field_job_employment_type

job_industry

field_job_occupational_field_parents_all

job_organization_name

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>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!</b></p>Role: <br>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 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.<p>Qualifications:<br>• Current license as RN in the state where the employee will be working<br>• Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management<br>• Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Reliable transportation to meet visit schedule<br>• Ability to use equipment with visual and auditory mechanisms<br>• Ability to effectively communicate in English (verbal and written)<br>• Ability to visit Participant in their homes to assessments<br>• 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</p><p>•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.</p><p>Some locations may require:</p><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><p><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Comply with Company policies, procedures and standard practices.<br>• Observe the Company's health, safety and security practices.<br>• Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Use resources in a fiscally responsible manner.<br>• Promote the Company through participation in community and professional organizations.<br>• Participate proactively in improving performance at the organizational, departmental and individual levels.<br>• Improve own professional knowledge and skill level.<br>• Advance electronic media skills.<br>• Support Company research and educational activities.<br>• Share expertise with co-workers both formally and informally.<br>• Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• 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.<br>• Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs.<br>• Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.</p><p>- Participant visit frequency dependent on risk score/needs to be determined</p><p>- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community.<br>• Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals.<br>• Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.</p><p>- Attends daily IDT collaboration meetings<br>• Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines.<br>• Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others.<br>• Supervises patient care provided by Community Health Workers and Home Health Aides as requested.<br>• Performs other duties as assigned.<br><br>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.):<br><br>While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel.<br><br>Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance.<br><br>Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.</p><p><b>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. </b></p>

Chapters Health System

RN, Care Coordinator

<br>Position Title: Leasing Coordinator<br> <br>Location:  Miami, FL<br> <br>Full Time/Part Time: Full time<br> <br>Req ID:  R323-2025<br> <br>Description:  <p>******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are seeking a Leasing Coordinator to be responsible for preparing leasing proposals, entering deals into internal systems and tracking them, compiling marketing packages for prospective tenants and brokers as well as gathering and updating market information. Will also assist with preparing/running leasing reports, reviewing lease language, processing broker invoices, recording expenses for payment, and making travel arrangements. Must have excellent phone, internet, and computer skills. The qualified candidate must be well organized with excellent follow-up and oral and written communication skills and be able to work independently. Familiarity with commercial retail lease agreements and/or paralegal experience a plus.</p><p>Requirements:</p><ul><li><p> 2+ years in a fast paced, corporate working environment </p></li><li><p>Prior work experience utilizing strong administrative skills </p></li><li><p>MS Word, Excel and Outlook knowledge </p></li><li><p>Excellent communication and organizational skills </p></li><li><p>Familiarity with commercial leasing language a plus</p></li><li><p>Familiarity with upscale restaurants and Softline retail brands  </p></li></ul><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br><p>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 Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.</p><br><p>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 June 30, 2025, the company owned interests in 566 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. </p><br><br><br><br><p>PI277308449</p>

Kimco Realty Corporation

Leasing Coordinator

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>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!</b></p>Benefits day 1<br>Schedule -1130a-8pm (1-2 weekends a month)<br><br>Role: <br>The Care Access Coordinator performs daily intake tasks that include, but not limited to, handling, processing, and responding to incoming telephone, fax, and email inquiries and referrals; completing outbound calls as practices specify.  Responsible for scheduling of all referrals with admission staff and communicating with Clinical Liaisons in facilities to ensure follow-up of patients.  Establishes and maintains positive relationships with team members, patients/families and referral resources; works in collaboration with the care access staff, insurance authorization staff, advanced practice clinicians, and Admission RNs to enhance the admission process.<p><b>Qualifications:</b></p><ul><li>High school diploma or equivalent; some college coursework preferred</li><li>Minimum of one (1) year of office/customer service experience</li><li>Hospice, home health and/or healthcare experience preferred</li><li>Prior experience in a contact center environment and/or staff scheduling and/or clinical patient care experience strongly preferred</li><li>Bi-lingual in Spanish preferred</li><li>Able to perform sedentary work with frequent interruptions</li><li>Excellent time management skills with the ability to prioritize demands to meet patient service standards and deadlines</li><li>Effectively handles stressful situations professionally and calmly</li><li>Ability to demonstrate patient service skills and effective communications (written and verbal)<ul><li>Information seeking / probing skills</li><li>Accurate knowledge transfer</li><li>Listening, understanding and responding</li></ul></li><li>Able to multi-task (think, talk, type) in a fast paced environment utilizing interpersonal skills to maximize caller reassurance</li><li>Ability to work in a cooperative team environment</li><li>Able to exhibit a sense of urgency in daily work activities</li><li>Skilled in computer operations; proficiency in MS Office software applications, on-line research and proven data entry and navigation skills</li><li>Available to work shifts to accommodate extended hours of operation as scheduled</li></ul><p><b>Competencies:</b></p><ul><li>Satisfactorily complete competency requirements for this position.</li></ul><p><b>Responsibilities of all employees:</b></p><ul><li>Represent the Company professionally at all times through care delivered and/or services provided to all clients.</li><li>Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.</li><li>Comply with Company policies, procedures and standard practices.</li><li>Observe the Company's health, safety and security practices.</li><li>Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.</li><li>Use resources in a fiscally responsible manner.</li><li>Promote the Company through participation in community and professional organizations.</li><li>Participate proactively in improving performance at the organizational, departmental and individual levels.</li><li>Improve own professional knowledge and skill level.</li><li>Advance electronic media skills.</li><li>Support Company research and educational activities.</li><li>Share expertise with co-workers both formally and informally.</li><li>Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.</li></ul><p><b>Job Responsibilities:</b></p><ul><li>Responsible for the timely, courteous and effective (1) handling of all telephone, fax, and email patient inquiries related to patient access and (2) communication with patients/families to schedule admission visits. &nbsp;Clients include current and prospective patients, friends, or family members, Powers of Attorney, care providers, physicians, nursing staff, nursing homes and Assisted Living Facilities (ALFs), hospital staff, and others, as appropriate.</li><li>Gathers necessary information and required documentation from appropriate sources to ensure complete, current and accurate documentation of patient information and data. &nbsp;Completes outbound calls in order to follow-up and gather current health information as directed by Patient Access leadership.</li><li>Accurately enters data into information tracking systems, including entering and tracking patient referral file in electronic medical record (EMR).&nbsp; Follows up with referral sources to obtain missing data and makes notations in the EMR record to communicate missing data.</li><li>Enters and schedules into scheduling software timely and accurately.&nbsp; Handles scheduling including, but not limited to:<ul><li>Timely hospice evaluations-every referral to be seen on same day</li><li>Unexpected changes in staff assignment&nbsp;</li><li>Other special clinical exceptions (i.e., complex care review)</li><li>Out of service area transfers</li><li>Medical record review</li></ul></li><li>Positively promotes and clearly explains benefits of Chapters Health System’s services and works to ensure that referrals are addressed in a timely, effective and efficient manner.</li><li>Works collaboratively with the Care Access team to ensure that referrals are scheduled in a timely manner and as soon as possible to meet the patient/family needs.&nbsp; Ensures medical staff’s face-to-face evaluation visit prior to the RN assessment.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Adheres to expected productivity and accuracy targets established by management.&nbsp; Navigates the daily assignment board to ensure timely appointments and maximize efficiencies.</li><li>Performs other duties as assigned.</li></ul><p><b>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. </b></p>

Referral Center Intake Coordinator-Tavares-11:30a-8 pm

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

Volunteer Coordinator

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>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.</p>

Fidelity Investments

Financial Representative - Ft. Myers, FL

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Consultant - Boca Raton, FL

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>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!</b></p>Benefits available on Day 1<br>Schedule: Monday-Friday-Days<br><br>Key Responsibilities:<br>Participation in the IDT Meeting: Roll Call, organization of schedule, how to view schedules in PS, how to add participants to schedule and present to IDT, how to view care plans in PL and present care plan information as needed as related to Recreational Therapy.<br>Take responsibility to ensure calendar activities are implemented by all Day Center staff.<br>Lead activities and assist in developing activity calendar.<br>Document care, observations and interventions.<br>Coordinate activities in the Day Center in the absence of the Recreational Therapist.<p>Knowledge &amp; Skills:</p><p>Active BLS for healthcare professionals from the American Heart Association or Red Cross; Current employees must obtain by January 1, 2025.</p><p>Valid Florida driver's license<br>Activity Director Certification eligible/completed.<br>Current CPR and First Aid certifications</p><p>Minimum two years’ experience in a social or recreational program providing and coordinating services to a frail or elderly population within the past 5 years.<br>Skilled in arts and crafts.<br>Perform time management and organizational skills.<br>Represent the company in a positive and professional manner at all times with others.<br>Excellent communication; via phone, in person and email.<br>Work effectively in a team environment.<br>Must be flexible to work in other locations if needed.</p><p><b>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. </b></p>

Activity Coordinator-PACE Program

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Relationship Manager - Vero Beach, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

79 Project Management / Professional Services Jobs in Florida