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Position Title: Property Coordinator Location: Houston, TX Full Time/Part Time: Full time Req ID: R308-2025 Description: ******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Property Coordinator to assist and support the Property Manager with the day-to-day management of their portfolio of properties. Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following: collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist Property Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist Property Manager with the preparation of annual budgets; coordination of travel and expense reports;Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.Requirements:<ul><li>Background in retail commercial real estate </li><li>At least two years of experience in a fast-paced corporate setting </li><li>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</li><li>Bachelor's degree or equivalent working experience</li><li>Prior administrative experience</li></ul>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability ** About Us: Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders. Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of December 31, 2024, the company owned interests in 568 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. PI275111452

Kimco Realty Corporation

Property Coordinator

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!SIGN ON BONUS AVAILABLE! Role: The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Ability to visit Participant in their homes to assessments • Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.Some locations may require:<ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.- Participant visit frequency dependent on risk score/needs to be determined- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community. • Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals. • Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.- Attends daily IDT collaboration meetings • Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care provided by Community Health Workers and Home Health Aides as requested. • Performs other duties as assigned. Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy.

Chapters Health System

RN, Care Coordinator LifePath Hospice

RN, Care Coordinator (Facilities Team)- Life Path Hospice

POSITION SUMMARY: The Clinical Coordinator is a member of the full-time core faculty (rank commensurate with experience) who is granted release time to serve an administrative appointment overseeing the practicum and internship portion of the Clinical Mental Health Counseling program. Responsibilities include but are not limited to classroom instruction, selection of student clinical sites and placements, monitoring students in group supervision classes, investigating agencies for qualifying criteria, meeting with site supervisors, serving as liaison between the University and clinical agencies, responding to inquiries regarding practicum and internship, and ensuring CACREP standards and the South University Mission are upheld in all areas of the program. The Clinical Coordinator engages in professional associations, businesses, and the local community as necessary to promote the visibility and stature of the program. The Program Director abides by the mandates set by the South University Board of Managers, Chancellor, Vice Chancellor of Academic Affairs, the Campus President or Director, and the Campus Executive Committee.&nbsp;This is a Campus Based position. A sign on bonus &amp; relocation assistance is available for this position.&nbsp;&nbsp;KEY JOB ELEMENTS:<ul><li>Serves as campus practicum and internship coordinator for the Clinical Mental Health Counseling program.</li><li>Responds to all inquiries related to practicum and internship from current students, prospective students, and all current and potential community placement sites.</li><li>Performs instructional duties as assigned and outlined in the Faculty job description and in accordance with the provisions of Faculty Supplement to the South University Employee Handbook.</li><li>Collects data for Key Performance Indicators, submits quarterly student evaluation forms for all students, and participates in formal evaluation of students as indicated in the Graduate Student Handbook and Clinical Handbook.</li><li>Participates in faculty development each year as required.</li><li>Designs and delivers class instruction through the development of instructional plans to meet course competencies, create activities that support lesson objectives, and deliver the instruction as approved.</li><li>Trains develops, manages, and leads faculty according to the guidelines provided by the Campus Director/Dean of Academic Affairs and Retention, the Department Chair, and in accordance with the policies and procedures of the University/Campus and CACREP.</li><li>Enables the achievement of pre-described exit competencies for student achievement and evaluation of learning by providing instruction which fosters competencies and establish student performance criteria and evaluation.</li><li>Delivers learning-centered instruction by establishing a classroom environment conducive to learning and student involvement, as well as effectively planning and preparing for classes and student success.</li><li>Manages the learning environment by keeping accurate records, submitting grades and other reports on time, and enforcing school/campus academic and attendance policies.</li><li>Contributes to a learning culture by participating in curriculum and system task forces, supporting local campus events such as orientation and graduation, and participating in various other workshops and meetings.</li><li>Relates professional/life/industry experience to learning by the continuation of professional/technical skills development, the introduction of industry perspective into courses, and the active awareness of professional/industry trends and opportunities.</li><li>Establish and coordinate all student rotations through clinical sites, serve as liaison between the clinical mental health counseling program and the site, implement clinical center selection, and foster the development of clinical programs and faculty.</li><li>Collaborates with the Campus Director or Dean of Academic Affairs and Retention (DAAR), Department Chair, and fellow Directors concerning scheduling, sharing faculty, curriculum, and other issues to support student learning and facilitate efficient resource use.</li><li>Facilitates the submission of required programmatic reports and documentation, including graduation rates, program assessment, performance on state licensing or certification examinations, and employment rates.</li><li>Participates in program-related Campus events as indicated, including New Student Orientation, Pinning, graduation, etc.</li><li>Clinical Mental Health Counseling Core Faculty- Clinical Coordinator</li><li>Other responsibilities as determined by the Campus Dean of Academic Affairs and Retention or Campus Director, and Department Chair/College Dean.</li></ul>REQUIREMENTS:<ul><li>Candidates need to have an earned doctoral degree in Counselor Education and Supervision, preferably from a CACREP-accredited program.</li><li>Individuals applying for the Clinical Coordinator position must also have an earned master's degree in Clinical Mental Health Counseling, preferably from a CACREP-accredited program.</li><li>A minimum of 1-2 years experience as an instructor of record in master’s and/or doctorate-level face-to-face, on-ground clinical mental health counseling instruction in a post-secondary or college institution.</li><li>Membership in a professional association tied to the counseling profession.</li><li>Current state licensing/certification required (ex: LPC, LMHP, LMFT).</li><li>Shows evidence of sustained professional development and renewal activities related to counseling and evidence of professional service and advocacy in counseling.</li><li>For the Savannah campus only: Certification as a qualified clinical supervisor (ACS or CPCS) is preferred for clinical training instruction and supervision, including Georgia Composite Board of PCs, SWs, and MFTs required telemental health certification and/or training in service delivery and supervision.</li><li>Ability to read, understand, write, interpret, and implement accreditation criteria and state agency regulations.</li><li>Ability to resolve inquiries and complaints from employees, students, regulatory agencies, or academic or business community members.</li><li>Ability to effectively present information to faculty, academic and campus leaders, university leaders, and public groups.</li><li>Ability to develop and complete projects without continued direct supervision.</li><li>Experience with computerized administrative systems. Proficient with the use of standard office applications on personal computers.</li><li>Other requirements specific to the discipline.</li></ul>ENVIRONMENT: The individual must be able to travel out of the local area with an occasional overnight stay to participate in a variety of conferences and meetings. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to lift up to 10 pounds. The vision requirements include the ability to adjust focus and close vision.South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures, and perspectives can thrive.JobFamilyAll PositionsPayTypeSalaryEducationLevelDoctorate

South University

Clinical Coordinator, Clinical Mental Health Counseling

DescriptionAt. St. Francis-Emory Healthcare, we recognize that our patients deserve qualified, engaged, and competent healthcare professionals. And we know that our employees deserve a working environment that is safe, leaders who are visible and supportive, and opportunities to grow and develop. We have a positive, hopeful, and resilient leadership team that is solely focused on taking care of the heart of St. Francis – the people who work here. If you feel that your skills and compassion fit with our vision for person-centered care and evidence-based practice, and you would like to belong to a hospital family that only the best are invited to join, we invite you to apply today. Under the direction of the department director, the Clinical Coordinator has responsibility for the effective implementation of the philosophy, goals, policies, and procedures of the hospital and the nursing department and their effect on patient care in the department. FLSA: Non-exempt EEO: □ 01 Officials and Managers □ 02 Professionals X 03 Technicians □ 04 Sales Workers □ 05 Administrative Support Workers □ 06 Craft Workers □ 07 Operatives □ 08 Laborers and Helpers □ 09 Service WorkersQualificationsMinimum Education X Associates degree in Nursing X Required X Bachelors degree in Nursing X Preferred&nbsp; Required Skills Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. CertificationsBasic Life Support (BLS)-Required ACLS within 6 months of hire PALS within 6 months of hire Handle with Care Certification within 6 months Licenses Valid licensure in the State of Georgia as a Registered Nurse (RN) or multistate license. Minimum Work Experience 1.5 years of clinical nursing experience as a Registered Nurse (RN) in a direct patient care setting. Five years of clinical experience preferred

St. Francis-Emory Healthcare

Registered Nurse Clinical Coordinator Med/Surg, Nights

Registered Nurse Clinical Coordinator Med/Surg, Days

Southwest Tennessee Community College is a comprehensive, multicultural, public, open—access college. Southwest has five campuses/centers from which it offers over 100 programs and over 20 technical certificate programs.
We foster student success, transform lives, and increase the educational level of a growing community in Shelby County. Southwest is a Tennessee Board of Regents institution, accredited by the Commission on Colleges of the Southern Association of Colleges and Schools.

We invite you to become a part of the Southwest Team!

Title: Child Care Program Coordinator (CCAMPIS Grant)
Employee Classification:&nbsp;Other Professionals
Institution:&nbsp;Southwest Tennessee Community College
Department: Child Care Centers
Campus Location: STCC - Multiple Campus Locations
Job Summary
This 12-month position is grant-funded through Child Access Means Parent In School (CCAMPIS). The Child Care Program Coordinator reports to the Child Care Director: Division of Student Affairs and Enrollment Management.
Job Duties
<ul>
<li>Develop, prepare and implement a parent involvement plan</li>
<li>Develop community resource list for families</li>
<li>Direct all parent activities including meetings, seminars, and workshops</li>
<li>Conduct pre-enrollment visits and parent conferences</li>
<li>Conduct home visits when necessary</li>
<li>Serve as a liaison for families, staff and director</li>
<li>Create monthly newsletter for parents</li>
<li>Coordinate parent advisory board</li>
<li>Attend related community events relating to families</li>
<li>Establish and maintain parent resource areas</li>
<li>Make observations and document needs of families</li>
<li>Provide or coordinate parenting classes and training on various topics</li>
<li>Support classroom teachers, staff and overall campus childcare programs in an administrative capacity</li>
<li>Process and verify CCAMPIS applications</li>
<li>Monitor student adherence to subsidy policies and procedures</li>
<li>Maintain a CCAMPIS participant tracking database</li>
<li>Create monthly invoices and track payments</li>
<li>Coordinate data collection with internal and external partners (e.g., Financial Aid Office, Institutional Research)</li>
<li>Prepare reports for the United States Department of Education (USDOE)</li>
<li>Prepare and disseminate outreach/resource materials</li>
<li>Provide CCAMPIS student parents with advisement registration</li>
<li>Conduct CCAMPIS orientation meetings</li>
<li>Other duties as assigned</li>
</ul>
Minimum Qualifications
<ul>
<li>Bachelor’s Degree in Social, Psychology or Education 
</li>
<li>Experience in developing and maintaining and coordinating parent events 
</li>
<li>Applicants not possessing these qualities should apply if they believe their training and experience will enable them to perform the work successfully</li>
</ul>
Knowledge, Skills, and Abilities
<ul>
<li>Professional knowledge of social services methods 
</li>
<li>Knowledge of psychological and biological needs of children 
</li>
<li>Knowledge of parenting strategies and family relations 
</li>
<li>Awareness of appropriate cultural practices of various cultures 
</li>
<li>Ability to communicate effectively with parents, children, staff and others 
</li>
<li>Ability to organize events 
</li>
<li>Ability to make decisions both within and without the guidelines of established procedures</li>
</ul>
The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Candidates who are called for an interview must notify Human Resources in writing at least five (5) days in advance of any reasonable accommodation needed prior to the date of the interview.
First consideration will be given to current Southwest Tennessee Community College employees who meet the minimum qualifications for the position.
In order to be considered for the position, the following items must be uploaded:
<ul>
<li>Resume</li>
<li>Cover letter</li>
<li>Unofficial Transcripts</li>
</ul>
A summary of our benefits can be found below:&nbsp;
<a href="https://www.southwest.tn.edu/hr/benefits-overview.php" target="_blank">https://www.southwest.tn.edu/hr/benefits-overview.php</a>
Incomplete applications will not be considered.
The TBR does not discriminate on the basis of race, color, religion, creed, ethnicity, or national origin, sex, disability, age, status as a protected veteran or any other class protected by Federal or State laws and regulations and by Tennessee Board of Regents policies with respect to employment, programs, and activities.&nbsp; 
The following person has been designated to handle inquiries regarding nondiscrimination policies:&nbsp; LeVetta Hudson, Vice President of People &amp; Culture, <a href="mailto:myhr@southwest.tn.edu" target="_blank">myhr@southwest.tn.edu</a>, 737 Union Ave, Memphis, TN 38103, 901-333-5000. <a href="https://tbr.navexone.com/content/dotNet/documents/?app=pt&amp;source=unspecified&amp;docid=272&amp;public=true" target="_blank">See the full non-discrimination policy</a>.

Motlow State Community College


      Child Care Program Coordinator (CCAMPIS Grant)
    

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Investment Consultant - Millburn, NJ

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Bridgewater, NJ

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>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!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

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