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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, • 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 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

A company is looking for a Senior Discovery Consultant, responsible for leading discovery and consultation on financial institution projects.

Network Pricing Consultant - Remote. Key Responsibilities: Conduct financial analysis and modeling for prescription drug pricing Manage unit cost budgets and performance reporting for network contracting Collaborate with various departments to oversee client performance management Required Qual

Korean Bilingual Financial Data Analyst AO7167434.Everyone on our team has earned a CPC (Certified Personnel Consultant) or CTS (Certified Temporary Staffing Specialist) accreditation from the National Association of Personnel Services.We are experts at staffing and recruiting with more than 16 year

The Senior Regional Consultant will sell MFS Investment products and services through financial intermediaries in the Broker-Dealer, Regional, Independent and Bank channels within Missouri.

Sales Consultant - Battersea Office. With focused training to grow product and market knowledge, uncapped commissions, world-class systems and sales management and a quality product that people love, you can work to achieve the financial independence that you crave. Our vision is to be the world's m

Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. New Consultants will have the opportunity to promote to a Senior Financial Consultant, increasing your overall income pote

Job DescriptionProject AdministratorJob Type: Temporary (12-month assignment) Pay Rate: $33-43/hour DOE Location: White Plains, NY (also considering candidates in Albany or Buffalo areas) | Hybrid (minimum 3 days on-site per week)Job OverviewMadison Approach Staffing is recruiting for a Project Administrator to support our client's infrastructure program. This role will provide critical administrative support for financial, contractual, budgetary, and governance procedures related to a large-scale infrastructure revitalization initiative. The ideal candidate will work closely with project engineers to prepare documentation, track budgets, manage invoices, and ensure project deliverables meet quality standards. This is an immediate-start, 12-month contract opportunity.Key Responsibilities • Prepare requests for new projects and associated documentation, • Develop project plans, risk registers, project justification memos, contractor award memos, purchase requisition worksheets, and scopes of work under the direction of Project Engineers, • Prepare purchase requisition worksheets and collect accounting information for new contracts, • Attend scheduling meetings and update project costs on Excel worksheets based on schedule updates, • Verify budgets are consistent across systems and prepare award memos and change order memos to authorize additional contract funding as needed, • Track monthly invoices and prepare accruals where invoices are lagging, • Review consultant monthly reports, meeting minutes, and agendas to verify completeness, • Review project activities for technical content, accuracy, cost control, and schedule adherenceRequired Skills & Experience, • Education: Bachelor's degree from an accredited institution in engineering or related field, • Experience: 1-5 years of relevant project administration or coordination experience, • Technical Proficiency: Advanced Microsoft Excel skills including SUMIFS, COUNTIFS, pivot tables, and high-quality chart preparation, • Technical Proficiency: Proficiency with Microsoft Word including cross-referencing, indexing, and other advanced functions, • Communication Skills: Ability to understand, organize, and communicate technical engineering information clearly and effectively, • Project Management: Strong ability to plan, execute, and complete multiple tasks from start to finish with minimal direction and supervision, • Interpersonal Skills: Excellent written and verbal communication skills, • Must be local to the Tri-State area and available for W2 employmentPreferred Skills & Experience, • Background in water resources engineering or construction, • Working knowledge of enterprise resource planning and project management software systems, • Proficiency with Microsoft Teams, • Professional certifications such as CCM, PE, or PMPWork Schedule & Details, • Monday through Friday, 7.5-hour work day with 0.5-hour unpaid lunch, • Hybrid schedule with minimum 3 days on-site (remote work privileges may be adjusted based on business needs), • Paid for time worked only; no paid holidays, vacation, or sick days during contract period, • Overtime not permitted unless authorized in advance, • Immediate start date availableTo Apply: Please submit your resume to Madison Approach Staffing. Only qualified candidates will be contacted for interview consideration.

Job DescriptionCompany Description With an endeavoring effort to expand market presence and grow as a global company, we are seeking a Planning and Business Development Manager to develop and monitor the long-term goals of the business and make sure it is in alignment with the company’s objectives. The primary role of the position is to provide “Analytics-Ready” datasets in the pre-modeling stages, to execute post-analytics steps such as model scoring, customer support, and back-end reporting. This position requires an individual with extensive hands-on knowledge of data manipulation techniques. The role will be involved in a variety of activities including a new business creation/proposal and strategic planning. Responsible for utilizing company data and providing solutions that support the operations on a daily level as well as foreshadowing company needs a company-wide level. Job Description • Monitors business climate and trends in technology and development based on the company’s current and anticipated projects, • Identifies and reviews pricing and customer needs; analyzes and applies this information in development of strategies for new profitable business plans, monitoring and evaluating on a periodic basis, • Collaborates with executives and managers to develop long-range, strategic goals for the organization, • Create and present reports to all executive leaders, • Prepare and review financial forecasts and continuously checking the achievement of the goal Qualifications • Bachelors degree in business analysis, business management or industry-related field required, • 3+ years of experience in the industry or acting as a consultant on major strategic planning projects required, • Basic knowledge of management/financial accounting and financial management is required, • Excellent verbal and written communication skills and ability to communicate effectively and clearly with project managers, business leaders and executives, • Thorough understanding of business administration, management, and business forecasting strategies and techniques, • Excellent interpersonal and negotiation skills, • Excellent organizational skills and attention to detail, • Great analytical, critical thinking and problem-solving abilities, • BILINGUAL IN KOREAN/ENGLISH REQUIRED Additional Information About the Benefits(Full-Time Employees): • Bonus: This position is bonus eligible, • Healthcare: At no-cost premiums for you and eligible dependent (medical, dental, vision, prescription), • 401(k): Retirement Savings Plan with company match, • Additional Perks: complimentary lunch on-site or lunch earning, phone stipend, Company product discounts, service awards, educational support, etc. All your information will be kept confidential according to EEO guidelines.

Job DescriptionCompany Description We are seeking a Project Management Office (PMO) Manager or Specialist to establish and maintain robust project management standards, processes, and best practices. This role will ensure that projects are executed efficiently, optimizing resource utilization and aligning with our strategic objectives within the smart factory IT market. The successful candidate will enforce project management discipline across the organization, reviewing and approving project plans, monitoring progress, and proactively identifying and mitigating risks. Job Description RESPONSIBILITIES • Set and maintain project processes are followed effectively, • Manage project documentations, • Monitor projects and ensure projects are within business goals, • Track progress of each project, • Review and approve project plans, • Review projects from creation and development to implementation, • Review financial reports and analyze project trends, • Evaluate project resources and allocate if necessary, • Set a process for potential risks, issues and opportunities for major projects, • Creating reports to executives or management Qualifications JOB REQUIREMENTS • Bachelor’s degree in business or industry-related field, • Minimum 5 years of experience in the industry or acting as a consultant on major projects, • Excellent verbal and written communication skills, • Strong negotiation and problem-solving abilities., • Detail-oriented with the ability to see the big picture, • Thorough understanding of business administration, management, and business forecasting strategies and techniques, • Excellent organizational skills and attention to detail, • Flexible and adaptable to changes, • BILINGUAL IN KOREAN/ENGLISH Additional Information About the Benefits(Full-Time Employees): • Bonus: This position is bonus eligible, • Healthcare: At no-cost premiums for you and eligible dependent (medical, dental, vision, prescription), • 401(k): Retirement Savings Plan with company match, • Additional Perks: complimentary lunch on-site or lunch earning, phone stipend, Company product discounts, service awards, educational support, etc. All your information will be kept confidential according to EEO guidelines.

Minimum of five years of experience in data analytics, financial services, or consulting.

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. We fully support you with an open architecture product platform and top resources in the fina

Corebridge Financial is an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. That's why every day we partner with financial professionals and institutions to make it possible

The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to

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. We fully support you with an open architecture product platform and top resources in the fina

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. We fully support you with an open architecture product platform and top resources in the fina

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. We fully support you with an open architecture product platform and top resources in the fina