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<h3>Job Description:</h3>VP, Retirement Advisor Consultant- WORK FROM HOME/REMOTE LOCATIONS IN NYC, NJ, PHILADELPHIA OR WASHINGTON DCJob Description:This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your region. Focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.CANDIDATES MAY BE BASED REMOTELY IN NYC, NJ, PHILADELPHIA OR WASHINGTON DCThe TeamFidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.The Expertise You Have<ul><li>Experience in a business development or sales role</li><li>Understanding of Advisor value proposition and experience</li><li>Track record of running successful initiatives and projects</li><li>Passion for relationship building and partnering</li><li>Curious mind-set combined with a dynamic and flexible operating style</li><li>Project organization, management, and deployment</li><li>Series 7 &amp; 63 licenses need to be acquired upon accepting the role</li><li>Previous experience and knowledge of the retirement benefits landscape are must-haves</li></ul>The Skills You Bring<ul><li>Excellent listening &amp; communication / story-telling skills that develop trust with Advisors, clients, and business partners</li><li>External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions</li><li>Creative problem solving with an ability to combine analytical and critical thinking</li><li>Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities</li><li>Curiosity about people, business, economics, and our product solutions</li></ul>The Value You Deliver<ul><li>Develop an Advisor network focused on growing and better servicing clients with Fidelity</li><li>Create Advisor centric sales strategies with selling teams</li><li>Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions</li><li>Support selling teams to deliver best in class sales meetings with Advisors</li><li>Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system</li><li>Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts</li><li>Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners</li><li>Contribute to product development and process improvement efforts</li><li>Other duties as assigned</li></ul>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling 'Dynamic Working'. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every four weeks. These requirements are subject to change.Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.The base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

VP, Advisor Consultant

<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:Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ<h3>Client Support Specialist</h3>We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia 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 Client Support Specialist, 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.The base salary range for this position is $50,000 - $76,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Client Support Specialist - Greater Philadelphia, PA Area (REMOTE)

<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: Pittsburgh, Pitt - South HillsAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceMost 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.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.

Client Support Specialist - Greater Pittsburgh, PA Area (REMOTE)

ABOUT GREYSTAR​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 over $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>. JOB DESCRIPTION SUMMARYThe Community Assistant (CA) works with and supports the team of property management professionals in achieving occupancy and retention goals by performing administrative tasks related to leasing, marketing, and customer service at the community.JOB DESCRIPTION1.&nbsp;&nbsp; &nbsp;Performs administrative tasks for the leasing office including but not limited to: copying documents, filing resident files, preparing notices, handling resident calls, and organizing rent payments and other collateral materials.2.&nbsp;&nbsp; &nbsp;Assists with sales and leasing activities to achieve the property’s revenue and occupancy goals by conducting virtual tours, responding to online inquiries, greeting and qualifying prospects, conducting property tours, and showing apartments.3.&nbsp;&nbsp; &nbsp;Assists with the lease preparation process by generating all required lease paperwork and organizing resident lease files.4.&nbsp;&nbsp; &nbsp;Assists with move in and move out process for residents; commits to working move-in and move-outs with the understanding that these events, along with “turn”, are mandatory work dates. Any time off during these dates will be considered an exception and must be requested and approved in writing by the Community Manager well in advance.5.&nbsp;&nbsp; &nbsp;Answers incoming calls and sets appointments for prospects to tour the property.6.&nbsp;&nbsp; &nbsp;Performs on-campus marketing outreach to generate Community awareness and qualified traffic.7.&nbsp;&nbsp; &nbsp;Assists with coordinating resident functions, including parties, birthday cards, unit visits, and other programs to achieve resident satisfaction goals.8.&nbsp;&nbsp; &nbsp;Schedules and conducts resident visits as directed and distributes notices such as flyers, newsletters, resident surveys, and late notices.9.&nbsp;&nbsp; &nbsp;Acts as an after-hours liaison between residents and property management. Works mandatory on-call schedule, for&nbsp; which the CA will be paid a specified minimum number of hours plus any actual hours which exceed the standard&nbsp; minimum hours. Responds to after-hours emergencies within a required period of time. At least one on-call shift per&nbsp; week is expected; however, the schedule is determined at the site level.10.&nbsp;&nbsp; &nbsp;Responds quickly and courteously to resident concerns and questions and takes prompt action to solve problems and/or document and convey resident or other requests to the appropriate individual(s).11.&nbsp;&nbsp; &nbsp;Must be available to work a minimum of 10 hours per week.12.&nbsp;&nbsp; &nbsp;Must be enrolled at a local university and be in good academic standing. 13.&nbsp;&nbsp; &nbsp;Lives onsite unless an exception has been granted by a Director of Operations or Senior Director of Operations.14.&nbsp;&nbsp; &nbsp;Other duties as assigned.COMPENSATION &amp; BENEFITSCompensation is based on geographic location and individual pay decisions will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.Corporate Positions: In addition to the base salary, may be eligible for an annual performance bonus that is based on individual and company performance.Onsite Property Positions: In addition to the base salary, may be eligible for a discretionary weekly, monthly and/or quarterly bonus based on budget.Greystar seeks to attract, recruit, advance and retain top talent. Greystar’s compensation strategy is tailored to appropriately reward the skillset and experience that a&nbsp;team member will bring to the organization.Benefits Offered for Part-time Team Members:<ul><li>401(k) with Company Match (eligibility required)</li><li>Employee Assistance Program</li><li>Paid sick time</li></ul>For Union and Prevailing Wage roles compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority.Greystar will consider for employment qualified applicants with arrest and conviction records.

6 Jobs in Williamsport, PA, USA