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<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>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</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.

Fidelity Investments

Financial Representative - Atlanta, GA

<h3>Job Description:</h3>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. The Expertise We’re Looking For<ul><li>Series 7 &amp; Series 63 licenses required, 66 preferred</li><li>Series 66 required within 90 days of hire</li><li>2+ years of experience in a customer service or sales role preferred</li><li>Knowledge of tax exempt retirement products and services highly desirable</li><li>Previous phone center experience preferred</li><li>Demonstrated ability to deliver exceptional customer results</li></ul>The Purpose of Your RoleRetirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.The Skills You Bring<ul><li>Your comprehensive understanding of the current market, economy, &amp; economic trends</li><li>Your robust consultative, influencing and communication skills</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Strong time management and prioritization skills</li><li>Your receptiveness to feedback and willingness to adapt to change</li></ul>The Value You Deliver<ul><li>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</li><li>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</li><li>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</li><li>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</li><li>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</li><li>Understanding and articulating Fidelity Viewpoints to provide general education to clients</li><li>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</li></ul>How Your Work Impacts the OrganizationThe Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.CERTIFICATIONS:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)COMPANY OVERVIEWAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</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.

Retirement Planner - Atlanta, GA

Join a purpose-driven team at Caron Treatment Centers, where for nearly 70 years, we’ve been helping people find a path to recovery from addiction and rebuild their lives. We offer real careers with real opportunities for growth, comprehensive training, and a commitment to work-life balance. Our benefits include generous paid time off, company-paid life and disability insurance, professional growth and development, tuition reimbursement, a competitive 401(k) plan, and robust&nbsp;medical, dental, and vision plans. We’re proud to foster a diverse and inclusive environment, with a culture of teamwork, compassion, and dedication to our mission. Start a career that saves lives at a company that values yours!&nbsp;Position will be full time and based out of Atlanta. Position is hybrid working 4 days in the Atlanta office and territory.&nbsp;&nbsp;Duties and Responsibilities:&nbsp;&nbsp;<ul><li>The Regional Alumni &amp; Family Coordinator will manage regional support groups and fellowship programs; organize new support groups and programs where strategically appropriate.&nbsp;</li><li>Actively engage alumni, families and friends through participation in support groups, fellowship programs, activities and events.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator will engage alumni, families and friends through various communication channels including phone calls, visits, email, web and social media with a focus on high-net worth prospects.&nbsp;</li><li>Plan, coordinate, and promote events, workshops, programs and activities with the help of Caron staff and volunteers.&nbsp;</li><li>Recruit volunteers to assist in recovery support for newly discharged patients.&nbsp;</li><li>Identify individuals with the capacity to advance Caron’s charitable mission through their affluence and/or volunteer potential.&nbsp;</li><li>Work collaboratively with Caron’s regional recovery center to provide Recovery for Life support and a source for fund development.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator to initiate and direct any other special projects that contribute to positive and productive alumni and family relations.&nbsp;</li><li>Assist and support the Development team with planning and producing regional fundraising events&nbsp;&nbsp;</li><li>This job description reflects management’s assignment of essential functions and does not prescribe or restrict the tasks that may be assigned.&nbsp;</li></ul>Physical Requirements:&nbsp;&nbsp;The physical and mental demands described here are representative of those that must be met to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&nbsp;&nbsp;<ul><li>Ability to work extended hours&nbsp;</li><li>Ability to travel within region and to Caron PA&nbsp;</li><li>Light lifting and bending (10-20 lbs.)&nbsp;</li><li>Ability to ambulate around PA campus and within region for meetings as needed.&nbsp;</li><li>This position allows for hybrid work and therefore requires appropriate home office space that allows for confidentiality and privacy with computer access and high-speed internet capability.&nbsp;</li></ul>Education and Experience Qualifications:&nbsp;<ul><li>Bachelor’s Degree or 2 years of experience in the recovery field, alumni, or public relations required.&nbsp;</li><li>The Regional Alumni &amp; Family Coordinator to have a minimum of 2 years’ experience in event planning and logistics&nbsp;</li><li>Computer proficiency in MS Office and social media platforms required&nbsp;</li><li>If in recovery, 2 years continuous sobriety preferred.&nbsp;</li></ul>Knowledge, Skills and Abilities:&nbsp;<ul><li>The Regional Alumni &amp; Family Coordinator must possess the ability to interact with a variety of people from a wide range of ages, experiences and interests.&nbsp;</li><li>Excellent verbal and written communication skills.&nbsp;</li><li>Ability to deliver presentations and manage groups.&nbsp;</li><li>Ability to prioritize and coordinate multiple assignments/tasks.&nbsp;</li><li>Strong organizational skills, initiative, vision and creativity.&nbsp;</li><li>Excellent computer skills.&nbsp;</li><li>Knowledge of recovery or 12-step based programs preferred.&nbsp;</li></ul>

Caron Treatment Centers

Alumni & Family Coordinator

ABOUT GREYSTARGreystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $320 billion of real estate in 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 977,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>. JOB DESCRIPTION SUMMARYThe Sr Director, Regional Risk Management, will develop, execute, and administer the insurance risk strategy for Greystar’s Development and Construction projects within a specific region. The role will oversee and coordinate the company’s insurance placement and administration, and partner with Loss Control and Claims Management. The role will also have program line oversight for a specific coverage, such as General Liability, Subcontractor Default Insurance, or Builders Risk.JOB DESCRIPTION<h4>KEY RESPONSIBILITIES:</h4><ul><li>Track pipeline pursuits to set strategy and pricing for all projects within your region. Manage the process to ensure that all project are properly protected with competitive pricing per the deadlines required by internal stakeholders and project starts.</li></ul><ul><li>Manage and have overall responsibility insurance quote requests, COIs, administration, extensions and closeouts for pursuits and projects in your region. Utilize the Greystar process for tracking indication requests, policy placements, extensions, and closeouts.</li></ul><ul><li>Enhance Greystar’s process, data, and reporting through our RMIS, Origami. Integrate risk data with other systems to create timely reports for operations.</li></ul><ul><li>Maintain strong partnerships with Development and Construction teams to facilitate communication on upcoming project needs. Responsiveness is critical to success.</li></ul><ul><li>Maintain a continuous collaboration with internal stakeholders for a clear understanding of evolving risk. Proactively identify trends, develop strategic plans, recommend solutions, implement risk reduction/ transfer methodologies to mitigate future losses, and present management findings as necessary.</li></ul><ul><li>Maintain a strong relationship with insurance broker partners to ensure the efficiency of insurance program administration functions, program invoicing, policy issuance, and certificate of insurance requests.</li></ul><ul><li>Review contracts for Development and Construction, both upstream and downstream, including consulting agreements and contractor agreements. Propose changes, explain and negotiate the wording to best protect Greystar and limit liability.</li></ul><ul><li>Assist in OCIP administration for the region as needed, including COI exception requests and monthly monitoring calls.</li></ul><ul><li>Manage the marketing, renewal, and administration of a specific coverage program, such as OCIP, SDI, or Builders Risk. Act as the Subject Matter Expert for Greystar for the assigned line of coverage.</li></ul><ul><li>Manage any modifications or nuances related to the assigned line of coverage. Work with the broker closely on coverage and claim questions. Develop service standards to evaluate the brokers performance on this line.</li></ul><h4>BASIC KNOWLEDGE &amp; QUALIFICATIONS:</h4><ul><li>Minimum 15 years of Construction Risk Management experience. Experience in Multi-Family Real Estate and Construction is preferred.</li><li>Bachelor's degree in the field of Risk Management, Insurance, Engineering, Accounting, or Finance.</li><li>ARM, CPCU, CRM certification preferred</li><li>Extensive knowledge and understanding of construction coverage, policy forms, wordings, insurance market dynamics, and conditions.</li><li>Ability to align insurance risk with business objectives and goals.</li><li>Strong communication and presentation skills.</li><li>Ability to work effectively and collaboratively within a team and build partnerships with internal and external stakeholders.</li><li>High level of commitment to quality work product and organizational ethics, integrity, and compliance.</li><li>Ability to prioritize and balance a variety of tasks.</li><li>Ability to perform in a fast-paced environment and display strong organization and communication skills.</li><li>Proficient in designing and producing high-quality reports and presentations.</li></ul>#LI-LD1#LI-HybridAdditional Compensation:<ul><li>Corporate Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li>Onsite Property Positions:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul>Robust Benefits Offered*:<ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

4 Project Management / Professional Services Jobs in Fulton County