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<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 - Coral Gables, FL

<h3></h3><h3>Job Description:</h3><p>The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.</p><p>Expertise and advanced certifications:</p><ul><li>Series 7, 63, 65, 66 and Insurance licenses</li><li>Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS® </li><li>A sound understanding of the Broker/Dealer and RIA marketplace</li><li>Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings</li></ul><p>Other important skills:</p><ul><li>Ability to work collaboratively and lead and inspire matrixed teams</li><li>Successful experience in building, articulating, executing, and managing multi-generational financial plans </li></ul><p><strong>The <strong>Purpose</strong> of Your Role</strong></p><p>This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.</p><p><strong>The <strong>Skills</strong> You Bring</strong></p><ul><li><p>Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance</p></li><li><p>Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products</p></li><li><p>Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs</p></li><li><p>An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results</p></li></ul><p><strong>The <strong>Value</strong> You Deliver</strong></p><ul><li><p>You are helping families grow and protect their assets by:</p></li><li><p>Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer</p></li><li><p>Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy</p></li><li><p>Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities</p></li><li><p>Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning</p></li><li><p>Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience</p></li></ul><p><strong>How Your Work <strong>Impacts</strong> the Organization</strong></p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></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>

VP, Wealth Management Advisor - Coral Gables, FL

<br>Position Title: Operations Coordinator<br> <br>Location:  Miami, FL<br> <br>Full Time/Part Time: Full time<br> <br>Req ID:  R346-2025<br> <br>Description:  <p>We are seeking an Operations Coordinator to assist and support the General Manager with the day-to-day management of their lifestyle properties.  Primary focus is related to administrative functions and tenant / vendor relations including, but not limited to the following:  collection of vendor bids and preparation of contracts related to repairs, maintenance and Capital Improvement projects; review and coding of all vendor invoices; coding and processing of all Job Cost related documents; re-class of expenses; coordination of vendor work, annual inspections (ex. Fire systems, alarm systems, backflows etc.), open &amp; close of utility accounts; vacancy cleanouts and vacancy profiles; assist Property Manager in maintaining Emergency Response Plans for each site, including current contact information for all “first responders”, tenants, utilities, etc.; assist Property Manager with the preparation of annual budgets; coordination of travel and expense reports;</p><p> </p><p>Daily review and response to cases logged in Kimco’s Customer Service platform; issue work orders to vendors and follow-up to ensure work orders have been completed; maintain a Best-In-Class relationship with tenants via verbal and written communications.</p><p></p><p>Requirements:</p><ul><li><p>Background in retail commercial real estate </p></li><li><p>At least two years of experience in a fast-paced corporate setting </p></li><li><p>Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Access)</p></li><li><p>Bachelor's degree or equivalent, relevant working experience</p></li><li><p>Prior administrative experience</p></li></ul><p></p><p>Kimco Realty is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity or Expression.</p><p></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>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. <br> <br>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 September 30, 2025, the company owned interests in 564 U.S. shopping centers and mixed-use assets comprising 100 million square feet of gross leasable space.<br><br><br><br><p>PI280897382</p>

3 Project Management / Professional Services Jobs in Miami-Dade County