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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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

Investment Consultant - Boca Raton, FL

<p><strong>POSITION SUMMARY:</strong></p><p>The Education Clinical Coordinator (ECC) for the Anesthesiologist Assistant Program is responsible for securing, cultivating, and managing clinical educational sites to ensure optimal clinical experiences for students. This hybrid position requires the incumbent to work both on campus and in the field, conducting regular visits with preceptors and health system administrators to strengthen relationships and enhance communication between hospitals and the university. The ECC will bridge the gap between clinical sites and the university, facilitating smooth operations and ensuring the program's high standards are maintained.</p><p>In addition to these core responsibilities, the ECC plays a pivotal role in providing professional development opportunities for students, addressing student concerns while they are working in clinical sites, and evaluating clinical sites to ensure they meet the educational needs of the program and students. The ECC will work closely with program leadership to integrate clinical education principles into the curriculum and provide ongoing assistance regarding clinical contracts, preceptor agreements, and student placements. The role also involves proactive problem-solving for student clinical shift dilemmas and assisting with the investigation of clinical student issues that require academic actions in accordance with South University policies and procedures.</p><p><strong>KEY JOB ELEMENTS:</strong></p><ul><li>Secure and cultivate clinical education sites for the Anesthesiologist Assistant Program.</li><li>Initiate clinical department activities, including student placement in clinical rotations to ensure students meet standards for the program with adequate rotation slots throughout the clinical year.</li><li>Serve as the primary liaison between clinical sites and the university to facilitate effective communication and collaboration between hospital administrators, preceptors, and university faculty.</li><li>Conduct regular site visits to preceptors and health system administrators to maintain and improve relationships.</li><li>Ensure clinical sites provide a high-quality learning environment for students with proper documentation and data collection.</li><li>Guide students effectively through the process and procedure for document submission to include credentialing requirements, background checks/urine drug screens and immunizations, prior to and during clinical rotations.</li><li>Provide advisement and proactive problem-solving for students regarding clinical scheduling and clinical shift dilemmas.</li><li>Coordinate the ongoing maintenance of the clinical curriculum in the relevant digital system including auditing affiliation agreements, student-required logging/submissions, and preceptor files with the currency of licensure.</li><li>Assist in the development and revision of the program’s promotional materials including but not limited to print materials, website, and other marketing materials.</li><li>Organize quarterly registration process and monitor attendance for all current students in the program.</li><li>Maintain documentation to coordinate outside lecturer/preceptor payments, purchase orders, check requests, and vendor requests.</li><li>Complete verification of graduation forms for credentialing services and aid alumni in obtaining required documentation for licensure.</li><li>Assist in planning program activities such as admissions interviews, orientation, graduation, CPR certification courses, alumni events.</li><li>Carry out other duties as assigned.</li></ul><p><strong>POSITION REQUIREMENTS:</strong></p><ul><li>Undergraduate degree with a preference for a Master’s degree in Healthcare Administration, Management or related field.</li><li>Clinical healthcare system experience or clinical administrative experience preferred.</li><li>Experience with computerized administrative systems. Proficient with the use standard office applications on personal computers.</li><li>Ability to read, understand, interpret and implement accreditation criteria and state agency regulations.</li><li>Ability to resolve inquiries and complaints from employees, students, regulatory agencies, or members of the academic or business community.</li><li>Ability to effectively present information to faculty, academic and campus leaders, hospital administrators, corporate leaders, and public groups.</li></ul><p><strong>W</strong><strong>O</strong><strong>RK ENVIRONMENT:</strong></p><p>The individual must be able to travel out of the local area with an occasional overnight stay to participate in a variety of conferences and meetings. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to lift up to 10 pounds. The vision requirements include ability to adjust focus and close vision.</p><p><strong><em>South University is an Equal Opportunity Employer and embraces diversity as a critical step in ensuring employee, student, and graduate success. We are committed to building and developing a diverse environment where a variety of ideas, cultures and perspectives can thrive. </em></strong></p><p><strong>JobFamily</strong></p><p>All Positions</p><p><strong>EducationLevel</strong></p><p>Bachelor’s Degree</p>

2 Project Management / Professional Services Jobs in Royal Palm Beach, FL, USA