Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
03/29/2024
Full time
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Job Title: Loan Documentation Specialist Pay: $ 18-20/hr Type: Contract to Hire Job Description: We are seeking a diligent and detail-oriented individual to join our team as a Loan Documentation Specialist. In this role, you will be responsible for performing various loan documentation tasks for moderately complex loans, ensuring strict adherence to company policies and procedures. Your primary duties will include processing and closing loan products, interpreting loan documentation policies, analyzing applicant and property information, and managing an assigned pipeline of loans. Key Responsibilities: Execute loan documentation tasks for moderately complex loans in accordance with company policies and procedures. Process and close loan products, ensuring accuracy and compliance at all stages. Interpret loan documentation policies while analyzing applicant, property, and documentation. Order all required verifications, documentation, and conduct subsequent follow-ups as necessary. Receive guidance from Loan Documentation supervisor and escalate non-routine questions as needed. Manage an assigned pipeline of loans, ensuring timely completion and accuracy. Provide guidance and training to other Loan Documentation team members. Collaborate with immediate team and functional areas on routine processes. Required Qualifications: 2+ years of experience in Loan Documentation or equivalent demonstrated through work experience, training, military experience, or education. Preferred Qualifications: Familiarity with insurance documentation review. Attention to detail and analytical mindset. Experience in underwriting/processing. Quality assurance/quality control (QA/QC) experience. Ability to follow procedures accurately. Strong critical thinking skills. We are looking for a proactive individual who thrives in a fast-paced environment and possesses excellent communication and organizational skills. If you meet the qualifications and are eager to contribute to our dynamic team, we encourage you to apply.
03/29/2024
Full time
Job Title: Loan Documentation Specialist Pay: $ 18-20/hr Type: Contract to Hire Job Description: We are seeking a diligent and detail-oriented individual to join our team as a Loan Documentation Specialist. In this role, you will be responsible for performing various loan documentation tasks for moderately complex loans, ensuring strict adherence to company policies and procedures. Your primary duties will include processing and closing loan products, interpreting loan documentation policies, analyzing applicant and property information, and managing an assigned pipeline of loans. Key Responsibilities: Execute loan documentation tasks for moderately complex loans in accordance with company policies and procedures. Process and close loan products, ensuring accuracy and compliance at all stages. Interpret loan documentation policies while analyzing applicant, property, and documentation. Order all required verifications, documentation, and conduct subsequent follow-ups as necessary. Receive guidance from Loan Documentation supervisor and escalate non-routine questions as needed. Manage an assigned pipeline of loans, ensuring timely completion and accuracy. Provide guidance and training to other Loan Documentation team members. Collaborate with immediate team and functional areas on routine processes. Required Qualifications: 2+ years of experience in Loan Documentation or equivalent demonstrated through work experience, training, military experience, or education. Preferred Qualifications: Familiarity with insurance documentation review. Attention to detail and analytical mindset. Experience in underwriting/processing. Quality assurance/quality control (QA/QC) experience. Ability to follow procedures accurately. Strong critical thinking skills. We are looking for a proactive individual who thrives in a fast-paced environment and possesses excellent communication and organizational skills. If you meet the qualifications and are eager to contribute to our dynamic team, we encourage you to apply.
Requisition ID: 2 Location: US-TX-Pearland Specialty: Physician OB/GYN Position Type: Full Time HR Rep / Recruiter: Katherine McPike Contact: Overview Obstetrics and Gynecology of Southeast Houston Seeking an experienced OB/GYN Physician to join our team Responsibilities Obstetrics and Gynecology of Southeast Houston, a part of Pediatrix Medical Group, is seeking an experienced and dedicated OB/GYN Physician to join our team. As an OB/GYN Physician, you will provide comprehensive obstetrical and gynecological services to our patients in a compassionate and patient-centered environment. Collaborating with our experienced team, you will play a vital role in creating personalized care plans and delivering exceptional healthcare services to achieve the healthiest possible outcomes for our patients. Key Responsibilities: Patient Care: Provide comprehensive obstetrical and gynecological care to patients, including routine and high-risk obstetric care, virtual visits, infertility counseling, adult and adolescent gynecologic care, surgical care, and menopause management. Conduct thorough patient assessments, including medical history reviews, physical examinations, and diagnostic tests, to ensure accurate diagnoses and personalized treatment plans. Develop and implement evidence-based treatment plans, incorporating patient preferences and considering the unique needs and circumstances of each patient. Perform various obstetrical and gynecological procedures, such as deliveries, cesarean sections, hysterectomies, laparoscopic surgeries, and colposcopies, as appropriate and in accordance with best practices. Educate patients about their conditions, treatment options, preventive measures, and post-operative care instructions, fostering informed decision-making and active patient participation in their healthcare journey. Collaboration and Communication: Collaborate effectively with other physicians, advanced practitioners, nurses, and healthcare professionals within the practice to deliver coordinated and multidisciplinary care. Communicate with patients and their families in a compassionate and clear manner, ensuring they understand their conditions, treatment plans, and expected outcomes. Facilitate referrals to other healthcare providers or specialists as needed, ensuring seamless continuity of care. Participate in team meetings, case conferences, and other forums to discuss patient care, share knowledge, and contribute to the continuous improvement of clinical practices. About the Area Houston is the largest city in the State of Texas offering a thriving economy, an affordable housing market and excellent public and private schools and universities. The fifth largest metropolitan region in the country is also one of the best bargains when it comes to housing costs. Whether you prefer family-friendly communities, suburban living or high-rise living, there are many options that will suit any lifestyle. Another plus is the temperate climate! Residents can enjoy golf and other outdoor activities nearly all year long. There is also no state income tax in Texas. Qualifications Benefits and Compensation Our clinicians enjoy a competitive compensation package with many locations offering sign on bonuses, relocation and tuition reimbursement. Benefits for Full Time employee and qualified dependents: Health Insurance including prescription drugs Dental Insurance Vision Insurance Life Insurance Short- and Long-Term disability options Employee stock purchase program - 15% discount 401k with company match Long Term Care (LTC) Pre-tax Health Savings Account (HSA) Pre-tax Flexible Spending Accounts (FSA) Aflac Hospital, Critical Illness and Accident plans Identity Protection Employee Assistance Program (EAP) Part Time Regular employee classifications also receive this benefit Available to part-time regular and part-time casual employees age 21 and over About Us Pediatrix Medical Group, Inc. (Pediatrix) is the nation's leading provider of physician services. Pediatrix-affiliated clinicians are committed to providing coordinated, compassionate and clinically excellent services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. Specialties include obstetrics, maternal-fetal medicine and neonatology complemented by more than 20 pediatric subspecialties, as well as pediatric primary and urgent care clinics. The group's high-quality, evidence-based care is bolstered by significant investments in research, education, quality-improvement and safety initiatives. The physician-led company was founded in 1979 as a single neonatology practice and today provides its highly specialized and often critical care services through more than 5,000 affiliated physicians and other clinicians in 37 states. Please Note: Fraudulent job postings/job scams are becoming increasingly common. All genuine Pediatrix job postings can be found through the Pediatrix Careers site: . Pediatrix is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. PI
03/29/2024
Full time
Requisition ID: 2 Location: US-TX-Pearland Specialty: Physician OB/GYN Position Type: Full Time HR Rep / Recruiter: Katherine McPike Contact: Overview Obstetrics and Gynecology of Southeast Houston Seeking an experienced OB/GYN Physician to join our team Responsibilities Obstetrics and Gynecology of Southeast Houston, a part of Pediatrix Medical Group, is seeking an experienced and dedicated OB/GYN Physician to join our team. As an OB/GYN Physician, you will provide comprehensive obstetrical and gynecological services to our patients in a compassionate and patient-centered environment. Collaborating with our experienced team, you will play a vital role in creating personalized care plans and delivering exceptional healthcare services to achieve the healthiest possible outcomes for our patients. Key Responsibilities: Patient Care: Provide comprehensive obstetrical and gynecological care to patients, including routine and high-risk obstetric care, virtual visits, infertility counseling, adult and adolescent gynecologic care, surgical care, and menopause management. Conduct thorough patient assessments, including medical history reviews, physical examinations, and diagnostic tests, to ensure accurate diagnoses and personalized treatment plans. Develop and implement evidence-based treatment plans, incorporating patient preferences and considering the unique needs and circumstances of each patient. Perform various obstetrical and gynecological procedures, such as deliveries, cesarean sections, hysterectomies, laparoscopic surgeries, and colposcopies, as appropriate and in accordance with best practices. Educate patients about their conditions, treatment options, preventive measures, and post-operative care instructions, fostering informed decision-making and active patient participation in their healthcare journey. Collaboration and Communication: Collaborate effectively with other physicians, advanced practitioners, nurses, and healthcare professionals within the practice to deliver coordinated and multidisciplinary care. Communicate with patients and their families in a compassionate and clear manner, ensuring they understand their conditions, treatment plans, and expected outcomes. Facilitate referrals to other healthcare providers or specialists as needed, ensuring seamless continuity of care. Participate in team meetings, case conferences, and other forums to discuss patient care, share knowledge, and contribute to the continuous improvement of clinical practices. About the Area Houston is the largest city in the State of Texas offering a thriving economy, an affordable housing market and excellent public and private schools and universities. The fifth largest metropolitan region in the country is also one of the best bargains when it comes to housing costs. Whether you prefer family-friendly communities, suburban living or high-rise living, there are many options that will suit any lifestyle. Another plus is the temperate climate! Residents can enjoy golf and other outdoor activities nearly all year long. There is also no state income tax in Texas. Qualifications Benefits and Compensation Our clinicians enjoy a competitive compensation package with many locations offering sign on bonuses, relocation and tuition reimbursement. Benefits for Full Time employee and qualified dependents: Health Insurance including prescription drugs Dental Insurance Vision Insurance Life Insurance Short- and Long-Term disability options Employee stock purchase program - 15% discount 401k with company match Long Term Care (LTC) Pre-tax Health Savings Account (HSA) Pre-tax Flexible Spending Accounts (FSA) Aflac Hospital, Critical Illness and Accident plans Identity Protection Employee Assistance Program (EAP) Part Time Regular employee classifications also receive this benefit Available to part-time regular and part-time casual employees age 21 and over About Us Pediatrix Medical Group, Inc. (Pediatrix) is the nation's leading provider of physician services. Pediatrix-affiliated clinicians are committed to providing coordinated, compassionate and clinically excellent services to women, babies and children across the continuum of care, both in hospital settings and office-based practices. Specialties include obstetrics, maternal-fetal medicine and neonatology complemented by more than 20 pediatric subspecialties, as well as pediatric primary and urgent care clinics. The group's high-quality, evidence-based care is bolstered by significant investments in research, education, quality-improvement and safety initiatives. The physician-led company was founded in 1979 as a single neonatology practice and today provides its highly specialized and often critical care services through more than 5,000 affiliated physicians and other clinicians in 37 states. Please Note: Fraudulent job postings/job scams are becoming increasingly common. All genuine Pediatrix job postings can be found through the Pediatrix Careers site: . Pediatrix is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. PI
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
03/29/2024
Full time
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
Primary City/State: Phoenix, Arizona Department Name: Lab-BEMC Work Shift: Evening Job Category: Lab Find your Voice, Passion, & Purpose POSITION SUMMARY This position is responsible for a high level of technical knowledge and application of that knowledge to department testing, clinical relevance, and complex problem solving skills. This position serves as a department resource, and is responsible for assisting with department compliance with all pertinent laboratory accrediting agency and regulatory requirements (e.g., CLIA '88, JCAHO, CAP, OSHA). CORE FUNCTIONS 1. Performs all duties of MLS/MT duties as defined by the department, at a high level of competency. Responsible for operational leadership and workflow oversight to the section/shift. Integrates comprehensive technical knowledge and clinical relevance into daily activity for the department. Responsible for complex problem solving of technical, computer, interdepartmental and quality issues. Under the direction of the Supervisor and/or Technical Director, responsible for implementation of system technical initiatives in their area of responsibility. Provides onsite supervision (determines schedules, manage day to day work flow and give input into an assessment or disciplinary action) in the absence of section supervisor. 2. Focuses on quality by reviewing records and assuring performance of all quality control and assurance procedures. Ensures that quality control and instrumentation maintenance records are kept and documentation meets standards of accrediting and licensing agencies. Assists the Supervisor, Administrative and Technical Directors, and Technical Specialist, in the implementation of new QC/QA polices and continuous quality improvement programs in accordance with the Quality System. Active in department and LSA/SQL System quality assurance activities. Monitors and ensures compliance with accrediting agency and regulatory requirements for the laboratory. Actively participates in preparation for on-site accrediting process. 3. Monitors, recognizes opportunities for improvement, and participates in improving the financial performance of the department and the LSA/SQL System to decrease costs, increase productivity, and improve service. Monitors inventory and brings related issues forward for prompt resolution. Assists with cost analysis models. 4. Assists with basic personnel oversight including participation in selection, training, developing, and providing coaching under the direction of the Supervisor or appropriate Director. Assists in new employee orientation, training and competency. Provides input for competency and annual assessments for employees in appropriate time frames. Actively involved in implementing and ensuring staff completion of competency program requirements. Self-directed and motivated to seek out opportunities to contribute to projects to help the department. Coordinates and is active in at least two special projects per year within the department or LSA/SQL System, along with other miscellaneous department duties. 5. Serves as a resource communication liaison for on-site and System issues. Provides access to other System resources when appropriate. Works closely with on-site management to integrate the area into other activities on-site. Interacts with co-workers with an emphasis on teamwork and a focus on customer service. Demonstrates preceptor and coaching skills and promotes a constructive environment that encourages learning and development. Demonstrates appropriate verbal and written skills. MINIMUM QUALIFICATIONS • Bachelor's Degree in a chemical, physical, biological or clinical laboratory science or medical technology. • Two (2) years' experience in nonwaived testing in the designated specialty/sub-specialty area. PREFERRED QUALIFICATIONS • Bachelor's Degree in Medical Laboratory Science. • MLS or Specialty Certification. EOE/Female/Minority/Disability/Veterans Our organization supports a drug-free work environment. Privacy Policy
03/29/2024
Full time
Primary City/State: Phoenix, Arizona Department Name: Lab-BEMC Work Shift: Evening Job Category: Lab Find your Voice, Passion, & Purpose POSITION SUMMARY This position is responsible for a high level of technical knowledge and application of that knowledge to department testing, clinical relevance, and complex problem solving skills. This position serves as a department resource, and is responsible for assisting with department compliance with all pertinent laboratory accrediting agency and regulatory requirements (e.g., CLIA '88, JCAHO, CAP, OSHA). CORE FUNCTIONS 1. Performs all duties of MLS/MT duties as defined by the department, at a high level of competency. Responsible for operational leadership and workflow oversight to the section/shift. Integrates comprehensive technical knowledge and clinical relevance into daily activity for the department. Responsible for complex problem solving of technical, computer, interdepartmental and quality issues. Under the direction of the Supervisor and/or Technical Director, responsible for implementation of system technical initiatives in their area of responsibility. Provides onsite supervision (determines schedules, manage day to day work flow and give input into an assessment or disciplinary action) in the absence of section supervisor. 2. Focuses on quality by reviewing records and assuring performance of all quality control and assurance procedures. Ensures that quality control and instrumentation maintenance records are kept and documentation meets standards of accrediting and licensing agencies. Assists the Supervisor, Administrative and Technical Directors, and Technical Specialist, in the implementation of new QC/QA polices and continuous quality improvement programs in accordance with the Quality System. Active in department and LSA/SQL System quality assurance activities. Monitors and ensures compliance with accrediting agency and regulatory requirements for the laboratory. Actively participates in preparation for on-site accrediting process. 3. Monitors, recognizes opportunities for improvement, and participates in improving the financial performance of the department and the LSA/SQL System to decrease costs, increase productivity, and improve service. Monitors inventory and brings related issues forward for prompt resolution. Assists with cost analysis models. 4. Assists with basic personnel oversight including participation in selection, training, developing, and providing coaching under the direction of the Supervisor or appropriate Director. Assists in new employee orientation, training and competency. Provides input for competency and annual assessments for employees in appropriate time frames. Actively involved in implementing and ensuring staff completion of competency program requirements. Self-directed and motivated to seek out opportunities to contribute to projects to help the department. Coordinates and is active in at least two special projects per year within the department or LSA/SQL System, along with other miscellaneous department duties. 5. Serves as a resource communication liaison for on-site and System issues. Provides access to other System resources when appropriate. Works closely with on-site management to integrate the area into other activities on-site. Interacts with co-workers with an emphasis on teamwork and a focus on customer service. Demonstrates preceptor and coaching skills and promotes a constructive environment that encourages learning and development. Demonstrates appropriate verbal and written skills. MINIMUM QUALIFICATIONS • Bachelor's Degree in a chemical, physical, biological or clinical laboratory science or medical technology. • Two (2) years' experience in nonwaived testing in the designated specialty/sub-specialty area. PREFERRED QUALIFICATIONS • Bachelor's Degree in Medical Laboratory Science. • MLS or Specialty Certification. EOE/Female/Minority/Disability/Veterans Our organization supports a drug-free work environment. Privacy Policy
Pennsylvania State University
University Park, Pennsylvania
Financial Specialist The Pennsylvania State University Office of Budget and Finance invites applications for the position of Floating Financial Specialist (Financial Coordinator) to support financial operations across the University. This position is intended to provide support when vacancies or projects requiring additional help occur. This important role is geared towards providing comprehensive financial support to faculty and staff in Academic and/or Administrative units. The Financial Specialist (Financial Coordinator) will have a broad range of responsibilities, including but not limited to: Expenditure Review and Approval: Review and approve expenditures and forms in multiple financial systems. Review and approve expenditures on general and restricted funds to comply with University policy and procedures, as well as specific regulations and/or guidelines on restricted funds for assigned unit. Budget Management: Participate in the preparation and implementation of budgets for the assigned unit. Position and Effort Management and Payroll: Open new and manage existing positions. Review and approve all personnel actions including new appointments and promotion processing. Reconcile clearing accounts for assigned areas. Manage all Pay and Effort functions (due to changes in salary and/or budget) and salary clearing accounts. Responsible for all labor plans through Labor Distribution Policy Guidance and Compliance: Provide guidance on the interpretation of policies to ensure compliance and maintain internal controls. Resolve intermediate to moderately complex issues for both internal and external customers, effectively communicating policies and procedures as necessary. Procedure Documentation and Compliance: Document existing procedures for the administrative area, recommend procedural updates, review for compliance, and assist the Finance Office in auditing activities. Team Leadership: Assist in directing the work of lower-level financial staff, contributing input towards their performance evaluations. Education and Experience This position will be filled at the Intermediate Professional , Advanced Professional, or Senior Professional level depending on the successful candidate's education and experience. Bachelor's Degree and 1 year of relevant experience or equivalent combination or education and experience is required for Intermediate Professional level. Additional Education and/or experience is required for higher level positions. This position offers a flexible work arrangement that combines remote and on-campus work. Questions related to flexible work should be directed to the hiring manager during the interview process. Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks. The Pennsylvania State University is committed to and accountable for advancing diversity, equity, and inclusion in all of its forms. We embrace individual uniqueness, foster a culture of inclusive excellence that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity, and engage all individuals to help them thrive. We value inclusive excellence as a core strength and an essential element of our public service mission. Apply online at CAMPUS SECURITY CRIME STATISTICS: For more about safety at Penn State, and to review the Annual Security Report which contains information about crime statistics and other safety and security matters, please go to , which will also provide you with detail on how to request a hard copy of the Annual Security Report. Penn State is an equal opportunity, affirmative action employer, and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Copyright 2022 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-fe142476bcafea973b6cfc8
03/29/2024
Full time
Financial Specialist The Pennsylvania State University Office of Budget and Finance invites applications for the position of Floating Financial Specialist (Financial Coordinator) to support financial operations across the University. This position is intended to provide support when vacancies or projects requiring additional help occur. This important role is geared towards providing comprehensive financial support to faculty and staff in Academic and/or Administrative units. The Financial Specialist (Financial Coordinator) will have a broad range of responsibilities, including but not limited to: Expenditure Review and Approval: Review and approve expenditures and forms in multiple financial systems. Review and approve expenditures on general and restricted funds to comply with University policy and procedures, as well as specific regulations and/or guidelines on restricted funds for assigned unit. Budget Management: Participate in the preparation and implementation of budgets for the assigned unit. Position and Effort Management and Payroll: Open new and manage existing positions. Review and approve all personnel actions including new appointments and promotion processing. Reconcile clearing accounts for assigned areas. Manage all Pay and Effort functions (due to changes in salary and/or budget) and salary clearing accounts. Responsible for all labor plans through Labor Distribution Policy Guidance and Compliance: Provide guidance on the interpretation of policies to ensure compliance and maintain internal controls. Resolve intermediate to moderately complex issues for both internal and external customers, effectively communicating policies and procedures as necessary. Procedure Documentation and Compliance: Document existing procedures for the administrative area, recommend procedural updates, review for compliance, and assist the Finance Office in auditing activities. Team Leadership: Assist in directing the work of lower-level financial staff, contributing input towards their performance evaluations. Education and Experience This position will be filled at the Intermediate Professional , Advanced Professional, or Senior Professional level depending on the successful candidate's education and experience. Bachelor's Degree and 1 year of relevant experience or equivalent combination or education and experience is required for Intermediate Professional level. Additional Education and/or experience is required for higher level positions. This position offers a flexible work arrangement that combines remote and on-campus work. Questions related to flexible work should be directed to the hiring manager during the interview process. Due to the financial and fiduciary responsibilities of this position, successful completion of a credit history check will be required in addition to standard background checks. The Pennsylvania State University is committed to and accountable for advancing diversity, equity, and inclusion in all of its forms. We embrace individual uniqueness, foster a culture of inclusive excellence that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity, and engage all individuals to help them thrive. We value inclusive excellence as a core strength and an essential element of our public service mission. Apply online at CAMPUS SECURITY CRIME STATISTICS: For more about safety at Penn State, and to review the Annual Security Report which contains information about crime statistics and other safety and security matters, please go to , which will also provide you with detail on how to request a hard copy of the Annual Security Report. Penn State is an equal opportunity, affirmative action employer, and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Copyright 2022 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-fe142476bcafea973b6cfc8
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Senior Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Home Buyer s Consultant, Senior Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! This position will be based in the Biltmore Investor Center in Arizona. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Payroll Specialist, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.
Hours Shift Start Time: Variable Shift End Time: Variable Additional Shift Information: 8-5, or 9-6, or 8-4:30 Weekend Requirements: As Needed On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $46.755 - $60.329 - $73.903 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do Performs physical therapy evaluations of patients with various physical disabilities, conditions, injuries, etc. Designs and implements efficient and effective treatment plans. Develops and implements programs in support of the PT clinic's pursuit to provide the Sharp Experience with a commitment to zero defects and zero harm. Required Qualifications Graduate of an approved and accredited professional Physical Therapy school or program. California Licensed Physical Therapist (PT) -REQUIRED AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) -REQUIRED Preferred Qualifications 1 Year Experience in all aspects of this discipline. Essential Functions Collaboration and teamwork Demonstrates courteous, professional behavior and communication with all medical providers, and co-workers. Demonstrates a commitment to serving other employees above self through teamwork collaboration, developing others and supporting SHC values. Promotes constructive working relationships. Works effectively as a part of a team to meet departmental goals and objectives. Is respectful and trustful of others. Decisions are guided by the organizational values and are made with honesty and respect. Effective, clear communication to promote excellent customer service and staff interactions. Stays informed through staff meetings. Utilizes support staff effectively and efficiently. Demonstrates flexibility to meet clinic and SRS Rehab Service needs. Assists co-workers with their tasks. Fosters an attitude of gratitude by sending thank-you notes to coworkers. Routinely rounds with coworkers within the clinic. Rounds with other clinic's staff as circumstances require. Promotes a culture of mutual respect by accepting interpersonal differences and respecting others' values and opinions. Demonstrates appreciation for the work of others by offering praise and noting a job well done to others. Participates in the problem solving process. Monitors supply levels and reports needs according to department guidelines. Customer service Demonstrates courteous, professional behavior and communication through both written and verbal interactions with all patients, and internal and external customers. Uses AIDET to create meaningful and memorable connections when interacting with others. Does so in a manner to increase trust and confidence in our patients and guests while decreasing their stress and anxiety. Uses the Must Haves with every guest, every time: 1. Greets people with a smile and "Hello," using their name when possible. 1. Takes people where they are going, rather than pointing or giving directions. 1. Uses key words at key times such as "Is there anything else I can do for you? I have the time." 1. Fosters an attitude of gratitude by sending thank-you notes to patients. 1. Rounds with reason to better connect with patients, their family and other customers. Responds to patient and co-worker needs and concerns as appropriate. Initiates service recovery in a positive and compassionate manner by acknowledging the problem, apologizing, tracking the situation, and then presenting it to the PT Supervisor or supporting clinical specialist (PT II or PT III) for resolution in a timely manner. Consults and listens, effectively communicates, cooperates and collaborates with the patient to achieve the best possible results. Demonstrates the Sharp Experience Fundamentals of Service and Standards of Behavior. Maintains confidentiality according to the department policy. Promotes a positive atmosphere for patient care. Communicates with the patient in the treatment area explaining treatment procedures, common reaction and anticipated outcomes. Courtesy and customer service will be measured by PT Spec III or Supervisor observation, physician and peer feedback, SharpStar nominations and written or verbal forms of recognition. Documentation Documentation is legible, concise, accurate, timely and follows all SHC policy and procedures for confidentiality and HIPAA guidelines. Documentation meets all third-payer (Medicare, PPO, Work Comp and HMO) and regulatory requirements. Completes notes and TouchWorks billing to meet billing requirements daily. Completed discharge summaries within two months of discharge. Follows policies and procedures for all Utilization Management (UM), discharges, Standardized Outcome Measures, Durable Medical Equipment (DME) forms and patient status reports. Anticipates and completes documentation needs (i.e. UM, POCs, patient status reports) prior to their due date. Participates in chart review, implements suggestions for improvement, and initiates peer review process as needed. Completes all tasks prior to their due date. Financial responsibilities Consistently and proactively approaches each day with a commitment to timeliness, organization, and communication to help ensure the financial success of the clinic and organization as a whole. Treats 13 patients per day in an eight-hour day (orthopedic). Treats 10.4 patients per day in an eight-hour day (neurological). Develops treatment programs to ensure effective and efficient recovery. This includes consistently consulting with other PTs or providers when a patient is demonstrating slow or no progress after 3 treatment sessions. Meets all regulatory requirements for payment (ex: Pre-authorization, POCs, UM, etc.). Follows POC form for PT coverage (ex. Max PT visits/year, eligibility for group class, etc.). Utilizes strategies to ensure patient access to timely care, and patient engagement in their recovery process. Demonstrates sensitivity to obstacles to care such as a patient's work or home schedule, financial status for copayments or deductibles and utilizes "patient contracting" accordingly to ensure optimal outcomes. Demonstrates awareness of the daily and weekly schedule to help PSR's identify openings in the schedule, accommodate special scheduling needs. Demonstrates efficiency of schedule by: Ensuring all criteria has been met prior to a patient being scheduled (i.e. Work comp visits have been authorized, PPO/MED Plan of Care has been completed and signed, UM has approved visits as needed). Consistently following CA state law practices for breaks and meals. Consistently working hours as scheduled (i.e. no unauthorized/unjustified OT). Demonstrates appropriate use of support staff for optimal efficiency and effectiveness of treatment. Readily adapts treatment sessions when support staff is decreased due to illness or vacation. Demonstrates flexibility of schedule to meet patient and clinic needs (ex: Accommodating patients during the day, willingness to work different shifts/hours). Meets and exceeds department goals i.e. department productivity, CUOS, patient visits and FTE's. Patient care Efficiently and effectively evaluates patient conditions, and designs and implements appropriate treatment plans. Demonstrates safety and proficiency in the use of all equipment and modalities. Utilizes a multi-disciplinary approach for optimal outcomes. Consistently monitors patients' progress, and progresses programs accordingly. Develops and leads group exercise, and/or wellness classes. Gives clear directions with exercises. Identifies substitutions with exercises and corrects accordingly. Proficient with all clinic modalities and troubleshooting. Takes initiative in identifying and completing tasks to ensure continuity of care (ex. Handoff to PT Aide, Rehab Communication/Pt. Status Reports to medical providers). Offers information and education to patients, visitors, ancillary departments, staff, etc. including dress, parking, necessary forms, paperwork, transportation, and departmental specialty. Professional development Identifies own need for development in the areas of patient evaluation, design and implementation and progression of treatment programs, manual skills, and department operations. Demonstrates initiative in seeking mentorship, and informal and formal consultation. Consistently attends, actively and positively participates in in-services, staff meetings, and programs related to job responsibilities. Attends In-services Unit ln-services System wide Rehabilitation Learning Opportunities Learning experiences approved by PT Supervisor (i.e. surgeries, self -study, research) Practice sessions with clinical specialists Wellness programs or classes developed by clinical specialists Seeks Mentorship (with a clinical specialist) Consultations (with peers, clinical specialists, and physicians) = An informal consultation is verbal communication regarding the care of the patient. A formal consultation is the examination of the patient by a peer or provider. The examination and recommendations are documented in the patient's chart click apply for full job details
03/28/2024
Full time
Hours Shift Start Time: Variable Shift End Time: Variable Additional Shift Information: 8-5, or 9-6, or 8-4:30 Weekend Requirements: As Needed On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $46.755 - $60.329 - $73.903 The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. What You Will Do Performs physical therapy evaluations of patients with various physical disabilities, conditions, injuries, etc. Designs and implements efficient and effective treatment plans. Develops and implements programs in support of the PT clinic's pursuit to provide the Sharp Experience with a commitment to zero defects and zero harm. Required Qualifications Graduate of an approved and accredited professional Physical Therapy school or program. California Licensed Physical Therapist (PT) -REQUIRED AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) -REQUIRED Preferred Qualifications 1 Year Experience in all aspects of this discipline. Essential Functions Collaboration and teamwork Demonstrates courteous, professional behavior and communication with all medical providers, and co-workers. Demonstrates a commitment to serving other employees above self through teamwork collaboration, developing others and supporting SHC values. Promotes constructive working relationships. Works effectively as a part of a team to meet departmental goals and objectives. Is respectful and trustful of others. Decisions are guided by the organizational values and are made with honesty and respect. Effective, clear communication to promote excellent customer service and staff interactions. Stays informed through staff meetings. Utilizes support staff effectively and efficiently. Demonstrates flexibility to meet clinic and SRS Rehab Service needs. Assists co-workers with their tasks. Fosters an attitude of gratitude by sending thank-you notes to coworkers. Routinely rounds with coworkers within the clinic. Rounds with other clinic's staff as circumstances require. Promotes a culture of mutual respect by accepting interpersonal differences and respecting others' values and opinions. Demonstrates appreciation for the work of others by offering praise and noting a job well done to others. Participates in the problem solving process. Monitors supply levels and reports needs according to department guidelines. Customer service Demonstrates courteous, professional behavior and communication through both written and verbal interactions with all patients, and internal and external customers. Uses AIDET to create meaningful and memorable connections when interacting with others. Does so in a manner to increase trust and confidence in our patients and guests while decreasing their stress and anxiety. Uses the Must Haves with every guest, every time: 1. Greets people with a smile and "Hello," using their name when possible. 1. Takes people where they are going, rather than pointing or giving directions. 1. Uses key words at key times such as "Is there anything else I can do for you? I have the time." 1. Fosters an attitude of gratitude by sending thank-you notes to patients. 1. Rounds with reason to better connect with patients, their family and other customers. Responds to patient and co-worker needs and concerns as appropriate. Initiates service recovery in a positive and compassionate manner by acknowledging the problem, apologizing, tracking the situation, and then presenting it to the PT Supervisor or supporting clinical specialist (PT II or PT III) for resolution in a timely manner. Consults and listens, effectively communicates, cooperates and collaborates with the patient to achieve the best possible results. Demonstrates the Sharp Experience Fundamentals of Service and Standards of Behavior. Maintains confidentiality according to the department policy. Promotes a positive atmosphere for patient care. Communicates with the patient in the treatment area explaining treatment procedures, common reaction and anticipated outcomes. Courtesy and customer service will be measured by PT Spec III or Supervisor observation, physician and peer feedback, SharpStar nominations and written or verbal forms of recognition. Documentation Documentation is legible, concise, accurate, timely and follows all SHC policy and procedures for confidentiality and HIPAA guidelines. Documentation meets all third-payer (Medicare, PPO, Work Comp and HMO) and regulatory requirements. Completes notes and TouchWorks billing to meet billing requirements daily. Completed discharge summaries within two months of discharge. Follows policies and procedures for all Utilization Management (UM), discharges, Standardized Outcome Measures, Durable Medical Equipment (DME) forms and patient status reports. Anticipates and completes documentation needs (i.e. UM, POCs, patient status reports) prior to their due date. Participates in chart review, implements suggestions for improvement, and initiates peer review process as needed. Completes all tasks prior to their due date. Financial responsibilities Consistently and proactively approaches each day with a commitment to timeliness, organization, and communication to help ensure the financial success of the clinic and organization as a whole. Treats 13 patients per day in an eight-hour day (orthopedic). Treats 10.4 patients per day in an eight-hour day (neurological). Develops treatment programs to ensure effective and efficient recovery. This includes consistently consulting with other PTs or providers when a patient is demonstrating slow or no progress after 3 treatment sessions. Meets all regulatory requirements for payment (ex: Pre-authorization, POCs, UM, etc.). Follows POC form for PT coverage (ex. Max PT visits/year, eligibility for group class, etc.). Utilizes strategies to ensure patient access to timely care, and patient engagement in their recovery process. Demonstrates sensitivity to obstacles to care such as a patient's work or home schedule, financial status for copayments or deductibles and utilizes "patient contracting" accordingly to ensure optimal outcomes. Demonstrates awareness of the daily and weekly schedule to help PSR's identify openings in the schedule, accommodate special scheduling needs. Demonstrates efficiency of schedule by: Ensuring all criteria has been met prior to a patient being scheduled (i.e. Work comp visits have been authorized, PPO/MED Plan of Care has been completed and signed, UM has approved visits as needed). Consistently following CA state law practices for breaks and meals. Consistently working hours as scheduled (i.e. no unauthorized/unjustified OT). Demonstrates appropriate use of support staff for optimal efficiency and effectiveness of treatment. Readily adapts treatment sessions when support staff is decreased due to illness or vacation. Demonstrates flexibility of schedule to meet patient and clinic needs (ex: Accommodating patients during the day, willingness to work different shifts/hours). Meets and exceeds department goals i.e. department productivity, CUOS, patient visits and FTE's. Patient care Efficiently and effectively evaluates patient conditions, and designs and implements appropriate treatment plans. Demonstrates safety and proficiency in the use of all equipment and modalities. Utilizes a multi-disciplinary approach for optimal outcomes. Consistently monitors patients' progress, and progresses programs accordingly. Develops and leads group exercise, and/or wellness classes. Gives clear directions with exercises. Identifies substitutions with exercises and corrects accordingly. Proficient with all clinic modalities and troubleshooting. Takes initiative in identifying and completing tasks to ensure continuity of care (ex. Handoff to PT Aide, Rehab Communication/Pt. Status Reports to medical providers). Offers information and education to patients, visitors, ancillary departments, staff, etc. including dress, parking, necessary forms, paperwork, transportation, and departmental specialty. Professional development Identifies own need for development in the areas of patient evaluation, design and implementation and progression of treatment programs, manual skills, and department operations. Demonstrates initiative in seeking mentorship, and informal and formal consultation. Consistently attends, actively and positively participates in in-services, staff meetings, and programs related to job responsibilities. Attends In-services Unit ln-services System wide Rehabilitation Learning Opportunities Learning experiences approved by PT Supervisor (i.e. surgeries, self -study, research) Practice sessions with clinical specialists Wellness programs or classes developed by clinical specialists Seeks Mentorship (with a clinical specialist) Consultations (with peers, clinical specialists, and physicians) = An informal consultation is verbal communication regarding the care of the patient. A formal consultation is the examination of the patient by a peer or provider. The examination and recommendations are documented in the patient's chart click apply for full job details
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Senior Accountant and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Home Buyer s Consultant, and Senior Accountant and others in the Accounting and Finance to apply.
Ready to work for a renowned hospital in Connecticut as their Nurse Educator Labor Delivery? The Nurse Educator Labor Delivery will be a full-time employee of a top-notch hospital located in Connecticut. This hospital is located in southern Connecticut, in an upscale suburb that is easily commutable from New York and New Jersey. The Nurse Educator Labor Delivery will work at a Magnet-designated hospital known for their state-of-the-art facility, trauma center, specialized programs, community outreach, high quality patient care, and robust professional development and organizational development programs. The award winning medical center recently received an "A" Hospital Safety Rating from The Leapfrog Group, a "5 Star" Overall Quality rating from the Centers for Medicare and Medicaid Services (CMS) and was officially Certified by Great Place to Work . The Nurse Educator Labor Delivery will join the large Women and Children's Service department of this esteemed hospital in Ohio. This hospital prides themselves on being one of the only hospitals nationwide to be certified by The Joint Commission for Perinatal Care. Not only has this hospital led the way in many groundbreaking developments in prenatal care and delivery, the hospital also offers a large Level III NICU, along with board certified, world-class physicians, nurses, and specialists who are familiar with handling even the most complex cases. Responsibilities of the Nurse Educator Labor Delivery include partnering with the Director of Women and Children Services and Nurse Manager Labor Delivery to develop evidence-based guidelines, policies and procedures, identify learning needs of the unit to create curriculum and programs offered to new hires and current department staff, and coordinate new hire orientation. Additionally, the Nurse Educator will cross collaborate with multidisciplinary teams, including other nurse leaders and educators, update policy procedures, ensure state and regulatory compliance is maintained throughout the unit, and ultimately be a resource and mentor to the Labor and Delivery team. The Nurse Educator Labor Delivery will be a registered nurse with a strong labor and delivery background. Additionally, the Nurse Educator should be master's prepared with prior Nurse Educator, Education Specialist, Clinical Nurse Specialist or recent preceptor experience in a labor and delivery unit at an acute care hospital. Located in southern Connecticut, this location offers a diverse economy that includes finance, technology, healthcare, and retail, among other industries. The region is also home to several parks and beaches, including Cove Island Park and Cummings Park, which offer recreational opportunities for residents and visitors alike. This health system is invested in each of their employees through providing an array of resources, support, and programs to enjoy. Current employees and new-hires are offered amazing benefits, including a competitive base salary, several healthcare plan options that include comprehensive medical, dental, vision, life, and pharmacy benefits, a generous tuition reimbursement program, free parking and shuttles from campus to the nearby train stations, pet insurance, employee discount programs, a child care partnership, annual performance reviews that include potential bonus opportunities, a sign on bonus, and an opportunity to work for an employer that cares. Don't wait, learn more and apply today!
03/28/2024
Full time
Ready to work for a renowned hospital in Connecticut as their Nurse Educator Labor Delivery? The Nurse Educator Labor Delivery will be a full-time employee of a top-notch hospital located in Connecticut. This hospital is located in southern Connecticut, in an upscale suburb that is easily commutable from New York and New Jersey. The Nurse Educator Labor Delivery will work at a Magnet-designated hospital known for their state-of-the-art facility, trauma center, specialized programs, community outreach, high quality patient care, and robust professional development and organizational development programs. The award winning medical center recently received an "A" Hospital Safety Rating from The Leapfrog Group, a "5 Star" Overall Quality rating from the Centers for Medicare and Medicaid Services (CMS) and was officially Certified by Great Place to Work . The Nurse Educator Labor Delivery will join the large Women and Children's Service department of this esteemed hospital in Ohio. This hospital prides themselves on being one of the only hospitals nationwide to be certified by The Joint Commission for Perinatal Care. Not only has this hospital led the way in many groundbreaking developments in prenatal care and delivery, the hospital also offers a large Level III NICU, along with board certified, world-class physicians, nurses, and specialists who are familiar with handling even the most complex cases. Responsibilities of the Nurse Educator Labor Delivery include partnering with the Director of Women and Children Services and Nurse Manager Labor Delivery to develop evidence-based guidelines, policies and procedures, identify learning needs of the unit to create curriculum and programs offered to new hires and current department staff, and coordinate new hire orientation. Additionally, the Nurse Educator will cross collaborate with multidisciplinary teams, including other nurse leaders and educators, update policy procedures, ensure state and regulatory compliance is maintained throughout the unit, and ultimately be a resource and mentor to the Labor and Delivery team. The Nurse Educator Labor Delivery will be a registered nurse with a strong labor and delivery background. Additionally, the Nurse Educator should be master's prepared with prior Nurse Educator, Education Specialist, Clinical Nurse Specialist or recent preceptor experience in a labor and delivery unit at an acute care hospital. Located in southern Connecticut, this location offers a diverse economy that includes finance, technology, healthcare, and retail, among other industries. The region is also home to several parks and beaches, including Cove Island Park and Cummings Park, which offer recreational opportunities for residents and visitors alike. This health system is invested in each of their employees through providing an array of resources, support, and programs to enjoy. Current employees and new-hires are offered amazing benefits, including a competitive base salary, several healthcare plan options that include comprehensive medical, dental, vision, life, and pharmacy benefits, a generous tuition reimbursement program, free parking and shuttles from campus to the nearby train stations, pet insurance, employee discount programs, a child care partnership, annual performance reviews that include potential bonus opportunities, a sign on bonus, and an opportunity to work for an employer that cares. Don't wait, learn more and apply today!
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Senior Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Phone Financial Consultant "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. 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. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Senior Accountant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Job Description The Specialist, Procurement works within the Procurement, which provides sourcing direction to multiple functional areas within the company. The role supports the Procurement Manager and is responsible for developing, optimizing, and ensuring the delivery of approved category strategies at the site in concert with the Corporation's overall strategies. The position's objective is to lead the co-ordination of AbbVie's site spends and local suppliers to obtain the maximum value for the money spent measured through the delivery of cost savings. Responsibilities: •Work with the Procurement Manager in AbbVie to optimize related areas of spend for procurement activities •Develop and implement short term and long term cost reduction strategies established by management •Lead role in developing supplier base to expand business, improve financials, reduce in-house / total costs, improve quality (customer satisfaction), customer relations, and on-time deliveries. Identify potential vendors in alignment with respective Category Manager and preferred supplier network (PSN) •Full responsibilities for developing strategy: RFP / RFI / RFQ / Pricing Auction. Responsible for running local tenders, aligned with direction from Procurement Manager and respective Category Manager. •Identify areas to improve supplier service levels by integrating agreed Key Performance Indicators (KPI). Review with business stakeholders and drive improvements forward. •Perform and collect due diligence information required for evaluating and approving new suppliers, in line with the Preferred Supplier Networks. Making recommendations to improve / enhance PSN. •Data analysis for Procurement projects and supplier management (supplier metrics and research, master data, market basket analysis, pricing analysis, monthly/quarterly reporting of KPI's, savings reporting) •Develop and write all sourcing event documents. Ensure compliance with relevant policies, procedures and regulations. •Works with high ethical standard, in compliance with the law and the AbbVie policies and procedures.
03/28/2024
Full time
Job Description The Specialist, Procurement works within the Procurement, which provides sourcing direction to multiple functional areas within the company. The role supports the Procurement Manager and is responsible for developing, optimizing, and ensuring the delivery of approved category strategies at the site in concert with the Corporation's overall strategies. The position's objective is to lead the co-ordination of AbbVie's site spends and local suppliers to obtain the maximum value for the money spent measured through the delivery of cost savings. Responsibilities: •Work with the Procurement Manager in AbbVie to optimize related areas of spend for procurement activities •Develop and implement short term and long term cost reduction strategies established by management •Lead role in developing supplier base to expand business, improve financials, reduce in-house / total costs, improve quality (customer satisfaction), customer relations, and on-time deliveries. Identify potential vendors in alignment with respective Category Manager and preferred supplier network (PSN) •Full responsibilities for developing strategy: RFP / RFI / RFQ / Pricing Auction. Responsible for running local tenders, aligned with direction from Procurement Manager and respective Category Manager. •Identify areas to improve supplier service levels by integrating agreed Key Performance Indicators (KPI). Review with business stakeholders and drive improvements forward. •Perform and collect due diligence information required for evaluating and approving new suppliers, in line with the Preferred Supplier Networks. Making recommendations to improve / enhance PSN. •Data analysis for Procurement projects and supplier management (supplier metrics and research, master data, market basket analysis, pricing analysis, monthly/quarterly reporting of KPI's, savings reporting) •Develop and write all sourcing event documents. Ensure compliance with relevant policies, procedures and regulations. •Works with high ethical standard, in compliance with the law and the AbbVie policies and procedures.
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
03/28/2024
Full time
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
Description Introduction Do you have the career opportunities as a Clinical Nurse Coordinator you want with your current employer? We have an exciting opportunity for you to join Mission Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits Mission Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a Clinical Nurse Coordinator your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications The Clinical Nurse Coordinator (CNC) ensures and delivers high quality, patient-centered care and coordination of all functions in the unit/department during the designated shift. In collaboration with other members of the management team, the CNC directs, monitors, and evaluates nursing care in accordance with established policies/procedures, serves as a resource person for staff, and models a commitment to the organization's vision/mission/values to support an unparalleled patient experience and clinical outcomes that contribute to overall departmental performance. What you will do in this role: Assists with admission and discharge processes to ensure efficient throughput and high quality, patient-centered care. Participates in the ongoing assessment of the quality of patient care services provided in the unit, in collaboration with other members of the management team. Collaborates with subject matter experts and other managers to create an environment of teamwork that supports improved outcomes and service. Supports a patient-first philosophy and engages in service recovery when necessary. Supports the efforts of the facility to improve engagement by operationalizing current nursing strategies, including employee rounding, hourly rounds, and other initiatives. Provides recommendations related to interviewing, selecting, and training new staff. Recommends and implements courses of action, including training and development, conflict resolution, personnel policy compliance, completion of performance evaluations, and/or disciplinary actions to ensure a competitively better organization. Assists with staff scheduling. Manages all practical aspects of staff labor in accordance with patient care needs and established productivity guidelines. Supports proper inventory control and assists with managing supplies and equipment. What qualifications you will need: Basic Cardiac Life Support Registered Nurse licensure Bachelors Degree 1 years experience Required Years of Experience Mission Hospital is located in Asheville, North Carolina. This is Mission Health's flagship hospital, licensed for 815 beds. Healthgrades named Mission Hospital as of one America's 50 Best Hospitals from . Mission Hospital is in the top 1% of hospitals in the nation for providing the highest clinical quality year over year. Leapfrog Hospital Safety Grade recognized Mission Hospital with an "A," nationally recognizing Mission Hospital's achievements in protecting patients and providing safer healthcare. Mission Hospital also earned the prestigious Magnet Designation in November 2020. This is the highest international honor that distinguishes organizations that meet rigorous nursing excellence standards. We are the regional referral center for tertiary and quaternary care. We are the region's only Level II trauma center. Mission Hospital also includes Mission Children's Hospital. The region's only children's hospital - providing 30 pediatric sub-specialists. We're the busiest surgical hospital west of Raleigh, North Carolina. We are the second-busiest in the state. Mission Hospital provides the only open heart and interventional cardiology in the region. We are the only Cyberknife provider west of Raleigh. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do." - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Clinical Nurse Coordinator - General Medicine opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
03/28/2024
Full time
Description Introduction Do you have the career opportunities as a Clinical Nurse Coordinator you want with your current employer? We have an exciting opportunity for you to join Mission Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits Mission Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a Clinical Nurse Coordinator your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications The Clinical Nurse Coordinator (CNC) ensures and delivers high quality, patient-centered care and coordination of all functions in the unit/department during the designated shift. In collaboration with other members of the management team, the CNC directs, monitors, and evaluates nursing care in accordance with established policies/procedures, serves as a resource person for staff, and models a commitment to the organization's vision/mission/values to support an unparalleled patient experience and clinical outcomes that contribute to overall departmental performance. What you will do in this role: Assists with admission and discharge processes to ensure efficient throughput and high quality, patient-centered care. Participates in the ongoing assessment of the quality of patient care services provided in the unit, in collaboration with other members of the management team. Collaborates with subject matter experts and other managers to create an environment of teamwork that supports improved outcomes and service. Supports a patient-first philosophy and engages in service recovery when necessary. Supports the efforts of the facility to improve engagement by operationalizing current nursing strategies, including employee rounding, hourly rounds, and other initiatives. Provides recommendations related to interviewing, selecting, and training new staff. Recommends and implements courses of action, including training and development, conflict resolution, personnel policy compliance, completion of performance evaluations, and/or disciplinary actions to ensure a competitively better organization. Assists with staff scheduling. Manages all practical aspects of staff labor in accordance with patient care needs and established productivity guidelines. Supports proper inventory control and assists with managing supplies and equipment. What qualifications you will need: Basic Cardiac Life Support Registered Nurse licensure Bachelors Degree 1 years experience Required Years of Experience Mission Hospital is located in Asheville, North Carolina. This is Mission Health's flagship hospital, licensed for 815 beds. Healthgrades named Mission Hospital as of one America's 50 Best Hospitals from . Mission Hospital is in the top 1% of hospitals in the nation for providing the highest clinical quality year over year. Leapfrog Hospital Safety Grade recognized Mission Hospital with an "A," nationally recognizing Mission Hospital's achievements in protecting patients and providing safer healthcare. Mission Hospital also earned the prestigious Magnet Designation in November 2020. This is the highest international honor that distinguishes organizations that meet rigorous nursing excellence standards. We are the regional referral center for tertiary and quaternary care. We are the region's only Level II trauma center. Mission Hospital also includes Mission Children's Hospital. The region's only children's hospital - providing 30 pediatric sub-specialists. We're the busiest surgical hospital west of Raleigh, North Carolina. We are the second-busiest in the state. Mission Hospital provides the only open heart and interventional cardiology in the region. We are the only Cyberknife provider west of Raleigh. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do." - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Clinical Nurse Coordinator - General Medicine opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
03/28/2024
Full time
Job Description We are accepting resumes for various Environmental Historic Preservations Specialists (EHP) positions to perform the tasks listed above in the Project Overview. EHP Specialist positions may include Archaeologist, Architectural Historian, Biologist, Certified Floodplain Manager, Ecologist, Environmental Planner, Historic Architect, Horticulturalist, Water Quality Specialist, and Wetlands Specialist. The EHP Specialist will be embedded within FEMA to provide technical assistance that may include: Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. Ensure EHP considerations are identified, documented, and communicated to the appropriate parties. Conduct environmental assessments and environmental impact statements as required. Assess potential impacts to species and habitat on projects, prepare No Effect memos, and conduct biological assessments and surveys to determine the existence of, and potential impact to, endangered species in accordance with criteria. Conduct surveys, assessments, and reviews of other potential areas of impact such as water quality, wetland delineations, sole or principal drinking aquifers, prime farmlands, and other ecologically significant or geographically unique areas. Perform analyses to ensure all reasonable alternatives have been evaluated in accordance with criteria and documented in written reports. Provide technical expertise to assist with Floodplain and Wetland Issues to support documentation needed for Executive Order 11988 and Executive Order 11990. May coordinate and complete basic to moderately complex site inspections to validate and record damage to assist in the FEMA Public Assistance grant delivery process. If selected the role would initially be a part-time, casual position and would become full-time upon task order awards.
Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring safety, operational soundness and excellent service levels. This position is also responsible for the sales culture in the banking center and the development of new and existing customers. Key Responsibilities Include Sales-orientation with the ability to: Plan, organize and motivate and lead employees in providing a sales and customer service oriented environment Host weekly staff sales meetings to review sales efforts and deposit growth goals and results; lead the team to create new and innovative ways to ensure unit's goals are achieved Manages all facets of the banking center including but not limited to: The safety and soundness of the banking center and of the day to day operations of the center Provide training, guidance and support to teammates Supervising all staff; appropriately delegates duties and tasks, training for staff on all policies and procedures Underwrites and authorizes loans within company guidelines Safety/security issues and compliance training Creates work schedules, communicates information on a timely basis ensuring comprehension and work areas are maintained per company policy Documents calls, referrals and cross selling opportunities and efforts; actively seeking, referring and retaining account relationships Creates quarterly and annual reports on business unit operations verses budgetary goals for supervisor Assists subordinates in resolution of difficult and or past due accounts Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s) Participates in special projects and assignments and performs other duties as assigned Leads and Builds Customer Relationships: Builds personal relationships with customers by being attentive to their personal lives and interests and by relating to their personalities, preferences, emotions and financial dreams Takes a conversational approach in balancing personal rapport building and qualitative and quantitative data gathering to identify customer financial priorities and objectives Guides customer interactions by setting meeting agendas and leading the conversation to remain focused on maximizing time with customer to match products and services with customer needs Demonstrates knowledge, confidence and enthusiasm for First Horizon products, services and specialists in all interactions with existing and prospective customers Proactively cross-sells customer relationships through telephone contacts, customer referrals, networking, building relationships in the community and in reactive sales situations. Obtains the customer's preferred contact information (i.e., home or work numbers, email address) for efficient follow-up questions as needed Accepts ultimate responsibility for the quality of the deal and customer relationship Trusted Advisor/Personal Impact: Proactively and systematically educates customers about financial strategies and First Horizon products and services (e.g., Financial Planning, Deposits, Investments, Insurance, Credit, Small Business) based on customer needs Communicates in an honest and straightforward manner with the customer Builds customer awareness of personal experience, certifications and licensing, First Horizon support team and focus on delivering customer value Attentively listens to customer questions and concerns to identify level of financial knowledge and customer priorities Draws from experience, completed financial plans and specialist support to appeal to the customer's life stage, financial knowledge level and priorities for effective customer communication Delivers on customer commitments Respects the confidentiality of the customer relationship Financial Analysis, Planning & Judgement: Analyzes customer's financial information and credit worthiness and reviews financial plan recommendations to identify customer needs and opportunities for creating customer value Identifies relationship success factors while creating picture of customer, their financial relationships and needs Engages customers in problem-solving and creating their own profile and financial plan Partners with Financial Planning teammates to efficiently deliver a high quality financial plan to the customer Customer Value Delivery: Manages own sales activities by setting goals, identifying targets, checking progress and maintaining efforts to sell, upsell, and cross-sell to the customer's needs Demonstrates effective presentation skills in discussing financial plan recommendations and matching First Horizon products and services to customer needs Takes a positive and tactful, honest approach to discuss the customer's financial gaps and goals outlined in the financial plan in terms of opportunities that can be supported by First Horizon products and services Continuously seeks customer understanding, agreement and commitment (verbal and non-verbal) regarding the product and service recommendations and redirects approach as needed to close the sale Demonstrates knowledge of First Horizon products and services and customer needs by coordinating the appropriate First Horizon specialists to build customer value with cross-selling efforts Builds confidence in the customer regarding the expertise of First Horizon specialists, the value of product and service recommendations and the ability of First Horizon to help him/her achieve financial goals Works to seek additional market, customer and First Horizon knowledge that supports delivering added customer value Banking Center Portfolio Optimization: Demonstrates knowledge of the profitability of First Horizon products through consultative sales actions and results Demonstrates understanding of the loyalty and profitability link by actively working to build customer value and retain profitable customer relationships Uses creative problem solving in customizing products, features and combinations to deliver personalized service without sacrificing profitability Reviews customer accounts, portfolio reports and market information to identify sales opportunities and drive revenue Team Player/Business Partner: Shares and seeks information from internal business partners to leverage First Horizon specialists in servicing and cross-selling based on customer needs Develops cooperative relationships with Banking Center teammates and other First Horizon team members to keep current on internal trends, policies, procedures, goals and efforts and delivery customer value Actively listens to First Horizon team members' concerns about customer issues Seeks out coaches and mentors to use as a resource in helping serve and sell to customer needs Serves as a coach to others by sharing lessons learned and best practices to help teammates and specialists serve and sell to customer needs Qualifications Include Bachelor's degree and two or more years high performing sales experience demonstrated though sales awards, incentives and recognition or an equivalent combination of education and experience. Experience in a financial services environment is a plus. Proven leadership ability, supervising two or more subordinate employees. Willingness to acquire Wealth Management licenses is strongly encouraged and may be required as indicated by market conditions and competitive environment. Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. Knowledge, Skills, Abilities and Personal Characteristics Thorough knowledge of banking center operations and fundamental understanding of general bank operations; Proficient understanding of the components of Financial Planning, Deposit products, Credit products, Small Business products, Investment and Insurance products (depending on certification levels), and Alternative Delivery Options Ability to manage others and offer coaching and direction setting related to performance Consistently meets or exceeds individual and banking center sales and customer service goals Ability to disseminate information and guidelines clearly to employees and check for understanding Ability to work independently and collaborate effectively as a team member Strong follow-up Manages complaints and problems to the satisfaction of customer's and banking center employees Awareness of financial market trends (e.g., general state of market, rates, consumer concerns) Ability to identify needs and make appropriate recommendations based on customer profiles Ability to effectively coach and counsel banking center employees, and to recognize the when each is required Ability to turn service and problems into sales . click apply for full job details
03/28/2024
Full time
Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring safety, operational soundness and excellent service levels. This position is also responsible for the sales culture in the banking center and the development of new and existing customers. Key Responsibilities Include Sales-orientation with the ability to: Plan, organize and motivate and lead employees in providing a sales and customer service oriented environment Host weekly staff sales meetings to review sales efforts and deposit growth goals and results; lead the team to create new and innovative ways to ensure unit's goals are achieved Manages all facets of the banking center including but not limited to: The safety and soundness of the banking center and of the day to day operations of the center Provide training, guidance and support to teammates Supervising all staff; appropriately delegates duties and tasks, training for staff on all policies and procedures Underwrites and authorizes loans within company guidelines Safety/security issues and compliance training Creates work schedules, communicates information on a timely basis ensuring comprehension and work areas are maintained per company policy Documents calls, referrals and cross selling opportunities and efforts; actively seeking, referring and retaining account relationships Creates quarterly and annual reports on business unit operations verses budgetary goals for supervisor Assists subordinates in resolution of difficult and or past due accounts Completes, passes and maintains an up-to-date status for all positional and company required compliance and regulatory courses by assigned due date(s) Participates in special projects and assignments and performs other duties as assigned Leads and Builds Customer Relationships: Builds personal relationships with customers by being attentive to their personal lives and interests and by relating to their personalities, preferences, emotions and financial dreams Takes a conversational approach in balancing personal rapport building and qualitative and quantitative data gathering to identify customer financial priorities and objectives Guides customer interactions by setting meeting agendas and leading the conversation to remain focused on maximizing time with customer to match products and services with customer needs Demonstrates knowledge, confidence and enthusiasm for First Horizon products, services and specialists in all interactions with existing and prospective customers Proactively cross-sells customer relationships through telephone contacts, customer referrals, networking, building relationships in the community and in reactive sales situations. Obtains the customer's preferred contact information (i.e., home or work numbers, email address) for efficient follow-up questions as needed Accepts ultimate responsibility for the quality of the deal and customer relationship Trusted Advisor/Personal Impact: Proactively and systematically educates customers about financial strategies and First Horizon products and services (e.g., Financial Planning, Deposits, Investments, Insurance, Credit, Small Business) based on customer needs Communicates in an honest and straightforward manner with the customer Builds customer awareness of personal experience, certifications and licensing, First Horizon support team and focus on delivering customer value Attentively listens to customer questions and concerns to identify level of financial knowledge and customer priorities Draws from experience, completed financial plans and specialist support to appeal to the customer's life stage, financial knowledge level and priorities for effective customer communication Delivers on customer commitments Respects the confidentiality of the customer relationship Financial Analysis, Planning & Judgement: Analyzes customer's financial information and credit worthiness and reviews financial plan recommendations to identify customer needs and opportunities for creating customer value Identifies relationship success factors while creating picture of customer, their financial relationships and needs Engages customers in problem-solving and creating their own profile and financial plan Partners with Financial Planning teammates to efficiently deliver a high quality financial plan to the customer Customer Value Delivery: Manages own sales activities by setting goals, identifying targets, checking progress and maintaining efforts to sell, upsell, and cross-sell to the customer's needs Demonstrates effective presentation skills in discussing financial plan recommendations and matching First Horizon products and services to customer needs Takes a positive and tactful, honest approach to discuss the customer's financial gaps and goals outlined in the financial plan in terms of opportunities that can be supported by First Horizon products and services Continuously seeks customer understanding, agreement and commitment (verbal and non-verbal) regarding the product and service recommendations and redirects approach as needed to close the sale Demonstrates knowledge of First Horizon products and services and customer needs by coordinating the appropriate First Horizon specialists to build customer value with cross-selling efforts Builds confidence in the customer regarding the expertise of First Horizon specialists, the value of product and service recommendations and the ability of First Horizon to help him/her achieve financial goals Works to seek additional market, customer and First Horizon knowledge that supports delivering added customer value Banking Center Portfolio Optimization: Demonstrates knowledge of the profitability of First Horizon products through consultative sales actions and results Demonstrates understanding of the loyalty and profitability link by actively working to build customer value and retain profitable customer relationships Uses creative problem solving in customizing products, features and combinations to deliver personalized service without sacrificing profitability Reviews customer accounts, portfolio reports and market information to identify sales opportunities and drive revenue Team Player/Business Partner: Shares and seeks information from internal business partners to leverage First Horizon specialists in servicing and cross-selling based on customer needs Develops cooperative relationships with Banking Center teammates and other First Horizon team members to keep current on internal trends, policies, procedures, goals and efforts and delivery customer value Actively listens to First Horizon team members' concerns about customer issues Seeks out coaches and mentors to use as a resource in helping serve and sell to customer needs Serves as a coach to others by sharing lessons learned and best practices to help teammates and specialists serve and sell to customer needs Qualifications Include Bachelor's degree and two or more years high performing sales experience demonstrated though sales awards, incentives and recognition or an equivalent combination of education and experience. Experience in a financial services environment is a plus. Proven leadership ability, supervising two or more subordinate employees. Willingness to acquire Wealth Management licenses is strongly encouraged and may be required as indicated by market conditions and competitive environment. Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. Knowledge, Skills, Abilities and Personal Characteristics Thorough knowledge of banking center operations and fundamental understanding of general bank operations; Proficient understanding of the components of Financial Planning, Deposit products, Credit products, Small Business products, Investment and Insurance products (depending on certification levels), and Alternative Delivery Options Ability to manage others and offer coaching and direction setting related to performance Consistently meets or exceeds individual and banking center sales and customer service goals Ability to disseminate information and guidelines clearly to employees and check for understanding Ability to work independently and collaborate effectively as a team member Strong follow-up Manages complaints and problems to the satisfaction of customer's and banking center employees Awareness of financial market trends (e.g., general state of market, rates, consumer concerns) Ability to identify needs and make appropriate recommendations based on customer profiles Ability to effectively coach and counsel banking center employees, and to recognize the when each is required Ability to turn service and problems into sales . click apply for full job details
Senior Quote/Estimator Specialist Location: Onsite- Plymouth, MI Salary: $85,000+ Our client is a Woman-Owned Small Business, specializes in supplying stamped and fabricated products, prototypes, tools, and designs across various industries, with a primary focus on automotive and military sectors. About The Position: As the Quote/Estimator Engineer, you'll be responsible for providing quotes on metal fabrications, weldments, machining, and prototypes by establishing Bill of Materials (BOM). Collaborate with sales, engineering, and cross-functional teams to develop competitive pricing analysis and financial scenarios for internal decision-making and external customer quotes. Key Responsibilities: Generate costed BOMs, analyze quotations, and prepare complete cost analyses. Review labor, material, and engineering estimates before submission. Collaborate with the purchasing group to issue RFQs to suppliers and subcontractors. Conduct make-or-buy analysis for potential new business quotations. Verify accuracy of quotes before submission to customers. Provide profitability and capacity analysis to executive management. Education/Experience/Certifications: Preferred: Bachelor's degree 5 years or equivalent experience. Experience as an Estimator or Quoting Engineer in steel fabrications, machining, etc. Familiarity with multiple markets (commercial, transportation, defense, aerospace) is advantageous. Additional Skills: Proficiency in Microsoft Office, CAD software (e.g., SolidWorks, Creo), and quoting software (preferred). Effective communication skills in English. Detail-oriented with strong organizational skills and problem-solving abilities. Benefits: Our client offers a competitive salary, annual performance bonuses, growth opportunities, and comprehensive benefits including medical, dental, vision, life insurance, disability, 401(k) match, tuition reimbursement, and gym membership. Please submit your resume and a cover letter detailing your relevant experience and qualifications to
03/28/2024
Full time
Senior Quote/Estimator Specialist Location: Onsite- Plymouth, MI Salary: $85,000+ Our client is a Woman-Owned Small Business, specializes in supplying stamped and fabricated products, prototypes, tools, and designs across various industries, with a primary focus on automotive and military sectors. About The Position: As the Quote/Estimator Engineer, you'll be responsible for providing quotes on metal fabrications, weldments, machining, and prototypes by establishing Bill of Materials (BOM). Collaborate with sales, engineering, and cross-functional teams to develop competitive pricing analysis and financial scenarios for internal decision-making and external customer quotes. Key Responsibilities: Generate costed BOMs, analyze quotations, and prepare complete cost analyses. Review labor, material, and engineering estimates before submission. Collaborate with the purchasing group to issue RFQs to suppliers and subcontractors. Conduct make-or-buy analysis for potential new business quotations. Verify accuracy of quotes before submission to customers. Provide profitability and capacity analysis to executive management. Education/Experience/Certifications: Preferred: Bachelor's degree 5 years or equivalent experience. Experience as an Estimator or Quoting Engineer in steel fabrications, machining, etc. Familiarity with multiple markets (commercial, transportation, defense, aerospace) is advantageous. Additional Skills: Proficiency in Microsoft Office, CAD software (e.g., SolidWorks, Creo), and quoting software (preferred). Effective communication skills in English. Detail-oriented with strong organizational skills and problem-solving abilities. Benefits: Our client offers a competitive salary, annual performance bonuses, growth opportunities, and comprehensive benefits including medical, dental, vision, life insurance, disability, 401(k) match, tuition reimbursement, and gym membership. Please submit your resume and a cover letter detailing your relevant experience and qualifications to
Description Introduction Do you have the career opportunities as a Clinical Nurse Coordinator you want with your current employer? We have an exciting opportunity for you to join Mission Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits Mission Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a(an) Clinical Nurse Coordinator where your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications The Clinical Nurse Coordinator (CNC) ensures and delivers high quality, patient-centered care and coordination of all functions in the unit/department during the designated shift. In collaboration with other members of the management team, the CNC directs, monitors, and evaluates nursing care in accordance with established policies/procedures, serves as a resource person for staff, and models a commitment to the organization's vision/mission/values to support an unparalleled patient experience and clinical outcomes that contribute to overall departmental performance. What you will do in this role: Assists with admission and discharge processes to ensure efficient throughput and high quality, patient-centered care. Participates in the ongoing assessment of the quality of patient care services provided in the unit, in collaboration with other members of the management team. Collaborates with subject matter experts and other managers to create an environment of teamwork that supports improved outcomes and service. Supports a patient-first philosophy and engages in service recovery when necessary. Supports the efforts of the facility to improve engagement by operationalizing current nursing strategies, including employee rounding, hourly rounds, and other initiatives. Provides recommendations related to interviewing, selecting, and training new staff. Recommends and implements courses of action, including training and development, conflict resolution, personnel policy compliance, completion of performance evaluations, and/or disciplinary actions to ensure a competitively better organization. Assists with staff scheduling. Manages all practical aspects of staff labor in accordance with patient care needs and established productivity guidelines. Supports proper inventory control and assists with managing supplies and equipment. What qualifications you will need: Basic Cardiac Life Support Registered Nurse licensure Bachelors Degree 1 years experience Required Years of Experience Mission Hospital is located in Asheville, North Carolina. This is Mission Health's flagship hospital, licensed for 815 beds. Healthgrades named Mission Hospital as of one America's 50 Best Hospitals from . Mission Hospital is in the top 1% of hospitals in the nation for providing the highest clinical quality year over year. Leapfrog Hospital Safety Grade recognized Mission Hospital with an "A," nationally recognizing Mission Hospital's achievements in protecting patients and providing safer healthcare. Mission Hospital also earned the prestigious Magnet Designation in November 2020. This is the highest international honor that distinguishes organizations that meet rigorous nursing excellence standards. We are the regional referral center for tertiary and quaternary care. We are the region's only Level II trauma center. Mission Hospital also includes Mission Children's Hospital. The region's only children's hospital - providing 30 pediatric sub-specialists. We're the busiest surgical hospital west of Raleigh, North Carolina. We are the second-busiest in the state. Mission Hospital provides the only open heart and interventional cardiology in the region. We are the only Cyberknife provider west of Raleigh. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do." - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Clinical Nurse Coordinator opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
03/28/2024
Full time
Description Introduction Do you have the career opportunities as a Clinical Nurse Coordinator you want with your current employer? We have an exciting opportunity for you to join Mission Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare. Benefits Mission Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income. Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. Our teams are a committed, caring group of colleagues. Do you want to work as a(an) Clinical Nurse Coordinator where your passion for creating positive patient interactions are valued? If you are dedicated to caring for the well-being of others, this could be your next opportunity. We want your knowledge and expertise! Job Summary and Qualifications The Clinical Nurse Coordinator (CNC) ensures and delivers high quality, patient-centered care and coordination of all functions in the unit/department during the designated shift. In collaboration with other members of the management team, the CNC directs, monitors, and evaluates nursing care in accordance with established policies/procedures, serves as a resource person for staff, and models a commitment to the organization's vision/mission/values to support an unparalleled patient experience and clinical outcomes that contribute to overall departmental performance. What you will do in this role: Assists with admission and discharge processes to ensure efficient throughput and high quality, patient-centered care. Participates in the ongoing assessment of the quality of patient care services provided in the unit, in collaboration with other members of the management team. Collaborates with subject matter experts and other managers to create an environment of teamwork that supports improved outcomes and service. Supports a patient-first philosophy and engages in service recovery when necessary. Supports the efforts of the facility to improve engagement by operationalizing current nursing strategies, including employee rounding, hourly rounds, and other initiatives. Provides recommendations related to interviewing, selecting, and training new staff. Recommends and implements courses of action, including training and development, conflict resolution, personnel policy compliance, completion of performance evaluations, and/or disciplinary actions to ensure a competitively better organization. Assists with staff scheduling. Manages all practical aspects of staff labor in accordance with patient care needs and established productivity guidelines. Supports proper inventory control and assists with managing supplies and equipment. What qualifications you will need: Basic Cardiac Life Support Registered Nurse licensure Bachelors Degree 1 years experience Required Years of Experience Mission Hospital is located in Asheville, North Carolina. This is Mission Health's flagship hospital, licensed for 815 beds. Healthgrades named Mission Hospital as of one America's 50 Best Hospitals from . Mission Hospital is in the top 1% of hospitals in the nation for providing the highest clinical quality year over year. Leapfrog Hospital Safety Grade recognized Mission Hospital with an "A," nationally recognizing Mission Hospital's achievements in protecting patients and providing safer healthcare. Mission Hospital also earned the prestigious Magnet Designation in November 2020. This is the highest international honor that distinguishes organizations that meet rigorous nursing excellence standards. We are the regional referral center for tertiary and quaternary care. We are the region's only Level II trauma center. Mission Hospital also includes Mission Children's Hospital. The region's only children's hospital - providing 30 pediatric sub-specialists. We're the busiest surgical hospital west of Raleigh, North Carolina. We are the second-busiest in the state. Mission Hospital provides the only open heart and interventional cardiology in the region. We are the only Cyberknife provider west of Raleigh. HCA Healthcare has been recognized as one of the World's Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. "Bricks and mortar do not make a hospital. People do." - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Clinical Nurse Coordinator opening. We promptly review all applications. Highly qualified candidates will be contacted for interviews. Unlock the possibilities and apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments 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! The Value You Deliver No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Payroll Specialist, and Accounting Assistant and others in the Accounting and Finance to apply.
03/28/2024
Full time
Job Description: Fidelity Investments' Racial Equity & Diversity Pledge "Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson Chairman & CEO Fidelity Investments It is time to explore new challenges in your career With your outstanding integrity, we know that clients invest their trust in you. Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise We're Looking For Previous success in sales FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role 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. You provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment products Our Investments in You We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments 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! The Value You Deliver No longer spending time on cold calls and sourcing new clients, you will have the time to deepen relationships and create complex financial plans Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community. How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. We invest in you through the support of a well-rounded team of professionals, unlimited access to some of the best resources, technology and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! We believe in being . Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as Financial Analyst, Payroll Specialist, and Accounting Assistant and others in the Accounting and Finance to apply.