * Identifies coverage issues which require assignment to outside counsel and works with outside counsel as needed. * Directly handle some policyholder suits against the company and work with outside counsel in managing the litigation. Will need to attend mediations as needed. * Assists in training to claims staff on various jurisdictional issues and/or Fair Claims Practices training. * Respond to insurance claims questions from a variety of departments. * Works closely as part of the Claims Legal team in providing outstanding service to claims staff. * Responsible for tracking claim files reported to Claims Legal ability to stay organized, and diary cases for future follow-up. * Participate in roundtable discussions on a variety of claims topics, including trial authority, and taking the lead on future follow-up of action items. * Will work collaboratively with current Panel Counsel to ensure consistency of service to CIG insureds. May also participate and/or take the lead in identifying new firms to join Panel list. * Work with Analyst in Claims Legal in ensuring consistency of Reinsurance reporting as required. * Ability to analyze complex insurance claims situations and develop recommendations to be shared with claims staff. * Ability to handle conflicting requests from multiple stakeholders in a fast-paced environment while paying attention to detail. * Good communication and interpersonal skills, ability to work independently and in a team setting. * Ability to interface with multiple levels of the organization. * Ability to travel ( * Ability to stay organized and manage time effectively in order to manage competing priorities. * Have effective research skills and ability to stay current with changes in case law and regulatory changes. * Job description is not prescriptive, but rather a guide as to the duties and responsibilities you will have, however it is not limited to the listed above. Minimum Requirements: * Bachelors degree and JD from an accredited law school required. * Member in good standing of any CIG operating state (Arizona, California, Nevada, Oregon, Washington) bar required. * Minimum of 8 years experience in property and casualty insurance required. * Experience working inside insurance company claims department and/or law firm setting required. * First Party Property experience strongly preferred. * Experience advising on or litigating first party property coverage issues strongly preferred. * Experience with adjustment and/or oversight of complex claims is strongly preferred. * Experience in following jurisdictions preferred: California and Washington. * CPCU preferred. * A valid drivers license may be required. Salary Range: $107,669 - $177,654 The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as benefits and bonus programs.$107.7k-177.7k yearly 60d+ ago
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Fidelity Holding may also be known as or be related to Fidelity Holding and Fidelity Holding Corp.