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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Marin, CA

<b>Company Description</b><br><br>Veolia Group is a global leader in environmental services, operating across all five continents with nearly 218,000 employees. Specializing in water, energy, and waste management, Veolia Group designs and implements innovative solutions for decarbonization, depollution, and resource regeneration, supporting communities and industries in their ecological transformation. Within this framework, Veolia's Water Technology Business brings together a dedicated team of experienced professionals committed to tackling the world's most complex challenges related to water scarcity, quality, productivity, and energy. Together, we pursue a shared mission to create a more sustainable future.<br><br>Part of Veolia Group, Veolia Water Technologies &amp; Solutions brings together experienced professionals in pursuit of the same goal: to solve the world's most complex challenges related to water scarcity, quality, productivity, the environment and energy. We're always looking for passionate and creative people to help us in this mission!<br><br><b>Job Description</b><br><br>Join Veolia as an Account Manager and take your career to new heights. We value<br> candidates with technical experience or formal education in a STEM concentration, who share a genuine passion for environmental sustainability and a consultative customer approach.<br><br>We're not just selling products - we're pioneering sustainable solutions that protect our planet's most precious resources. Our Account Management team are at the forefront of this mission, working hand-in-hand with customers to develop cutting-edge equipment and chemical treatment solutions across diverse industries.<br><br>More than sales professionals, you'll be technical advisors who deeply understand customer needs and deliver creative solutions that optimize profitability, productivity, and environmental stewardship. If you're passionate about sustainability and thrive on solving complex challenges, this is your chance to make a real impact.<br><br>What We'll Offer:<br><ul><li>Autonomy &amp; Flexibility: Manage your schedule, and blaze your own trail.</li><li>Continuous Growth: Access industry-leading training, travel opportunities, and a vast network of water technology experts.</li><li>Rewarding Compensation: Enjoy competitive pay, sales incentives, a generous retirement plan, and a company car.</li></ul><br>What You'll Do:<br><ul><li>Consult on-site, applying innovative technologies to solve water and process treatment needs while prioritizing safety and environmental best practices.</li><li>Hands-on work with test equipment, chemical feed systems, and other cutting-edge tools.</li><li>Proactively implement preventative maintenance, optimize operations, and utilize predictive analytics to stay ahead of the curve.</li><li>Collaborate with cross-functional teams, share best practices, and drive account growth through creative solutions that delight customers.</li><li>Celebrate success through industry-recognized "Proof Not Promises" awards, recognizing your environmental and operational impact.</li></ul><br><br><b>Qualifications</b><br><br><ul><li>Bachelor's Degree, or equivalent, in Engineering (Chemical, Industrial, or Mechanical), Biology, Chemistry, Environmental Science, Technology, preferred. Minimum 10+ years of direct experience in the field and water treatment industry will also qualify, high school education is required.</li><li>Ability and willingness to work in a range of environments, including heavy industrial facilities, light manufacturing facilities, and commercial &amp; institutional properties.</li><li>A full valid driver's license and willingness to travel (a learner's permit or G1/G2 class will not qualify).</li></ul><br><br><b>Additional Information</b><br><br>Compensation - The salary range is tied to the market for similarly benchmarked roles. The range is not an absolute, but a guide, and offers will be based on the individual candidate's knowledge, skills, experience, and market conditions, as well as internal peer equity. Depending upon all the preceding considerations for the final selected individual candidate, the offer may be lower or higher than the stated range: $100,000.00 -$120,000.00 annually. <br> Why You'll Love Working Here!<br> •  In diversity lies strength - We strive to be a workplace that is inclusive and empowers<br> people to contribute their best<br> •  Recognition and rewards for your hard work and achievements<br> •  Opportunity for new challenges - We are growing and love to promote from within<br> •  An excellent leadership team and a collaborative culture that values innovation<br> •  At all levels of the organization, we recognize talent and want to help you build your<br> sustainable career!<br> At Veolia, we realize diverse teams make smarter decisions, deliver better results, and build stronger communities. We're an organization that champions diversity and inclusion at every rung of the ladder and are proud to be an equal opportunity workplace. Because our people are our greatest assets, we also offer competitive compensation and benefits that include:<br> Medical, Dental, &amp; Vision Insurance bonus eligible positions) This Insurance Starting Day 1!<br> Life Insurance<br> Paid Time Off<br> Paid Holidays<br> Parental Leave<br> 401(k) Plan<br> Flexible Spending &amp; Health Saving Accounts<br> AD&amp;D Insurance<br> Disability Insurance<br> Tuition Reimbursement<br> <br> Disclaimer: The salary, other compensation, and benefits information is accurate as of the date<br> of this posting. The Company reserves the right to modify this information at any time, subject<br> to applicable law.<br> <br> ****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer<br> will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this<br> opportunity****<br> <br> VWTS does not accept unsolicited resumes from external recruiting firms. All vendors must have a current and fully executed MSA on file before submitting candidates. Any unsolicited resumes and candidate profiles will be deemed the property of VWTS, and no fee will be due.<br><br><strong>As an inclusive company, Veolia is committed to diversity and gives equal consideration to all applications, without discrimination.</strong>

Account Manager - Industrial Water Treatment/Chemical Sales

<p><strong>Come be a part of a community where all are welcome. A place where you can make a difference, inspire others—and be inspired.</strong>&nbsp;<strong>We are looking for associates with a passion for clothing, people, and sustainability.</strong></p><p><strong>About us:</strong></p><p>Eileen FISHER creates simple, timeless shapes designed to work together effortlessly, season after season. We make our clothes to last—and then take them back to be reworn again or remade into entirely new designs.&nbsp;<strong><em>We believe in the fundamental potential of every person—our employees, our customers and those who make our clothes—and are committed to creating conditions that empower people.</em></strong>&nbsp;It’s all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is one of the largest women’s fashion companies to be a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency.</p><p><strong><em>Values Statement:</em></strong></p><p><em>As a founder lead Company, our values are deeply embedded in and shape our culture.&nbsp;Our values are the shared responsibility of every position and are intended to be infused in all that we do; how we show up, how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability allows us to protect our limited natural resources, fight climate change and shift the fashion industry towards circularity.</em></p><ul><li><em>We are authentic.</em></li><li><em>We thrive in connection.</em></li><li><em>We trust each other.</em></li><li><em>We innovate through creativity.</em></li><li><em>We are committed to the health of the whole.</em></li><li><em>We are united by purpose.</em></li></ul><p><strong>Position Summary:</strong></p><ul><li>As Sales Associates you share positive energy and create an atmosphere of possibility with our customers. Promote our philosophy, values, and support our purpose and strategic objectives.</li><li>Demonstrate an ability to work in a fast-paced environment while utilizing exceptional customer service skills on the selling floor.</li><li>Use new technology and embrace all avenues of distribution as tools to service our customer.</li><li>Perform merchandising duties including steaming, folding, and displaying product according to EF visual standards.</li><li>Perform light cleaning tasks to maintain a clean and well-organized space (i.e., vacuuming, dusting, floor sweeping, etc.).</li><li>Perform open and close out procedures as needed.</li><li>Performs other related duties and assignments as required.</li></ul><p><strong>Benefits:</strong></p><ul><li>Monthly Store Bonus Incentives</li><li>Annual Company Bonus Plan</li><li>Employee Stock Ownership Plan</li><li>401(K)</li><li>Paid Time Off</li><li>Comprehensive Health Insurance for full-time employees (medical, dental, life ins, etc.)</li><li>Wellness Reimbursement Program (education, PTO related expenses, spa services, fitness/ exercise fees, etc.)</li><li>Uniform Allowance</li><li>Employee and Friends &amp; Family discount</li></ul><h4>Required Skills</h4><br><br><h4>Required Experience</h4><p><strong>Education:</strong>&nbsp;High school diploma&nbsp;or equivalent.</p><ul><li>Retail experience or service industry background required.</li><li>Excellent oral and written communication skills</li><li>Outstanding organizational skills and ability to handle multiple tasks.</li><li>Dedication to creating excellent customer experience.</li><li>Open-minded attitude towards experiencing our Brand and product, stylishly wardrobing self and customers.</li><li>Ability to adapt quickly and react positively to business needs and changes in strategies.</li><li>Ability to lift up to 40 lbs. at floor level and/or team lift when necessary.</li><li>Ability to climb short/tall ladders, twist, bend, and stoop to retrieve items from floor, shelves, and hooks.</li></ul><ul><li>Flexible schedule.</li></ul><p>The hiring salary range for this role is $18.67- $20.00/hr. dependent upon experience and qualifications. In addition, we offer competitive benefits including a generous clothing allowance and a wellness reimbursement program.</p><p><em>EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.</em></p>

Eileen Fisher

Retail Sales Associate- Berkeley (Part Time)

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Burlingame, CA

Financial Consultant - Berkeley, CA

Financial Consultant - San Francisco, CA

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>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.</p><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>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.)</li></ul><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>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)</li><li>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</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>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)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>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</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>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</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>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.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Wealth Planner - San Francisco, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burlingame, CA

<p><strong>Insperity</strong> provides the most comprehensive suite of scalable HR solutions available in the marketplace with an optimal blend of premium HR service and technology. With more than 90 locations throughout the U.S., Insperity is currently making a difference for thousands of businesses and communities nationwide.</p><p>Behind our success is the unshakeable belief in the value of our people. We value diversity, inclusivity and a sense of belonging. We celebrate work and life events, and we partner with our clients and communities to make great things happen.</p><p>We have received recognition numerous times as a top place to work, most recently ranking on Glassdoor’s “Best Places to Work in the U.S. 2024” list, and U.S. News &amp; World Report’s “Best Companies to Work for 2024” list. In addition, we have been recognized for having one of the country’s Top 50 Midsize Early Talent Programs by RippleMatch’s 2024 Campus Forward Awards. There is no better time to be a part of Insperity, and our best work is yet to come. Learn more at Insperity.com.</p><p><strong>Why Insperity?</strong></p><p><strong>Flexibility:&nbsp;</strong>Over 80% of Insperity’s jobs have work-from-home flexibility. We want your time to have balance, whether it’s spent with coworkers, clients, family or your community.</p><p><strong>Career Growth:&nbsp;</strong>Insperity provides many ways to grow with the company. We offer continuous learning programs, mentorship opportunities and ongoing training.</p><p><strong>Well-Being:&nbsp;</strong>Our total rewards package includes generous paid time off, top-tier medical, dental and vision benefits, health &amp; wellness support, paid volunteer hours and much more. Whether remote, in person or hybrid, we take care of our people so that you can do your best work.</p><p><strong>Executive Management Consultant</strong></p><p>We are currently seeking an Executive Management Consultant to join our team. As the Middle Market client advocate and strategic partner, provides timely advice around the company’s products and services that best meet client’s business needs. This position leads and guides others in leveraging opportunities to set up the client for success by delivery of solutions that positively impact the client's business and creates client loyalty.&nbsp;</p><p>Middle Market is where challenge is fun, results are rewarding, and we live our values. The Insperity Middle Market Solutions team is an exceptional group focused specifically on supporting our larger clients ranging in size from 150 to 5,000 employees. Part of our mission is to help our Middle Market clients become the best they can be by understanding their unique challenges and integrating relevant human capital/human resources solutions that accelerate their potential. </p><p><strong>Responsibilities:&nbsp;</strong></p><p>• Utilizing the Account Management Plan, defines a relationship strategy that ensures all key decision makers and client "buyer" relationships are leveraged to drive individual wins and business results for the client company. &nbsp;Builds relationship improvement plans and actions as needed to ultimately drive client loyalty and renewal. &nbsp;As a trusted client advisor, creates a pipeline of future business opportunities and revenue driving or value added strategic services for clients.</p><p>• Engages at least quarterly with client executives to assess strategic business needs and challenges and translate business strategy into human capital opportunities that have business impact to the client. &nbsp;Translates client expectations, and shares constructive feedback and important and relevant information with appropriate internal resources.</p><p>• Guides the client through a thorough analysis by knowing the client’s industry, current and future business trends and practices to accurately diagnose business strengths and weaknesses. Leverages internal partners to identify, collect and organize data for analysis and decision-making. &nbsp;Develops strategies and plans, resulting in a systematic approach to addressing client needs. &nbsp; Ensures that the customer perspective is the driving force behind business decisions and activities.</p><p>• Positions services and sells solutions by consulting with client executives, gaining commitment and coordinating implementation timelines. &nbsp;Partners with the service team and internal departments to facilitate delivery of standard and customized services in a way that is appropriately sequenced to match client readiness and capacity.</p><p>• Leverages internal resources to facilitate the accomplishment of work goals with a focus on impact. &nbsp;Ensures deadlines are met and keeps stakeholders informed of project status. &nbsp;Maintains effectiveness when experiencing major changes in work tasks or the work environment; adjusts effectively to new work structures, processes, requirements or cultures. &nbsp;Ensures that self and service team are able to present recommendations and anticipated outcomes that clearly show how company products, services and ideas would meet client’s needs. &nbsp;Ensures that all facilitated meetings serve business objectives while using appropriate interpersonal styles and considering the potential contributions of others.</p><p>• Sets high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks in a timely manner; self-imposing standards of excellence rather than having standards imposed. Escalates complex client issues and follows through to resolution, ensuring appropriate communication to all involved parties. &nbsp;Must adjust effectively while working with different clients who have different structures, processes, requirements, or cultures.</p><p>• Meets regularly with the assigned service team to prepare for client presentations and develop result oriented service plans. Develops and uses collaborative relationships to facilitate the accomplishment of work goals. &nbsp; Effectively articulates and translates client goals and strategies to service teams and internal groups. &nbsp;&nbsp;</p><p><strong>Qualifications:</strong></p><p>&nbsp;• High School Diploma or equivalent is required. &nbsp;Bachelor’s Degree or equivalent work experience is required. Master’s Degree in related field is preferred.</p><p>• Seven to ten years of experience in related field is required. Must have experience managing relationships with senior leaders with varying styles in client organizations. Must have experience applying financial, industry and market trends to client situations. Must have demonstrated multi-account/matrix environment management experience. &nbsp;</p><p><em>Insperity provides a reasonable range of minimum compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is $124,400 to $138,500.</em></p><p><em>At Insperity, we celebrate the diversity of our employees and our leadership. Insperity is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law, including criminal arrest and/or conviction records.</em></p>

9 Sales Jobs in San Francisco, CA, USA