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<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Vice President, Wealth Planner - Indianapolis, IN

Title:&nbsp;Assistant Professor of Management Division: Provost's Office Department: Romain College of Business FLSA Status:&nbsp;Exempt Salary Range:&nbsp;Annual Salary EEO Job Group:&nbsp;2 C5 Position Summary The University of Southern Indiana’s Management and Information Sciences Department, housed in the Romain College of Business, is excited to invite applications for a 9-month tenure-track Assistant Professor of Management to begin Spring or Fall 2026. Duties/Responsibilities&nbsp; The successful candidate will engage in dynamic teaching, quality research, and service. The standard teaching load for a tenure-track faculty member in the Romain College is three courses per semester, with possible opportunities for additional teaching in the summer, if desired. The teaching load may include a variety of courses, ranging from lower-division courses such as Introduction to Business and Survey of Management to upper-level major-specific courses in leadership, human resources, or other areas fitting the successful candidate’s expertise and departmental needs. In addition to teaching, the successful candidate will be expected to maintain an active program of scholarship leading to publications in quality peer-reviewed journals and engage in service to the college, university, and beyond. Required Knowledge and Skills Candidates must hold a doctoral degree in Management from an AACSB accredited school. Doctoral candidates will be considered if the terminal degree will be completed by the end of their first year of employment. If employment starts in August 2026, terminal degree must be completed by the end of July 2027. Additionally, candidates must be qualified as Scholarly Academic (SA) according to Romain College qualifications standards. Candidates must also demonstrate a commitment to effective teaching and student success. About the College The Romain College of Business is dual accredited by the AACSB for business and accounting and plays an important role in the economic and social development of the region. The College currently enrolls approximately 1,100 undergraduate business majors across eight different programs and more than 1,000 MBA students across multiple concentrations. The College also operates several state-of-the-art labs providing faculty access to high quality resources for teaching and research. These labs include the Biometrics Discovery Lab, the Judith A. and Robert E. Griffin Experimental Economics Laboratory, and the Textual Analytics and Publishing Lab. The successful candidate will join the Romain College at an exciting time. The Romain College’s value proposition is “leveraging technology in unique ways to build mark-leading competencies in a personalized, co-created learning environment.” To better realize this value proposition, the College is launching a new Center for Applied Business Technologies, which includes reimagining the first floor of the already impressive Business and Engineering Center. About the Department The Department of Management and Information Sciences, one of three departments in the Romain College, houses programs in Management, Business Administration, Computer Information Systems, and Computer Science. Management faculty lead the Management major, three certificates (Human Resource Management, Innovation Management, and Supply Chain Management), and two minors (Management and Human Resource Management), as well as providing key support for the Business Administration major and MBA. More information about the Romain College of Business and the Management discipline can be found at <a href="http://www.usi.edu/business" target="_blank">http://www.usi.edu/business</a> and <a href="https://www.usi.edu/business/management" target="_blank">https://www.usi.edu/business/management</a>. Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include: <ul><li>Letter of application addressing fit with the position and College and desired start date (Spring or Fall 2026)</li><li>Current curriculum vitae</li><li>Unofficial transcripts, official transcripts will be requested at a later date</li><li>Brief statement of teaching philosophy</li><li>Evidence of teaching effectiveness</li><li>Brief statement of research agenda</li></ul> Search Committee Chair: If you have questions about the open position, please contact Dr. Fernando Ferreira, search committee chair, at <a href="mailto:fferreira@usi.edu" target="_blank">fferreira@usi.edu</a>.&nbsp; Best Consideration Date: For best consideration, please submit materials by July 17, 2025. Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities

University of Southern Indiana

Assistant Professor of Management

Title:&nbsp;Indiana SANE Training Coordinator Division: Provost's Office Department: Kinney College of Nursing &amp; Health Professions FLSA Status:&nbsp;Exempt Salary Range:&nbsp;Annual Salary EEO Job Group: 2 E2 Position Summary The University of Southern Indiana is accepting applications for&nbsp;Indiana SANE Training Coordinator. Kinney College of Nursing and Health Professions at the University of Southern Indiana invites applications for the position of Indiana SANE Training Coordinator. The Indiana SANE Training Coordinator, as a part of the Southwest Indiana Area Health Education Center, oversees the promotion, coordination, and development of didactic, clinical and supplemental education and training programs for sexual assault nurse examiners (SANE) from across rural and underserved areas of Indiana in collaboration with a variety of community, academic, coalition, and clinical partners. The Coordinator also facilitates collection of relevant data across Indiana for planning and evaluation purposes. This is a federally funded grant position through June 3, 2027.&nbsp; Duties/Responsibilities&nbsp; <ul><li>Ensure budget compliance under the leadership of the Executive Director of Southwest Indiana AHEC. </li><li>Develop and enhance relationships between Southwest Indiana AHEC and entities involved in SANE training and SANE professional development, both across Indiana and nationally, to ensure all trainings are evidence-based best practice. </li><li>Collaborate with existing SANE training providers to provide financial support for nurses from rural and underserved communities to participate in existing trainings. </li><li>Assess the capacity for additional clinical training in rural and underserved areas across Indiana; coordinate with training partners to ensure relevant, effective trainings are developed and offered. </li><li>Convene and coordinate an advisory council for the project ensuring representation and participation among relevant partners, nurses, and key stakeholders. </li><li>Conduct surveys and data collection activities across Indiana to facilitate tracking of needs for SANE professionals. Explore strategies for long-term fiscal sustainability. </li><li>Prepare monthly progress reports. </li><li>Measure program effectiveness, promote program improvement activities, and complete all required reporting in a timely fashion. </li><li>Collaborate with the Southwest Indiana AHEC Executive Director, and relevant offices at the University of Southern Indiana to ensure effective grant monitoring, compliance, and reporting. </li><li>Other duties as assigned.</li></ul> Required Knowledge and Skills <ul><li>Bachelor's degree. </li><li>3-5 years of experience in education, social service, healthcare or related field. </li><li>Knowledge of word processing, spreadsheet, and web-based software programs. </li><li>Excellent written and oral communications skills. </li><li>Must be able to work independently.</li></ul> Preferred Knowledge and Skills <ul><li>Master's degree in healthcare, social work, education or related field. </li><li>Technical and research findings analysis. </li><li>Grant management experience.</li></ul> Regular Work Hours/Travel Requirements <ul><li>Standard work hours are 8:00 am to 4:30 pm Monday through Friday, with occasional Saturdays required.</li><li>Occasional irregular hours may be required.</li><li>Travel in and out of Indiana is required.</li></ul> About USI&nbsp; &nbsp; The University of Southern Indiana is a public higher education institution located on a beautiful&nbsp;1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this&nbsp;position include: <ul><li>Affordable medical, dental, vision, life and short term and long-term disability insurance plans.</li><li>Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.</li><li>Full tuition fee waiver for employees/75% for spouses and dependent children.</li><li>Vacation and sick time</li><li>Holiday pay</li><li>Free access to Recreation, Fitness &amp; Wellness Center.</li><li>Access to on-campus University Health Center and Dental Hygiene Clinic.</li></ul> For more information about the benefits that USI offers, please visit <a href="http://www.usi.edu/hr/benefits" target="_blank">www.usi.edu/hr/benefits</a>. About the College For more information about the Kinney College of Nursing and Health Professions at the University of Southern Indiana, please visit usi.edu/health About the Department To learn more about the Southwest Indiana Area Health Education Center, please visit <a href="https://www.usi.edu/southwest-indiana-area-health-education-center" target="_blank">https://www.usi.edu/southwest-indiana-area-health-education-center</a> . Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include: <ul><li>Letter of application</li><li>Resume</li></ul> Search Committee Chair: If you have questions about the open position, please contact Jane Friona, search committee chair, at <a href="mailto:jefriona@usi.edu" target="_blank">jefriona@usi.edu</a>.&nbsp; Best Consideration Date: For best consideration, please submit materials by July 7, 2025. Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will not sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities

Indiana SANE Training Coordinator

Title:&nbsp;Facilities Coordinator &amp; Sound Designer Division: Provost's Office Department: College of Liberal Arts FLSA Status:&nbsp;Non-Exempt Salary Range:&nbsp;Annual Salary EEO Job Group: 2 C9 Position Summary The University of Southern Indiana is accepting applications for&nbsp;Facilities Coordinator &amp; Sound Designer. The Philip H Hagemann Performing Arts Department at the University of Southern Indiana, a public university in Evansville, Indiana, seeks applications for a 12-month administrative staff position as the Facilities Coordinator of the USI Performance Center.&nbsp;Position will begin June 1 to August 1, depending on candidates' availability. The Facilities Coordinator &amp; Sound Designer will serve as the sound designer and engineer (and/or mentor to student sound designers) for all USI Theatre productions (plays and musicals) in both the USI Performance Center and the Mallette Studio Theatre. The typical season includes 3-4 productions in the Performance Center and 1-2 productions in the Studio Theatre. Duties/Responsibilities&nbsp; <ul><li>Provide technical support and oversight to all theatre productions, University presentations, and campus events in the Performance Center throughout the year. Oversee the use of the Performance Center by any University office or department, and any outside group that arranges for use of the venue. </li><li>Provide support to production coordinator/technical director on all productions within the scope of USI theatre. Coordinate and provide support for load-in and load out operations. </li><li>Schedule student production work crews when outside groups require support or trained expertise for their events. </li><li>Provide supervision, support and oversight to student production work crews as they support the audio, lighting and video needs of theatre productions and events booked into the two venues. </li><li>Monitor and maintain all technical systems within the Performance Center, reporting the need for outside maintenance of systems to Managing Director with calendar recommendations. </li><li>Maintain a calendar of events which takes note of the production process of the University Theatre. Advise and assist Special Events with calendar planning. </li><li>Attend production meetings as requested by the Performing Arts Department and New Harmony Theatre. </li><li>Provide Sound design and engineering services as requested by Performing Arts Department and New Harmony Theatre both within the Performance Center. </li><li>Maintain house light plot and provide basic lighting to serve additional University programming. </li><li>When necessary, provide assistance and close coordination to house management issues with the Management and Marketing Director of University Theatres. </li><li>Maintain security and safe operations of Performance Center. </li><li>Help to maintain the overall Performance Center facility and all backstage and support systems. Move and position equipment as needed. </li><li>Other duties as assigned.</li></ul> Required Knowledge and Skills <ul><li>Bachelor’s in Technical Theatre (Sound emphasis). Significant related college coursework, together with substantial experience may be considered in lieu of a bachelor’s degree, with subsequent degree completion required. </li><li>Working knowledge of sound boards, amplification systems, microphone systems (including wireless). Experience with all aspects of sound support, including running a live mix. </li><li>Trouble shooting skills in sound and light board operation required. Basic knowledge of light board operations. </li><li>SFX software sound design experience. </li><li>Show-control systems and digital audio experience. </li><li>Knowledge of microcomputers, word processing, spreadsheet, and electronic mail software. </li><li>Excellent oral communication and listening skills.</li></ul> Preferred Knowledge and Skills <ul><li>Knowledge and experience in theatre lighting, video/projections, video walls and rigging, video and photo editing and music composition. </li><li>Ability to read music.</li></ul> Regular Work Hours/Travel Requirements <ul><li>Year-round, full time position that requires a flexibility of schedule. Work time varies based on theater season needs</li><li>Evening and weekend hours will be required in accord with theatre and events programming.</li></ul> About USI&nbsp; &nbsp; The University of Southern Indiana is a public higher education institution located on a beautiful&nbsp;1,400-acre campus in Evansville, IN. We offer employees exceptional benefits! Benefits for this&nbsp;position include: <ul><li>Affordable medical, dental, vision, life and short term and long-term disability insurance plans.</li><li>Retirement plan where the University makes the total contribution equivalent to 11% of annual salary.</li><li>Full tuition fee waiver for employees/75% for spouses and dependent children.</li><li>Vacation and sick time</li><li>Holiday pay</li><li>Free access to Recreation, Fitness &amp; Wellness Center.</li><li>Access to on-campus University Health Center and Dental Hygiene Clinic.</li></ul> For more information about the benefits that USI offers, please visit <a href="http://www.usi.edu/hr/benefits" target="_blank">www.usi.edu/hr/benefits</a>. About the Department Information on the Performing Arts Department and Theatre Arts may be found at: <a href="https://www.usi.edu/liberal-arts/performing-arts" target="_blank">https://www.usi.edu/liberal-arts/performing-arts</a> Application Process Click “Apply Now!” near the top right of this page to complete an application and upload application materials to the attention of the Search Committee Chair. Application materials should include: <ul><li>Letter of application addressing relevant experience in professional or higher education settings</li><li>Current curriculum vitae/resume</li><li>Digital portfolio of sound and lighting design and engineering (web-site links, etc., OK)</li></ul> Search Committee Chair: If you have questions about the open position, please contact Mr. Paul Weimer, search committee chair, at&nbsp;<a href="mailto:pcweimer@usi.edu" target="_blank">pcweimer@usi.edu</a>.&nbsp; Best Consideration Date: For best consideration, please submit materials by June 16, 2025. Pre-Employment Screening A background check will be required for employment in this position. Authorization to Work in the United States USI will not sponsor an employment-related visa for this position. Interview Accommodations Persons with disabilities requiring accommodations in the application and interview process please contact the manager of Employment at <a href="mailto:mcweinzapf@usi.edu" target="_blank">mcweinzapf@usi.edu</a> or (812) 464-1840. Contacting the manager of Employment is intended for use in seeking disability-related accommodations only. For general applicant inquiries, contact Human Resources at <a href="mailto:HumanRes@usi.edu" target="_blank">HumanRes@usi.edu</a> or (812) 464-1815. EEO Statement USI is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities

Facilities Coordinator & Sound Designer

Field Service Technician-Midwest Region Reports to: Support and Service Manager Department: Service Location: Midwest US Region, In the field 60-80%, based out of the Indianapolis metropolitan area. &nbsp;Position Description As part of In-Situ’s Process Business, the ChemScan brand is a leader in the on-line analysis of water chemistry for the past 20 years. &nbsp;This position reports to the Support and Service Manager. Initial training will be provided at one or more of the In-Situ Facilities, followed by joint customer site visits with other technical experts. &nbsp;In-Situ places a high value on engagement in our community, environmental projects, employee wellness and creating an open and fun work environment. As a small business, every member of our organization has an opportunity to succeed and make a significant impact.Responsibilities:<ul><li>Be part of the team of technical experts providing technical support and field service for the full line of In-Situ Process Sensors and Analyzers (In-Situ, ChemScan and Partech products).</li><li>Perform on-site installation, calibration, and training of process sensors and on-line water analysis instrumentation.</li><li>Assist customers to maximize product reliability (usable data-up-time) through remote and on-site service and replacement parts.</li><li>Coordinate with site owners and contractors to ensure successful equipment installation.</li><li>Manage regional customer relationships to nurture service and support.</li><li>Assist Regional Sales Manager with technical support and pilot/demo projects.</li><li>Attend regular product and application training at an In-Situ Process facility.</li><li>Maintain accurate field service kit inventory.</li><li>Able to write detailed service reports detailing troubleshooting, parts used and analyzer data.</li><li>Review with Customer on unmet needs, promotion of service offerings, and generation of leads and closure support for service jobs/offerings</li></ul>Requirements:<ul><li>The preferred candidate will have a strong technical background with good mechanical and electrical skills.</li><li>Have completed a chemistry course with a basic understanding of photometric analysis.</li><li>Have experience with industrial instrumentation including basic knowledge of PLC equipment communication.</li><li>Have good communication skills and be proficient in Microsoft Windows and Office.</li><li>Ability to travel approximately 60% to 80% of the time to customer sites in the local region with some occasional opportunities throughout U.S, Canada, and overseas travel.</li></ul>In-Situ Process Products are used by many major municipalities across North America to help provide safe drinking water to the public. Our probes and analyzers are also used by waste-water treatment plants to produce clean water while minimizing energy and treatment chemical usage. We are looking for passionate people who work hard while having fun in a casual work environment.Total Rewards Compensation: Compensation will be commensurate with the applicant's education, experience, knowledge, skills, and abilities, as well as alignment with market data and internal comps. &nbsp;Salary Range: $65,000-85,000 &nbsp;Additional Compensation: Participation in a Company-sponsored variable compensation plan. Vehicle Allowance provided. &nbsp;Benefits Available: Health, Dental, and Vision Insurance, 401(k) matching, Short and Long-Term Disability, Group Life/AD&amp;D Insurance, Employee Assistance Program, Will and Trust Preparation Services, Travel Assistance Services, 10 paid holidays per year (set by the company), 20 days FTO (Flexible Time Off) accrued evenly throughout the year and other ancillary benefits.Voluntary Benefits: Life, AD&amp;D, Pet Insurance, Identity Theft Protection, Legal Services, FSA for Dependent Care, Health Savings Account, and other Supplemental Options. Additional Benefits: Paid Parental Leave, Continuing Education, Dependent Care, and Wellness Reimbursements.In-Situ Inc. builds world-class environmental monitoring instruments ... and world-class careers!<ul><li>Please apply at <a href="https://in-situ.com/about/careers/" target="_blank">https://in-situ.com/about/careers/</a> if the above qualifications are met.</li><li>Please, no phone calls about this job.</li><li>Principals only. Recruiters, please do not contact this job poster.</li><li>Please do not contact the job poster about other services, products, or commercial interests.</li></ul>All qualified applicants will receive consideration for employment without regard to age over 40, genetic information, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. &nbsp;In-Situ is an Equal Opportunity Employer.

In-Situ Environmental

In-Situ

Field Service Technician-Midwest Region

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:Indianapolis, CarmelAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

High Net Worth Service Associate - Greater Indianapolis, IN Area

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 $290 billion of real estate in 247 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 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 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 SUMMARY$1,000 Sign on!!!! Executes the property’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to leasing and marketing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals at this senior living community.JOB DESCRIPTION<ul><li>Performs all sales and leasing activities to achieve the property’s revenue and occupancy goals by greeting and qualifying prospects, conducting property tours and showing apartment homes, continuing the relationship with prospects through follow-up and consistent discovery, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing.</li><li>Collects all pertinent information from prospective residents at move-in and record as appropriate.</li><li>Continually update the market survey to stay informed about current market and competitor conditions that may impact the community’s occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property’s established policies related to concessions, specials, and other programs to boost occupancy.</li><li>Designs and executes marketing activities and events to create and drive traffic to the property, including implementing resident referral and employer outreach programs, using internet marketing tools (Craigslist, Facebook, e-mail, and other websites), and following other property-specific marketing plans, drives, and special programs.</li><li>Uses the on-site property management software application (Entrata, Yardi, etc.) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents.</li><li>Ensures that the property and show units meet the Company’s standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the property’s maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities.</li><li>Executes and performs activities in support of the property’s lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time.</li><li>Responds quickly and courteously to resident and client/owner concerns and questions, and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s).</li><li>Demonstrates customer services skills by treating residents and others with respect, answering resident questions, and responding sensitively to complaints about maintenance services. Interacts with all residents and acknowledges them by name if possible.</li><li>Attends community and networking events, aligns themselves with local associations and community organizations, and participates in outreach marketing efforts as necessary to drive traffic to community and generate viable referral sources and new business leads.</li><li>Follow-up – Utilizes current CRM to maintain an accurate and up-to-date prospect database. Assist with daily, meaningful prospect follow-up. Helps the team perform the required number of follow-up contacts in accordance with Greystar standards through phone calls, personal visits, notes, etc. Coordinate prospect and depositor related creative follow up deliveries with couriers, shipping, Amazon, etc.</li><li>Sales Collateral – Organize and ensure adequate supply of fully assembled sales collateral, marketing and outreach packets.</li><li>Maintain files and marketing materials for realtors, transition companies, and moving companies.</li><li>Maintain Sales Consultant - SH copies of all floor plans, in hard copy and email versions.</li></ul>#LI-AW1The hourly range for this position is $22.00 - $25.00Additional 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.

7 Project Management / Professional Services Jobs in Indiana