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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!Job Profile Summary Role: The RN, Case Manager is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Team (IDT), and providing clinical, palliative and supportive care to the patient/family unit in order to keep the participant in their home environment as long as possible.Job DescriptionQualifications: • Current license as RN in the state where the employee will be working • Minimum of one (1) year nursing experience; hospice or hospital experience preferred- Employees working at PACE, certification of completion of Alzheimer's Disease and Related Dementias Training through the Florida Department of Elder Affairs • 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.• During times of emergencies (i.e. Hurricanes, etc.), the RN, Case Manager may be required to report to work at a location designated by the company, to ensure continuity of services. This may include reporting to work ahead of your scheduled date/time due to planned lock down of unit, and staying overnight(s) based on duration of emergency. • 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.Compensation Pay Range: $60,058.27 - $90,087.92This 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

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!Role: The Volunteer Coordinator is responsible for coordinating and supervising all patient care volunteer activities. Serves as a member of the Interdisciplinary Group (IDG) and acts as a liaison between staff, community, and volunteers.Qualifications: • Bachelor’s degree (BA/BS) or an equivalent combination of education and experience • Minimum of two (2) years’ experience in volunteer coordination, preferably in a health care setting • One (1) year supervisory experience strongly preferred • Strong demonstrated capabilities in networking with community resources, and strong knowledge of such resources • Strong communication skills (written and verbal) including face-to-face, telephone, and correspondence • Strength in attention to detail and organizational skills • Program development and implementation skills • Must be able to interact successfully with clients, families and other agencies to present a positive and professional image • Bi-lingual preferred • Previous experience in health care and/or social services setting preferred • Excellent telephone and computer skills • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Ability to travel in community • Ability to take initiative and work independently 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. • Demonstrates high ethical standards in areas of hospice mission and confidentiality, as well as display sensitivity to family needs. • Complies with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Complies with Company policies, procedures and standard practices. • Observes the Company's health, safety and security practices. • Maintains the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Uses resources in a fiscally responsible manner. • Promotes the Company through participation in community and professional organizations. • Participates proactively in improving performance at the organizational, departmental and individual levels. • Improves own professional knowledge and skill level. • Advances electronic media skills. • Supports Company research and educational activities. • Shares expertise with co-workers both formally and informally. • Participates in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Meets standards of practice of the Volunteer Services Department. • Recruits volunteers through community networking activities and marketing efforts. • Screens potential volunteers through intake calls and interviews, and in training. • Trains, assigns, supervises and evaluates patient/family care volunteers as well as volunteers for events, Speakers Bureau, administrative support and various other roles. • Participates in the development and implementation of programs which enhance the morale and effectiveness of volunteers, volunteer newsletter, volunteer in-services, support programs and annual volunteer recognition. • Participates in volunteer-related special events, committees and task force groups. • Maintains records of volunteers, ensuring that all file requirements are met and kept current. • Serves as a liaison between team members and volunteers on the Interdisciplinary Group (IDG). • Performs other duties as assigned.Compensation Pay Range: $17.89 - $25.76This 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.

Volunteer Coordinator

Sprague is passionate about delivering the diverse products and programs that warm, power and move the world. We keep homes warm through Northeastern winters and hospitals cool through summer. We help small businesses focus on serving their communities, and our renewable fuels keep our country’s infrastructure running. From importing wind energy components to deploying leading-edge solar technology to help power terminal facilities, we are committed to continually evolving to meet our customers’ changing energy needs.Sprague is seeking a Product and Inventory Coordinator to join our Lawrence, NY Terminal team. The position entails managing all aspects of balancing inventory as well as office administration in a marine gasoline terminal.&nbsp;Your responsibilities will include:<ul><li>Inventory balancing, verifying, and reporting to all departments and customers (tax dept, schedulers, accounting, and all outside shippers)</li><li>Coordinating products with customer setup and customer care for accounts at the terminal</li><li>Updating and filing trailer inspections for supporting detail needed for Air Permit</li><li>Assisting in state terminal air inspections</li><li>Viewing, verifying, and running VRU Emissions reports for the rack documentation for the State/EPA Air regulations</li><li>Designating and verifying completion of the monthly terminal inspections. Updating forms and inputting into SPHERA as needed</li><li>Assisting drivers, sales representatives, and customers in the terminal driver certification process.</li><li>Correcting BOLs and communicating with internal and external stake holders</li><li>Assisting, testing, and supporting the IT department with testing of new versions and rack updates of the terminal automation system</li><li>Updating Safety Data Sheets and Terminal Sustainability Worksheets</li><li>Assist scheduling contractors and coordinating with terminal staff</li><li>Scheduling deliveries of gases for VRU as well as scheduling quarterly/biennial/annual inspections for various equipment (VRU/ Compressor/ pipeline testing/ etc) throughout the terminal</li><li>Providing administrative support for two terminals including record keeping, coding and approving invoices, payroll backup, and maintaining and ordering supplies</li></ul>&nbsp;&nbsp;Qualified candidates for this role will have the following:<ul><li>Safety minded</li><li>Five plus years’ experience in an administrative/office management role with a focus on numbers</li><li>Strong numerical aptitude as well as verbal and written communication skills</li><li>Able to provide detail-oriented, precise, and accurate information</li><li>Excellent analytical and problem-solving skills</li><li>Ability to organize workload, and complete tasks efficiently in a fast-paced environment and under tight deadlines</li><li>Proven positive change agent within an organization with ability to optimize workflows</li><li>Self-starter able to work both independently and as part of a team</li><li>Flexible and able to adapt to the changing needs of the terminal</li><li>Strong computer skills, including knowledge of Microsoft Word, Excel (ability to write formulas). Must be comfortable learning and working with multiple systems and user interfaces simultaneously</li><li>Ability to communicate at all levels and with a diverse constituent</li><li>Can do attitude</li></ul>Our CultureWe recently surveyed our employees to ask them their favorite part of the job. They answered,&nbsp;"The people I work with."In addition to great coworkers, you’ll enjoy perks like medical benefits and retirement contributions that&nbsp;start on your first day. &nbsp;Employees start with&nbsp;three weeks (15 days) of paid vacation&nbsp;time per year! Sprague also provides tuition reimbursement for any employee that would like to further their education. Do you like to get involved where you work?&nbsp; Is giving back important to you? It’s important to us, too!&nbsp;Sprague donates back&nbsp;to the communities in which we live and work every year and provides opportunities for employees to support various charities throughout the year. In addition, Sprague offers paid volunteer time to allow employees to support charities which are meaningful to them in the communities in which they live. Sprague has a range of committees to support varying initiatives (Sustainability, Charitable, Scholarship, Innovation, FunForce, etc.). Sprague is a place that&nbsp;cares about its employees, its&nbsp;community, and about creating a place where people want to come to work every day.Plus, we have some great benefits!<ul><li>401(k) Traditional and Roth plans with employer match of 100% of the first 6% of the employee’s contribution</li><li>Defined Contribution Plan with an automatic 2.6% contribution from Sprague</li><li>Paid Volunteer Time</li><li>Flexible Working Policy</li><li>Choice of high deductible and PPO Health Plans to fit your individual needs</li></ul>Who we are:Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20+ locations knows how important they are to our community.&nbsp;Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague!The salary range for this position is&nbsp;$31 to $38 per hour, based on experience.Sprague is an EEO/AA employer.&nbsp; We strongly encourage minorities, females, Vets, and individuals with disabilities to apply.As a federal contractor we adhere to OFCCP employment regulations.&nbsp;Click here for OFCCP compliance information

Sprague

Sprague Resources GP LLC

Product & Inventory Coordinator

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Outreach Specialist/NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li> </ul> <ul> <li>Strong and effective verbal and written communication skills </li> </ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li> </ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li> </ul> <ul> <li>Demonstrates strong problem-solving skills </li> </ul> <ul> <li>Ability to work under pressure and within tight deadlines </li> </ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li> </ul> <ul> <li>Technical proficiency </li> </ul> <ul> <li>Ability to meet overtime commitments </li> </ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li> </ul> <ul> <li>Proficiency with Microsoft Office applications required </li> </ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li> </ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

Fidelity TalentSource

Charitable Outreach Specialist/NPO Outreach Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Outreach Specialist/NPO Outreach Specialist to work in Westlake, TX or Salt Lake City, UT. The Role The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> The Team The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. Company Overview Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

At West Coast University, we share a passion for students and transforming healthcare education! As a leader for a certified Great Place to Work, you will join a collaborative, student-centric culture valuing academic integrity, mutual respect, student learning, service, responsiveness, innovation, diversity, and stewardship.  As a part of this team, you will guide students to do more than change their own lives – you will help change the lives of every patient they care for throughout their career.&nbsp;You will make an impact by:  &nbsp;<ul><li>Delivering and maintaining a comprehensive NCLEX (National Council Licensure Examination) Success Plan and developing strategies to improve NCLEX testing for the pre-licensure West Coast University Nursing program.</li><li>Evaluating the effectiveness of initiatives, creates new methods to improve NCLEX performance and proposes developments in curriculum to address NCLEX subject matter areas.</li><li>Overseeing, supervises and manages NCLEX Faculty Coordinators and Students at Risk for NCLEX failure, for the culminating assessment of programmatic competence, serves as a mentor and facilitator for faculty; and enables an environment which fosters creativity, responsiveness, and self-responsibility.</li><li>Conducting and monitoring remediation workshops and tutorials and developing methods to ensure graduates pass NCLEX with a satisfactory level of performance of state average or above pass rate for first time test-takers.</li></ul>Your Experience Includes: &nbsp;<ul><li>At least one year’s previous experience, within the previous five years, as a registered nurse providing direct patient care or equivalent experience and/or education, as determined by the Board of Registered Nursing.&nbsp;</li><li>At least three years’ experience teaching courses related to nursing or a course which includes practice in teaching nursing.</li><li>At least one year’s previous experience working with or in clinical sites, placing students, and coordinating related documents preferred.</li><li>Knowledge of state, federal and local laws/regulations relating to programs, governmental compliance, and other regulatory standards such as Board of Registered Nursing (BRN), professional nursing accreditors, WASC and other related accreditation standards.&nbsp;</li></ul>&nbsp;Education: &nbsp;<ul><li>Master’s degree in nursing from an accredited college or university which includes course work in nursing, education or administration required.&nbsp; Doctorate preferred.</li></ul>Licensure:<ul><li>Current Registered Nurse License required in state of employment.</li><li>Must have approval by the Board of Registered Nursing as a faculty to teach one of the pre-licensure content areas prior to assuming the role of Manager of NCLEX Success.</li><li>Current CPR Card.</li></ul>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

West Coast University

Manager, Persistence and Outcomes

DescriptionAt ScionHealth, we empower our caregivers to do what they do best. We value every voice by caring deeply for every patient and each other. We show courage by running toward the challenge and we lean into new ideas by embracing curiosity and question asking. Together, we create our culture by living our values in our day-to-day interactions with our patients and teammates.Job SummaryLead the Admissions/Intake Services department at The Bradley Center through providing administrative and clinical leadership to the department. Analyze, monitor, and lead the daily operations of the admissions department through evaluating, recommending, and implementing workflow in order to maintain optimal standards of patient care. Responsible for evaluating performance against established expectations and standards.Leadership CapabilitiesProvide leadership, direction and growth opportunities to members of the department, performing those responsibilities in accordance with the Hospital’s policies and applicable laws. Responsible for participating in interviewing, hiring, planning, assigning or directing work, appraising performance, disciplining team members and resolving problems.Essential Functions<ul><li>Provides clinical and administrative leadership and supervision of the Patient Access department.</li><li>Establishes and communicates expectations and standards to associates; monitors performance and provides effective feedback and coaching.</li><li>Coordinates resources to obtain recommended treatment.</li><li>Develops, cultivates, and maintains internal and external relationships within the community and region.</li><li>Educates the community and promote the services of The Bradley Center; provides appropriate resources to the community.</li><li>Oversees the proper utilization of financial and human resource assets.</li><li>Collaborates with Utilization Review to monitor and provide for the appropriate utilization of hospital-based services to meet payer guidelines.</li></ul> QualificationsEducation<ul><li>Master’s degree in Nursing, Psychology, Sociology, or related field Required</li></ul>Required Skills<ul><li>Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision.&nbsp;</li><li>Must be able to work in a stressful environment and take appropriate action.</li></ul>Licenses/Certifications<ul><li>Licensed Clinical Social Worker (LCSW, Licensed Professional Counselor (LPC), or Licensed MSN.</li><li>Licensed Clinical Social Worker (LCSW) or Licensed Professional Counsel (LPC).</li><li>Valid Driver's License.</li></ul>Experience<ul><li>Three (3) years of behavior health experience.</li></ul>

St. Francis-Emory Healthcare

Intake Coordinator Supervisor The Bradley Center, Full Time Day

<h3></h3><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 $70,000 - $105,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Relationship Management

Fidelity Investments

Planning Consultant- Bridgewater, NJ

<h3></h3><h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications 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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><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><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Naples, FL

<h3></h3><h3>Job Description:</h3>This job requires you to live in Kansas City, MO, as you will be working with local clients onsite some days. The RoleThe Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.Specific responsibilities include:<ul><li>Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>Apply the Fidelity Relationship Model during participant interactions</li><li>Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions </li><li>Conduct ongoing engagement planning with plan sponsors</li><li>Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>The Expertise and Skills You Bring <ul><li>3 years of financial services experience required; BA required</li><li>Series 7 and 66 required (or S63/S65)</li><li>1-2 years of customer facing experience preferred</li><li>Life &amp; Annuity Certification optional</li><li>Demonstrated familiarity with Financial Planning Concepts</li><li>Demonstrated planning experience preferred</li><li>Demonstrated ability to independently problem solve/prepare for new challenges</li><li>Willingness to engage in complex conversations with a clear call to action</li><li>Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>Willingness to travel (up to 75%)</li></ul>The TeamThe Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.</li><li>Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>Joining WEPA means that you will:<ul><li>UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>WIN on behalf of our clients, our participants and Fidelity</li></ul>Company OverviewFidelity 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 UsAt 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 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.We invite you to Find Your Fidelity at fidelitycareers.com<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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