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<h3>Job Description:</h3><h3>Wealth Management Planning Consultant</h3>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Wealth Management Planning Consultant - Bellevue, WA

Position SummaryThe certified Physician Assistant is a critical part of our team of committed, self-motivated people who provide critical services to promote and maintain our service, care, and our values.&nbsp;The role of the Proliance certified Physician Assistant is well-rounded, ideal for a self-motivated person who wants to maximize their skill set and expand their clinical knowledge. In this role you will provide clinic-based care for a busy PMN&amp;R physician Dr. Daniel Oh. &nbsp;His clinic focuses on traditional spinal injections including cervical injections, spinal cord stimulators along with other CNS and PNS treatments.&nbsp;Key Duties and ResponsibilitiesThe key duties and responsibilities of the Physician Assistant include, but are not limited to:<ul><li>Greeting/ identifying patient &amp; completing and documenting an accurate history and physical examination of patients; may include moving and positioning patients</li></ul><ul><li>Conducting comprehensive or episodic health assessments and developing patient care plans</li><li>Ordering and interpreting tests, treatments, and therapies, within the scope of practice</li><li>Prescribing medications, diet, supplies, prosthetic devices, and other home health aides according to clinical privileges</li><li>Administer and/or inject medications</li><li>Wound care; apply or remove casting, splinting, wound dressing; suture and staple removal, etc.</li><li>Instruct and counsel patients regarding the total treatment plan &amp; therapeutic regimes</li><li>Providing clear, concise, and accurate information regarding patient care in the medical record&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Obtain/maintain technical familiarity and proficiency for specific surgical procedures prior to their performance</li><li>Remain proficient in the utilization of commonly used clinical protocols and guidelines</li></ul><ul><li>Charting &amp; all paperwork/documentation and interacting with the patient and family/care givers, staff, consultants, and discharge planners.</li><li>OPTIONAL Primary or secondary trauma call coverage</li></ul><ul><li>OPTIONAL Emergency Room: includes evaluating and treatment of patients</li><li>Answering service coverage and responsibilities</li><li>The ability to initiate Basic/Advanced life support in response to emergency situations.</li><li>Provides education to patients, families, and significant others using established education materials</li><li>May provide other clinical duties within the scope of practice as directed under a patient’s care plan</li><li>Advocates for patients, families, co-workers, the community, and the health care profession</li><li>Integrates evidence-based knowledge and clinical expertise in decision-making</li><li>Seeks experiences and formal and independent learning activities to maintain and develop clinical and professional skills and knowledge</li><li>Establishes an effective relationship with the supervising physician</li><li>Complete duties and assist others as directed</li><li>Must follow all policies as introduced during new associate On-Boarding, updated real-time and outlined in Associate Handbook</li></ul>Education/Experience<ul><li>Graduate of accredited Physician’s Assistant Program</li><li>Washington State Physician Assistant License, Current</li><li>Current Certification as a physician assistant by the National Commission of Physician Assistants (NCCPA)</li><li>Current CPR and BLS from the American Heart Association</li></ul>Knowledge, Skills and Abilities<ul><li>Advanced physical assessment and critical thinking skills required</li><li>Ability to listen, interact and communicate verbally and in writing</li><li>Required: Comprehensive knowledge of surgical procedures, techniques, Standards of Care, instrumentation, equipment, and supplies as they directly correlate to the specialty.</li></ul><ul><li>Superior customer service skills</li><li>Great interpersonal skills; demonstrating patience, composure and cooperation; working well with all patients, physicians and staff.</li><li>Advanced understanding of and adherence to all safety, risk management and precautionary procedures, including the consistent respect for confidentiality (HIPAA)</li><li>Using time efficiently, with meticulous attention to detail, accuracy and completion</li><li>Ability to manage multiple factors for the best result.</li><li>Resourcefulness in addressing first level problems and tenacity to see things through to solution</li></ul><ul><li>Ability to remove oneself personally from given situations, remaining objective</li><li>Able to adapt to change, delays or unexpected events while maintaining a positive mindset</li><li>Clear oral and written communication</li><li>Ability to provide feedback to improve performance</li><li>Self-motivated; able to work following specific guidelines and in accordance with detailed instructions; measure self against standard of excellence, overcome obstacles and challenges with little supervision</li></ul>Work Environment/Physical DemandsThe work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.Work may be performed in an office and clinical environment. Requires corrected vision and hearing to normal range. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is required to sit for long periods of time, stand and walk, bend and stretch. Use of telephone and computer is required. Manual dexterity required for use of computer keyboard. Occasionally lifts and carries items weighing up to 40 pounds. May requires working under stressful conditions or working irregular hours.CommentsThis description is intended to describe the essential job functions, the general supplemental functions and the essential requirements for the performance of this job.&nbsp; It is not an exhaustive list of all duties, responsibilities and requirements of a person so classified.&nbsp; Other functions may be assigned and management retains the right to add or change the duties at any time.

Proliance Surgeons

Physician Assistant - Interventional Pain Management/ Physiatrist

Position SummaryUnder the direction of the practice administrator, the Marketing Coordinator role establishes and maintains excellent relationships with referring providers, patients, and the community on behalf of hiring clinic and/or surgery center. This role must have superb communication and social networking skills. They are responsible for managing business partnerships with referral sources and executing marketing tasks on behalf of the clinic.&nbsp;This role will require onsite work at Puyallup and Kirkland locations in addition to remote work.ScheduleMonday-Friday, 8am-5pmKey Duties and ResponsibilitiesThe key duties and responsibilities of the Marketing Coordinator include, but are not limited to:Referral Outreach Responsibilities:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>Educate patients, referring providers and other referral sources on the services and amenities provided at the hiring clinic and/or surgery center</li><li>Travel the surrounding clinic or surgery center geographic area to perform referring clinic drop-ins, schedule meetings and develop contacts and referral sources</li><li>Obtain comprehensive knowledge of the organization’s markets including key referral sources and patients</li><li>Identify opportunities for partnering and growth</li><li>Maintain contact with referring clinics by phone and email</li><li>Report clinical outreach efforts to practice administrator and physicians</li><li>Build brand awareness throughout the community; attend and participate in community events</li><li>Survey referral sources to identify procedural issues that inhibit referrals</li></ul>Marketing Responsibilities:<ul><li>Create and implement print and digital advertising campaigns </li><li>Manage the practice’s online reputation on Google, Healthgrades, Vitals, Yelp and other review sites </li><li>Monitor and manage the practice’s SEO campaign alongside digital marketing agency; edit and write educational blog posts and website content</li><li>Collaborate closely with the Proliance marketing team</li><li>Facilitate development, design and ongoing maintenance of the website</li><li>Work with new and incoming physicians to create an effective marketing plan that will assist in the growth of their practice</li><li>Assist in the creation of print advertisements </li><li>Regularly post engaging content for all social media platforms owned by the hiring clinic and/or surgery center, including Facebook, LinkedIn and YouTube</li><li>Design, order and distribute marketing materials on behalf of the practice</li><li>Work with videography team to create compelling and informative videos</li><li>Analyze patient satisfaction scores through internal survey platform; take action as needed</li><li>Compose annual marketing plan and budget</li><li>Manage philanthropic giving and sponsorships</li></ul>Administrative and Employee Engagement Responsibilities:<ul><li>Order uniforms, name tags and badges for employees</li><li>Open mail and disperse packages daily </li><li>Assist HR department in posting and removing job descriptions to the Proliance website</li><li>Lead the Event Committee with the purpose of boosting employee morale; plan office events and employee appreciation activities, organize donation drives, disburse birthday gifts and discover new ways to create a positive office environment</li><li>Assist administrator in other duties as requested</li></ul>Education/Experience<ul><li>High school diploma or GED. Bachelor’s degree in marketing, public relations, communications or related field preferred. </li><li>Minimum 1 year of marketing, sales or account development experience.</li></ul>Knowledge, Skills and Abilities<ul><li>Great interpersonal skills; demonstrating patience, composure and cooperation; working well with all patients, physicians and staff.</li><li>Computer savvy </li><li>Superior oral and written communication skills</li><li>Must be able to organize work and establish procedures</li><li>Must be able to speak, read, and write the English language</li><li>Must be skilled in computer/keyboard functions</li><li>Adherence to all safety, risk management and precautionary procedures, including the consistent respect for confidentiality (HIPAA)</li><li>Self-motivated; able to work independently</li></ul>Work Environment/Physical DemandsThe work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.

Marketing Coordinator

Position SummaryOur busy Orthopaedic and Sports Medicine practice is seeking a motivated self-directed hard working individual to manage all duties relating to appointment scheduling referrals and prior authorizations.&nbsp;Hours: Monday through Friday, 40 hours per week, 8:30am to 5pm. (Training hours may vary between business hours 7am to 5pm, Monday through Friday.)&nbsp;90 days of in office training required, with a potential hybrid schedule after the training period is completed.Key Duties and ResponsibilitiesThe key duties and responsibilities of the Referral Coordinator include, but are not limited to:<ul><li>Interacts professionally and effectively with clinicians, patients, referring providers, and insurance companies</li><li>Verifies insurance eligibility and benefits, utilizing automated eligibility systems, payer portals, or telephone communication</li><li>Maintains organized, detailed summaries of prior authorization/referral requests</li><li>Manage incoming referrals from, but not limited to, other clinics, online requests, and obtain prior authorizations/referrals and schedules patients accordingly. &nbsp;</li><li>Review scheduled appointments to ensure accuracy of insurance eligibility and referral requirements that align with Proliance’s insurance contracts.</li><li>Maintain a working knowledge of health care plan requirements and health plan networks.</li><li>Able to triage incoming calls and request documents needed from provider groups/patient for referral/authorization of services, questions, status updates.</li><li>Complete duties and assist others as directed.</li><li>Skill in organizing and reporting information that is accurate and complete.</li><li>Consistency and timeliness in attendance.</li><li>Composure in a fast-paced work environment. &nbsp;</li><li>Function independently as well as a team player.&nbsp;</li></ul>Essential Qualities:&nbsp;<ul><li>&nbsp;Essential Qualities: Effective communication skills</li><li>Ability to work in high volume patient environment&nbsp;</li><li>Strong attention to detail</li><li>Self-directed/Motivated&nbsp;</li><li>Experience verifying insurance utilizing online portals&nbsp;</li><li>1 -year experience in referral coordination/medical office required&nbsp;</li><li>Next Gen AND Epic experience preferred&nbsp;</li><li>Strong collaboration with our back-office, front office and business office teams.&nbsp;</li><li>Phone, fax, MyChart and email correspondence.&nbsp;</li><li>Must be punctual and have a reliable attendance record&nbsp;</li></ul>Work Environment/Physical DemandsThe work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.Work may be performed in an office and clinical environment. Requires corrected vision and hearing to normal range. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is required to sit for long periods of time, stand and walk, bend and stretch. Use of telephone and computer is required. Manual dexterity required for use of computer keyboard. Occasionally lifts and carries items weighing up to 40 pounds. May requires working under stressful conditions or working irregular hours.

Referral Coordinator

<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Lynnwood, WA

<h3>Job Description:</h3>The Role We have an exciting sales opportunity to work with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The Expertise and Skills You Bring • Bachelor’s Degree required, Master's Degree desired • Series 7 and 63 required • CIMA or CFA desired • Passion for the financial or investment management industry • 5+ years of relevant field sales experience required, working within Financial Services Industry required • Outstanding communication, presentation, negotiation, decision making and multi-tasking abilities • Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities • Ability to represent and knowledge of the following product offerings: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions • Excellent interpersonal skills that translate into a positive client experience • Passion for sales and the ability to uncover and qualify new opportunities • Commitment to constant self-improvement and exhibit a competitive drive • Ability to thrive in our fast-paced environment and enjoy being part of a strong team • High aptitude to learn new things quickly and adapt to new situations • Effective consultative sales and presentation skills• Must live in Seattle, WA area*Note: Fidelity will not provide immigration sponsorship for this position. The base salary range for this position is $70,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Sales

Regional Director, Seattle, WA(External Wholesaler)

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Bellevue, WA

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Vice President, Branch Leader - Lynnwood, WA

Position SummaryThe Surgical Health Services Coordinator (SHSC) plays a crucial role in the recovery process of workers undergoing surgical procedures. This position serves as a liaison between attending providers, surgical teams, workers, employers, and the Department of Labor and Industries. The SHSC ensures that all aspects of surgical care are efficiently managed, from pre-operative preparation to post-operative follow-up, to facilitate timely and effective recovery.Key Duties and ResponsibilitiesThe key duties and responsibilities of the&nbsp; Surgical Health Services Coordinator include, but are not limited to:<ul><li>Documentation and Compliance: Maintain accurate records. Ensure compliance with HIPAA regulations and L&amp;I documentation requirements.</li><li>Insurance and Billing: Verify patient coverage and collect necessary pre-surgery paperwork. Document all activities in MAVEN SHSC case notes for billing and payment purposes.&nbsp;</li><li>Collaboration: Work closely with surgeons, attending providers, and other healthcare professionals to ensure a seamless surgical process. Act as a point of contact for all parties involved in the worker's care.&nbsp;</li><li>APF Forms and Workers' Comp Paperwork: Assist physicians in completing and uploading Activity Prescription Forms (APF) and other workers' compensation paperwork. Ensure all documentation is accurate and submitted in a timely manner to facilitate the claims process.&nbsp;</li><li>Document Scanning: Scan all relevant documents into the Electronic Medical Records (EMR) system to ensure accurate and up-to-date patient records.&nbsp;</li><li>OHMS Management: Manage and document work in L&amp;I’s web-based Occupational Health Management System (OHMS).</li><li>Risk Identification: Identify claims that are at risk for long-term disability through:<ul><li>Claim-file review</li><li>Risk measures identified by the SHSC</li><li>Risk measures identified by OHMS</li><li>Requests for assistance on the claim from providers, injured workers, employers, or L&amp;I staff.&nbsp;</li></ul></li></ul>Other duties as assignedEducation/Experience<ul><li>Education: Bachelor's degree or equivalent in a related field.</li><li>Experience: Minimum of three (3) years of experience in direct patient care, return-to-work coordination, workers' compensation claims management, occupational health care, or equivalent experience. Alternatively, seven (7) years of relevant experience without a degree.</li><li>Skills: Strong organizational and communication skills, ability to work collaboratively with diverse teams, and proficiency in medical terminology and healthcare documentation.</li><li>Certifications: Relevant certifications in healthcare coordination or case management are preferred.</li><li>Familiarity with Regulations: Familiarity with Washington State Department of Labor and Industries (L&amp;I) guidelines and regulations.&nbsp;</li></ul>Key Competencies:<ul><li>Attention to Detail: Ensure accuracy in scheduling, documentation, and communication.</li><li>Empathy: Provide compassionate support to patients and their families.</li><li>Problem-Solving: Address and resolve any issues that arise during the surgical process.</li><li>Adaptability: Manage multiple tasks and adapt to changing priorities in a fast-paced environment.&nbsp;</li></ul>Work Environment/Physical DemandsThe work environment/physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job.&nbsp; Reasonable accommodations may be made to enable differently abled persons to perform the essential functions.

Surgical Health Services 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 $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 SUMMARYGreystar’s property management internship role provides an opportunity for students currently enrolled in a 2 or 4 year college or undergraduate degree program interested in a career in the real estate industry. Interns will gain practical experience in all areas of on-site residential property management. The internship is a rotational program onsite at a Greystar-managed property, where interns learn and perform critical job duties of the various onsite-level positions.JOB DESCRIPTIONLaunch your career with Greystar! We will be welcoming a cohort of Property Management Interns in Summer 2025.This program is designed for students who are projected to graduate in 2025. Our interns will work a Tuesday-Saturday 9:00 am-6:00 pm schedule.1.&nbsp;&nbsp; &nbsp;Work with the on-site team to get a sense of the day to day duties and responsibilities of each site-level role, including: Leasing Professional, Maintenance Supervisor, and Community Manager, and RPM, gaining exposure to marketing, financials, community events, move in/out.&nbsp;2.&nbsp;&nbsp; &nbsp;Become familiar with Company applications and operational techniques through completing required in-house training programs.3.&nbsp;&nbsp; &nbsp;May have the opportunity to shadow senior team members such as RPM and Director of Real Estate and assist with various financial, administrative, and other areas.4.&nbsp;&nbsp; &nbsp;May work on special projects that require building relationships and partnering with other Greystar teams to reach goals.5.&nbsp;&nbsp; &nbsp;May work with and contribute to outreach and promotion efforts utilizing website and social media outlets.6.&nbsp;&nbsp; &nbsp;May create documentation outlining processes, procedures, programs, testing/review results, etc.7.&nbsp;&nbsp; &nbsp;May conduct research on and prepare an assessment of a conceptual idea for the property or region.8.&nbsp;&nbsp; &nbsp;Complete and present final Capstone presentation.9.&nbsp;&nbsp; &nbsp;Participate in all Intern Program events such as Orientation, Executive Speaker Series, Trainings and Workshops, weekly Lunch &amp; Learns, mentorship activities, and site visits.The hourly range for this role is $20.76 - $21.50Additional 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.

13 Project Management / Professional Services Jobs in Redmond, WA, USA