Accounting Professional Salary in Salt Lake City, UT

College Board - Finance DepartmentHybrid - NYC(Onsite a few times per Month)About the TeamThe Investments & Strategic Initiatives (I&SI) team at the College Board is a highly visible and prestigious group that offers tremendous opportunities for professional development. This is a team of four that is committed to delivering top-notch financial and strategic analysis to support critical business and investment decisions. This team has unique exposure to the fast-growing EdTech and impact investing sectors and will collaborate closely with other divisions, including the well-known Advanced Placement (AP), SAT, and BigFuture programs. This team is at the forefront of EdTech investments and will help to drive meaningful change that transforms the lives of students across the globe.About the OpportunityAs an Associate on the I&SI team, you will play an integral role in driving financial excellence at the College Board. Your responsibilities will include building sophisticated financial models, developing compelling business cases, and evaluating equity investments and strategic initiatives that align with the College Board's mission. You will be instrumental in identifying new areas of growth and making significant contributions to preserve the College Board's financial strength, ensuring that all students have access to a bright and prosperous future. In this role, you will collaborate closely with senior leaders from the Finance, Strategy, and Executive Leadership teams to evaluate and execute strategic initiatives and impact investments. We encourage applicants who aspire to attend a top Business School to pursue their MBA after 2-3 years, in the past, this has differentiated previous Associates from those who follow a more conventional path.In this role, you will:Lead Corporate Finance Projects (50%)Partner with business and finance leaders to provide analytical support to optimize strategic decisions.Build and maintain complex financial models including 3-statement forecast models, buy-versus-build analysis, and financial return analysis.Evaluate financial impact of acquisitions and strategic partnership opportunities.Prepare effective presentation materials and memos that summarize financial analysis and recommendations for senior executives.Develop deep expertise in College Board programs and new markets that are of strategic importance to the College Board.Grow our Impact Investment Portfolio (50%)Originate investments in mission-aligned private companies for the College Board's growing impact investment portfolio via industry research and meetings with Edtech investors and entrepreneurs.Participate in due diligence process to evaluate mission impact potential, financial return, and strategic benefits of investments in early-stage education technology companies.Lead all aspects of the financial analysis to evaluate investment opportunities.Support portfolio management and reporting process for impact investment portfolio.Prepare investment memos and participate in Investment Committee approval meetings.Research public and private companies in the education technology sector and prepare company overviews for College Board executive leadership. About you, you have:A minimum of 2 years of experience in financial analysis, in investment banking or a principal investing role. Exceptional attention to detail.Professional training in financial modeling and valuation, and a strong understanding of accounting.Strong quantitative skills with a finance, accounting and/or related background.Strong written and verbal communication skills, including facilitating meetings and presenting remotely and in-person to senior executives.The ability to learn quickly and take on new responsibilities when given the opportunity.Strong work ethic along with a high level of enthusiasm, initiative, and leadership aspirations.A strong interest in expanding educational opportunities for all students.A bachelor's degree (finance, accounting, or business preferred).Ability to work in the US without sponsorship.About Our ProcessApplication review will begin immediately and will continue until the position is filled.While the hiring process may vary, it generally includes: resume and application submission, recruiter phone screen, hiring manager interview, performance exercise and/or panel interview, and reference checks. This is an approximate 8-week process.About Our Benefits & CompensationCollege Board offers a competitive benefits and compensation program that attracts top talent looking to make a difference in education. As a self-sustaining non-profit, we believe in compensating employees equitably in relation to each other, their qualifications, their impact, and the relevant market.The hiring range for a new employee in this position is $80,000-130,000. College Board differentiates salaries by location so where you live will narrow the portion of this range in which you can expect a salary. Your salary will be carefully determined based on your location, relevant experience, the external labor market, and the pay of College Board employees in similar roles. College Board strives to provide our best offer up front based on this criterion.Your salary is only one part of all that College Board offers, including but not limited to:A comprehensive package designed to support the well-being of employees and their families and promote education. Our robust benefits package includes health, dental, and vision insurance, generous paid time off, paid parental leave, fertility benefits, pet insurance, tuition assistance, retirement benefits, and more.Recognition of exceptional performance through annual bonuses, salary growth over time through market increases, and opportunities for merit raises and promotions based on increased scope of responsibility.A job that matters, a team that cares, and a place to learn, innovate and thrive.You can expect to have transparent conversations about benefits and compensation with our recruiters throughout your application process.About Our CultureOur community matters, and we strive to practice and improve our culture daily. Here are some headlines:We are motivated to positively impact the educational and career trajectories of millions of students a year.We prioritize building a diverse and inclusive team where every employee can thrive, and every voice is heard.We value learning and growth; we offer formal and informal ways to lead through your superpowers, sharpen your strengths, and meet your development goals.We offer a transparent approach to promotions and merit raises, annual performance-based bonuses, and how to grow your career here over time.#LI-TheAcorn#LI-Hybrid

Basic Job Functions:Safety is the most important part of all jobs within Nucor; therefore, candidates must be able to demonstrate the ability to initiate, lead, and uphold safety policies, practices, procedures, and housekeeping standards at all times.Nucor Rebar Fabrication is seeking qualified candidates for the position of Regional Controller. This is a Nucor Department Manager level position reporting directly to the General Manager. As a member of the Management team the Regional Controller leads a team of diverse finance/accounting, credit, purchasing, HR, IT and purchasing professionals.The role of the Controller includes but is not limited to:1. Leadership role in safety, cultural alignment and managing the accounting and related financial reporting, Credit and Human Resources functions within the Region.2. Leadership in protecting Nucor's assets through risk management activities, maintaining internal controls, and various contract negotiations. Set vision and lead the team through contract review and negotiations to manage risk.3. Providing general financial experience and leadership to critically analyze business situations and help formulate vision and strategies. Act as key business partner to his or her peers and their departments in order to facilitate continuous improvement across the division.4. Lead as a key business partner to the commercial and operations teams and help facilitate continuous financial improvement across the division and rebar fabrication group.Minimum Qualifications:1. Bachelor's Degree or higher in Business, Finance, Accounting or related fields2. 3 years leadership experiencePreferred Qualifications:SELECTION CRITERIA:• Developing and Building Teams - Encouraging and building mutual trust, respect, and cooperation among team members as well as effectively managing and resolving conflict as needed.• Leadership Presence and Courage - Willingness and confidence to have immediate and direct conversations on critical alignment issues such as teamwork, building relationships, initiating and supporting change, and production process issues that arise. This includes the willingness to face adversity and conflict head on.• Business Acumen- General business knowledge and an understanding of how Nucor makes money.• Communication Skills - The ability to give full attention to what others are saying and communicate information so that others will understand.• Problem Solving & Judgment/Decision Making - Identifying problems and analyzing or reviewing related information to develop and evaluate options in order to choose the most appropriate solution.• Coaching and Developing Others -Identifying the strengths and developmental needs of others to include coaching, mentoring, teaching, training, or otherwise helping others to improve their skills to work effectively.• Developing and Building Teams- Encouraging and building mutual trust, respect, and cooperation among team members as well as effectively managing and resolving conflicts as needed.PREFERENCES:1. MBA, CPA or CMA2. Prior leadership and supervisory experience3. Proficiency in human resources, contracts, credit, and financial reporting.Nucor is an Equal Opportunity/Affirmative Action Employer - M/F/Disabled/Vets - and a drug - free workplace

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThe Revenue Recognition Accounting Team drives accuracy and transparency around revenue recognition to ensure consistent financial reporting. We're a dynamic group of accounting professionals who continue to strive for professional excellence and career growth while maintaining a culture of work-life balance. Our team is excited to continue to be a pivotal contributor to projects geared toward automation and accounting for new entities.About the RoleAs a fast growing and adapting business, we are seeking a skilled Revenue Analyst that will be excited about joining our transformation journey! The ideal candidate will be a great communicator and self-starter who is willing to challenge the norms and thrives in dynamic environments.Job Duties include and are not limited to:Focus on partnering with key stakeholders (Sales, Legal, Dealdesk, Sales Ops, Finance) on deals during the negotiation phase, advising on how to structure key terms, and communicating how revenue will be booked and recognized.Proven ability to understand business issues and work within the framework of the accounting standard to provide effective guidance.Ability to effectively manage the workflow to provide timely feedback and input while keeping management aware of key issues.Attention to detail in documenting reviews in accordance with relevant accounting standards.Perform contract analysis review and prepare related revenue schedules to verify subscription contracts have been accurately recorded.Ownership of reconciliations and other processes within the worldwide revenue close cycle.Ensure timely and accurate reporting of key revenue data.Partner with Order-to-Cash cross functional teams to ensure all fully executed agreements are properly processed and accounted for.Collaborate with Dealdesk and Legal to make improvements in the contract management process.Maintain documentation for all business processes and compliance related work.Assist with other special projects as needed; drive projects to successful completionAbout YouOther Qualifications3+ years related experience in Revenue / Technical Accounting (compliance with ASC 606) Bachelors degree in Accounting/FinanceOther QualificationsExperience with SaaS / Technology industry preferredBig 4 experience preferredA highly productive self-starter with very strong work ethic Strong accountability and detail oriented; prepares accurate and timely work productAbility to work independently and thrive, and be a team playerStrong interpersonal, communication and messaging skillsAbility to adapt to the rapid business and organizational changes that accompany a high-growth environmentCapable of moving between a variety of roles with ease with working with cross functional teamsUnderstanding of global quote-to-cash business processes and best practicesAdvanced skills in Excel, Salesforce, Apttus, and experience using WorkdayWorkday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.CA.Pleasanton Primary Location Base Pay Range: $100,000 USD - $150,000 USD Additional US Location(s) Base Pay Range: $83,000 USD - $150,000 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Direct Hire - Full Time position in Salt Lake City, UTPosition ID: 2571An excellent position with an American medical device and technology company* Plant Cost Accounting Manager *Please apply ONLY if you have a Bachelor's in Accounting or equivalentVisa sponsorship is not available for this positionWe can ONLY consider your application if you have:1: Bachelor's degree in Accounting (or equivalent).2: 5+ years of relevant professional Accounting and/or Finance experience; inclusive of product costing, manufacturing variances and inventory control experience.3: Cost Accounting, General Accounting, and Finance knowledge4: ERP experience is necessary ( SAP experience is preferred)5: Advanced Excel Skills6: Possess a track record demonstrating the management of increasing levels of responsibility, successful business partnering at a senior level, and leading cross-functional teams.7: Demonstrated ability to improve controls and influence decisions through accounting knowledge and data driven financial analysis.The Costing Manager provides Financial/Accounting support for a Medication Delivery Solutions business. This includes providing financial support and leadership to Finance and Operations leaders, playing a key role in establishing and achieving financial objectives and formulating and executing Operations strategies.This role is responsible for maintaining accounting and reporting procedures resulting in accurate product costs and manufacturing performance reporting and ensures product inventories and manufacturing assets are adequately safeguarded and financial reporting is accurate.Will occasionally interact with Global Marketing, Research and Development, and other General & Administrative functions. Drives change, as needed, to ensure compliance to GAAP/SOX, reviewing and delivering recommendations for continuous improvement, and clearly communicating relevant fiscal information to executive management.The Costing Manager is responsible for supporting the Controller with all financial activities associated with the USA based MDS Sandy manufacturing plant. This position will report to the Sandy, UT ControllerDESIRED (not required) SKILLS::: A CPA, MBA, or CMA:: Audit experience:: SAP skillsDuties and Responsibilities== Oversees all planning, reporting, and analysis of budget, forecast, and spending variances.== Developing standard costs== Assisting with development of quarterly forecast & annual budget packages== Maintaining fixed assets and physical inventory== Assist in preparation of capital expenditure authorizations and capital spending analysis== Ensuring P&L and reserves are calculated appropriately.== Ensuring manufacturing performance is accurately reported in all reporting== Leader of all financially related reviews== Partners with the Controller and Plant ESC to optimize finance related operational decisions, ensure appropriate financial/accounting rigor, introduce process discipline as needed, and safeguard company assets.== Drives continuous financial improvement through Gross Profit analysis, Inventory analysis, New Product and Discontinuance Analysis, and Spending analysis.== Ensures that financial reports and records are prepared in compliance with US GAAP and BD financial policies.== Ensures that financial controls are maintained and that the requirements of the Sarbanes/Oxley Act are met.== Assists both internal and external auditors with their periodic review of the BD MDS financial records. Is further responsible for the implementation of agreed upon recommendations, related to areas of responsibility, resulting from the audit findings.== Performs other related duties and assignments as requiredPlease send resume to Amarx Search, Inc. amarx.com

???? NEW IN ???????????Law Firm Partner ???? Award-Winning US Law Firm ???? Bonus Potential of up to US$ 1M Annually ????Dallas - Hybrid / 2 days in office????Company:????An award-winning US law firm, recognized for its vibrant, challenging, and rewarding environment?????Direct involvement in firm-wide strategic decisions, with an emphasis on leading the Real Estate Litigation practice area????Exceptionally high client satisfaction scores, showcasing our commitment to excellence????????????? Role: Partner (Real Estate Litigation)? Key role in managing client relationships and overseeing real estate litigation cases? Drive the development and strategic direction of the Real Estate Litigation practice? Advocate for clients in a variety of legal forums, including court, mediation, arbitration, and negotiation? Formulate and implement strategic case strategies, ensuring adaptability and client success? Enhance firm efficiency and innovate processes and procedures????Requirements:? 4+ years of Real Estate Litigation experience? Juris Doctor (J.D.) from an accredited US law school? Active Texas law license, with additional licenses a plus? Demonstrated leadership in complex litigation cases and team management? Consistent book of business of US$ 500,000 or more???? Package & Benefits:? Salary up to US$ 400K per annum (negotiable) + 401K? Potential annual bonus up to US$ 1M? Comprehensive benefits, including generous PTO and professional dues coverage??Other points of interest:? Dallas - Hybrid model, 2 days in office? Supportive, collaborative environment focused on growth and teamwork

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamAs a member of our diverse and skilled North America Financial Services Solution Consulting team, you will have the opportunity to communicate and demonstrate the power of Workday's applications to prospects and customers alike. It is this team's job to bring the value of Workday solutions to life and showcase how the world of work can be transformed. Along with working closely with our sales counterparts, this team also sits at the exciting intersection of our Product Management, Consulting Services, Marketing, and Value Management teams, providing exposure to various areas of the business.About the RoleWorkday is looking for a Solution Consultant with Financial Management / ERP expertise to join our Financial Services industry focused solution consulting team.Our team demonstrates the value of next generation SaaS Financial Management Applications to Workday prospects and customers. Through interactive pre-sales discovery meetings, and by using deep Accounting skills and complex Enterprise Software product knowledge, Workday Solution Consultants provide Core Accounting expertise, Executive presentations, and Workday Financials product demonstrations, in partnership with our sales team, to customers throughout the sales cycle. Our team works in a highly complex environment that requires curiosity, flexibility, and drive.Responsibilities include:The delivery of relevant functional product presentations, demonstrations, workshops, and seminars.Assist in the closure of sales opportunities by demonstrating a complete understanding of and resolving questions regarding our solution, services, and training.Contribute to the qualification of prospects, proposed demonstration criteria, proof of concept system builds and sales cycle closure plans.Supporting all sales, marketing, technical and channel objectives.Assist sales in the response to RFPs.Participate in discovery sessions alongside sales to ask qualifying questions and understand challenges, current business processes, and ideal future stateAbility to travel 50% of the timeAbout YouBasic Qualifications:Sr. Solution Consultant5+ years of extensive financial domain expertise, including 3+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics such as project accounting 3+ years of business experience with relevant cloud-based financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, etc.) Solution Consultant3+ years of extensive financial domain expertise, including 1+ years working with core accounting concepts (GL, AR, AP, Fixed Assets, Cash Management), as well as industry relevant topics.2+ years of business experience with relevant cloud-based financial management applications (e.g. Workday, Netsuite, Sage Intacct, Infor, SAP, Oracle, etc.Other Qualifications:Financial Services experience preferredAbility to work under pressure and work on multiple projects individually as well as working cross-functionallyExceptional and dynamic presentation & communication skills Outstanding professional discovery, presentation, communication, and influencing skills to C-Level Executives, talking to and selling to the office of the CFO specifically.Experience presenting cloud-based solutions to both functional and technical audiences and experience with value based selling, a plusBachelor's Degree in Accounting or Finance, AND/OR equivalent work experienceWorkday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.CA.San Francisco Primary Location Base Pay Range: $103,600 USD - $155,400 USD Additional US Location(s) Base Pay Range: $103,600 USD - $155,400 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview 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. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. 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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview 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. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. 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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Retail Sales Representative, Field Client Relationship Manager, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview 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. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. 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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Retail Sales Representative, Field Client Relationship Manager, and Accounting Assistant and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview 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. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. 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. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Retail Sales Representative, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.