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. The Purpose of Your Role 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. The Expertise We're Looking For 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 The Skills You Bring 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 Our Investments in You 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!
The Value You Deliver 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 Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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 -, we have been recognized by our employees as a Best Place to Work in 2023. 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. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. 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 -, or by calling 800-835-xyz X, prompt 2, option 3. 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 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 welcome those with experience in jobs such as Accounts Receivable Clerk, Billing and Posting Clerk, and Accounting Manager and others in the Accounting and Finance to apply.
and leaps in scientific understanding. We are proud to be recognised as the leaders in what we do and for the difference we make in the world. This is an exciting time to come join us! How we work We’re committed to being the leading provider of high-tech products and services for the world’s most important industrial and scientific research communities.
Our people are vital to our success. We strive to offer the opportunities that will attract, motivate and retain the very best talent in our sector. This involves creating an inclusive environment and culture, where difference is valued and people are recognized for what they deliver and bring to the team. Empowering People to Make a
Difference We don’t wait for change to happen. We enable it. That’s why we aim to create the best working environment and culture for our people to thrive. We share the same goals and value diversity of thought, perspective and experience.
With a focus on the ongoing development, engagement and wellbeing of our people, we know we will continue to exceed customer expectations and drive change for the future. About the Opportunity: The Staff Accounant (SA) provides accounting support to multiple business units and is a member of our fantastic finance team based in Concord, MA. This is a hybrid role , working at least 3 days on site. The SA will find innovative ways to improve efficiency,
performs reconciliation of balance sheet accounts in connection with the monthly close, and reviews P&L, explaining trends and variances and making accrual entries as necessary.
This role will have full responsibility for balance sheet and P&L for multiple business units including: Additional Responsibilities: Assist with administrative tasks as needed Publish weekly reports for orders and revenue Prepare journal entries and reconciliations Answers accounting and financial questions by research and interpretation of data Familiarity with cost accounting and intercompany transfer pricing mechanism Update fixed asset register Reconcile bank accounts Assist with managing the expense reimbursement process using Concur Assist in preparation for interim and year end audits Adhere to strict deadlines Other duties as required About the Candidate: The right candidate for this role will have excellent organizational skills, is detail oriented, and has the ability to prioritize.
A Bachelor’s degree in Accounting/Finance and 3+ years’ experience in a related role or combination of education and experience is required. Project management experience is preferred. Willingness/desire to learn and get exposed to new tasks and experience with ERP systems, i. e. CSI/Syteline, JDE E1, etc.
CPA preferred but not required Additional Qualifications: Ability to work in a fast-paced environment required Excellent written and oral communication skills required Experience providing a customer focused, high quality service in an accounting environment Demonstrates the ability to manage workload in an organized manner and carry out tasks accurately Takes advantage of opportunities to achieve (and exceed) business objectives. Has a sound appreciation of the current and future requirements of target customers. Establishes and exploits good, mutually beneficial customer relationships.
Places customer satisfaction as the highest priority. Understands the key factors which influence the performance of own area of the business. Uses communication skills effectively in both one-to-one and group situations. Listens actively and respects the views of others (even if he/she does not agree with them). Builds long term relationships of trust and influence with a wide range of internal and external contacts. Operates effectively within ambiguous and sensitive contexts. Oxford Instruments requires all employees to be fully vaccinated by their first day of work. The Company will consider requests for medical or religious accommodation as required by law.
Applicants must be authorized to work for ANY employer in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time for this position. Oxford Instruments Company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, interaction, interactionual orientation, national origin, disability or protected veteran status. EOE/M/F/D/V This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.
S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form. Note to recruitment agencies: Oxford Instruments does not accept agency CV’s.
Please do not forward details to our jobs alias, Oxford Instruments employees or any other company location. Oxford Instruments is not responsible for any fees related to unsolicited CV’s. #LI-EB1 #LI-hybrid
