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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 - Durham, NC

<strong>Take your career further with McLane!</strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. <br><br>The National Account Manager is primarily responsible for the daily management of assigned concept(s) and executes all Kinexo department activities required to meet concept(s) contractual requirements and expectations.   <br><br>This position is based in Rocky Mount, NC, which will require the candidate to report and work from the office on a regular basis. Therefore, interested candidates should be within a 50-minute commute to Rocky Mount, NC.<br><br><strong>Benefits you can count on: </strong><br><ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a National Account Manager: </strong><br><ul><li>Build and develop broad based relationships with concept(s) to achieve best practice supply chain solutions. </li><li>Responsible for business opportunities project development, solution, and implementation. </li><li>Manage LTO projects to include rollout, inventory management, reporting and depletion of inventory to coincide with concept marketing plan. </li><li>Manage the Kinexo internal execution of all aspects of the concept's customer service, pricing, purchasing, implementation, compliance, logistics, accounting analytics and communicate effectively with concept. </li><li>In conjunction with Strategic Account Manager, review established concept KPI's, business targets, execution of contractual agreements on predetermined schedule. </li><li>In conjunction with Strategic Account Manager, develop business reviews, receiving Senior Management approval and presenting to concept on predetermined schedule. </li><li>Complete special projects as tasked by the concept and Director, Account Management. </li><li>Utilize current vendor business relationships to explore and develop further supply chain solutions resulting in additional new concept volume through Kinexo system. </li><li>Monitor slow moving, overstock and dead stock products providing disposition direction to purchasing based on agreed solution with concept. </li><li>Internal concept AOP development and sales projections with ongoing concept P&amp;L management. </li><li>Participate in cross functional teams for process improvement to close operational gaps and improve bottom line. </li><li>Lead and or participate in cross functional teams for process improvements to close operational gaps by development or modification of SOPs I order to improve bottom line profit. </li><li>Perform other duties as assigned. </li></ul><br><strong>Qualifications you'll bring as a National Account Manager: </strong><br><ul><li>Working knowledge of principle food service disciplines including purchasing, customer service, accounting, warehousing, and transportation. </li><li>Foster a supportive and collaborative environment internally and with assigned concepts. </li><li>Personable with outstanding written and verbal communication skills. </li><li>A collaborative team player. </li><li>Proven ability to achieve results through persistent negotiations, appropriate allocation of resources, strong communication skills and good judgment. </li><li>Ability to establish and maintain a range of contacts within and outside the company in a highly professional manner; must be tactful and articulate. </li><li>Working knowledge of Microsoft Office software products. </li><li>A bachelor's degree (BS, BA) preferred in Business, Supply Chain, Logistics, or related area. </li><li>Experience in the foodservice industry preferred. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

National Account Manager

<br><h4>Company Description</h4><p>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.<br><br>We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.</p><h4>Job Description</h4><p>We are seeking a full time Retail Merchandiser for our&nbsp;Asheville, NC territory. The Retailer Merchandiser works autonomously to ensure the success of the sale, volume, rate of sale growth, distribution, brand presence, and positioning of our premium spirits portfolio within a set of dedicated off premise accounts. A high emphasis is placed on increasing the availability and visibility of products through customer relations, quality control, proper merchandising, and promotions.&nbsp;</p><p>Here’s a small sample of what you’ll be doing:</p><ul><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks, and reorders as necessary according to the planogram standards</li><li>Sell-in and build brand displays according off-premise standards</li><li>Execute point of sale (POS) programs to standard</li><li>Ensure compliance of all alcoholic beverage regulations</li><li>Establish and maintain relationships with key customers</li><li>Utilize on-line database and systems to track territory and account progress.</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li></ul><p>The physical demands of this role require the following:</p><ul><li>Bending, squatting, crouching and reaching, climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of 50 pounds or more</li></ul><p>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.</p><h4>Qualifications</h4><ul><li>Must be 21 years or older</li><li>Currently pursuing an associates or bachelor’s degree</li><li>Demonstrated strong oral, written, and interpersonal communication skills</li><li>Strong organizational skills, and attention to quality, detail, and accuracy.&nbsp;</li><li>Must live in assigned territory and be willing to travel throughout</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently, up to 50 lbs.</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Computer literacy with the ability to use software applications including Microsoft Word, Excel, and PowerPoint, and e-mail programs such as Outlook.&nbsp;</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4><p>The base compensation range for this job classification is between $43,888.00-$45,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus-eligible, with bonus potential subject to applicable bonus plan terms and conditions.</p><p>This position offers incentive opportunities&nbsp;plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!</p><p>Enthuse is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion,&nbsp;age,&nbsp;sex, sexual orientation, gender identity&nbsp;or expression, national origin, citizenship, disability,&nbsp;genetics, pregnancy,&nbsp;protected veteran status or other characteristics protected by applicable federal, state, or local law.</p><p>Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@enthuse-marketing.com" target="_blank">recruitment@enthuse-marketing.com</a>.</p>

ENTHUSE

Retail Merchandiser - Asheville, NC

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a Senior Vice President, Business Development you will focus on selling Fidelity’s solutions and products to defined benefit plans, non-Fidelity record kept defined contribution plans, balance sheet assets and other institutional solutions to mid-market clients, defined as having retirement assets under $1.4B. This role will also work with public plans under $500M in retirement assets. As a key member of the professional staff, this individual will develop and implement a coherent, regionally focused business development plan and will be charged with raising significant amounts of new investment assets from institutional clients. Fidelity Institutional is dedicated to the institutional marketplace. This organization is a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income, global asset allocation and alternatives.</p><p><strong>Location: In Southeast Territory</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required, MBA desired.</p></li><li><p>CFA strongly desired.</p></li><li><p>Series 7 and 63 (or equivalent)</p></li><li><p>Strong knowledge of U.S. and international capital markets, as well as Fidelity domestic and international investment subject areas in the equity and fixed income products areas.</p></li><li><p>Defined benefit experience. Familiarity with LDI and risk management solutions.</p></li><li><p>Experience selling target date solutions</p></li><li><p>Experience selling alternative investments</p></li><li><p>Proven success covering Institutions is strongly preferred.</p></li><li><p>15 plus years or greater experience in the financial and investment management industry, with a history of successfully leading multiple client relationships for a portion of that time. Asset management client relationship experience preferred.</p></li><li><p>Proven ability to build and execute. At least ten years of institutional sales/distribution experience working with institutional clients and their consultants.</p></li><li><p>Proficient and successful in selling multi-asset class investment solutions</p></li><li><p>Excellent presentation and communication skills needed to present, deliver and articulate the Firm’s positioning and development of existing and new products (FIAM and FMR investment products).</p></li><li><p>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner.</p></li><li><p>Strong consultative, relationship-based selling skills.</p></li><li><p>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets.</p></li><li><p>Outstanding collaboration skills, ability to work appropriately with portfolio managers, trading, research and fellow sales and consultant relations professionals to position and sell the full range of investment solutions for institutional clients.</p></li><li><p>Proven ability to work across a complex organizational culture</p></li><li><p>Self-motivated, driven individual who will find value-added ways to engage with CFO/Treasurers</p></li><li><p>In conjunction with the Workplace investing relationship lead, expand new defined benefit business opportunities within the prospect base</p></li><li><p>Excellent communication skills working with various groups within the Fidelity organization</p></li><li><p>Identify new institutional client prospects, speaking engagements at conferences and raising, appropriately, the visibility of the Firm.</p></li><li><p>Must be proactive and have excellent communication and presentation skills.</p></li><li><p>Excellent interpersonal, problem solving, influencing, and consultative skills.</p></li><li><p>Excellent organizational skills follow through and ability to prioritize.</p></li><li><p>Strong leadership and team building skills.</p></li><li><p>Passion for financial markets, investment process and provision of effective investment solutions.</p></li><li><p>Develop relationships with investment consultant and advisor community</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>A key aspect of this role is the ability to engage sophisticated institutional clients to discuss a variety of investment solutions. This individual will need to be self-motivated and able to collaborate with internal partners to drive sales with institutions. The associate will regularly partner with our investment teams, both in presenting to clients, but also in order to gain expertise to represent our solutions appropriately in their territory. Located in the Southeast this position offers the opportunity to represent Fidelity's institutional investment capabilities to a broad array of complex clients.</p><h3>Certifications:</h3><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>

SVP - Institutional Sales, Mid-Market(Southeast Territory)

<br>Position Title: Tenant Sales Coordinator<br> <br>Location:  Charlotte, NC<br> <br>Full Time/Part Time: Full time<br> <br>Req ID:  R340-2025<br> <br>Description:  <p>******Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** We are currently seeking a Tenant Sales Coordinator to handle the following responsibilities:</p><ul><li><p>Process percentage rent billings timely</p></li><li><p>Compile source data and automate distribution via email merges - missing sales letters</p></li><li><p>Reconciliation of reporting data vs actual calculations</p></li><li><p>Follow up on missing sales if percentage rent was previously billed</p></li><li><p>Generate MRI gross sales reports</p></li><li><p>Update tenant sales information in MRI</p></li><li><p>Manage sales tasks in Salesforce</p></li><li><p>Work with offshore team on retail setups in MRI</p></li><li><p>Manage contact cases</p></li><li><p>Assist and manage audit requests</p></li><li><p>Assist with other special projects/responsibilities</p></li></ul><p>Requirements:</p><ul><li><p>Bachelors degree, or equivalent, relevant experience</p></li><li><p>2+ years commercial real estate knowledge, including lease language interpretation preferred</p></li><li><p>Prior reconciliation experience strongly preferred</p></li><li><p>Prior work experience utilizing strong administrative skills</p></li><li><p>Ability to interact effectively with a range of internal and external customers</p></li><li><p>Demonstrated proficiency in Word, Excel and PowerPoint, with the ability to learn internal systems and ability to multi-task</p></li></ul><p>** Kimco Realty is an Equal Opportunity Employer – Veteran/Disability **</p><br> <br>About Us:  <p>Kimco's mission is to create destinations for everyday living that inspire a sense of community and deliver value to our many stakeholders.</p><br><p>Kimco Realty® (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.</p><br><p>Publicly traded on the NYSE since 1991 and included in the S&amp;P 500 Index, the company has specialized in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities for more than 65 years. With a proven commitment to corporate responsibility, Kimco Realty is a recognized industry leader in this area. As of June 30, 2025, the company owned interests in 566 U.S. shopping centers and mixed-use assets comprising 101 million square feet of gross leasable space. </p><br><br><br><br><p>PI278346041</p>

Kimco Realty Corporation

Tenant Sales Coordinator

<br><h4>Company Description</h4><p>Enthuse is an education-led marketing agency. We’re a passionate team of marketers, educators, and instructional designers all dedicated to a singular mission – we teach the world to love our client’s brands.</p><p>We’re also one of the fastest growing WBENC-certified, 100% women-owned and led marketing agencies in the United States. So,&nbsp;join us and help create&nbsp;engaging content, delivered by world-class storytellers through unforgettable experiences that drive real business results. And do so while taking pride in the fact that each year, we devote a portion of our profits to help empower other women entrepreneurs who often don’t have equitable access to resources like capital, mentorship, and community.</p><h4>Job Description</h4><p>We are seeking an Off Premise Beer Sales Representative for our Raleigh, NC territory. The Off Premise Beer Sales Representative works to ensure the success of the sale, volume, rate of sale growth, and brand presence to accelerate momentum for our premium brand within a dedicated territory. A high emphasis is placed on increasing the availability and visibility of products through distribution, display execution and cooler resets. The Off Premise Beer Sales Representative will build strong relationships with distributor personnel to ensure market goals are met.&nbsp;</p><p>Here’s just a small sample of what you’ll be doing:</p><ul><li>Regular travel within a dedicated territory (200-mile radius) to call on multiple distributor territories</li><li>Extended travel (up to 75% of time) to additional markets in support of distributor crew drives</li><li>Taking a data driven approach to both identify new opportunities for distribution and upsell, secure multiple SKU distribution, cooler visibility and displays</li><li>Establish and maintain a regular weekly schedule of account appointments including sales calls, and distributor work-withs</li><li>Develop creative solutions to meet account specific needs identified during sales calls</li><li>Work closely with local distributor manager and distributor personnel to collaborate on goals and objectives and ensure proper product inventory&nbsp;</li><li>Maintain store shelf standards and inventory, including rotation of products, checking date codes, processing restocks and reorders as necessary according to the planogram standards. Execute point of sale (POS) programs to standard</li><li>Bring awareness to and promote our premium brands through special events, sampling, and education</li><li>Maintain open communication with field and HQ</li><li>Manage budget and maintain records for monthly reconciliation</li><li>Ensure compliance of all alcoholic beverage regulations</li></ul><p>The physical demands of this role require the following:&nbsp;</p><ul><li>Bending, squatting, crouching and reaching,&nbsp;climbing, kneeling, and stooping including to arrange and display point of sale</li><li>Frequent lifting and moving cases of product and other objects of&nbsp;50&nbsp;pounds or more</li></ul><p>The above is not a complete listing of all miscellaneous, incidental, or similar duties which may be required from day to day.&nbsp;</p><h4>Qualifications</h4><ul><li>Associates Degree required; Bachelor’s Degree preferred</li><li>Must be 21 years or older</li><li>1-3 years demonstrated sales experience, preferably of beers, wines and spirits is required</li><li>Previous retail or off-premise work experience is a plus</li><li>Must have working knowledge of Microsoft Office</li><li>Must live in assigned territory with access to reliable transportation – large vehicle preferred&nbsp;</li><li>Must have valid driver's license, registered and insured vehicle with clean driving record/background check</li><li>Must be able to lift and move cases of product frequently</li><li>Must be able to climb, kneel, and stoop to arrange and display point of sale</li><li>Must be willing to work weekends and holidays, as needed</li><li>Manage administrative tasks with attention to meeting agency compliance guidelines and standards</li></ul><h4>Additional Information</h4><p>The base compensation range for this job classification is between $45,000.00-$55,000.00 annually. The determination of what a specific employee in this job classification is paid depends on a number of factors, including, but not limited to, prior employment history/job-related skills and qualifications, length of service, brand program, and geographic location. This job classification is bonus eligible, with bonus potential subject to applicable bonus plan terms and conditions.</p><p>This position offers incentive opportunities plus full benefits including Medical, Dental, Vision, 401k with match, PTO time and more!</p><p>Enthuse Marketing is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, national origin, citizenship, disability, genetics, pregnancy, protected veteran status or other characteristics protected by applicable federal, state, or local law.</p><p>Enthuse is committed to providing reasonable accommodations to qualified individuals with disabilities and for other reasons in the employment application and hiring process, in accordance with applicable law. To request an accommodation please contact&nbsp;<a href="mailto:recruitment@inspiramarketing.com" target="_blank">recruitment@inspiramarketing.com</a>.</p>

Off Premise Beer Sales Representative- Raleigh, NC

<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 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>

Financial Consultant - Greensboro, NC

<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 $315 billion of real estate in 250 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 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of more than $78 billion of assets under management, including over $36 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>Executes the property’s marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals at this senior living community by performing all activities related to leasing and marketing to new residents, providing resident satisfaction throughout the term of the lease, and securing resident lease renewals.<br><br>This position is an onsite property management role.<p><b>JOB DESCRIPTION</b></p><ul><li>Performs all sales and leasing activities to achieve the property’s revenue and occupancy goals by greeting and qualifying prospects, conducting property tours and showing apartment homes, continuing the relationship with prospects through follow-up and consistent discovery, processing applications, credit screening, and criminal background checks, preparing the lease and move-in package, and ensuring a smooth resident move-in and lease signing.</li><li>Collects all pertinent information from prospective residents at move-in and record as appropriate.</li><li>Continually update the market survey to stay informed about current market and competitor conditions that may impact the community’s occupancy, market rent, and sales results, develops and implements short- and long-term marketing plans and goals to sustain occupancy, and follows the property’s established policies related to concessions, specials, and other programs to boost occupancy.</li><li>Designs and executes marketing activities and events to create and drive traffic to the property, including implementing resident referral and employer outreach programs, using internet marketing tools (Craigslist, Facebook, e-mail, and other websites), and following other property-specific marketing plans, drives, and special programs.</li><li>Uses the on-site property management software application (Entrata, Yardi, etc.) to track apartment availability, record traffic and leasing activities, manage resident and prospect data, and capture critical demographic and other information about existing and future residents.</li><li>Ensures that the property and show units meet the Company’s standards for show quality by daily inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to the property’s maintenance team members, merchandising and ensuring a physically appealing show unit and/or model and amenities, and preparing the leasing office for daily leasing activities.</li><li>Executes and performs activities in support of the property’s lease renewal program by preparing lease renewal letters and packages for residents, meeting with and contacting renewing residents in advance of move-out dates, and ensuring that lease renewal documents are signed and implemented on time.</li><li>Responds quickly and courteously to resident and client/owner concerns and questions, and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s).</li><li>Demonstrates customer services skills by treating residents and others with respect, answering resident questions, and responding sensitively to complaints about maintenance services. Interacts with all residents and acknowledges them by name if possible.</li><li>Attends community and networking events, aligns themselves with local associations and community organizations, and participates in outreach marketing efforts as necessary to drive traffic to community and generate viable referral sources and new business leads.</li><li>Follow-up – Utilizes current CRM to maintain an accurate and up-to-date prospect database. Assist with daily, meaningful prospect follow-up. Helps the team perform the required number of follow-up contacts in accordance with Greystar standards through phone calls, personal visits, notes, etc. Coordinate prospect and depositor related creative follow up deliveries with couriers, shipping, Amazon, etc.</li><li>Sales Collateral – Organize and ensure adequate supply of fully assembled sales collateral, marketing and outreach packets.</li><li>Maintain files and marketing materials for realtors, transition companies, and moving companies.</li><li>Maintain Sales Consultant - SH copies of all floor plans, in hard copy and email versions.</li></ul><p>#LI-AW1</p><p>This position includes an incentivizing bonus structure.</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>

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