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<h3>Job Description:</h3><h3>Planning Consultant</h3><p>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.</p><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><p>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!</p><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><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>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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<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

Planning Consultant - Winter Park, FL

<h3>Job Description:</h3><p>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?</p><p>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.</p><p>Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.</p><p><strong>What to expect…</strong></p><p>As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you</p><ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul><p><strong>Advantages of Fidelity’s LAP journey…</strong></p><p><strong>You are learning.</strong> An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.</p><p><strong>You can explore</strong>. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!</p><p><strong>You get exposure.</strong> Understand what our culture is like and the impact we have in our communities and regions.</p><p><strong>You are growing.</strong> From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.</p><p>Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.</p><h3>Certifications:</h3><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’s Licensing Accelerator Program (SIE®)  - Jacksonville, FL

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Role: <br>The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.<p>Qualifications:<br>• Current license as RN in the state where the employee will be working<br>• Minimum one (1) year of in-patient nursing or hospice experience for external candidates; for internal applicants, minimum of 6-months of LPN experience with hospice/home health within an affiliate<br>• Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Reliable transportation to meet visit schedule<br>• Ability to use equipment with visual and auditory mechanisms<br>• Ability to effectively communicate in English (verbal and written)<br>• Flexible schedule to meet the needs of Hospice House patients<br>• Ability to manage the emotional stress of working with and caring for terminally ill patients and their families<br>• Ability to physically access patient rooms, other areas of the Hospice House/Hospital/ALF, etc., and any home (i.e., navigate stairs and narrow spaces, tolerate heat and lack of air conditioning) within any part of the service area<br>• Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation</p><p>•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross. Employees hired prior to 12/31/2022 must obtain certificate prior to 10/1/2023</p><p>Some locations may require:</p><ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Assists the patient and family to achieve the desired comfort levels.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Group (IDG).</li><li>Completes clinical admissions for all Company services including, but not limited to:<ul><li>Explains services to potential patients/families and addresses questions regarding patient fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Identifies admission objections, concerns or other entry barriers and provides responses</li><li>Educates patient/family on admission requirements and addresses immediate needs</li><li>Completes informed consents and initial assessment according to regulations and Company policy</li><li>Provides information to Physicians and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with Admissions to ensure timely follow-up.&nbsp; When assignment is complete, informs Admissions and prepares for next assignment.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Obtains consents for services and arranges safe discharge in an efficient manner for referred and eligible patients while meeting productivity expectations.</li><li>Obtains medical record information for the referral.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li><li>Works with Professional Relations Representatives (PRRs) to provide education on all available services.</li><li>Provides care for any GIP patients in a hospital including daily visits, professional management, documentation and efficient discharge.</li></ul><p><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Comply with Company policies, procedures and standard practices.<br>• Observe the Company's health, safety and security practices.<br>• Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Use resources in a fiscally responsible manner.<br>• Promote the Company through participation in community and professional organizations.<br>• Participate proactively in improving performance at the organizational, departmental and individual levels.<br>• Improve own professional knowledge and skill level.<br>• Advance electronic media skills.<br>• Support Company research and educational activities.<br>• Share expertise with co-workers both formally and informally.<br>• Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Provides and manages direct care to patients and families as part of Interdisciplinary Group (IDG), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up.<br>• Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs.<br>• Educates patient, family, caregivers and other health professionals about disease process and decline, palliative interventions, care giving, dying process and safety practices.<br>• Reports changes in the patient’s condition to appropriate members of the IDG or other health professionals.<br>• Participates with the IDG to evaluate hospice referrals/admissions for level of care appropriateness.<br>• Attends patient deaths; prepares body for transport; oversees disposal of medications.<br>• Provides appropriate bereavement interventions to the family and caregiver in conjunction with psychosocial staff.<br>• Presents concise and pertinent oral and written reports to IDG; respects and encourages input from all disciplines.<br>• Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others.<br>• Supervises patient care given by other nursing team members (i.e., LPNs, Hospice Aides, and contract nurses).<br>• Performs other duties as assigned.<br><br>Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.):<br><br>While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel.<br><br>Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance.<br><br>Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

Chapters Health System

RN, Care Coordinator Sun-Wed

RN, Care Coordinator Wed - Sat

RN, Care Coordinator Wed-Sat

<h3>Job Description:</h3><p><strong>The Role</strong><br>Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! </p><p><br><strong>What to expect… </strong><br>As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a></p><p><br><strong>2. Skill Development </strong><br>In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, 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>

Customer Relationship Advocate Career Development Experience- Jacksonville, FL

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>SIGN ON BONUS AVAILABLE!<br><br>BENEFITS DAY 1!<br><br>The Hospice RN is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.<p>Qualifications:<br>• Current license as RN in the state where the employee will be working<br>• Minimum one (1) year of in-patient nursing or hospice experience for external candidates; for internal applicants, minimum of 6-months of LPN experience with hospice/home health within an affiliate<br>• Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Reliable transportation to meet visit schedule<br>• Ability to use equipment with visual and auditory mechanisms<br>• Ability to effectively communicate in English (verbal and written)<br>• Flexible schedule to meet the needs of Hospice House patients<br>• Ability to manage the emotional stress of working with and caring for terminally ill patients and their families<br>• Ability to physically access patient rooms, other areas of the Hospice House/Hospital/ALF, etc., and any home (i.e., navigate stairs and narrow spaces, tolerate heat and lack of air conditioning) within any part of the service area<br>• Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation</p><p>•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross. Employees hired prior to 12/31/2022 must obtain certificate prior to 10/1/2023</p><p>Some locations may require:</p><ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Assists the patient and family to achieve the desired comfort levels.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Group (IDG).</li><li>Completes clinical admissions for all Company services including, but not limited to:<ul><li>Explains services to potential patients/families and addresses questions regarding patient fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Identifies admission objections, concerns or other entry barriers and provides responses</li><li>Educates patient/family on admission requirements and addresses immediate needs</li><li>Completes informed consents and initial assessment according to regulations and Company policy</li><li>Provides information to Physicians and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with Admissions to ensure timely follow-up.&nbsp; When assignment is complete, informs Admissions and prepares for next assignment.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Obtains consents for services and arranges safe discharge in an efficient manner for referred and eligible patients while meeting productivity expectations.</li><li>Obtains medical record information for the referral.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li><li>Works with Professional Relations Representatives (PRRs) to provide education on all available services.</li><li>Provides care for any GIP patients in a hospital including daily visits, professional management, documentation and efficient discharge.</li></ul><p><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Comply with Company policies, procedures and standard practices.<br>• Observe the Company's health, safety and security practices.<br>• Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Use resources in a fiscally responsible manner.<br>• Promote the Company through participation in community and professional organizations.<br>• Participate proactively in improving performance at the organizational, departmental and individual levels.<br>• Improve own professional knowledge and skill level.<br>• Advance electronic media skills.<br>• Support Company research and educational activities.<br>• Share expertise with co-workers both formally and informally.<br>• Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Provides and manages direct care to patients and families as part of Interdisciplinary Group (IDG), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up.<br>• Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs.<br>• Educates patient, family, caregivers and other health professionals about disease process and decline, palliative interventions, care giving, dying process and safety practices.<br>• Reports changes in the patient’s condition to appropriate members of the IDG or other health professionals.<br>• Participates with the IDG to evaluate hospice referrals/admissions for level of care appropriateness.<br>• Attends patient deaths; prepares body for transport; oversees disposal of medications.<br>• Provides appropriate bereavement interventions to the family and caregiver in conjunction with psychosocial staff.<br>• Presents concise and pertinent oral and written reports to IDG; respects and encourages input from all disciplines.<br>• Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others.<br>• Supervises patient care given by other nursing team members (i.e., LPNs, Hospice Aides, and contract nurses).<br>• Performs other duties as assigned.<br><br>Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.):<br><br>While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel.<br><br>Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance.<br><br>Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

RN, Care Coordinator LifePath Hospice

<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>

Financial Representative - Naples, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</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>

Investment Consultant - Fort Myers, FL

<p><b>At NASCAR, you will find a community of passionate individuals who care about our sport and are united in seeing it grow.</b></p><p>We are a company unlike any other. We want you to bring your experience, skills and passion to our close-knit, high-energy environment in which our employees thrive and where you can prosper. We know the key to our success is our employees and we offer highly competitive salaries, a solid benefits package focused on wellness, and opportunities for you to grow and develop both personally and professionally. It won’t take you long to find out that you are on the right track here at NASCAR!</p><p>The NASCAR Sales Academy is seeking driven and passionate individuals to enter a highly competitive and selective sales training program of <b>Personal Ticket Consultant</b>, that will shape the future of ticket sales across NASCAR properties. Trainees will be given best in industry sales training that will focus on building a strong sales foundation in which the trainees will use to build a lasting career in sports.<br><br>&nbsp;The NASCAR Sales Academy is a performance-based program which allows successful trainees the opportunity to interview for full time account executive positions across NASCAR properties.<br></p><ul><li>Darlington Raceway®&nbsp; - South Carolina</li><li>Daytona International Speedway® - Florida</li><li>Homestead-Miami Speedway® - Florida</li><li>Phoenix Raceway® - Arizona</li><li>Kansas Speedway®&nbsp; - Kansas</li><li>Martinsville Speedway® - Virginia</li><li>Michigan International Speedway®&nbsp; - Michigan</li><li>Richmond Raceway®&nbsp; - Virginia</li><li>Talladega Superspeedway®&nbsp; -Alabama</li><li>Watkins Glen International®&nbsp; - New York</li></ul><p><b>ESSENTIAL DUTIES AND RESPONSIBILITIES&nbsp;</b></p><ul><li>Generate ticket revenue through both new business campaigns as well as renewal cycles</li><li>Make 80+ outbound sales calls on a daily basis</li><li>Lead in creating an outbound sales culture that maximizes ticket sales and revenue generated through converted outbound calls</li><li>Achieve weekly and monthly sales goals</li><li>Build strong relationships with defined account base through proactive communication</li><li>Additional duties as assigned</li></ul><p><b>QUALIFICATIONS</b></p><ul><li>Bachelor’s degree in Business, Sport Management, Marketing or related field preferred</li><li>Passion for sales and committed to being a leader in the sports industry</li><li>Team player that strives to achieve goals</li><li>Willingness to learn and be coachable</li><li>Distinguished verbal communicator with a strong phone presence</li><li>Proficient in basic computer software programs</li><li>Flexibility in working extended hours as needed</li></ul><p>Apply Now!</p><p>Learn more about this role and our team by applying at <a href="https://careers.nascar.com/&amp;nbsp" target="_blank">https://careers.nascar.com/&amp;nbsp</a>; for consideration.</p><p>NASCAR is committed to fostering a diverse work environment where all employees feel valued and empowered. NASCAR is an Equal Opportunity Employer (EEO). We seek to attract and retain the best qualified people available. All qualified applicants will receive consideration for employment without regard to race, color, gender, gender identity and expression, age, national origin, disability, religion, sexual orientation, genetic information, pregnancy, veteran status or any basis that is protected by applicable law except where a bona fide occupational qualification exists.</p>

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