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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. 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.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit 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, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.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.

Fidelity Investments

Financial Services Representative - Tucson, AZ

Arizona Kidney Disease and Hypertension Center (AKDHC) is one of the nation's largest groups of physicians specializing in the care of patients with renal disease. Since 1976, we have enjoyed the trust of patients and the respect of the community throughout the Phoenix Metropolitan area and across Arizona. We are a professional medical association consisting of physicians and other vital support staff. We are seeking a Bilingual Clinical Research Coordinator I or II to join our team. To learn more about us, please visit our website:&nbsp;<a href="http://www.akdhc.com&amp;nbsp" target="_blank">www.akdhc.com&amp;nbsp</a>;Bilingual Clinical Research Coordinator I or II - AKDHC Tucson St. Mary's OfficeWith the support of the Bilingual Clinical Research Operations Manager, the Clinical Research Coordinator I or II will provide research study assistance and coordination services to different clinical research areas for AKDHC Medical Research Services, LLC. You will also be responsible for assisting the Principal Investigator and ancillary staff in educating patients about research studies. &nbsp;Clinical Research will include clinical trials in our regular nephrology offices, as well as our surgery center and dialysis units.Your responsibilities as the Bilingual Clinical Research Coordinator will include:<ul><li>Promotes research studies’ initiation and review, including completion of associated reports/questionnaires.</li><li>Promotes the positive growth of research within the company</li><li>Supports other team members with Research related activities</li><li>Required to know the Standard Operating Procedures</li><li>Maintains a thorough working knowledge through studying to achieve Clinical Research Coordinator Certification through attending seminars and training sessions necessary to achieve required credit hours through our education Fund</li><li>Maintain the ability to provide basic patient care including: the use of medical terminology, understanding basic lab values, vital sign assessment, phlebotomy, medication administration under the direction of the PI, the ability to recognize adverse events and/or patients in distress requiring advanced patient care and reporting the same to the appropriate personnel</li><li>Perform other tasks as assigned by the Clinical Research Operations Manager</li><li>Maintain a positive, pleasant, professional working relationship with all research and ancillary staff.&nbsp;</li><li>Some travel between offices is required (may occur on a daily basis) – mileage reimbursement provided. &nbsp;There is also some travel to Investigator’s Meetings out of state as necessary (up to twice per year).</li></ul>You should have:<ul><li>Currently enrolled in a relevant undergraduate program or relevant work experience accepted; Preferred: Bachelor’s degree from a four-year college or university</li><li>At least 1-2 years related experience and/or training; or equivalent combination of education and experience</li><li>Strong interest in the clinical trial industry and medical research. Preferred Certificates and Licenses: Clinical Research EDC, GCP, and IATA training certificates; knowledge of ICH guidelines, GCP, and the clinical trial study process</li><li>Excellent patient care skills and excellent organizational and communication skills.</li><li>Positive work ethic and attitude and high energy a must!</li><li>Detail-oriented with a commitment to accuracy in research tasks.</li><li>Ability to learn computer applications as necessary for the conduct of business such as AKDHC Intranet, Athena, and other software to retrieve and interpret information as needed; a basic ability to utilize Microsoft Office software is becoming necessary</li></ul>Benefits:We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive compensation and extensive benefits package including paid time off, medical, dental and vision benefits, and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

2 Project Management / Professional Services Jobs in Tucson, AZ, USA