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Change Management Consultant
1 week ago
Ryzen Solutions Palo Alto, United StatesQualifications and Requirements · - Change Management certified (e.g. Prosci, or other change management methodology) · - Ability to work collaboratively - with project manager, project team members and leaders, etc. · - Ability to work in a matrix organization supporting various ...
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Marketing Consulting Manager
1 week ago
TEEMA San Mateo, United StatesJob Title: Non-Dedicated Consulting Manager Job ID: 52210 Location: San Mateo, CA - RemoteOverview: The Consulting Manager is both an experienced Marketing Automation practitioner and People Management professional. They will be responsible for managing, mentoring, and scaling 12 ...
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Marketing Consulting Manager
1 day ago
TEEMA San Mateo, United StatesJob Title: Non-Dedicated Consulting Manager Job ID: 52210 Location: San Mateo, CA - Remote · Overview: The Consulting Manager is both an experienced Marketing Automation practitioner and People Management professional. They will be responsible for managing, mentoring, and scalin ...
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Marketing Consulting Manager
1 week ago
TEEMA San Mateo, CA, United StatesJob Title : Non-Dedicated Consulting Manager Job ID: 52210 Location: San Mateo, CA - Remote Overview: The Consulting Manager is both an experienced Marketing Automation practitioner and People Management professional. They will be responsible for managing, mentoring, and sc ...
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College Admission Consultants
1 week ago
Cardinal Education Burlingame, United States**About Us**: · Cardinal Education is seeking a passionate and dedicated individual to join our dynamic College Admissions team as a College Admissions Consultant. Based in the vibrant San Francisco Bay Area, our company thrives on collaboration and excellence, providing top-tier ...
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Gap Year Educational Consultant
1 week ago
Cardinal Education Burlingame, United StatesTaking a gap year can be a daunting task to take on. Cardinal Education is seeking individuals taking a gap year for our educational consultant position. We are an extremely dynamic and collaborative company focused on providing top-tier expertise in admissions and tutoring to fa ...
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Educational Consultant
1 week ago
Cardinal Education Burlingame, United States**Position**:Educational Consultant** · **Location**: Burlingame, California, United States** · Employment Type: Full-time · **About Us**: · Cardinal Education is a dynamic and collaborative company dedicated to delivering top-tier academic support and admissions expertise to stu ...
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Product Marketing Manager, Mixed Reality Devices
11 hours ago
Meta Burlingame, United States**Product Marketing Manager, Mixed Reality Devices Go-To-Market Responsibilities**: · - Build cross-functional partnerships across adjacent product groups in order to influence hardware and software features, apps and gaming content, developer success, and metaverse initiatives · ...
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Commercial Insurance Loss Control Inspector
1 week ago
Sedgwick Burlingame, United States**POSITION OVERVIEW** · Sedgwick's contractor team conducts on-site inspections to assess properties and provide comprehensive reports to our clients for underwriting purposes. Sedgwick provides high-quality, detailed assessments, helping clients make informed decisions about the ...
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Finance Transformation Management Consultant
1 week ago
PlayStation Global San Mateo, United StatesWhy PlayStation? · PlayStation isn't just the Best Place to Play - it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation5, PlayStation4, PlayStationVR, PlaySta ...
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Finance Transformation Management Consultant
1 week ago
PlayStation San Mateo, United StatesFinance Transformation Management Consultant · 10+ years of experience in Program Management or Consulting, with proven success in transformation-oriented or strategic cross-functional projects and developing and implementing new business processes · Technical expertise · Experie ...
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Commercial Insurance Loss Control Inspector
1 week ago
Sedgwick Millbrae, United States**POSITION OVERVIEW** · Sedgwick's contractor team conducts on-site inspections to assess properties and provide comprehensive reports to our clients for underwriting purposes. Sedgwick provides high-quality, detailed assessments, helping clients make informed decisions about the ...
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Kaiser Permanente Oakland, United States**Job Summary**: · **Essential Responsibilities**: · - Promotes learning in others by communicating information and providing advice to drive projects forward; builds relationships with cross-functional stakeholders. Listens, responds to, seeks, and addresses performance feedback ...
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Onsite Supporter
2 weeks ago
Terra Nova Group Burlingame, CA, United States FreelanceWe are currently seeking a candidate (m/f/d) for our client in Burlingame, CA for the position of Onsite Support at their location in Bremen. This is a direct hire opportunity. · **What our client offers you**: · - At least **2 days of remote work**: · - 30 days of vacation · - * ...
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Account Manager Iv, Multi-state
1 week ago
Kaiser Permanente San Mateo, United States**Job Summary**: · In addition to the responsibilities listed below, this position is also responsible for developing and implementing moderately complex competitive sales and retention strategies for Multi-State accounts; providing a positive experience to customers with Multi-S ...
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Document Control And Training Specialist
1 week ago
Actalent San Mateo, United States Full timeSeeking 1 Document Control and Training Specialist · HYBRID role, onsite in Foster City, CA · Description: · • Authors administrative changes to department documents. · • Facilitates end to end management of the documents, including training requirements impact assessment, review ...
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Document Control And Training Specialist
1 week ago
Actalent San Mateo, United States Full timeDescription: · • Authors administrative changes to department documents. · • Facilitates end to end management of the documents, including training requirements impact assessment, reviewing document content to ensure changes are appropriately following defined processes/procedure ...
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Document Control And Training Specialist
1 week ago
Actalent San Mateo, United States Full timeDescription: · • Authors administrative changes to department documents. · • Facilitates end to end management of the documents, including training requirements impact assessment, reviewing document content to ensure changes are appropriately following defined processes/procedure ...
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Document Control And Training Specialist
1 week ago
Actalent San Mateo, United States Full timeDescription: · • Authors administrative changes to department documents. · • Facilitates end to end management of the documents, including training requirements impact assessment, reviewing document content to ensure changes are appropriately following defined processes/procedure ...
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Director of Patient Care Services
1 week ago
Sutter Health San Mateo, United States**Organization**: · SCAH-Sutter Care at Home - Bay · **Position Overview**: · The primary purpose of this position is to assist in the planning, organizing, and directing of patient care services in accordance with current standards and regulations so that the highest degree of q ...
Wealth Management Consultant - Burlingame, CA, United States - Fidelity Investments
Description
Financial ConsultantIf 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.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.
Previous success in building relationships, uncovering needs and recommending solutionsSeries 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
if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Extensive knowledge of investment solutions
Our Investments in You
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
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
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.Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you don't need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
Certain roles may require candidates to go through a preliminary credit check during the screening process.Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.We welcome those with experience in jobs such as Financial Analyst, Senior Accountant, and Controller and others in the Accounting and Finance to apply.
