National Financial Partners Corp job in Plainview, NY
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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:
The Sr. Vice President has local and regional responsibility for multiple highly complex clients. This Sr. Leadership role reports directly to the Northeast Regional Managing Director. This is an exciting opportunity to shape strategy & expand Influence in the Northeast. This newly created position for the Northeast region offers a unique opportunity to develop a strategic vision and cultivate a powerful network in an area experiencing consistent and dynamic growth. As a key leader, you will build, innovate, and drive meaningful impact-positioning yourself at the forefront of regional success.
In this role, you will work with Producers to help manage and grow their book of business. You will strategize with Producers in acquiring and marketing new business, work to ensure a seamless renewal process for clients, and effectively deliver the resources of NFP to our clients. You will provide expert guidance on all commercial coverage lines, with specialized knowledge in Private Equity, Construction, and Real Estate. Along with your leadership experience, you should have experience servicing or providing oversight of a Commercial Lines BOB with large lines of accounts and complex P&C risk.
This is a full-time, hybrid role based in either NYC, Boston, or Albany, NY. While you will have flexibility in your work schedule, a significant number of Advisors and clients are located in and around the NYC tri-state area, making periodic client visits within the region essential. For this reason, it is highly beneficial to be located in the NYC tri-state area and have the ability to travel as needed.
Essential Duties and Responsibilities:
* Strategize and drive new business growth with producers.
* Maintain ongoing relationships with complex and large clients; Act as the subject matter expert on Property & Casualty and carrier products and services.
* Prepares renewal proposals for presentation to client, as well as new business proposals.
* May visit clients to review insurance programs or introduce new products.
* Act on and complete client requests and/or action items that may arise throughout the year. Including but not limited to meeting with Advisors and Account Management Teams on a regular basis to assist with renewal and communication strategy and address client concerns.
* May take over client account management on complex accounts.
Strategic Responsibilities:
* Partner with Producers to provide strategic guidance and tactical support to grow to help manage their book of business, which will include Real Estate, Construction and Private Equity.
* Liaise between Producer and Account Management staff to effectively deliver NFP services to clients.
* Provide oversight and accountability on client deliverables throughout the year (i.e., renewal policies/summary delivery, stewardship reports, pre-renewal strategies, etc.).
* Build and maintain effective NFP corporate relationships.
* Assist in finding, selecting, & training the next Strategic Client Managers in the future as the book of business supports the growth.
New Business:
* Effectively communicate with prospective clients throughout the new business sales cycle.
* Assist in closing prospective clients alongside the Producer to include helping on proposals/pitch presentations, analytics, service deliverables, service calendars, etc.
* Provide new clients with strategic guidance on timeline/deliverables with NFP.
* Assist Producers in obtaining necessary data from prospects and follow up on open items when full submission is not fully completed and received.
* Assist assigned Producers in obtaining full submissions from prospects and follow up on open opportunities and prospects.
* Prepare and edit proposals from Marketing and present to prospects, with assistance from Producers.
* Research, gather details and enter and track leads for Producers using the Salesforce System.
* Attend sales calls, partner with Producer to help evaluate and drive the close.
Marketing/Renewals:
* Responsible for acting on and completing client requests and/or action items that may arise throughout the year with assistance from Account Management teams, including but not limited to:
* Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy
* Meet with Advisor on a regular basis to assist with renewal and communication strategy and address client concerns
* Serve as the line of communication between the Advisor and Account Management team to ensure that the renewal process is moving forward in a timely manner; maintain and manage the renewal calendar, perform appropriate outreach and ensure effective communication to clients and Advisors regarding updates on incumbent and alternative options
* Negotiate with underwriters as needed
* Provide feedback and guidance on proposals as needed
* Lead proposal meetings with clients with or without Advisor presence
* Document meeting takeaways and next steps; ensure proper execution and follow-up
Client Retention:
* Coordinate and run midyear/stewardship meetings with clients.
* Coordinate broader NFP resources (i.e., Private Equity, Construction, Real Estate Practice, etc.).
* Develop and communicate client strategies with broader NFP resources to the local Account Management staff.
Knowledge, Skills, and/or Abilities:
* Knowledge of all areas of commercial property & casualty insurance coverage with a strong acumen in Real Estate, Private Equity and Construction
* Ability to build relationships and drive business growth and retention
* Be a self-starter, work independently, anticipate client and team needs and make sound independent decisions
* Effective time management and decision-making skills and diligent follow-up skills
* Ability to express ideas clearly in both written and oral communications and have excellent presentation skills
* Strong Microsoft Excel and PowerPoint skills
* Commanding presentation and public speaking abilities
* Ability to work in/travel to defined office/s and client visits
* Ability to work independently and anticipate client and team needs
* Ability to successfully interact with a variety of people/personalities while displaying strong leadership skills
* Must be able to read, analyze and reconcile financial reports
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
Education and/or Experience:
* BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable
* More than 15 years of industry and product line experience
* Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies)
Certificates, Licenses, Registration:
* Property & Casualty Broker's License required upon hire
* CPCU or other P&C designation preferred
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 $205,000 - $250,000. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
$205k-250k yearly 35d ago
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Family Office Accountant
National Financial Partners Corp 4.3
National Financial Partners Corp job in Melville, NY
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.
Summary:
Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking a Family Office Accountant. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients.
The successful candidate will work directly supporting our Family Office Accounting team to handle the accounting and financial reporting needs of a select group of high-net-worth families, accomplished executives, elite athletes, and entertainers.
If you believe you are a high performer who would thrive in this environment, the Family Office Accountant role is an excellent opportunity to expand hands on experience in the wealth management industry. We believe with the right talent and desire to grow; we can train and onboard you to succeed in your role.
Responsibilities:
* Prepare and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
* Handles day to day for accounts payables functions including vendor management, invoice entry and creation of wires for approval.
* Prepare cashflow planning for high net-worth clients including budgeting and forecasting.
* Prepare timely and accurate financial reports and analyses.
* Perform ad‐hoc financial analyses and execute projects as required.
* Maintain client household payroll.
* Liaise and develop strong working relationships with internal service team members.
Qualifications:
* Bachelor's degree in accounting or finance from an accredited College or University
* CPA eligible and driven to obtain their license
* 1-2 years of experience in a bookkeeping or junior accounts payable role within a CPA or financial services firm, in general, is preferred.
* Financial Industry/Family Office experience a plus
* Knowledge of QuickBooks accounting system
* Knowledge and expertise in Microsoft office products, in particular Excel and Word
* Excellent attention to detail with high accuracy, excellent organizational skills
* Ability to take direction from multiple sources with demonstrated follow-through
* Effective interpersonal, verbal, and written communication skills
* Ability to multi-task and thrive in a fast-paced environment
* High level of confidentiality is essential
* Commitment to meeting established deadlines and managing time effectively
* Self-motivated, confident, detail-oriented, and analytical
* Optimism and desire for achievement and growth
* Adaptability and openness to change
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 $75,000 - $91,000. 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 is an inclusive Equal Employment Opportunity employer.
$75k-91k yearly 14d ago
Physical Therapist (PT)
Bridgeview Estates 3.8
Twin Falls, ID job
Setting & Population Served
Life Care Centers of America facilities operate as Skilled Nursing Facilities (SNFs) that provide:
Long term care for residents who require ongoing skilled support and compassionate daily assistance
Short term, sub-acute rehabilitation for patients recovering from surgery, illness, or injury
Collaborative care through an interdisciplinary team approach with nursing, therapy, and medical staff working together
A diverse patient population including individuals with orthopedic, neurological, cardiopulmonary, and post-acute needs
Patient mix varies slightly by facility. As a therapy professional, you will help patients achieve functional progress and improve quality of life within a supportive, patient-centered environment.
Position Summary
The PT - Physical Therapist provides direct rehab care in physical therapy to patients upon physician referral in accordance with all applicable laws, regulations, and Life Care standards.
Education, Experience, and Licensure Requirements
Graduate of an accredited program in physical therapy, BSPT, MSPT, or DPT (2003 or later must have MSPT or DPT)
Currently registered/licensed in applicable State. Must maintain an active license in good standing throughout employment.
One (1) year experience in post acute care or related setting preferred
CPR certification upon hire or obtain during orientation. CPR certification must remain current during employment.
Specific Job Requirements
Participates in community health matters/projects as appropriate
Proficient in Microsoft Word, Excel, and e mail
Liaisons with patients, families, support departments, etc., to adequately plan for patient needs
Must demonstrate good body mechanics at all times
Make independent decisions when circumstances warrant such action
Knowledgeable of practices and procedures as well as the laws, regulations, and guidelines governing functions in the post acute care facility
Implement and interpret the programs, goals, objectives, policies, and procedures of the department
Perform proficiently in all competency areas including but not limited to: patient rights, and safety and sanitation
Maintains professional working relationships with all associates, vendors, etc.
Maintains confidentiality of all proprietary and/or confidential information
Understand and follow company policies including harassment and compliance procedures
Displays integrity and professionalism by adhering to Life Care's
Code of Conduct
and completes mandatory
Code of Conduct
and other appropriate compliance training
Essential Functions
Follow physical therapy treatment plans for patients
Establish, assess, and modify realistic, measurable, timely, and functional goals
Oversee and evaluate care given by PTAs, Rehab Aides, and PT and PTA students
Chart appropriately and timely
Utilize therapy software appropriately and accurately
Exhibit excellent customer service and a positive attitude towards patients
Assist in the evacuation of patients
Demonstrate dependable, regular attendance
Concentrate and use reasoning skills and good judgment
Communicate and function productively on an interdisciplinary team
Sit, stand, bend, lift, push, pull, stoop, walk, reach, and move intermittently during working hours
Read, write, speak, and understand the English language
An Equal Opportunity Employer
$67k-84k yearly est. 1d ago
Customer Service Representative
Loanmax Title Loans 3.8
Portland, ME job
Customer Service Representative - On-Site Portland, ME | 544 Deering Ave $20/hour | Full-Time Mon-Fri 10am-6pm | Rotating Sat | No Sundays LoanMax Title Loans is hiring a full-time Customer Service Representative for our Portland location. This is an on-site role with paid training, strong benefits, and growth opportunities.
What You'll Do
Assist customers with loan questions
Manage accounts, payments, and follow-ups
Evaluate vehicles used as collateral
Deliver professional, friendly service
What We Offer
$18/hour
Paid training
Paid vacation + 6 paid holidays
Medical, dental & vision insurance
Voluntary benefits available
Benefits begin on the 91st day
Stable schedule - Never work Sundays
What We're Looking For
Customer service experience
High school diploma
Computer & data entry skills
Positive, dependable, detail-oriented
Apply today to start a career with a trusted, nationwide company.
$18-20 hourly 4d ago
Primary Therapist
Rosewood 4.6
Wickenburg, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood
Wickenburg, Arizona
At Monte Nido Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate, warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a Primary Therapist to join our multi-disciplinary treatment team.
Schedule Options: 4 10-hour shifts or 5 8-hour shifts
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$40k-58k yearly est. Auto-Apply 2d ago
Analyst Operations - Equipment Leasing - Rosemont, IL
Wintrust Financial 4.9
Rosemont, IL job
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines.
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility
What You'll Do
Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed
Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio.
Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring.
Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS)
Responsible for ordering Uniform Commercial Code “UCC” searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio.
Assist with maintaining insurance coverage for portfolio and tracking renewals.
Assist with maintenance of loan and lease documentation and scanning of documents into records management systems.
Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors.
Ensure compliance with departmental policies and procedures.
Qualifications
5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years)
Processing loan or leasing documentation experience required.
Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred
Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management
Ability to handle multiple tasks and accept change willingly
Attention to detail with a strong work ethic and willing to take initiative.
Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers
Proficient with MS Excel as well as experience with other MS Office products.
Bachelor's degree or some college preferred
Experience with Salesforce and loan/lease origination platforms a plus
Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus
Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus
Benefits
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation
The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience
#LI-HYBRID
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
$50k-65k yearly Auto-Apply 3d ago
QMA - Qualified Medication Aide
Glen Oaks Health Campus 4.1
New Castle, IN job
JOIN TEAM TRILOGY:
At Trilogy, you'll experience a caring, supportive community that values each team member. We prioritize meaningful relationships, genuine teamwork, and continuous growth. With the stability of long-term care, competitive pay, and exceptional benefits, Trilogy offers a work environment where you're supported, appreciated, and empowered to thrive in your career. If you're ready to join a team committed to your success, Trilogy is where you belong and thrive!
WHAT WE'RE LOOKING FOR:
The Qualified (Certified) Medication Aide (QMA or CMA) assists with administering medications to residents as directed by the physician, nurse supervisor, and Director of Nursing (DON). Additionally, this role assists residents with activities of daily living.
Key Responsibilities
The Qualified (Certified) Medication Aide sets up, administers, and records certain prescribed medications for residents in the facility under the supervision of a licensed nurse and as allowed by State regulatory agencies.
Practice the five rights of medication administration within the scope of your role.
Assist residents with activities of daily living as needed.
Properly label, store, receive and destroy medication per company policy.
Perform medication charting as directed by the Nurse Supervisor/Charge Nurse.
Qualifications
Certified as a Qualified Medication Aide (QMA) or Certified Medication Aide (CMA) by the state and maintain a Certified Nursing Assistant (CNA) Certification in good standing with the state.
0-1 years of relevant experience preferred
WHERE YOU'LL WORK : Location: US-IN-New Castle LET'S TALK ABOUT BENEFITS:
Our comprehensive Thrive benefits program focuses on your well-being, offering support for personal wellness, financial stability, career growth, and meaningful connections. This list includes some of the key benefits, though additional options are available.
Medical, Dental, Vision Coverage - Includes free Virtual Doctor Visits, with coverage starting in your first 30 days.
Get Paid Weekly + Quarterly Increases - Enjoy weekly pay and regular quarterly wage increases.
Spending & Retirement Accounts - HSA with company match, Dependent Care, LSA, and 401(k) with company match.
PTO + Paid Parental Leave - Paid time off and fully paid parental leave for new parents.
Inclusive Care - No-cost LGBTQIA+ support and gender-affirming care coordination.
Tuition & Student Loan Assistance - Financial support for education, certifications, and student loan repayment.
GET IN TOUCH: Stacey ************** APPLY NOW:
Since our founding in 1997, Trilogy has been dedicated to making long-term care better for our residents and more rewarding for our team members. We're proud to be recognized as one of Fortune's Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work. At Trilogy, we embrace who you are, help you achieve your full potential, and make working hard feel fulfilling. As an equal opportunity employer, we are committed to diversity and inclusion, and we prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
NOTICE TO ALL APPLICANTS (WI, IN, OH, MI & KY): for this type of employment, state law requires a criminal record check as a condition of employment.
$36k-45k yearly est. Auto-Apply 1d ago
Family Therapist
Rosewood 4.6
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Family Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Family Therapist to provide therapy to our clients and their families.
Our Family Therapists may be scheduled for one evening and one weekend day (in addition to weekdays - 40 hours/week) for the benefit of clients and their families.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Provide weekly family therapy and caregiver coaching calls
Facilitate group therapy for clients and families
Provides meal support with clients
Participate in ongoing care management
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree, at minimum, in clinical counseling or related discipline.
Licensed (or license-eligible) preferred in a counseling field (e.g., Psychologist, LMFT, LCSW, etc.).
Prior experience treating those with eating disorders in a residential or inpatient setting is very helpful.
Knowledge of diversity, equity and inclusion practices
#Rosewood
$42k-53k yearly est. Auto-Apply 4d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Phoenix, AZ job
Your Opportunity:
Assistant Store Manager Titlemax Phoenix, AZ
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's performance-driven, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $18.25 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$18.3 hourly Auto-Apply 4d ago
Occupational Therapist NonExempt
North Florida Rehabilitation Hospital 4.5
Jacksonville, FL job
Facility Name: North Florida Rehabilitation Hospital
Schedule: Day Shift, Part Time
Your experience matters
North Florida Rehabilitation Hospital is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As an Occupational Therapist joining our team, you're embracing a vital mission dedicated to
making communities healthier
. Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve.
How you'll contribute
An Occupational Therapist who excels in this role:
Develop a specialized treatment plan to help him/her achieve as much as possible in regaining his/her well-being through exercise and/or use of prosthetic and orthotic devices. You and your staff will play an important role in his/her recovery
Communicate patient progress or problems to supervisor and other team members; instruct patient's family or nursing staff in follow-through programs
Document patient care in accordance with regulatory, licensing, payer and accrediting requirements
Maintain equipment and work area in a safe and clean condition
Handle job responsibilities in accordance with the standards of the Company's Code of Business Conduct, the Corporate Compliance Agreement, appropriate professional standards and applicable state/federal laws
Other duties as assigned
Why join us...
We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers:
Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans starting at just $10 per pay period - tailored benefit options for part-time and PRN employees, and more.
Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match.
Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
Professional Development: Ongoing learning and career advancement opportunities.
What we're looking for...
Degree from an accredited Occupational Therapy program
Current and unrestricted Occupational Therapy license in the state where services are rendered
Current CPR certification
Strong organizational and communication skills
Connect with a Recruiter
Not ready to complete an application, or have questions? Please contact Erika Jones at *******************************
EEOC Statement
"North Florida Rehabilitation Hospital is an Equal Opportunity Employer. North Florida Rehabilitation Hospital is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."
Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
$59k-74k yearly est. Auto-Apply 3d ago
Primary Therapist
Rosewood 4.6
Tempe, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Tempe
Tempe, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team.
This position with support our Day Treatment PHP/IOP program in Tempe with an anticipated schedule of Monday-Friday with one evening day a week (12p-8p)
#LI-ONSITE
Total Rewards::
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$39k-57k yearly est. Auto-Apply 3d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Foley, AL job
Your Opportunity:
Assistant Store Manager Check Into Cash Foley, AL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 3d ago
Financial Representative
National Financial Network-Guardian 4.3
National Financial Network-Guardian job in Garden City, NY
Job DescriptionFinancial Representative National Financial Network - NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? National Financial Network [a member of The Guardian Network ] is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are… · A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
· Desire to help others achieve their goals and dreams through cultivating long-term relationships.
· Ambitious, entrepreneurial, and looking for career growth and development.
What you'll be doing… · Work with clients to understand their goals, concerns, and current financial information.
Analyze information to create a plan with appropriate strategies, products and services.
· Develop and maintain a base of clients who value your input and guidance.
· Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.
What we provide… · Development and training-locally, virtually and nationally-to support you as you build your practice with us.
· Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
· Mentorship and joint-work opportunities.
· A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
· Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Please visit the following to learn more about us…www.
NatFin.
Net Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
$56k-89k yearly est. 22d ago
Financial Consultant - Greenwich, CT
Fidelity Brokerage Services 4.2
Greenwich, CT job
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
The Expertise We're Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
The Purpose of Your Role
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Skills You Bring
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
The Value You Deliver
No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)
How Your Work Impacts the Organization
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!
Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
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.
$80k-96k yearly est. Auto-Apply 40d ago
NY Future Opportunities
Fidelity 4.2
Garden City, NY job
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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, Relationship Management, Sales
$60k-75k yearly 33d ago
Senior Associate, Client Service
National Financial Partners Corp 4.3
National Financial Partners Corp job in Westport, CT
About the Company: 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.
Position Overview
The Senior Client Service Associate serves as an experienced client service professional supporting advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role requires strong technical knowledge, excellent client communication skills, and the ability to work independently while ensuring accuracy and timeliness across all custodial work. The Sr. CSA takes full ownership of their responsibilities from initiation through completion.
Key Responsibilities
Client Service & Operations
* Own end-to-end account onboarding, including preparation of Advisory Agreements and custodial account agreements
* Manage custodial inquiries and account maintenance through resolution, including complex or escalated matters, retirement coding reconciliations, and general account maintenance
* Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals
* Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion
* Facilitate Separately Managed Accounts and subdocument processing, including client profile sheets and private investment subscription documents
* Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
* Provide proactive communication with clients and advisor teams throughout all account-related matters, including sensitive or complex client situations
* Assure accuracy and timeliness of all custodian work
Technical Expertise
* Develop and maintain deep technical expertise in operational matters
* Stay current with custodial bulletins and procedures
* Understand and comply with all financial regulations
* Maintain high diligence in client privacy and security
* Demonstrate expertise in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
* Maintain required logs and supporting documentation for compliance-related purposes
Team Collaboration
* Participate in client meetings within areas of expertise
* Provide training and mentorship to new Client Service Associates and Advisor Associates
* Provide support to Advisor Associates, Lead Advisors, and Service Advisors
* Contribute to process improvement initiatives
* Proactively document, develop and improve standard templates, policies, procedures, and materials
* Provide input on and encourage adoption of new technology solutions
* Contribute positively to office culture, morale, and team collaboration
* Escalate issues and requests to appropriate personnel when necessary
Required Competencies
Client Service Excellence
* Strong client orientation with focus on creating memorable, impactful experiences
* High level of professionalism and strong communication skills (verbal and written)
* Ability to resolve issues professionally and effectively
* Interpersonal savvy and relationship development skills
Operational Excellence
* Exceptional organizational, planning, and prioritization skills
* High standards and a sense of urgency in delivering quality work
* Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
* Strong problem-solving and decision-making capabilities
* Advanced technical expertise in relevant systems and custodian platforms
Professional Development
* Quick learning ability when facing new challenges
* Openness to change and continuous improvement
* Technology orientation and commitment to incorporating best practices
* Leadership skills to mentor and motivate team members
Qualifications
* Bachelor's degree preferred, in finance, economics, or related field
* 2-5 years of experience in financial services or related field
* Strong computer skills including proficiency with Microsoft Office Suite
* Experience with CRM systems and custodial platforms required
* Excellent organizational and time management skills
* Commitment to professional growth and development
This position offers growth opportunities through increasing complexity in operational expertise and plays a vital role in delivering exceptional client service through specialized knowledge.
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 $80,000 to $95,000. 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 is an inclusive Equal Employment Opportunity employer.
$80k-95k yearly 7d ago
Primary Therapist
Rosewood 4.6
Scottsdale, AZ job
We save lives while providing the opportunity for people to realize their healthy selves.:
Primary Therapist
Monte Nido Rosewood Scottsdale
Scottsdale, AZ
At Rosewood, we understand the intricate medical, emotional, and psychological complications experienced by someone with an eating disorder. Using a holistic and multidisciplinary approach, we treat patients with anorexia nervosa, bulimia nervosa, and binge eating disorders, as well as co-occurring addictions and disorders. Our well-established model of care, experienced multidisciplinary staff, and intimate warm setting make Rosewood uniquely qualified to effectively treat an eating disorder. Rosewood is one of the nation's leading eating disorder treatment programs for men, women and adolescents offering comprehensive treatment for all stages of recovery, from 24-hour inpatient monitoring to a variety of residential, transitional and outpatient programs.
We are seeking a full-time Primary Therapist to join our multi-disciplinary treatment team.
Anticipated schedule is Tuesday-Saturday
#LI-ONSITE
Total Rewards::
Discover a rewarding career with us and enjoy an array of comprehensive benefits! We prioritize your success and well-being, providing:
Competitive compensation
Medical, dental, and vision insurance coverage (Benefits At a Glance)
Retirement
Company-paid life insurance, AD&D, and short-term disability
Employee Assistance Program (EAP)
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Paid time off
Professional development
And many more!
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Responsibilities Include::
Providing individual, group, and family therapy
Serving as liaison with families and outpatient providers
Interact with insurance companies for pre-certification and utilization management
Participating in discharge and aftercare planning
Therapeutic meal support, while modeling a healthy relationship with food
Provides safe, empathetic, and affirming care for each client and their unique circumstance based on the clients' intersecting identities
Qualifications::
Master's degree in clinical counseling or related discipline, at minimum
State license (or license-eligible) in a counseling field (e.g., Psychologist, LMFT, LCSW, LPC)
Prior experience with eating disorders and higher levels of care is helpful
Knowledge of diversity, equity and inclusion practices
#Rosewood
$39k-57k yearly est. Auto-Apply 4d ago
Assistant Store Manager
Community Choice Financial Family of Brands 4.4
Hamilton, AL job
Your Opportunity:
Assistant Store Manager Check Into Cash
Hamilton, AL
As an Assistant Store Manager (ASM), you'll support our customers through real financial needs while gaining hands-on experience running a store. You'll develop your leadership skills in real-time by driving account management, customer outreach, and risk management. It's fast-paced, people-first, and packed with growth potential. If you're ready to build your confidence, learn the business, and move up quickly with a Company that invests in your future, you just found your next step.
What We Offer:
Compensation
The hourly wage for the position is $15.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a key holder program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational reimbursement program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
*Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What We're Looking For - Qualifications and Skills:
A high school diploma or equivalent.
Minimum one year's experience in customer service, sales, or retail.
At least 3 months of supervisory, key holder, or relevant leadership experience
Excellent verbal and written communication skills.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Management experience in retail, convenience store, grocery, finance, service, or related industries.
Experience in check cashing, document verification, money order processing.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
What You'll Do - Essential Duties and Responsibilities:
Maximize customer success by offering financial services that fit their needs.
Assess risk of financial transactions, evaluate, and accurately process loan/pawn applications, check cashing transactions and ancillary products.
Complete daily call campaigns to market services, build new business, and nurture customer relationships to further brand recognition and loyalty.
Oversee account management and recovery processes, including collection calls, while maintaining a focus on customer service to prevent loss and charge off accounts.
Maintain customer information in the point of sale (POS) system with accuracy and integrity.
Provide support, coaching, and development to Customer Service Representatives, when applicable, to ensure adherence to quality standards and safety procedures.
Perform duties outside of the office, when applicable, including on site vehicle appraisals, store errands, and external marketing.
Work to meet Company-set performance standards by leveraging business-to-business partnership opportunities, obtaining referrals, and participating in and hosting in-store and community events.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer.
Help ensure a work environment that upholds compliance with Company policies and procedures, as well as local, state, and federal laws and regulations. Help conduct store audits, create reports, and compile financial data to further ensure compliance.
Monitor and maintain internal and external store appearance and cleanliness, addressing basic facility needs and scheduling maintenance services.
Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.**
**Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
Workplace Awards & Recognition:
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose:
The Community Choice Financial Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'd thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$15 hourly Auto-Apply 5d ago
Commercial Lines Senior Coordinator (Plainview, Long Island)
National Financial Partners Corp 4.3
National Financial Partners Corp job in Plainview, NY
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: ********************
Summary of Role:
This role is for an experienced P&C Account Coordinator/Sr. Account Coordinator. In this role, you will provide support by assisting our Commercial Lines team on Property and Casualty (P&C) accounts. You will support a team of Client Services Managers and Account Executives to service client accounts and help to maintain client relationships. The position requires a great deal of verbal, electronic and other written communications. You will assist the team by providing administrative/operations functions. You may also support the team on new business opportunities. While in this role, you are beginning to have client contact, via more senior team members. You may join meetings and client calls but will be responsible for listening, taking notes and providing follow-up to the team. Under mentorship, you will begin to learn the functions of the Account Manager, most specifically begin to get exposure to the RFP process and continue to expand upon industry knowledge through special projects as directed by senior team members.
Desired experience is one to several years of Commercial Lines experience. Salary and title will be commensurate with experience and knowledge.
This is a full-time role offering the flexibility of a hybrid schedule based in our Plainview, NY office. Working in the office at least a couple of days a week is required and is essential for fostering interaction and facilitating career development. Being physically present allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
Essential Duties and Responsibilities:
* Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team.
* Assists the Account Management Team in preparing insurance for company proposal requests.
* Performs policy checking, completes coverage checklists and coverage recommendation letters.
* Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice.
* Assists with billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
* Utilize gained knowledge in administrative, operations or client servicing experience.
* Exceptional written, oral, and interpersonal communication skills.
* Utilize knowledge in MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams.
* Excellent calendar management skills with meeting planning experience.
* Ability to work both independently and within a team environment.
* Attention to detail and follow-through; maintains a sense of urgency.
Knowledge, Skills, and/or Abilities:
* Strong desire for a career in insurance and brokerage services
* Skilled and adaptable with technology and software
* Service-oriented and takes the initiative
* Stellar Work ethic and organizational skills
* Have a desire to learn and implement
* Have a blend of confidence and humility
* Have strong interpersonal communication and presentation skills
* Have a strong sense of team support and service
* Good written and verbal communication skills
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people
* Team player, adaptive to mentoring and continual learning
* Possess good analytical and problem-solving skills
* May be required to work overtime as necessary
* Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office
Education and/or Experience:
* Two plus years of related P&C experience and/or related training
* High School Diploma or equivalent is required. Additional education preferred
* Experience with EPIC or other agency management system required
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 $55,000-$65,000. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NAAIA2025
$55k-65k yearly 56d ago
NJ/NY Licensed Professionals
Fidelity 4.2
Paramus, NJ job
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
The Expertise We're Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
The Purpose of Your Role
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Skills You Bring
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs
The Value You Deliver
No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
How Your Work Impacts the Organization
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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 - FINRACategory:Customer Service, Relationship Management, Sales