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<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Workplace Planning Associate - Jacksonville, FL

<h4>Company Profile</h4><p>Gold Coast JCB is the JCB dealer for southeast FL with a strong commitment to provide the best products and customer support in the market. We are investing in our workforce and offering a highly competitive compensation and benefit program, to ambitious candidates with the correct mindset to excel at their personal and professional level.&nbsp; Gold Coast JCB is an authorized dealer for JCB construction equipment including compact track loaders, skid steer loaders, rough terrain forklifts, backhoes, wheel loaders, excavators, telehandlers, aerial equipment, among others.</p><p></p><p><strong>Position Summary</strong></p><p>Gold Coast JCB currently has an opening for a Territory Sales Representative to support our machine sales coverage.&nbsp; This position is responsible for providing exemplary customer satisfaction to assigned accounts through the sale and promotion of products and services offered by Gold Coast JCB. From the field, the Territory Sales Representative will serve as the primary liaison between Gold Coast JCB and the customer.</p><p><strong>Position Type: </strong>Full Time, Exempt </p><p></p><p><strong>Major Tasks, Responsibilities &amp; Key Accountabilities</strong></p><ul><li>Develop sales opportunities by researching and identifying potential accounts, soliciting new accounts, building rapport, providing technical information and explanations and preparing quotes.</li><li>Build relationships with customers quickly and in a mutually beneficial manner.</li><li>Listen to and engage every customer to obtain sufficient information to correctly determine or confirm his/her requests.</li><li>Answer customer questions regarding products, prices, availability, product uses and rental policies.</li><li>Fulfil requests promptly and accurately, in line with company procedures.</li><li>Obtain customer information such as name, address and payment method. Enter orders into database.</li><li>Create quotations and maintain records of contacts, accounts and orders.</li><li>Consult with clients after contract signings to resolve issues and provide ongoing support.</li><li>Knowledge of products to troubleshoot machine issues over the phone.</li><li>Ensure showroom, equipment, displays, counters, and signs are clean, well-stocked, orderly and attractive. </li><li>Aid in the schedule and dispatch of deliveries.</li><li>Work with team members to ensure high quality work and the best possible customer experience</li><li>Maintain CRM database, knowledge of Sales Force a plus</li></ul><p><strong>Requirements</strong></p><ul><li>Specific industry experienced desired or an equivalent college degree. </li><li>Qualified candidate MUST have prior service, parts or sales experience in a dealership or rental company environment to include heavy customer contact and negotiation.</li><li>Must possess a valid and active Florida driver’s license, appropriate to the position and type of vehicle required for the position</li><li>Prior territory management experience preferred. </li><li>High energy, excellent communication skills, and a strong work ethic required.</li><li>Leadership Skills a strong plus for future growth opportunities</li><li>Self-Improvement skills and set high standards for personal performance</li><li>Excellent customer service skills</li><li>Ability to perform at a high capacity in fast paced environment</li><li>Must pass any drug screens and background checks </li></ul><p>Gold Coast JCB is an equal employment opportunities (EEO) employer in accordance with applicable federal, state and local laws. JCB complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.</p><p>JCB is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however, as a global company, JCB offers many job opportunities outside of the U.S. which can be found through our website at <a href="https://www.jcb.com/en-gb/about/careers" target="_blank">https://www.jcb.com/en-gb/about/careers</a>.</p><p><strong>JobFamily</strong></p><p>Sales</p><p><strong>PayType</strong></p><p>Salary</p>

Gold Coast JCB - Territory Sales Representative 

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.</p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li><p>College degree preferred or equivalent work-related experience.</p></li><li><p>Series 7 &amp; 63 required.</p></li><li><p>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</p></li><li><p>Your retirement plan record keeping and administration experience.</p></li><li><p>Your relationship management experience.</p></li><li><p>You have excellent verbal and written communication skills.</p></li><li><p>Your excellent organization and time management skills and attention to detail.</p></li><li><p>You have demonstrated problem-solving skills.</p></li><li><p>Your effective presentation skills, influence and negotiation skills.</p></li><li><p>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</p></li><li><p>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</p></li><li><p>Building client relationship to highest level of decision makers.</p></li><li><p>Planning and conducting effective in-person and/or phone meetings.</p></li><li><p>Makes thorough plans and preparations for client meetings.</p></li><li><p>Properly planning, influencing, and implementing Fidelity solutions to address needs.</p></li><li><p>Differentiating Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</p></li><li><p>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</p></li><li><p>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</p></li><li><p>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</p></li><li><p>Actively facilitating Investment Review meetings.</p></li><li><p>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</p></li><li><p>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</p></li><li><p>The MD is expected to own the client relationships for which they are accountable.</p></li><li><p>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</p></li><li><p>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</p></li><li><p>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t 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>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Palm Beach Gardens, FL

Investment Consultant - Tampa, 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 Professional Relations Representative (PRR) is responsible for educating community care partners about the availability and benefits of, as well as the eligibility criteria for, Hospice and Palliative Care services for medically appropriate, terminally ill patients who meet all applicable hospice admission criteria.  Also promotes Home Health services for non-Hospice patients to community care partners.<p><b>Qualifications:</b></p><ul><li>Bachelor's degree in related field preferred or an equivalent combination of education and experience</li><li>Minimum of two (2) years of professional medical sales experience preferred (other sales experience may be considered); background in healthcare considered</li><li>Ability to promote all service lines with potential referral sources in competitive areas</li><li>Technically proficient with Outlook, Word, Excel, Power Point and other job-related software</li><li>Professional presence with excellent communication skills (written and verbal), including public speaking</li><li>Bi-lingual in Spanish preferred</li><li>Mobile Driver - Valid driver’s license and automobile insurance per Company policy</li><li>Must be willing and able to travel throughout the designated service area</li><li>Able to manage time and contacts effectively to achieve desired outcomes</li><li>Ability to analyze, evaluate, plan, and execute both existing and potential sales activities and strategies that result in referral generation and the achievement of goals</li><li>Ability to work unsupervised, exercise a high degree of discretion and independent judgment while demonstrating the ability to make decisions which benefit the territory, Organization, and the management of the assigned individual budget</li><li>Self-motivated and resourceful</li></ul><p><b>Competencies:</b></p><ul><li>Satisfactorily complete competency requirements for this position.</li></ul><p><b>Responsibilities of all Employees:</b></p><ul><li>Represent the Company professionally at all times through care delivered and/or services provided to all clients.</li><li>Comply with all State, federal and local government regulations, maintaining a strong position against fraud &nbsp; &nbsp;&nbsp;&nbsp;and abuse.</li><li>Comply with Company policies, procedures and standard practices.</li><li>Observe the Company's health, safety and security practices.</li><li>Maintain the confidentiality of patients, families, colleagues and other sensitive situations within the Company.</li><li>Use resources in a fiscally responsible manner.</li><li>Promote the Company through participation in community and professional organizations.</li><li>Participate proactively in improving performance at the organizational, departmental and individual levels.</li><li>Improve own professional knowledge and skill level.</li><li>Advance electronic media skills.</li><li>Support Company research and educational activities.</li><li>Share expertise with co-workers, both formally and informally.</li><li>Participate in Quality Assessment Performance Improvement activities as appropriate for the position.</li></ul><p><b>Job Responsibilities:</b></p><ul><li>Cultivates, expands, and maintains quality professional relationships with new and existing referral sources such as hospitals, physicians, skilled nursing facilities, assisted living facilities, home health and companion care agencies, and other referral sources.</li><li>Provides a consistent professional presence in the healthcare community with all identified referral sources within assigned territory; includes participation in appropriate clinical groups and interaction with referral sources during business hours, as well as weekends, evenings and holidays in order to meet required admission goals.&nbsp;&nbsp; Activities resulting in 90% customer facing time/travel and less than 10% administrative duties.</li><li>Responsible for ongoing territory management ensuring that assigned accounts reflect up-to-date, accurate profile information. Completes all sales call documentation in the CRM timely and with accuracy.</li><li>Responsible for the development of data driven, comprehensive quarterly sales plans that focus on strategies that result in admission and program growth.</li><li>Demonstrates creativity, innovation, and desire to create continued growth in assigned territory and accounts.</li><li>Develops and maintains a structured call rotation with all assigned accounts, preventing accounts from becoming neglected. Consistently averages greater than 50 sales calls per week.&nbsp;</li><li>Develops new referral sources and businesses within assigned territory.</li><li>Provides ongoing education and data updates to referral sources routinely. These include patient updates, referral/admission outcomes, educational material, and statistical analysis. Is a professional representative for the Organization and performs as an active, motivated, productive, professional and positive member of the sales team.</li><li>Represents Chapters professionally during all work-related activities, ensuring that activities are aligned with the program initiatives and goals, as determined by the program business development leader.</li><li>Provides consistent, frequent communication with referral sources including, but not limited to, organizational quality, outcomes, competencies, and clinical criteria and differentiators.</li><li>Performs at a high level as the account manager, providing exceptional customer service for all account related needs. Facilitates communication and resolution between the customer and team members.</li><li>Communicates effectively with the Director of Business Development on identified customer concerns.</li><li>Independently monitors trends related to account growth and loss and the development of new business. Quickly adjusts to self-correct where the need is identified, resulting in year-over-year growth for the territory.</li><li>Constantly strives to improve the image of the Organization in the healthcare community.</li><li>Meets or exceeds assigned goals/productivity expectations and finds increasingly efficient ways to manage the territory and customer needs.&nbsp; Completes work and documentation with accuracy and within assigned deadlines.</li><li>Performs other duties as assigned.</li></ul><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

Clinical Liaison (Field/Sales Marketing Rep) - Leesburg/Villages - Physician Only

Investment Consultant - Coral Gables, FL

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

Financial Consultant - Sarasota, FL

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

17 Sales Jobs in Florida