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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 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 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Representative - St. Louis, MO

<p><b>ABOUT GREYSTAR</b></p><p>Greystar 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>.</p><p><b><br>JOB DESCRIPTION SUMMARY</b></p>The Lifestyle Coordinator plays an integral role in the support of the day-to-day management of the community to achieve community goals surrounding resident retention. This role works closely with the Community Manager and Sales Consultants to assist in the move-in process, the creation and coordination of programs and resident events, and with all aspects of sales and marketing for the senior living community.<p><b>JOB DESCRIPTION</b></p><p>1.&nbsp;&nbsp; &nbsp;Greets prospects and residents as they enter the office/leasing area and ensures the comforts of prospects and visitors while they wait to speak with a team member. Assists with tours as needed</p><p>2.&nbsp;&nbsp; &nbsp;Answers phone calls, routes all calls to the appropriate team member for assistance, and assists with completed service request call backs as necessary.</p><p>3.&nbsp;&nbsp; &nbsp;Maintains the guest suite schedule to ensure proper payment and cleanliness upon guest arrival and manages and monitors the loading dock and/or elevator schedule for move-ins and move-outs.</p><p>4.&nbsp;&nbsp; &nbsp;Manages all package deliveries by documenting arrival information and notifying residents of all package deliveries within 24 hours.</p><p>5.&nbsp;&nbsp; &nbsp;Ensures all amenities are in tour condition and prepared for resident use.&nbsp;</p><p>6.&nbsp;&nbsp; &nbsp;Utilizes amenity space to develop and execute innovative, creative, and dynamic events, services, and programs. Works to develop outcomes as well as assessment metrics to determine success of programs.</p><p>7.&nbsp;&nbsp; &nbsp;Keeps detailed information on local area restaurants, shops, delivery places, and other pertinent information that may be of interest to residents and maintains positive relationships and contacts with concierge vendors and local businesses, &nbsp;Offers recommendations to residents on a variety of services or needs and keeps up to date on events within the community.&nbsp;</p><p>8.&nbsp;&nbsp; &nbsp;Monitors and responds to Lifestyle E-mail Account and works with Lifestyle Team to ensure messages are responded to in a timely fashion and to create marketing and awareness of events, programs, services, and initiatives.</p><p>9.&nbsp;&nbsp; &nbsp;Creates and produces the monthly calendar, newsletter, and flyers with activities and events. Monitors and submits items for Resident Portal postings.</p><p>10.&nbsp;&nbsp; &nbsp;Participates in ensuring Greystar sales and marketing program standards and benchmarks are being met.&nbsp;</p><p>11.&nbsp;&nbsp; &nbsp;Provides input into the development of budgets within the property portfolio as it relates to planned activities and resident retention. Manage expenses to budget.</p><p>#LI-AW1</p><p><b>Additional Compensation</b>:</p><ul><li><i>Corporate Positions</i>:&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><i>Onsite Property Positions</i>:&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><p><b>Robust Benefits Offered*:</b></p><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><p><i>*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.</i></p><p>Greystar will consider for employment qualified applicants with arrest and conviction records.</p>

12 Project Management / Professional Services Jobs in St. Louis, MO, USA