Saturna Capital jobs - 20 jobs

Saturna Capital is seeking an experienced Software Developer to produce, implement, and maintain high-quality software solutions that support our investment and operations teams. This role collaborates closely with management and stakeholders to define requirements and deliver secure, reliable applications that align with user needs and business goals. Location: Bellingham, WA Hiring Range: $97,391.37 - $140,676.42 Primary Responsibilities Include: Design and develop high-quality software architecture and applications. Identify, prioritize, and execute tasks throughout the secure software development lifecycle. Write clean, efficient code and automate tasks using appropriate tools and scripting. Review, debug, validate, and verify code, including automated testing. Collaborate with internal teams and vendors to fix, improve, and enhance products. Document development phases, monitor systems, and maintain/upgrade existing systems. Develop reports, dashboards, and processes to monitor data quality and security. Ensure software, tools, and platforms are current with modern technologies. Support research, testing, and implementation of new technologies and projects. Use system monitoring tools (such as Zabbix, Graylog) and automated testing frameworks. Participate in tactical operational planning and contingency plans for development, test, and production environments. Contribute to operational support by building repeatable processes and clear situational documentation Position Requirements: Bachelor's degree in Computer Science or related field, with 5+ years of experience in software development, scripting, and project management within data, network, or technical operations, ideally in a trading, securities, or financial services environment. Strong programming, UI design, and database skills, with experience across multiple languages (such as 4D, JavaScript, PHP), relational databases (PostgreSQL, MySQL),NoSQL databases (MongoDB), and familiarity with Linux, mac OS, and Windows. Proven experience working on complex, scalable products with frequent releases, using Agile/Scrum methodologies and tools like GitLab, Zoom, Confluence, and Jira. Demonstrated ability to work independently and collaboratively, with excellent communication, organizational, analytical, and problem-solving skills, plus awareness of cybersecurity and regulatory auditing. Ability to obtain required FINRA SIE and Series 99 licenses within the first nine months of employment Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check, drug screening and reference check Employee Benefits Package Includes: 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee. PPO covers 50% dependent premiums and full employee premium. Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities 401k with generous match Profit sharing, Holiday and annual performance bonuses 11 personal and 10 vacation paid days off 10 paid holidays (per NYSE holiday schedule) Paid Bereavement leave, paid Jury Duty Volunteer Days and Charitable Giving Program Up to $2,000 per month in childcare/tuition assistance Adult continuing education and professional development assistance Free YMCA gym membership Home-buyer, Home Improvement assistance program We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify CA Residents, please see our privacy notice here: **************************************

This exciting role will lead one of Fidelity's Stock Plan Services (SPS) Relationship Management teams! This leader will play a key role in crafting the future of this important growth business. Fidelity Stock Plan Services & Non-Qual is Fidelity's equity compensation administration services business, providing administrative support services for clients and individual support and guidance to equity and NQ plan participants. The Role The SPS Relationship Management Team Lead (SVP, Group Manager) has senior management accountability for a multi-state book of client relationships. Primary responsibility is the effective leadership of a team of Vice President, Managing Directors (MDs) to ensure the satisfaction and retention of 150+ SPS client relationships. This position involves extensive and ongoing client contact with senior level client decision makers (CFO, CHRO, SVP of Total Rewards) of existing and prospective customers. Effectiveness in the role requires superior executive presence and benefits, executive and equity compensation, and financial services acumen. The SVP, Group Manager is responsible for developing and driving the overall business strategy for their team and client book of business to improve business results. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. Additional important management responsibilities include associate development, performance evaluation, compensation planning and hiring. The SVP, Group Manager is also a Supervisory Principal responsible for compliance oversight for all registered representative direct reports. In addition to playing an integral role in the SPS business, the position also requires partnering closely with other businesses across the Fidelity enterprise. The Expertise and Skills You Bring * Provide focused leadership, motivation, and support for MD team to retain clients and deliver consistently strong, balanced scorecard results in alignment with client objectives and Fidelity priorities. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. * Develop and maintain strong client relationships (along with MD) across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. * Serve as Executive Sponsor for key client relationships including the largest clients, clients with significant service issues, and clients requiring up-tiering relationships based on risk mitigation plans. * Leadership and support for all client re-pricing, renewal, and competitive rebid activity on team including strong collaboration with the MD and other business partners across Fidelity. * Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing. * Proven ability to navigate and influence executive level business leaders, both internal and client facing, across multiple functions and businesses. * Transparent and credible presence in the Equity Compensation industry * Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the Fidelity organization. Expert presentation, meeting management, and communication skills. * Engagement with internal business leaders in joint planning and client strategies to deliver upon desired outcomes. * Serve as functional liaison for the SPS relationship management team effectively representing client and organizational interests with senior leaders across Fidelity. * Identify personal development objectives with each MD and support execution of plans to continually build competencies and skills to deliver outstanding business results. * Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent. * Coach and mentor to provide continued career development and evaluate performance. * Provide leadership to build an empowered, diverse and inclusive team culture * Proactively cultivate relationships with desired organizations (internal and external) to produce and maintain a robust talent pipeline. * Ensure that team is compliant with all appropriate rules and regulatory requirements. * 15+ years of professional experience, 5+ years in institutional (B2B) sales and relationship management, with a proven record of driving results and demonstrating successful leadership across diverse roles is preferred. * Series 7, 24 & 63 licenses are required. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $185,000-$400,000 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. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA Category: Sales

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

Prologis is the leading owner, operator and developer of industrial logistics real estate across the Americas, Europe and Asia. We create value by developing and managing a world-class portfolio of high-quality logistics and distribution facilities, serving customers and investors as an integral part of the global supply chain. Job Title: Maintenance Technician Company: Prologis Job Description: Position Summary: Under the general direction of the Property Manager, this employee will be responsible for property maintenance operations in accordance with company policies, procedures and standards. The individual should possess knowledge and skills in property maintenance with extensive emphasis on customer service. Individual must be willing and available to respond to emergency calls 24/7. Position Responsibilities: Commit to The Prologis Way - a guide to effective customer service. Develop and maintain positive relationships with all customers and vendors. Responsive to customer's needs and requests in a timely manner. Participate in the Prologis Customer Satisfaction Survey. General property maintenance of various buildings and coordinate special projects as directed by the Property Manager. Perform proactive/responsive maintenance as requested by customer and property manager. Troubleshoot, evaluate and recommend maintenance operations. Perform scheduled property maintenance including (but not limited to) roof, structure, sidewalks, paving, landscaping as indicated in the preventative maintenance schedule. Monitor appearance and upkeep of properties on a continual basis. As appropriate, remove litter and debris from lawns, planting beds, parking areas, sidewalks, ramps, and indoor spaces. Advise the property manager on the overall condition of the properties. Coordinate repairs, maintenance and site inspections in various locations / buildings. Coordinate capital repairs and maintenance. Daily communication and reporting to Property Manager. Assure safety standards are used which comply with all company, local, City, State and Federal guidelines (e.g., OSHA, EPA). Report safety issues as needed. Ensure safe and proper storage of all supplies, chemicals, tools, and equipment. Ensure tools and equipments are in optimum condition. Responsible for alerting the Property Manager of any unusual occurrence and/or damage that have taken place or that may occur. Oversight of capital improvements and development and adherence to a preventative maintenance schedule. Assist in inspecting, monitoring and documenting all work being performed by outside contractors. Aid the property manager in the evaluation of all service contract requirements and the oversight of property maintenance contracts. Carry cell phone / iPhone/iPad as required for on-call maintenance. Be ready to respond immediately to emergency situations and concerns. Provide feedback for the annual budget. Attend and complete all required training. Other duties, as assigned. Essential Skills & Experience: Requires a High School Diploma or General Education Degree (GED). Minimum of three years in a skilled maintenance work in the commercial real estate industry. Knowledge of basic building maintenance. Knowledge of the current occupational hazards, and an understanding of safety precautions, building codes and regulations applicable to the maintenance profession. Knowledge of the use and care of tools and equipment necessary to perform building maintenance tasks. Demonstrated ability to manage multiple projects and tasks on a daily basis. Ability to organize and prioritize work assignments. Good record keeping for work orders, parts orders, inventory and service/customer follow-up. Ability to carry out specific oral and written instructions. Ability to read and understand operating manuals and written instructions, blueprints, and technical materials. Ability to work independently. Excellent customer service and interpersonal skills. Proven ability to communicate effectively (oral and written) with customers, peers, management, contractors and vendors. Basic computer knowledge. Requires a valid driver's license, good driving record and the ability to travel to multiple properties. As business dictates, able to work extended/flexible hours (e.g., nights/weekends/on-call). Nonessential Skills & Experience: Knowledge and experience in carpentry, plumbing, electrical, painting, landscaping and heating/cooling systems preferred. Knowledge of work-safety issues, regulations and programs, government and utility ordinances preferred. Physical Demands & Work Environment: The physical demands and work environment characteristics described here are representative of those that may be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disability to perform the essential function. Prologis offers a competitive salary, a comprehensive selection of benefit options, including 401(k) with company match. All job offers are contingent upon successful completion of drug screen and background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Seattle, Washington Additional Locations:

At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next. Job Title: Director, Operational Excellence Company: Prologis A day in the life Drive transformation at the world's leading logistics real estate company. As our Director of Operational Excellence, you'll deliver meaningful impact across the enterprise. Partnering closely with the VP of Operational Excellence and senior leaders across the business, you'll spearhead large-scale initiatives that standardize, optimize, and innovate how we work-helping us achieve our ambitious goals and deliver exceptional value to our customers. This is a high-visibility role, ideal for a strategic, hands-on individual passionate about driving lasting operational change. Key responsibilities include: Contributor-Level Leadership * Partner with VP of Operational Excellence and Lead Director to deploy strategy supporting enterprise transformation. * Oversee large-scale initiatives to standardize, optimize, and improve processes across business lines. * Drive continuous improvement, fostering innovation and operational efficiency. * Ensure alignment with financial targets and KPIs, while supporting governance frameworks to track success. * Communicate effectively with executives and stakeholders to gain buy-in. * Deploy cost optimization strategies and lead internal process standardization. Operational Strategy & Execution * Collaborate with senior leadership to define and execute operational improvement strategy. * Lead complex enterprise-wide transformation efforts and process improvement initiatives. * Manage financial readiness, conduct P&L diagnostics, and recommend cost savings. * Apply Lean methodologies and tools to optimize processes across departments. * Communicate status updates, ROI, and results to senior leadership. * Facilitate improvement events (e.g., VSMs, Kaizen, pilots, analytics, systems thinking). * Develop and oversee project plans, budgets, and timelines. * Build business intelligence reporting with analytics teams, aligning to strategic objectives. * Guide development and auditing of Standard Work to ensure policy alignment. * Meet regularly with project sponsors, provide timely documentation, and escalate key issues. * Demonstrate initiative, independence, and accountability with a "can-do" mindset. * Serve as a role model for continuous improvement, leveraging innovation including AI/ML. Change Management * Influence and facilitate change without formal authority. * Lead change initiatives to ensure adoption of new processes, tools, and technologies. * Develop and execute change management plans (communication, training, stakeholder engagement). * Partner with leadership to assess impacts, mitigate resistance, and foster adaptability. Building Blocks for Success Required: * 7+ years applying Lean Six Sigma to drive improvement; 5+ years facilitating large-scale Lean Transformations. * Deep experience in Lean tools/methods (Hoshin Kanri, VSMs, Kaizen, A3 thinking, daily management, 5S, Visual Management, Standard Work). * Skilled in strategy deployment, stakeholder management, and executive communications. * Strong data analytics capability for problem solving and root cause analysis. * High emotional intelligence, relationship building, and communication skills. * Self-starter, strategic thinker, adaptable in ambiguity, committed to continuous learning and personal development. * Proven success leading cross-functional, complex projects with executive-level engagement. Preferred: * Bachelor's degree. * Experience in transactional Lean environment is a plus. * Experience with Tableau, Sigma, Salesforce, Lucid, Monday.com, and ChatGPT is a plus. Hiring Salary Range of: $138,000 -173,000. Salary and whole compensation package (bonus target & LTI) to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. #LI-TA1 People First Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here. When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here. As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here. All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time. All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Chicago, Illinois Additional Locations: Cerritos, California, Cerritos Office, Charlotte, North Carolina, Charlotte Office, Dallas, Texas, Dallas Office, Denver, Colorado, East Rutherford, New Jersey, Indianapolis, Indiana, Indianapolis Office, LAX Office, Miami, Florida, New Jersey-E Rutherford Office, New York, New York, New York City Office, San Francisco, California, San Francisco Office, Seattle, Washington

Saturna Capital is seeking a seasoned Senior Wealth Advisor to support the Investment Advisory Services department and deliver excellent service to clients and prospects. This position requires professionalism, reliability, and the ability to thrive in a fast-paced environment. The Senior Wealth Advisor will undertake a diverse set of responsibilities within both the Client Services team and the broader organization, impacting everything from client support to operational excellence Location: Bellingham, WA Wage Range: $97,000-$140,000 Primary duties include: Solicit new clients and build trusting relationships by understanding their financial goals and life needs. Develop, implement, and update holistic financial plans integrating investments, cash flow, taxes, insurance, estate, and retirement planning. Present actionable recommendations to clients through structured presentations and ongoing reviews Collaborate with CPAs, estate attorneys, investment managers, and product teams to deliver seamless advice and solutions Monitor regulatory, market, and life changes to proactively adjust planning strategies. Handle moderately complex administrative and operational tasks within Brokerage and IAS support, including calls and account research. Establish and maintain files to meet the firms' regulatory requirements Meet departmental goals related to financial plans and new AUM, managing a dedicated book of business Produce and maintain client/prospect reports, databases, and records Educate clients/prospects on account services and capabilities Research and resolve complex operational or administrative issues as they arise Facilitate accurate and timely account set up, money movement, and investment trades Some travel to conferences and events may be required Required Education and Experience: Bachelor's Degree required, Master's or MBA preferred CFP Charter Holder 5-10 years' experience in sales and financial planning, with a strong customer service background. Experience working with affluent clients Experience in private banking Advanced proficiency with Microsoft Word and Excel; Apple product experience a plus FINRA registrations (SIE, Series 7 and 66), or ability to obtain within 9 months of employment Candidates must be able to successfully complete pre-employment screening requirements such as a logic test, fingerprints, criminal background and credit check, drug screening and reference check Our Employee Benefits package includes: 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness 401k with generous match Profit sharing and annual performance bonuses 11 personal and 10 vacation paid days off 10 paid holidays (per NYSE holiday schedule) Paid Parental and Bereavement leaves Up to $1,000 per month in childcare/tuition assistance Adult continuing education and professional development assistance Free YMCA gym membership Home-buyer assistance program WTA bus pass We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify CA Residents, please see our privacy notice here: **************************************

Relationship Manager As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * 1-3 years in financial services with an emphasis in providing an excellent customer experience * Planning experience and knowledge of financial markets and products * Strong social skills and the ability to deliver highly personalized service to each client * Ability to find success in a dynamic, deadline driven, and detailed compliance environment * Ability to think creatively and be comfortable making decisions with the support of your team * Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind. The Skills You Bring * You are able to facilitate setting targeted appointments that improve engagement with clients * You are client oriented and bring great perspective on financial planning * You have a vested interest in being an advocate for your clients * You are professional with a polished communication style compatible with high net worth clientele * Being coachable, collaborative, and curious are your "go to" attributes 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 * You are key to the Fidelity relationship strategy * Deepening client relationships through long term mentorship * Collaborating with the Relationship Manager team company wide * Being responsible for the client contact strategy * Building long-lasting meaningful relationships with clients The base salary range for this position is $61,000 - $80,000 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 - FINRA, Series 66 - FINRA Category: Relationship Management

Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs. Through your integrity and adoption of Fidelity's client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We're Looking For * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Financial services experience preferably in financial planning * Degree and/or other professional certifications such as CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring * Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. * Ability to profile to understand planning needs and identify appropriate solutions * You have a vested interest in building relationships and being an advocate for clients * You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals * Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship 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 * Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering * Educating and planning with clients to uncover opportunities that will lead to the client's success * Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce * Building long-lasting, meaningful relationships with clients * Mentoring and supporting the success of your peers The base salary range for this position is $70,000 - $105,000 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: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management

At Prologis, we don't just lead the industry-we define it with a 1.3 billion square foot portfolio and an annual throughput of approximately $3.2 trillion. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one-not just shaping the future of logistics but building what comes next. Job Title: Senior Leasing Manager Company: Prologis A day in the life: Primarily responsible for driving Net Operating Income (NOI) and asset value growth through innovation, creative marketing, strategic leasing, and fostering positive relationships internal and external as part of the Seattle market based in our Seattle Georgetown office or in Federal Way, WA. As the Senior Leasing Manager, you are an integral part of the Customer Experience Team (CET) working with your peers from property management, construction and maintenance to ensure our buildings remain best in class and our customers receive world-class customer service. In this role, you will contribute to and be accountable for the Customer Experience Team's portfolio results. Key responsibilities include: Create, maintain, grow and foster quality relationships with existing and prospective customers and develop an in-depth understanding of our customers (their business, strategies, and trends that impact their need for space). Assist Market leadership in expanding Prologis' portfolio within the market, which includes activities to support the strategic direction as well as the operational execution of all facets of the business, such as deploying capital, underwriting business acquisitions, developing pro forma, etc. Establishes and maintains trusting relationships with customers, brokers, internal and external stakeholders. Act as the market expert in your sub-market regarding market conditions: rents, available product and economic trends. Lead CET meetings and facilitate all asset management related tasks. Own and execute the budget process for your market lease assumptions and collaborate with the property managers to maintain awareness of property financial performance relative to budget. Provide reporting, market and other relevant information to various internal practice groups, including Acquisition, Development, Disposition, Capital Partners and Valuations. Identify opportunities to present Prologis Essentials solutions to address customer pain points. Ensure coordination with and support from the property managers for these opportunities Contributes to company initiatives through involvement on projects with impact beyond their portfolio Building blocks for success Required: 5+ years minimum experience in leasing and brokerage field and related business experience in connection with the sourcing, negotiation, and execution of commercial leases/contracts. Demonstrated deep and knowledge and competent understanding of market demand and supply, vacancy, absorption, micro and macro issues relating to properties as well as knowledge of acquisitions and valuations. Professional understanding of building valuation methods (e.g., income, market, discounted cash flow, etc.). Must have persuasive presentation and negotiation skills. Understand the market as it relates to acquisition including knowledge of market demand and supply, vacancy, absorption, micro and macro issues relating to properties. Excellent written and verbal communication skills. Mastering to read and understand commercial lease documents. Must have a current Real Estate sales license in the State of Washington or be able to obtain a license within six months of commencing employment. Please note that the company will cover relevant, associated costs and will consider the reasonable time spent acquiring the license as part of work hours. Must possess a driver's license and the ability to operate a motor vehicle. Ability to travel to other company locations/properties. Preferred: Bachelor's degree from a four-year college or university; and related experience and/or training; or equivalent combination of education and experience. Hiring Salary Range of $123,200 - $169,400. Salary and whole compensation package to be determined by the candidate's location, education, experience, knowledge, skills, and abilities, as well as internal equity and alignment with market data. People First Each of us working at Prologis plays an essential role in the enduring success of our company. We value people who are decisive, courageous and adaptable. While we are one company, locations and departments operate with autonomy and accountability. Individuals take the initiative here. When you join Prologis, you work shoulder to shoulder with some of the top talent in the industry to do the best work of your career. Every employee belongs. Every employee contributes. Employees advance their careers here. As a successful global enterprise, Prologis has never lost sight of what matters most, our strong belief that our people are the most important part of our business. And because of that, we provide a generous total rewards package and take a lot of time to focus on quality management and leadership development. People come first here. All full-time roles in the US come with a robust benefits package which includes healthcare, dental, and vision insurance for employees and eligible dependents. Prologis also offers several other wellness, financial, and work/lifestyle-specific benefits. Our 401(k) retirement plan has a company match of 50% up to 12% of eligible compensation. We also offer generous PTO with a starting accrual of 22 days a year in addition to paid holidays and volunteer time. All job offers are contingent upon successful completion of background verification. Prologis is an Equal Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religions, sex, national origin, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by law. Employment Type: Full time Location: Seattle, Washington Additional Locations:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

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: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For * Bachelor's Degree highly preferred * CFP highly preferred * Series 7, 63, 65, 66 and insurance licenses required prior to hire * Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. * Required: 3-5 years of financial planning experience, 5+ years preferred * Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.) The Purpose of Your Role As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients. The Skills You Bring * Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families * Experience with and/or knowledge of behavioral economics and family psychology * Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management) * Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance * Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals * Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts) * Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates. * Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment * Ambitious spirit and the ability to work collaboratively across an organization to achieve results * Tech savvy, embraces and integrates technology to run a planning practice * Excellent team member and leadership skills The Value You Deliver You are helping families grow, manage, and protect their assets by: * Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity * Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs * Using sophisticated planning software to build, analyze, and deliver personalized plans for clients * Guiding and implementing financial plans into the appropriate solutions based on client goals * Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer * Driving loyalty, share of wallet, and referrals from existing customers * Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning How Your Work Impacts the Organization As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning. The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

The SVP, Managing Director (MD) is entrusted with a client book of business including some or all defined contribution (401k), defined benefit (pension), health/welfare administration, and other related products and services. Primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors and other Employee Benefits leader contacts. Focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client's perception of relevant issues. Ensure client happiness by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. CANDIDATE MAY BE LOCATED REMOTELY IN TEXAS, CHICAGO, COVINGTON, KY OR WEST COAST The Expertise and Skills You Have * College degree preferred and/or equivalent work-related experience. * Series 7 & 63 must be obtained post hire. * 10+ years of benefits outsourcing relationship management or client service experience; preferably within 401(k) & non- qualified plan administration, Pension administration, Equity Plan services, Health/Welfare administration, and more. * Validated relationship management experience: you have excellent verbal and written communication skills. * Possess excellent organization, time leadership skills, and attention to detail. * Tried problem-solving skills in sophisticated situations. * Effective presentation skills, influence and negotiation skills, and ability to deliver solutions to a variety of audiences & levels is key. * Developing, leading and maintaining strong client relationships, including at senior/executive levels. * Building positive relationships based on shared dedication to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the overall client relationship. Acts as the client's 'trusted advisor'. * Builds client relationship to the highest level of decision makers. * Plans and conducts effective in-person and/or virtual meetings. * Makes detailed plans and preparations for client meetings. * Accurately plans, influences, and implements Fidelity solutions to address a client's needs. * Differentiates Fidelity's benefits offerings against a competitive benefit solution(s). * Facilitates discussions with clients regarding legal, regulatory and design issues across the plan(s) and relationship. * Coordinates internal resources to provide analysis and recommendations to clients on a variety of alternatives, including design, product development, etc * Identifies key drivers and maintains consistent formal/informal contact with key client decision makers. * Works closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity. * Owns the client relationships for which they are accountable, which includes problem resolution on behalf of clients to produce a satisfactory outcome. * The MD is considered the lead associate for a Book of Business with supporting functions (various extended service team members) providing outcomes as a collective service team in support of the client and their employees. * Building and developing strong internal working relationships with Fidelity personnel in support of superior service delivery. The base salary range for this position is $160,000.00-$185,000.00 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. The base salary range for this position is $185,000-$400,000 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. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Relationship Management

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For * Bachelor's Degree highly preferred * CFP highly preferred * Series 7, 63, 65, 66 and insurance licenses required prior to hire * Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. * Required: 3-5 years of financial planning experience, 5+ years preferred * Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.) The Purpose of Your Role As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients. The Skills You Bring * Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families * Experience with and/or knowledge of behavioral economics and family psychology * Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management) * Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance * Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals * Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts) * Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates. * Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment * Ambitious spirit and the ability to work collaboratively across an organization to achieve results * Tech savvy, embraces and integrates technology to run a planning practice * Excellent team member and leadership skills The Value You Deliver You are helping families grow, manage, and protect their assets by: * Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity * Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs * Using sophisticated planning software to build, analyze, and deliver personalized plans for clients * Guiding and implementing financial plans into the appropriate solutions based on client goals * Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer * Driving loyalty, share of wallet, and referrals from existing customers * Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning How Your Work Impacts the Organization As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning. The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity's institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you'll help our clients lead successful Benefits and Total Wellness programs to improve their employees' overall wellbeing. CANDIDATES MUST BE LOCATED IN PACIFIC TIME ZONE How Your Work Impacts the Organization Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. The Expertise You Have * Require associate in this role to hold Series 7 & 63 licenses * Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry * Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required The Value You Deliver * Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client's trusted advisor. * Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities. * Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness. * Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals. * Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives. * Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc. * In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors. * Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution. Strategic Book Management * Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business. * Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving. * Differentiates Fidelity's benefits approach against competitive benefit solutions. * Proactively leads pricing and fees discussions using more sophisticated pricing levers. * Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business. * Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests. * Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts. * Provides analysis and advice to resolve the needs of internal/external customers. * Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately. * Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Bellevue, Tukwila, Seattle, Lynnwood, Redmond As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service

A Fidelity Branch Leader partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire The Purpose of Your Role Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program. The Skills You Bring * Your background in relationship management and deep understanding of financial services * Impressive time-management skills and ability to execute on multiple priorities * You have a natural ability to influence and enhance the sales skills of others * Validated grasp of compliance and regulatory guidelines * Professional demeanor and excellent interpersonal skills * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity Note: Fidelity is not providing immigration sponsorship for this position The Value You Deliver * Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness * Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation * Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns * Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives How Your Work Impacts the Organization If your dreams are to run your own branch, this role is your first step. You'll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates. The base salary range for this position is $105,000 - $145,000 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 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA Category: Sales