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<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Consultant - Winter Park, FL

<p><b>It’s inspiring to work with a company where people truly BELIEVE in what they’re doing! </b></p><p><b>When you become part of the Chapters Health Team, you’ll realize it’s more than a job. It’s a mission. We’re committed to providing outstanding patient care and a high level of customer service in our communities every day. Our employees make all the difference in our success!</b></p>Role: <br>The RN, Care Coordinator is responsible for assessing and identifying patient/family needs, utilizing the nursing process, coordinating the Plan of Care with the Interdisciplinary Group (IDG), and providing palliative and supportive care to the patient/family unit.<p>Qualifications:<br>• Current license as RN in the state where the employee will be working<br>• Minimum one (1) year of in-patient nursing or hospice experience for external candidates; for internal applicants, minimum of 6-months of LPN experience with hospice/home health within an affiliate<br>• Previous experience working with an EMR/EHR (Electronic Medical/Health Record) system<br>• Mobile Driver - Valid driver’s license and automobile insurance per Company policy<br>• Reliable transportation to meet visit schedule<br>• Ability to use equipment with visual and auditory mechanisms<br>• Ability to effectively communicate in English (verbal and written)<br>• Flexible schedule to meet the needs of Hospice House patients<br>• Ability to manage the emotional stress of working with and caring for terminally ill patients and their families<br>• Ability to physically access patient rooms, other areas of the Hospice House/Hospital/ALF, etc., and any home (i.e., navigate stairs and narrow spaces, tolerate heat and lack of air conditioning) within any part of the service area<br>• Ability to perform the essential functions and physical requirements (including, but not limited to: lifting patients and/or equipment, bending, pushing/pulling, kneeling) of the job with or without reasonable accommodation</p><p>•&nbsp;Active BLS for healthcare professionals from the American Heart Association or Red Cross. Employees hired prior to 12/31/2022 must obtain certificate prior to 10/1/2023</p><p>Some locations may require:</p><ul><li>Provides reassurance on the phone to patients and families. Assists in finding solutions to their questions and/or recognizes the need for an in person visit. Coordinates in person visit when needed/or requested.</li><li>Assists the patient and family to achieve the desired comfort levels.</li><li>Utilizes appropriate support/expert resources or personnel to resolve complex or difficult situations.</li><li>Documents patient/family contact information in the EMR and communicates with the Interdisciplinary Group (IDG).</li><li>Completes clinical admissions for all Company services including, but not limited to:<ul><li>Explains services to potential patients/families and addresses questions regarding patient fears, physical limitations, while putting the patient/family at ease; presents services in an empathetic and compassionate manner&nbsp;</li><li>Identifies admission objections, concerns or other entry barriers and provides responses</li><li>Educates patient/family on admission requirements and addresses immediate needs</li><li>Completes informed consents and initial assessment according to regulations and Company policy</li><li>Provides information to Physicians and initiates Plan of Care to address patient’s immediate needs</li><li>Initiates skilled nursing interventions to prevent complications, alleviate symptoms and maximize physical and emotional comfort</li><li>Obtains Physician orders</li><li>Completes documentation per Company policy</li></ul></li></ul><ul><li>Acts as the Company representative at assigned facilities while facilitating referrals to all service lines; works closely with referring hospitals, physicians, facilities, patients, families, and the general public.</li><li>Communicates frequently with Admissions to ensure timely follow-up.&nbsp; When assignment is complete, informs Admissions and prepares for next assignment.</li><li>Provides all necessary clinical communication timely using SBAR.</li><li>Discusses any potential needs with after-hours staff.</li><li>Obtains consents for services and arranges safe discharge in an efficient manner for referred and eligible patients while meeting productivity expectations.</li><li>Obtains medical record information for the referral.</li><li>Develops strong relationships with case managers, physicians, etc. at facilities.</li><li>Works with Professional Relations Representatives (PRRs) to provide education on all available services.</li><li>Provides care for any GIP patients in a hospital including daily visits, professional management, documentation and efficient discharge.</li></ul><p><br>Competencies:<br>• Satisfactorily complete competency requirements for this position.<br><br>Responsibilities of all employees:<br>• Represent the Company professionally at all times through care delivered and/or services provided to all clients.<br>• Comply with all State, federal and local government regulations, maintaining a strong position against fraud and abuse.<br>• Comply with Company policies, procedures and standard practices.<br>• Observe the Company's health, safety and security practices.<br>• Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.<br>• Use resources in a fiscally responsible manner.<br>• Promote the Company through participation in community and professional organizations.<br>• Participate proactively in improving performance at the organizational, departmental and individual levels.<br>• Improve own professional knowledge and skill level.<br>• Advance electronic media skills.<br>• Support Company research and educational activities.<br>• Share expertise with co-workers both formally and informally.<br>• Participate in Quality Assessment and Performance Improvement activities as appropriate for the position.<br><br>Job Responsibilities:<br>• Provides and manages direct care to patients and families as part of Interdisciplinary Group (IDG), incorporating psychosocial, spiritual, cultural, physical and biological components, and appropriate nursing intervention and follow-up.<br>• Coordinates the Plan of Care, ensuring that an individualized Plan of Care is developed that accurately reflects the patient’s evolving needs.<br>• Educates patient, family, caregivers and other health professionals about disease process and decline, palliative interventions, care giving, dying process and safety practices.<br>• Reports changes in the patient’s condition to appropriate members of the IDG or other health professionals.<br>• Participates with the IDG to evaluate hospice referrals/admissions for level of care appropriateness.<br>• Attends patient deaths; prepares body for transport; oversees disposal of medications.<br>• Provides appropriate bereavement interventions to the family and caregiver in conjunction with psychosocial staff.<br>• Presents concise and pertinent oral and written reports to IDG; respects and encourages input from all disciplines.<br>• Communicates accurately and completely to physicians, staff members, patients, families, and supervisors; utilizes positive approaches when working with others.<br>• Supervises patient care given by other nursing team members (i.e., LPNs, Hospice Aides, and contract nurses).<br>• Performs other duties as assigned.<br><br>Physical Demands for Post Offer/Pre-Placement (The demands described below are representative of those that must be met by an individual to perform the essential functions of the job, with or without reasonable accommodation.):<br><br>While performing the duties of this job, the following abilities are required: see; hear; talk; walk; use hands to finger, handle or feel.<br><br>Frequently required to: stand; sit; reach with hands/arms; lift; bend; balance.<br><br>Occasionally required to: pull; push; stoop/crouch; kneel; climb stairs.</p><p><b>This position requires consent to drug and/or alcohol testing after a conditional offer of employment is made, as well as on-going compliance with the Drug-Free Workplace Policy. </b></p>

Chapters Health System

RN, Care Coordinator

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Planning Consultant - Altamonte Springs, FL

RN, Care Coordinator Sun-Wed

RN , Care Coordinator  Sun- Wed

RN, Care Coordinator Wed - Sat

RN, Care Coordinator Wed-Sat

<h3>Job Description:</h3><p><strong>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:</strong> </p><p>The Villages, Winter Park</p><h3>High Net Worth Representative</h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

High Net Worth Service Associate - Greater Orlando, FL Area

Under direct supervision and through initial training, this position handles routine customer service cases. Achieves customer satisfaction with accurate, timely, and consistent information.<br><br>McLane promotes earning, learning, and living a great life. We are a team, and we want to work with you. So, here's the details: <br><br> Schedule: Tuesday - Saturday 8am-4:30pm<br><ul><li><strong>Generous benefits available on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </strong></li><li>Get paid early. Get paid fast. </li><li>401(k) with annual company match. </li><li>Paid holidays, vacation time, educational assistance program, and more!</li></ul><br><strong>ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: </strong><br>Other duties may be assigned. <br><ul><li>Maintain customer files to ensure up to date information.</li><li>Research and respond to customer inquiries.</li><li>Manage customer requests for assistance, information, and issue resolution.</li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met.</li><li>Maintain regular communication with decision makers within customer organizations.</li><li>Train customers on various business issues and applications to maximize value.</li><li>Respond to various customer requests and needs.</li><li>Answer inquiries by phone, email, and internet response.</li><li>Perform other duties as needed or assigned by supervisor.</li><li>Other duties may be assigned. </li></ul><br><strong>MINIMUM QUALIFICATIONS AND REQUIREMENTS:</strong><br><ul><li>High School Diploma or GED. </li><li>Up to 2 years of experience in a customer service role.</li><li>Ability to type 45 wpm and perform 10-key by touch.</li><li>Strong verbal and written communication skills, and organization and planning skills.</li><li>Knowledge and experience with Microsoft office applications.</li><li>Ability to prioritize pending tasks in a logical manner.</li><li>Ability to learn quickly and retain information.</li></ul><br><strong>WORKING CONDITIONS: </strong><br><ul><li>Office environment.</li></ul><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws. <br><br>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

12 Project Management / Professional Services Jobs in Orlando, FL, USA