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It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! 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!Role: 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.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Ability to visit Participant in their homes to assessments • 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•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.Some locations may require:<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>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 Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, 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 other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.- Participant visit frequency dependent on risk score/needs to be determined- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community. • Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals. • Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.- Attends daily IDT collaboration meetings • Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care provided by Community Health Workers and Home Health Aides as requested. • Performs other duties as assigned. 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.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.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.

Chapters Health System

Care coordinator RN

<h3>Job Description:</h3><h3>Wealth Planner</h3>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.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.

Fidelity Investments

VP, Wealth Planner - Altamonte Springs, FL

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! 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!Sign On Bonus!!! Benefits Day 1!!! Role: 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.Qualifications: • Current license as RN in the state where the employee will be working • Minimum one (1) year of nursing, preferable to have experience with home health, skilled nursing, and/or case management • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Ability to visit Participant in their homes to assessments • 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•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross.Some locations may require:<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>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 Team (IDT).</li><li>Completes initial and semi-annual assessment for all Company services including, but not limited to:<ul><li>Explains services to patients/families and addresses questions regarding patient needs, fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Provides information to Physicians and other IDT members and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to enhance prevention, 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 other members of the IDT.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li></ul> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • Provides and manages direct care to patients and families as part of Interdisciplinary Team (IDT), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, prevention, palliative interventions, care giving, dying process and safety practices.- Participant visit frequency dependent on risk score/needs to be determined- Home visits to assess home safety, medication compliance, nutritional compliance, DME compliance- ability to live safely in the community. • Reports changes in the patient’s condition to appropriate members of the IDT or other health professionals. • Participates with the IDT to evaluate hospice referrals/admissions for level of care appropriateness.- Attends daily IDT collaboration meetings • Presents concise and pertinent oral and written reports to IDT; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care provided by Community Health Workers and Home Health Aides as requested. • Performs other duties as assigned. 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.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.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.

RN, Care Coordinator M-TH 8a-6:30p - Cornerstone Hospice

It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! 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!Role: The Per Diem 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.Qualifications: • Current license as RN in the state where the employee will be working•&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. For LPN in a Hospice House, the deadline is 3/31/2023.• 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 • Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system • Mobile Driver - Valid driver’s license and automobile insurance per Company policy • Reliable transportation to meet visit schedule • Ability to use equipment with visual and auditory mechanisms • Ability to effectively communicate in English (verbal and written) • Flexible schedule to meet the needs of Hospice House patients • Ability to manage the emotional stress of working with and caring for terminally ill patients and their families • 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 • 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 accommodationSome locations may require:<ul><li>Cross training to hospice house or field (home/facility/admission) positions of equal licensure/certification and scope when census calls for flexible staffing</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> Competencies: • Satisfactorily complete competency requirements for this position. Responsibilities of all employees: • Represent the Company professionally at all times through care delivered and/or services provided to all clients. • Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse. • Comply with Company policies, procedures and standard practices. • Observe the Company's health, safety and security practices. • Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company. • Use resources in a fiscally responsible manner. • Promote the Company through participation in community and professional organizations. • Participate proactively in improving performance at the organizational, departmental and individual levels. • Improve own professional knowledge and skill level. • Advance electronic media skills. • Support Company research and educational activities. • Share expertise with co-workers both formally and informally. • Participate in Quality Assessment and Performance Improvement activities as appropriate for the position. Job Responsibilities: • 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. • Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs. • Educates patient, family, caregivers and other health professionals about disease process and decline, palliative interventions, care giving, dying process and safety practices. • Reports changes in the patient’s condition to appropriate members of the IDG or other health professionals. • Participates with the IDG to evaluate hospice referrals/admissions for level of care appropriateness. • Attends patient deaths; prepares body for transport; oversees disposal of medications. • Provides appropriate bereavement interventions to the family and caregiver in conjunction with psychosocial staff. • Presents concise and pertinent oral and written reports to IDG; respects and encourages input from all disciplines. • Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others. • Supervises patient care given by other nursing team members (i.e., LPNs, Hospice Aides, and contract nurses). • Performs other duties as assigned. 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.): While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel. Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance. Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.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.

PRN RN Care Coordinator (Cornerstone Hospice)

RN Care Coordinator Per -Diem

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’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.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.

Planning Consultant - Winter Park, FL

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: The Villages, Winter Park<h3>High Net Worth Representative</h3>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.<h3>The Purpose of Your Role</h3>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.<h3>The Value You Deliver</h3><ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>Series 7 required</li><li>Series 63 preferred (paid training &amp; support provided)</li><li>2-3 years of previous experience working in the financial services industry</li><li>Strong technological savvy and comfort with learning how to use new tools</li></ul><h3>The Skills You Bring</h3><ul><li>You have a broad-based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience</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.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’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.

7 Project Management / Professional Services Jobs in Tavares, FL 32778, USA