Managing Director - WERTCHAIN

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• Fidelity Investments

  

  Financial Consultant - Burlingame, CA

  hace 17 días

  San Carlos

  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. 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 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 * 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 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! * 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 ___ 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. Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRASales

• Fidelity Investments

  

  Workplace Financial Consultant - San Jose, CA

  hace 17 días

  San Carlos

  This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week. The Role As a Workplace Financial Consultant (WFC) you will work directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners. As a part of Fidelity's Workplace Education Planning & Advice organization, your goal is to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. You will be conducting ongoing engagement planning with your plan sponsors and serve as a key liaison between internal business, including our local branch partners. In addition, you will provide financial planning and investment advice to participants through face-to-face 1:1 meetings, workshops, help desk sessions, benefits fairs, and lunch and learns. Your goal is to ensure participants are prepared to make better decisions regarding their personal finances all while keeping the customer top of mind. Topics may include, estate planning, equity compensation, stock plans, tax efficient investing, and more. Content will be delivered via Zoom or onsite at the plan sponsors desired location. Travel could be up to 75%. Joining Workplace Education, Planning and advice means that you will: • UNITE as one team to intentionally connect, encourage and build positive relationships internally and with our plan sponsors, • GROW in your skills to deliver more, world-class planning and education experiences for our participants, • 5 years of financial services experience, • Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire, • In depth knowledge of Financial Planning Concepts, • Ability to build plan sponsor advocacy and access, • 2+ years of customer facing experience preferred, • Life & Annuity Certification preferred, • CFP® or CRPC® preferred, • Demonstrated advanced presenting experience preferred The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life. The base salary range for this position is $85,000 - $121,000 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 ___ 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. Series 07 - FINRA, Series 66 - FINRASales

• The Alexandria at San Carlos

  

  Director of Operations

  hace 17 días

  San Carlos

  Our team members are the collective sum of the individual differences, inventiveness, innovation, and self-expression that our employees invest in their work and represents a significant part of not only our culture, and company’s achievement as well. This position will work under the directio

• Backal Hospitality Group

  

  Director of Operations

  hace 3 días

  San Carlos

  The Backal Hospitality Group is seeking a motivated individual to join our team of hospitality professionals as Director of Operations for new locations located in San Carlos, California. This position will work under the direction of the Chief Operating Officer and will provide direct support in the California operations inclusive of quality control, management development, strategic planning, employee engagement, training and development, conflict resolution, financial acumen and labor control. With the diverse collection of venues this role will empower you to establish transformative initiatives, refine processes and succeed in operational excellence. A successful candidate will be a strategic and analytical thinker with a passion for food and beverage and in transforming venue operations into a seamless high performing environment. The ability to be a visionary strategist who elevates guest experiences while driving operational success will be essential in producing operational efficiency. A minimum of 5 years of management experience in food and beverage operations within in a multi-unit restaurant or hospitality environment, proven leadership skills with a passion for mentoring and developing high performing teams, excellent communication and organizational skills and working knowledge of Toast, inventory systems and data analysis tools. Compensation for this role is $125,000. Our Vision: Backal Hospitality Group is an ever-evolving collection of venues, event services, and investments, anchored in hospitality and inspired by New York. In hospitality, relationships, are everything. BHG welcomes our clients like family with warm, approachable, ego-free hospitality. We are committed to providing unconditional support, respect, trust, and loyalty to our clients and employees. We value empowerment, and support opportunities for growth, creativity, and innovation wherever they might be. Backal Hospitality offers a competitive benefit package inclusive of: • Comprehensive Health Insurance, • Dental Insurance, • Vision Insurance, • Supplemental plans such as Term Life, Accidental Death, and Hospitalization, • Paid Time Off, • 401k Benefits, • Commuter Benefits, • Dining Discounts Backal Hospitality Group is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. Our team members are the collective sum of the individual differences, inventiveness, innovation, and self-expression that our employees invest in their work and represents a significant part of not only our culture, and company’s achievement as well.

• Starbucks

  

  shift supervisor - Store# 10717, LAUREL & ARROYO

  hace 14 días

  San Carlos

  Starbucks - 856 Laurel St [Shift Manager] As a a Shift Supervisor at Starbucks, you'll: Organize opening and closing duties as assigned; Follow all cash management and cash register policies; Assist with new partner training by positively reinforcing successful performance; Discover and respond to c

• Starbucks

  

  shift supervisor - Store# 00608, SAN CARLOS

  hace 14 días

  San Carlos

  Starbucks - 1187 San Carlos Ave [Shift Manager] As a a Shift Supervisor at Starbucks, you'll: Organize opening and closing duties as assigned; Follow all cash management and cash register policies; Assist with new partner training by positively reinforcing successful performance; Discover and respon

• Starbucks

  

  shift supervisor - Store# 67082, HOLLY & HWY 101

  hace 14 días

  San Carlos

  Starbucks - 505 Skyway Rd [Shift Manager] As a a Shift Supervisor at Starbucks, you'll: Organize opening and closing duties as assigned; Follow all cash management and cash register policies; Assist with new partner training by positively reinforcing successful performance; Discover and respond to c

• Vi Living

  

  Dining Room Manager

  hace 25 días

  San Carlos

  Overview: Vi is recognized as a Great Place to Work and one of Glassdoor's 100 Best Companies to work for. Learn from the best and accelerate your career with Vi. What We Offer: • Competitive pay, • Exceptional benefits, • Generous Paid Time Off - start accruing on day one, • 401k with company match, • Paid maternity and paternity benefits, • Award-winning training and development, • Tuition Reimbursement, • Luxury work environment, • Meaningful and rewarding work Vi at Palo Alto is located at 620 Sand Hill Road, Palo Alto CA 94304 Responsibilities: Dining Room Manager A desirable opportunity exists for a highly accomplished professional to manage all Vi's dining venues including the Care Center. The selected candidate will have significant responsibility for ensuring staff is delivering a high quality dining experience for Residents and guests. Qualified applicants will possess 5+ years of progressive experience in a high-end restaurant, club, hotel, or retirement community food and beverage operations. Demonstrated knowledge of current service styles and techniques, budgets and reporting are appreciated. Qualifications: Qualified applicants are required to possess a minimum 5 years of progressive experience in quality Food & Beverage operations management in a high quality restaurant, country club, hotel, or senior living company with demonstrated knowledge of current service styles and techniques and working knowledge of budgets and reporting. High school diploma required. College degree in related field (Hotel/Restaurant Management or Business) is preferred. Possess or be willing and able to obtain Food Handlers certification, as required. Current CPR and First Aid certifications are required or must be willing and able to become CPR and First Aid certified. Additional requirements include: • Ability to supervise, hire, train and create a high-performing team, • A strong systems orientation with Microsoft office skills and experience with a POS system, • Effective communication, financial acumen, social skills and standards appropriate for the operation of formal dining operations and interaction with Residents Pay Range: USD $68,668.00 - USD $85,850.00 /Yr.