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DRG Validation Auditor

HCA Florida Memorial Hospital​ | Jacksonville, FL 32216

Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a DRG Validation Auditor with Parallon you can be a part of an organization that is devoted to giving back! Candidates must have a background in Facility Inpatient Coding and DRG Validation. Job Summary and Qualifications As a work from home Inpatient Coding Auditor, you will be responsible for performing internal quality assessment reviews on Health Information Management Service Center (HSC) coders to ensure compliance with national coding guidelines, the HSC coding policies and the Company coding policies for complete, accurate and consistent coding which result in appropriate reimbursement and data integrity. You will review outcomes are communicated to the HSC team to improve the accuracy, integrity and quality of patient data, to ensure minimal variation in coding practices and to improve the quality of physician documentation within the body of the medical record to support code assignments. What you will do in this role: Leads, coordinates and performs all functions of quality reviews (routine, pre-bill, policy driven and incentive plan driven) for inpatient and/or outpatient coding across multiple HSCs Assists in ensuring HSC coding staff adherence with coding guidelines and policy Demonstrates and applies expert level knowledge of medical coding practices and concepts Participates on special reviews or projects Maintains or exceeds 95% productivity standards Maintains or exceeds 95% accuracy Meets all educational requirements as stated in current Company policy Reviews all official data quality standards, coding guidelines, Company policies and procedures, and clinical/medical resources to assure coding knowledge and skills remain current What qualifications you will need: High school diploma and/or GED preferred Undergraduate degree in HIM/HIT preferred Minimum of 3 years acute care inpatient/outpatient coding experience preferred Minimum of 3 years coding auditing/monitoring experience strongly preferred RHIA, RHIT and/or CCS preferred Please visit our Parallon HCA Healthcare Coding Landing Page for more information on Coding Opportunities. CLICK HERE for more information on Parallon HCA Coding Benefits Parallon, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive benefits for medical, prescription drug, dental, vision, behavioral health and telemedicine services Wellbeing support, including free counseling and referral services Time away from work programs for paid time off, paid family leave, long- and short-term disability coverage and leaves of absence Savings and retirement resources, including a 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service), Employee Stock Purchase Plan, flexible spending accounts, preferred banking partnerships, retirement readiness tools, rollover support and financial wellbeing counseling Education support through tuition assistance, student loan assistance, certification support, dependent scholarships and a partnership with Galen College of Nursing Additional benefits for fertility and family building, adoption assistance, life insurance, supplemental health protection plans, auto and home insurance, legal counseling, identity theft protection and consumer discounts Learn more about Employee Benefits Note: Eligibility for benefits may vary by location. " Parallon provides full-service revenue cycle management, or total patient account resolution, for HCA Healthcare. Our services include scheduling, registration, insurance verification, hospital billing, revenue integrity, collections, payment compliance, credentialing, health information management, customer service, payroll and physician billing. We also provide full-service revenue cycle management as well as targeted solutions, such as Medicaid Eligibility, for external clients across the country. Parallon has over 17,000 colleagues, and serves close to 1,000 hospitals and 3,000 physician practices, all making an impact on patients, providers and their communities. 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. " "There is so much good to do in the world and so many different ways to do it."- Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder Be a part of an organization that invests in you! We are reviewing applications for our Coding Quality Audit Reviewer opening. Qualified candidates will be contacted for interviews. Submit your application and help us raise the bar in patient care! We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Spec Pt Grievance & Complaints | Risk Management | Full Time

UF Health | Saint Augustine, FL 32086

Overview: Investigate, resolve, document and report organization specific grievances in accordance with regulatory requirements. Develop, implement and participate in UF Health's process to ensure compliance with The Joint Commission (TJC) and the Centers for Medicare and Medicaid (CMS) patient rights requirements. Work in a sometimes ambiguous work situation with minimal supervision. Address difficult, awkward situations with tact and diplomacy. Qualifications: Required Education: Bachelor's degree Preferred Education: Bachelor's degree in healthcare such as BSN or other clinical healthcare profession Necessary Skills: 1. Must be able to communicate clearly communicate with all levels of staff and physicians throughout the organization. Requires excellent writing skills and ability to make most decisions independently. 2. Must work with staff in a supportive way to troubleshoot and resolve issues. 3. Ability to work with difficult, angry and upset individuals using a calm and empathetic demeanor. 4. Must be able to thoroughly investigate patient and visitor grievances utilizing a fair and unbiased eye to determine the validity of the grievance. 5. Demonstrated ability to work with staff and physicians to address identified concerns. Required Licensure/Certifications: N/A Preferred Licensure/Certifications: RN/LPN Required Experience: 3-5 years clinical and/or other experience in an acute care hospital Preferred Experience: Registered nurse preferred. Will consider other healthcare professionals based on experience. Experience with the CMS and TJC. Must possess strong customer service skills/interpersonal interactions; ability to handle difficult and angry people constructively; savvy to interact with physicians/senior leadership. Requires excellent analytical skills, planning, organizing and troubleshooting abilities. .

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Home Care Coordinator

Pace Partners of North East Florida | Jacksonville, FL 32205

Posted Tuesday, September 1, 2026 at 11:00 PM PACE Place provides coordinated medical and social services to elders who want to remain in their home but need support to do so. PACE Place provides Medical, Rehabilitation, In-Home Assistance, Transportation, Social Work, and Day Center services for patients in our care. Position Summary The PACE Home Care Coordinator is responsible for the development and implementation of home care services for PACE Partners participants, including the coordination of all Durable Medical Equipment and nursing home care. Schedule: Mon - Fri 8 am - 5 pm with rotating call responsibilities, eve and weekends. Essential Functions Assesses, using the nursing process, the homecare needs of a frail elderly population, and identifies and develops specific plans of care in accordance with PACE requirements Conducts timely home health care assessments, using the appropriate process for the homecare needs of a frail elderly population Conduct initial home care and home safety assessments in conjunction with the PACE intake coordinator, as indicated, to identify and mitigate risks in the home environment Identifies and develops specific plans of care for the participant, as well as for home health aides/CNAs providing home care services Ensure all services are implemented according to the participant’s individualized care plan developed by the IDT. Conduct routine home visits to assess participant needs, safety, and satisfaction with services. Adjust services promptly in response to changes in participant condition or IDT direction. Coordinates the implementation of all homecare services, which can include nursing, physical therapy, occupational therapy, speech therapy and personal care services, to ensure that quality service is provided to meet client needs Provide nursing services in the home in support to the nurse care managers as needed Coordinates all home health care services for PACE Partners participants Oversee scheduling of medical escort services to outside appointments. Attends and participates in the interdisciplinary process through the Interdisciplinary Team (IDT) meetings Actively participate in IDT meetings and contribute to care planning and ongoing evaluation. Communicate changes in participant status to IDT members in a timely manner. Advocate for participant needs and preferences in care planning discussions Assess the program’s homecare services system, makes recommendations, and offers solutions to revise or modify systems to better meet participant needs Monitor service utilization and ensure alignment with authorized care plans. Participate in audits, quality improvement initiatives, and corrective action plans as needed. Provides oversight to contracted Home Health Aides (HHA’s) ensuring documentation is received timely and care planned items are provided to the participants Remains abreast of PACE Partners policy, processes, and procedures Performs evaluations of Home Health Aides (HHA’s) and completes supervisory and participant satisfaction visits to ensure care is being delivered in accordance with PACE standards and requirements Monitor participant satisfaction and address concerns or complaints related to home care services. Ensure services promote participant dignity, independence, and safety. Complete ongoing home safety assessments as indicated or recommended by the IDT. Comply with all state and/or federal regulations to ensure provision of services are documented, tracked, and monitored across all care settings. Comply with all state and/or federal regulations to ensure the required in-person assessments are completed in response to Service Determination Requests. Comply with all state and/or federal regulations to ensure the organization is performing assessments, collecting and analyzing the data from these assessments to take actions to improve the quality of the participant’s life. Comply with all state and/or federal regulations to ensure unscheduled reassessments are being conducted as required. Comply with all state and/or federal regulations to ensure the IDT coordinates 24-hour care delivery that meets the needs of each participant across all care settings. Comply with all state and federal regulations to ensure that all ordered, approved, or care planned services are provided to the participant. Comply with all state and/or federal regulations to ensure all complaints regarding quality of care or service delivery are properly processed as a grievance. Comply with all state and/or federal regulations to ensure all individual issues within a grievance are reviewed, considered, and resolved. Comply with all state and/or federal regulations to ensure immediately approved SDRs have notification of the approval during the same encounter and/or interaction. Comply with all state and/or federal regulations to ensure all participant medical records are complete, accurate and accessible to all staff. Only act within the scope of his or her authority to practice Performs other duties as assigned Qualifications Knowledge and Critical Skills Nursing, geriatrics, healthcare, and home health Interdisciplinary teamwork Ability to work effectively with culturally, economically, and educationally diverse populations Ability to form positive interpersonal relationships in dealing with a wide range of employees and participants are essential Working knowledge of the administrative organization of PACE Partners Skill in the application of current nursing procedures and techniques of patient care Ability to plan and coordinate nursing care for individuals, families, and groups Ability to receive and provide guidance Ability to perform duties in accordance with the ANA Code for professional nurses Knowledge of common safety hazards in the home and improvements to establish a safer environment Skilled in identifying problems and recommending solutions Knowledge of home care services nursing principles and practices with particular reference to the elderly Ability to do physical assessments and develop plans of care Knowledge of health counseling techniques and practices Skilled in preparing and maintaining records and written reports and responding to correspondence Excellent organization and documentation skills Previous management and leadership experience in home healthcare, preferred Familiarity with community health resources, which are available to participants and families Skilled in developing and maintaining department quality assurance Knowledge of Florida home health policies Skilled in establishing and maintaining effective working relationships with participants, medical staff, staff members and family caregivers Ability to react calmly and effectively in emergency situations Solid knowledge of Microsoft Word, Excel, PowerPoint, and Outlook Working knowledge of healthcare software systems Experience 1 plus years’ thorough knowledge of working with patients who have dementia 1 plus years’ experience working with the frail and elderly population, preferably in a home health, long-term care, assisted living facility or community health setting. 1 year of experience working with a frail or elderly population OR, if the individual has less than 1 year of experience but meets all other job requirements, the candidate must receive appropriate training from the PACE organization on working with a frail or elderly population upon hiring. Meet a standardized set of competencies for the specific position description established by the PACE organization before working independently. Familiarity with Home and Community-based waiver programs Supervisory experience, a plus Bi-lingual Spanish, desired License / Certification Valid LPN License Valid current Florida state Registered Nursing license and registration, or appropriate commensurate licensing, as applicable Current Florida driver’s license and proof of active auto insurance coverage BLS Certification required Education Graduate from an accredited Practical Nursing Program Associate’s or Bachelor’s degree in nursing Other Requirements Must have medical clearance for communicable diseases and have up-to-date immunizations before direct participant contact. The knowledge, skills and abilities listed above are typically acquired through the levels of education and experience listed. However, any equivalent combination of education and/or experience, which provide an applicant with the listed knowledge, skills, and abilities to perform the essential duties and responsibilities of the job, is acceptable. This description is intended to describe the general nature and level of work performed by employees assigned to this role. It is not intended to be an exhaustive list of all duties, responsibilities, qualifications, or working conditions required of employees in this position. The organization reserves the right to modify or amend the duties of the position or to require that additional tasks be performed as organizational needs change. This description does not constitute a contract of employment, and employment with the organization is at-will, meaning either the employee or the organization may terminate the relationship at any time, with or without cause or notice. ADA Statement / Disclaimer PACE Place is committed to complying with all applicable provisions of the Americans with Disabilities Act (ADA), as amended. We provide reasonable accommodations to qualified individuals with disabilities to ensure equal access to employment opportunities and the ability to perform the essential functions of a position. If you require an accommodation to complete the application process, interview, or perform the essential functions of a role, please contact Human Resources at [email protected]. We participate in E-Verify to confirm the employment eligibility of all newly hired employees. Where applicable, and as required by law, employment with PACE Partners of Northeast Florida may be contingent upon successful completion of a background screening initiated by the organization through the Florida Agency for Health Care Administration (AHCA) Background Screening Clearinghouse. More information about the Clearinghouse, including positions that require screening, can be found here: https://info.flclearinghouse.com. Equal Opportunity Employer Job Details Job Family Clinical Operations Job Function Indirect Pay Type Salary Employment Indicator Employee 5450 Ramona Blvd, Jacksonville, FL 32205, USA

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GFC Investigator (Brokerage – AML)

Bank of America | Jacksonville, FL 32256

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Global Financial Crimes Compliance (GFCC) Investigator performs end-to-end investigations across one or more lines of business relevant to the Investigators specific area of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management. In the investigative role, the Investigator conducts complex investigations, including fraud committed by external parties, securities fraud, money laundering, or terrorist financing. Responsibilities for this role include completing investigations while ensuring cases meet or exceed closure and quality metrics, reporting facts of the investigation to assist in identifying potential operational or compliance risks, and completing Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement. This role may partner with GFCC Risk Management, front line units or other stakeholders to resolve investigations. This role ultimately reports to investigations teams responsible for coverage over Special Investigations, Global Markets, or Global Wealth and Investment Management Responsibilities: Completes investigations while overseeing cases meet or exceed closure and quality metrics Completes Suspicious Activity Reports (SAR) in a timely and accurate manner for submission to regulators and/or law enforcement Reports facts of the investigation to senior stakeholders, assisting in identifying potential operational or compliance risks and partners with Global Financial Crimes (GFC) Management and/or Front Line Units (FLU) to resolve investigations Performs quality control functions, training, communications, guidance, monitoring scenario development/enhancement input and testing, or law enforcement liaison responsibilities in an investigative support role Required Qualifications: Minimum of five years of relevant experience Understanding of Retail Brokerage Products, Clients, and Services, such as Equities, Fixed Income Products, Structured Investments, Securitized Products, Mutual Funds, and entity structures, such as Personal Holding Companies, Retirement and Trust Accounts FINRA Securities Essential Exam/ FINRA Series 7, Series 6 or relevant experience in the areas of back office operations, Margin, ACAT Transfer Suspicious Activity Reporting (SAR) Stakeholder Management (FLU, Business Controls, Risk) Understanding of Rules, Regulations, and Compliance (FINRA/SEC) Desired Qualifications: Bachelor's Degree in related field Experience in financial services and/or a related government entity Certified Anti-Money Laundering Specialist (CAMS) Data Management, Review, and Analysis FINRA Services Principal Licensure (Series 4, 24, 53,9/10) Certified Anti-Money Laundering Specialist (CAMS) Knowledge of Alternative Investments ( Private Equity, Venture Capital, etc.) Familiarity with Discretionary Trading Products Skills: Fraud Management Policies, Procedures, and Guidelines Management Reporting Risk Management Coaching Issue Management Talent Development Critical Thinking Written Communications Data Analysis Regulatory Compliance Investigation Management Technical Skills: AML Regulatory Knowledge Case Investigation & Resolution Customer Due Diligence Enhanced Due Diligence Financial Crimes Risk Programs High Risk Activities & Typologies Products, Services and Acumen- Global Financial Crimes Risk Identification & Assessment Risk Governance & Reporting Shift: 1st shift (United States of America) Hours Per Week: 40

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Document Administrator II

Bank of America | Jacksonville, FL 32256

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Credit Operations: Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products. This job is responsible for preparing and reviewing documentation in accordance with bank policies and procedures to facilitate closings with the client. Key responsibilities include working on routine to more complex documentation as assigned by the Market Leader or designee and interfacing working with company vendors, legal counsel, line partners, and clients to ensure world-class documentation accuracy. Job expectations include maintaining accuracy of documentation and system of record financial data, delivering documents in a timely manner, and eliminating controllable rework. Responsibilities: Ensures that loan documentation and lien perfection meet bank policies and procedures and that work products are delivered in an accurately and timely manner Reviews documentation, performs due diligence and collateral perfection, and monitors loan documentation for a specific market segment Reviews documents for accuracy, timely delivery, and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable rework Reviews the loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements Designs a robust filing and organizational process to assist in completing primary financial booking and initial loan funding Works closely with Client Managers, Credit and Portfolio Officers, Agency Management, internal and external legal counsel, and many internal operational support units to ensure seamless execution of transactions Minimum Requirements: I year of experience with Commercial-Business Loan Documentation. Demonstrated history of employing excellent communication skills both written and oral in a previous job. Demonstrated ability professionally to handle multiple tasks while balancing the need for both quality and efficiency in a fast-paced metric-centric environment is a necessity Professional history of being able to suggest approaches to meet Client needs rather than relying strictly on procedures. Must be able to navigate and toggle through various computer systems Must have used Microsoft Word and Excel in prior employment Skills: Attention to Detail Customer and Client Focus Data Collection and Entry Due Diligence Prioritization Adaptability Business Acumen Oral Communications Written Communications Research Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40

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Shop Service Technician II – CAT Rentals

Ring Power Corporation | Saint Augustine, FL 32092

Main Duties & Responsibilities: Primary Job Role Conducts all assigned work in a safe manner, adhering to all applicable safety, environmental and contamination control policies, procedures and regulations. Wears proper personal protective equipment. Attends and successfully completes required technician training classes. Maintains high awareness of applicable technical changes in the industry. Maintains necessary set of tools required for job performance to diagnose, disassemble and assemble components to manufacturer’s specifications. Diagnose and perform designated repairs on customer or company owned equipment including, but not limited to, mechanical, electrical, hydraulic troubleshooting, maintenance and repairs Works in a neat and orderly fashion, constantly looking for ways of improving the methods of work, work area, and safety standards. Inspects components to ensure maximum parts are being reused to control repair costs. Completes required documentation utilizing appropriate software to document repairs performed on equipment, and accounting for repair times. Monitors job expenses versus repair estimates and ensures that the supervisor is aware of any cost over run, prior to the job being completed. Approaches work in a positive manner and maintains conduct that is supportive of the work Team. Contributes to Team efforts by accomplishing tasks on time while maintaining safety and quality expectations. Trains and/or mentors others in department. Performs other duties as assigned. Essential Job Competencies Safety: fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace. Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS. Communication: Uses active listening skills, conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments, progress, problems and plans through consistent, effective communication. Avoids surprises. Information Gathering: Checks all appropriate sources in identifying the information needed for analysis and decision making. Uses skillful methods in obtaining high quality relevant information. Checks work to ensure accuracy and completeness. Compares observations or finished work to what is expected to find inconsistencies. Clearly documents sources, and organizes the information according to the research needs. Takes Initiative: Takes appropriate action to resolve issues without requiring direction. Seeks out others involved in a situation to learn their perspectives. Makes difficult decisions in a timely manner. Is willing to make decisions in difficult or ambiguous situations, when time is critical. Assertive in a group when it is necessary to facilitate change, overcome an impasse, face issues, or ensure that decisions are made. Results Oriented: Has a strong sense of urgency and commitment to achieve desired results in the face of obstacles and frustrations. Remains focused, does not get bogged down in unnecessary detail. Identifies and utilizes the most efficient methods to successfully achieve tasks on time despite unforeseen events. Driven, maintains a sense of urgency and adjusts schedules as needed to achieve without sacrificing quality of work. Fiscal Accountability: Follows all fiscal regulations, standards and control procedures when committing fiscal resources or processing financial transactions. Responsibly allocates and accounts for the use of fiscal resources, weighing alternatives and their benefits. Monitors budget usage and ensures critical costs are covered. Seeks ways to reduce costs. Adaptability: Adapts to changing business needs, conditions, and work responsibilities. Adapts approach, goals, and methods to achieve solutions and results in dynamic situations. Recovers quickly from setbacks, and finds alternative ways to reach goals or targets. Open to different and new ways of doing things; willing to modify one's preferred way of doing things. Credibility: Demonstrated concern to be responsible, reliable, and trustworthy. Maintains commitments. Respects the confidentiality of information or concerns shared by others. Is honest and forthright with people. Takes personal responsibility for the quality and timeliness of work. Punctual, follows instructions, policies, and procedures. Personal Development: Takes responsibility for personal learning and development by acquiring and refining technical and professional skills needed in job related areas. Obtains developmental opportunities proactively. Actively seeks and embraces growth opportunities. Company Overview: In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida, and later expanded its authorized territory to include Central Florida. Today, Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida, including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano. Ring Power also has eight facilities outside of Florida - The Carolinas, Georgia, Texas & Tennessee- to serve the needs of other specialized industries and customers. Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer service. In order to preserve the "Customers First" reputation that Ring Power was built on, we continually train our employees and work closely with our customers to assure complete satisfaction, especially after the sale. Currently, more than 2,300 employees at 20+ locations throughout Florida and the United States work hard to provide the highest quality construction equipment, backed by responsive, professional service and support at every level. Qualifications: Education and Experience Formal Education High School diploma or GED Experience 3-4 years Required / Credentials Completed all required training curriculum to be designated a Tech II. Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers. Not Required but Highly Desired Criteria Proficient in the use of a computer, Microsoft Office products and relevant Dealer software programs. Updating of Knowledge Job requirements frequently change requiring re-training once or more per year. Responsibility for Change, Innovation, Overall Improvement, and/or Effectiveness Problem Solving Job requires complex problem solving ability with little guidance. Independent research and analysis are sometimes required to develop solutions. Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries. Autonomy Job is not normally monitored, but overall objectives are clearly defined. Use of discretion in how the work is done, setting priorities and decision making is encouraged. More emphasis is placed on achieving the desired outcome, not on controlling the process. Working Environment Stress Load Occasional exposure to these stresses (less than 20% of the time). Workload Fluctuation Job frequently involves changes in priorities, complexity and/or quantity of work. Work Schedule Work is typically performed during regular business hours with occasional requirements to work nights, holidays and weekends. Organizational Impact A person's performance in this job has considerable immediate impact on expense, efficiencies or achievement of overall department objectives. Supervisory Responsibility Job has no subordinates / no supervisory responsibility (may work independently or as a member of a team) Physical Demands · "NA": Not Applicable · "O": Occasionally - (up to 3 hours/day) · "F": Frequently - (3-6 hours/day) · "C": Constantly - (6-8 hours/day) F: Climbing O: Balancing O: Stooping F: Kneeling F: Crouching F: Crawling F: Reaching C: Standing F: Sitting F: Walking O: Feeling F: Fingering F: Grasping F: Repetitive Motion C: Talking C: Hearing F: Pushing - Up to 25 lbs. F: Pulling - Up to 25 lbs. F: Lifting - Up to 25 lbs. O: Pushing - 26-50 lbs O: Pulling - 26-50 lbs. O: Lifting - 26-50 lbs. O: Pushing - Over 50 lbs. O: Pulling - Over 50 lbs. O: Lifting - Over 50 lbs. Environmental Conditions · "NA": Not Applicable · "O": Occasionally - (up to 3 hours/day) · "F": Frequently - (3-6 hours/day) · "C": Constantly - (6-8 hours/day) C: Inside conditions: Protection from weather but not necessarily from temperature change. O: Outside environmental conditions: No effective protection from weather. O: Extreme cold: Temperatures below 32 degrees for periods of more than one hour. F: Extreme heat: Temperatures above 100 degrees for periods of more than one hour. F: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level F: Vibration: Exposure to oscillating movements of the extremities of whole body. F: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts, electrical current, working in high places, exposure to heat and/or chemicals. F: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes, odors, dust, mists, gases or poor ventilation. F: Oils: There is air and/or skin exposure to oils and other cutting fluids. O: Air particulates / contaminants: the worker is required to wear respirator. RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER

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Field Service Technician III – CAT Rentals

Ring Power Corporation | Saint Augustine, FL 32092

Main Duties & Responsibilities: Primary Job Role Conducts all assigned work in a safe manner, adhering to all applicable safety, environmental and contamination control policies, procedures and regulations. Wears proper personal protective equipment. Attends and successfully completes required technician training classes. Maintains high awareness of applicable technical changes in the industry. Maintains necessary set of tools required for job performance to diagnose, disassemble and assemble components to manufacturer's specifications. Perform designated repairs on customer or company owned equipment including, but not limited to, mechanical, electrical, hydraulic troubleshooting, maintenance and repair with lower level troubleshooting. Works in a neat and orderly fashion, constantly looking for ways of improving the methods of work, work area, and safety standards. Maintains field service truck, as applicable, in proper condition by following proper contamination control guidelines, including housekeeping, and performing other general maintenance duties Inspects components to insure maximum parts are being reused to control repair costs. Completes required documentation utilizing appropriate software to document repairs performed on equipment, and accounting for repair times. Monitors job expenses versus repair estimates and ensures that the supervisor is aware of any cost over run, prior to the job being completed. Approaches work in a positive manner, maintains conduct that is supportive of the work Team and sets the standard for others to follow. Contributes to Team efforts by accomplishing tasks on time while maintaining safety and quality expectations. Performs other duties as assigned. Essential Job Competencies Safety: fully supports, encourages and follows safe work behavior, and considers safety of paramount importance in the workplace. Job Specific Skills: Demonstrates the required depth and mastery of knowledge and skill associated with the job as identified in the Learning Management System (LMS) and other applicable sources. Demonstrates the effective application of the job specific knowledge, skills and ability required to resolve job related challenges in the workplace. Refer to job specific training requirements for the job identified in the LMS. Communication: Uses active listening skills, conveying information with the appropriate medium that is clear and easily understood. Uses feedback to verify effective and accurate communication has occurred. Ensures that others having a need to know are kept informed about developments, progress, problems and plans through consistent, effective communication. Avoids surprises. Takes Initiative: Takes appropriate action to resolve issues without requiring direction. Seeks out others involved in a situation to learn their perspectives. Makes difficult decisions in a timely manner. Is willing to make decisions in difficult or ambiguous situations, when time is critical. Assertive in a group when it is necessary to facilitate change, overcome an impasse, face issues, or ensure that decisions are made. Results Oriented: Has a strong sense of urgency and commitment to achieve desired results in the face of obstacles and frustrations. Remains focused, does not get bogged down in unnecessary detail. Identifies and utilizes the most efficient methods to successfully achieve tasks on time despite unforeseen events. Driven, maintains a sense of urgency and adjusts schedules as needed to achieve without sacrificing quality of work. Confidence and Drive: Confident in one's own ideas and capability to be successful; willingness to take an independent position in the face of opposition. Approaches challenging tasks with a "can-do" attitude. Driven to see projects and tasks through to successful completion, is not swayed by resistance and focuses on achievement of the initiative. Adaptability: Adapts to changing business needs, conditions, and work responsibilities. Adapts approach, goals, and methods to achieve solutions and results in dynamic situations. Recovers quickly from setbacks, and finds alternative ways to reach goals or targets. Open to different and new ways of doing things; willing to modify one's preferred way of doing things. Credibility: Demonstrated concern to be responsible, reliable, and trustworthy. Maintains commitments. Respects the confidentiality of information or concerns shared by others. Is honest and forthright with people. Takes personal responsibility for the quality and timeliness of work. Punctual, follows instructions, policies, and procedures. Personal Development: Takes responsibility for personal learning and development by acquiring and refining technical and professional skills needed in job related areas. Obtains developmental opportunities proactively. Actively seeks and embraces growth opportunities. Company Overview: In 1962, Ring Power Corporation became a full-line Caterpillar dealer in North Florida, and later expanded its authorized territory to include Central Florida. Today, Ring Power Corporate headquarters in St. Augustine oversees the operations of 18 branch locations throughout the state of Florida, including large regional facilities in Tampa and Orlando and crane and forklift sales and service facilities in Pompano. Ring Power also has eight facilities outside of Florida - The Carolinas, Georgia, Texas & Tennessee- to serve the needs of other specialized industries and customers. Ring Power Corporation has become one of the largest Caterpillar dealers in the Southeastern United States through dedication to the mission of customer service. In order to preserve the "Customers First" reputation that Ring Power was built on, we continually train our employees and work closely with our customers to assure complete satisfaction, especially after the sale. Currently, more than 2,300 employees at 20+ locations throughout Florida and the United States work hard to provide the highest quality construction equipment, backed by responsive, professional service and support at every level. Qualifications: Education and Experience Formal Education High School diploma or GED Experience 1-2 years Required / Credentials Able to easily and effectively comprehend written material and communicate orally and in writing with employees and customers. Not Required but Highly Desired Criteria Proficient in the use of a computer, Microsoft Office products and relevant Dealer software programs. Updating of Knowledge Job requirements frequently change requiring re-training once or more per year. Responsibility for Change, Innovation, Overall Improvement, and/or Effectiveness Problem Solving Job requires problem solving ability, established examples / guidance are not always available Creativity Job requires some creativity to generate solutions or improve effectiveness within well-established boundaries. Autonomy Job is regularly monitored to determine outcomes. Assignments allow some discretion in decision making and setting priorities within well-established parameters. Working Environment Stress Load Occasional exposure to these stresses (less than 20% of the time). Workload Fluctuation Job frequently involves changes in priorities, complexity and/or quantity of work. Work Schedule Work is typically performed during regular business hours with occasional requirements to work nights, holidays and weekends. Organizational Impact A person's performance in this job has considerable immediate impact on expense, efficiencies or achievement of overall department objectives. Supervisory Responsibility Job has no subordinates / no supervisory responsibility (may work independently or as a member of a team) Physical Demands · "NA": Not Applicable · "O": Occasionally - (up to 3 hours/day) · "F": Frequently - (3-6 hours/day) · "C": Constantly - (6-8 hours/day) F: Climbing O: Balancing O: Stooping F: Kneeling F: Crouching F: Crawling F: Reaching C: Standing F: Sitting F: Walking F: Feeling F: Fingering F: Grasping F: Repetitive Motion F: Talking C: Hearing F: Pushing - Up to 25 lbs. F: Pulling - Up to 25 lbs. F: Lifting - Up to 25 lbs. O: Pushing - 26-50 lbs O: Pulling - 26-50 lbs. O: Lifting - 26-50 lbs. O: Pushing - Over 50 lbs. O: Pulling - Over 50 lbs. O: Lifting - Over 50 lbs. Environmental Conditions · "NA": Not Applicable · "O": Occasionally - (up to 3 hours/day) · "F": Frequently - (3-6 hours/day) · "C": Constantly - (6-8 hours/day) F: Inside conditions: Protection from weather but not necessarily from temperature change. F: Outside environmental conditions: No effective protection from weather. O: Extreme cold: Temperatures below 32 degrees for periods of more than one hour. F: Extreme heat: Temperatures above 100 degrees for periods of more than one hour. F: Noise: sufficient noise to cause the worker to shout to be heard above the ambient noise level F: Vibration: Exposure to oscillating movements of the extremities of whole body. F: Hazards: Includes a variety of physical conditions (i.e. proximity to moving mechanical parts, electrical current, working in high places, exposure to heat and/or chemicals. F: Atmospheric conditions: One or more of the following conditions that affect the respiratory system or the skin: Fumes, odors, dust, mists, gases or poor ventilation. F: Oils: There is air and/or skin exposure to oils and other cutting fluids. O: Air particulates / contaminants: the worker is required to wear respirator. RING POWER CORPORATION, INC. IS AN EQUAL OPPORTUNITY EMPLOYER

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Senior Homebuilder Relationship Manager

Ameris Bank | Jacksonville, FL

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. The Senior Homebuilder Relationship Manager is responsible for creating and managing Homebuilder relationships for a given market area. The position cultivates customer relationships, makes sales calls and visits to residential Homebuilder customers and prospects to customize solutions to primarily meet Homebuilder loan, deposit and mortgage needs. The Senior Homebuilder Relationship Manager oversees and manages their direct portfolio of loans, so that it maintains a quality satisfying Bank Loan Policy and Guidelines. This position is responsible for attainment of deposit and loan growth objectives, applies expertise within the residential construction industry, and customer portfolio management and growth. The Senior Homebuilder Relationship Manager will ensure new client acquisitions, timely line renewals, and minimize financial statement, document, and collateral exceptions with the help of the assigned Homebuilder Banking Specialists. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Identifies business development opportunities and makes sales calls to existing clients and prospects. · Identifies networking opportunities and represents the Bank in business development efforts at community and industry functions. · Services a portfolio of homebuilder clients, cultivates customer relationships and acts as banking consultant to understand client needs, customize solutions and provide consultative expertise. · Develops and executes business development program by applying knowledge of construction industry business cycles, building techniques, economic conditions and unique market risks and demands. · Visits clients and prospects to assess business viability, inventory and progress. · Monitors and evaluates each borrower’s direct and indirect sold, unsold and speculative inventory levels within established lines of credit. · Maintains the quality, profitability and growth of products through appropriate pricing and fees. · Applies need-based sales techniques and residential construction industry expertise to attract, expand and retain customer relationships by identifying products and services to enhance the customer relationship with the bank. · Identifies deposit opportunities with emphasis on acquisition of low cost deposits meeting bank objectives; connects and refers clients to appropriate contacts and collaborates to maintain and service a deposit portfolio. · Cultivates relationships to attract, expand and retain mortgage business connecting clients to appropriate Bank partners. · Maintains and services a portfolio of $20MM to $50MM and more in annual loan production which meets margin, credit quality and revenue objectives. · Structures loan and deposit opportunities that optimize credit quality and profitability. · Provides consultative expertise to residential construction organizations regarding banking products and services. · Thoroughly collects and analyzes customer and prospect financials and other relevant data to assess viability, determine actual cash flow and perform ongoing credit grade determinations within policy guidelines. Recognizes possible loan problems early so as to avoid losses. · Facilitates loan approval processes; prepares and delivers documents and presentations for the Officer Loan Committee for loan approval. · Oversees ongoing quality control for a portfolio by executing proper documentation, compliance and collection efforts. · Maintains knowledge of banking products, programs, services and promotions. · Responsible for obtainment of goals as established management. Ensures compliance with internal controls, operational procedures and risk management policies. · Develops partnerships and collaborates with other markets and lines of business to attain mutual goals and better serve customers. · Works to understand the different market segments in the market areas being covered. · Creates and maintains an active prospect list of known quality builders. · Practices ethical sales behaviors in accordance with Ameris’ core values of Integrity and Honesty; always acts in the best interest of the customer when offering additional products and services. Required Knowledge, Skills and Competencies: · Able to properly execute and service the more complex loan types and requests, including development loans. · Understands homebuilder financial statements of more complex borrowers. · Knowledgeable of residential construction techniques and able to read house plans and specifications. · Able to understand third party market data to help in analysis of loan underwriting. · Ability to identify prospects, develop and execute consultative, value-added sales techniques and strategies. · Driven to meet and exceed established targets. · Strong verbal and written communication skills. · Specialized knowledge of construction industry business cycles, unique demands, building techniques, lending and banking requirements. · Ability to negotiate, drive consensus, maintain collaborative relationships, manage and resolve conflict. · Ability to plan, schedule and organize a professional schedule to achieve strategic goals within or ahead of established time frames. · Ability to research, analyze, identify viable options, draw sound conclusions, and present findings. · Ability to provide a high level of interactive service to others, building relationships and addressing identified needs. · Intermediate computer proficiency. · Intermediate proficiency with Microsoft Office Suite products. · Knowledge of banking compliance policies and procedures. · Knowledge of financial analysis and commercial credit principles. · Knowledge of relevant geographic market. Industry and Work Experience: · 10 or more years of lending experience to the residential construction industry or related field required. · Related work experience in the construction/builder industry is preferred. Academic: · Bachelor’s degree in finance or related field or or equivalent education and related training or experience required. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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Private Mortgage Banker

Wells Fargo | Palm Coast, FL 32164

About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, 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, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 30 Sep 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Mortgage Retail Sales Consultant (SAFE)

Wells Fargo | Jacksonville, FL 32202

About this role: Wells Fargo is seeking an Mortgage Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality loans which are compliant and provide excellent customer service Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, 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, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Experience developing and cultivating professional relationships Customer service experience Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Ability to lift 20+ pounds Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 30 Sep 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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Associate Director- Financial Reporting

Deloitte | Jacksonville, FL 32202

Deloitte is seeking a Firm Enterprise Solutions Associate Director, Controllership to support accounting policy, transaction review, and financial reporting across the US Firms. This role helps drive accurate and reliable financial statements, strengthen controllership processes, and advise stakeholders on accounting matters that affect the firm's financial reporting. The position works across Finance & Administration and enterprise teams to support governance, compliance, and operational execution. Recruiting for this role ends on September 15th 2026. Work You'll Do As a Firm Enterprise Solutions Associate Director, Controllership on the Controllership team, you will be responsible for: Managing the multiple processes and personnel to support the global platform which enables the financial reporting of the Deloitte US entities Managing the financial reporting team that produces consolidated and subsidiary financial statements for the US Member Firm including statutory reporting and reporting to support quarterly lender compliance communications and debt issuance. Discussing and determining the application of accounting concepts with senior management for presentation in financial statements. Assisting the Managing Director - Financial Reporting on special projects and presenting results to senior leadership. Developing and designing, in cooperation with senior management, any new financial statements or reports (e.g., GAAP, GSA) required or requested. Preparing analyses of partners' capital. Managing responses to various ad-hoc reporting and special reporting requests. Developing and improving existing financial reporting processes with focus on standardization, optimization, and AI enablement. Driving transformation initiatives with a forward-looking mindset and leading change management activities when necessary to support adoption of new processes, technologies, and ways of working. Developing a detailed understanding of the relevant Firms' complex infrastructure and reporting requirements. Supporting end-to-end SAP G/L accounting processes, including reporting methodologies, account analysis, and testing of software modifications. Emphasis on internal controls, continual process improvement, automation, and training of various stakeholders are essential. Managing multiple organization structures for all Deloitte entities including master data maintenance, requiring in-depth communication with the US Firms' Controller, Deloitte LLP Controller, and other Lead Controllers and FP&A to continuously ensure accurate management financial reporting. A successful candidate would possess these skills: Ability to work independently and collaborate as part of a team Effective written and verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment Strong interpersonal skills and professional demeanor Ability to meet deadlines Ability to mentor and provide clear guidance to others The Team Deloitte's Controllership function within the Accounting & Compliance function serves as a critical component of the US Firms' Finance & Administration organization. The team provides stewardship over the US Firms' assets by establishing accounting policy and accounting for transactions in a way that supports accurate and reliable financial statements. Qualifications Required: Bachelor's degree in Accounting, Finance, or Business Certified Public Accountant (CPA) required 8+ years of experience in controllership, corporate accounting, financial reporting, technical accounting Experience applying United States Generally Accepted Accounting Principles (US GAAP) Experience preparing, reviewing, or overseeing financial statements, journal entries, account reconciliations, and close activities Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: Master's degree in Accounting, Finance, or Business Administration Experience in public accounting Experience supporting a professional services or multi-entity organization Experience with SAP, Workiva and BlackLine Experience with process improvement, automation, or controls optimization Experience partnering with finance, tax, legal, and business stakeholders on accounting matters Experience supporting mergers, acquisitions, restructurings, or other complex transactions The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $118,700 to $197,800. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at [email protected].

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Deutsche Bank Internship Program – Group Audit – Jacksonville 2027

Deutsche Bank | Jacksonville, FL

Job Description Internship Program Division: Group Audit Location: Jacksonville About the program: The Deutsche Bank Internship Programme is designed to help you develop your skills through formal training and continuous support. You’ll quickly gain the confidence to take on real projects by learning first-hand how and what we deliver for clients worldwide. You’ll feel supported by colleagues from across our business and start to develop your professional network. About the division: Group Audit has over 700 staff located in our four hub locations: New York, London, Frankfurt, Singapore as well as 26 other countries. The hallmarks of our professional, business focused, proactive risk-based work are independence, transparency, and integrity. We assist the bank’s divisions to identify control weaknesses. Being Deutsche Bank’s ‘third line of defense’ we have a high profile in the bank acting as an independent and forward-looking adviser to Senior Management on issues and are increasingly consulted for advice by the regulators. Our global connectivity provides a stimulating environment and the opportunity to collaborate with knowledgeable colleagues and specialists around the world. About the role: Our interns are given the opportunity to learn about our business from different viewpoints, giving you a career advantage. Working on our day-to-day business as well as on special projects, you will learn how Group Audit plays an integral role in the achievement of the Group’s strategic goals, objectives and ethical standards as set by the Management Board. You will gain experience in different areas of our business and discover our market-leading solutions first hand. The internship is an ideal way of finding out whether a career in Group Audit meets your needs and aspirations. Areas in which you could work: - Providing support in preparing audits - Reviewing the effectiveness of internal controls in a particular division - Providing support in identifying and analyzing existing controls What we look for: We recruit students and graduates who are intelligent and adaptable with excellent communication skills. They have degrees in many different disciplines. They have proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs. Even though good levels of numeracy are important for some roles, you won’t necessarily need a formal mathematical or financial background. Our comprehensive training programmes will give you all the technical knowledge you’ll need to build a career with us. To be eligible for 2027 Internship Program you must: - Complete your studies (all final exams, coursework, and have no outstanding requirements for graduation) between 1st December 2027 and 31st July 2028. At this time, Deutsche Bank will only consider applicants who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from Deutsche Bank, now or in the future, to retain their authorization to work in the United States. Benefits and wellbeing: Feeling healthy, engaged and well-supported, enables us to do our best work and get the most out of life outside of the office. That’s why Deutsche Bank is committed to providing benefits and programs centered around wellbeing. Benefits & Wellbeing – Deutsche Bank Careers (db.com) About us and our teams: Our values define the working environment we strive to create – where our people have a sense of belonging and everyone feels welcomed, respected and can contribute and grow. We know that high-performing teams have different skills, backgrounds, and experiences. We collaborate, encourage and enable open dialogue and diversity of views. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides. Deutsche Bank is an equal opportunity employer to qualified applicants and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank’s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights"; "Employee Rights and Responsibilities under the Family and Medical Leave Act"; and "Employee Polygraph Protection Act". How to apply: Whether you're fresh out of school or already have some experience, you'll find a wealth of helpful tools and information on our Employability Hub that will support you with your application, prepare for the assessment processes and adapt to a new working environment. Please visit Students and Graduates – Deutsche Bank Careers (db.com) to apply. A notice on Recruitment Scams Please note that candidates are not required to pay money as part of the recruitment or job placement process. Do not divulge personal information if you are unsure of the authenticity of a communication from someone who claims to be representing Deutsche Bank. A notice on such scams and practices has been hosted on our website on the link below: https://careers.db.com/professionals/a-notice-on-recruitment-scams The annualized salary for this position is $63,750. Posted Salary ranges do not include incentive compensation or any other type of renumeration. #LI-EC1

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Production Supervisor

Saint-Gobain | Palatka, FL 32177

WHY DO WE NEED YOU? The Production Supervisor will be responsible for effectively managing a non-exempt team in order to meet daily operational requirements. The Production Supervisor will focus on meeting both internal and external customer expectations. The position will have a high focus on ensuring all tasks within operations are completed in compliance with the plant’s priorities. This position will also have a high focus on developing team members by coaching and mentoring, while striving to improve processes. Essential Functions: Establish the team’s vision in accordance with plant priorities. Develop and monitor operational performance indicators for each functional area. Create a culture of safety, cleanliness, and accountability that is aligned with the business results. Transform each operation away from 100% inspection quality control to quality assurance through the development of digital process control plans. Design a digital ready world class training program for cross-functional development. Set the plant to a point where we can manage work load by moving employees based on customer demand and not skill sets. Communicate with suppliers, customers, management, and all other functional areas. Participate in meetings to establish goals and priorities, improve alignment and manage utilization of resources. Lead and participate in process improvement initiatives to reduce employee work content to 80% of their capacity. Develop solutions based on root cause analysis and implement action plans supported by documentation and data. Drive continuous improvement and enhance teamwork through the application of Lean tools and methodologies. Design audits for all processes for compliance to customer expectations and ISO requirements. Achieve and maintain 98% compliance. WHAT ARE THE REQUIREMENTS? A minimum of 1-3 years of Production supervisory experience is required IS THIS JOB FOR YOU? Legal Statement Saint-Gobain provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Saint-Gobain is an equal opportunity employer of individuals with disabilities and supports the hiring of veterans. Job Reference: USA15382

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Construction Accountant

Gilbane | Jacksonville, FL 32256

Overview Are you looking for a highly rewarding opportunity that provides extensive career growth opportunity? Gilbane is seeking a Construction Accountant that is a mid-level professional capable of fulfilling the project accounting and project financial forecasting requirements of small to mid-sized jobs, including day-to-day interface with project management, client and subcontractor personnel. This role will sit primarily in the office, but travel to the project job sites meeting with the project teams and subcontractors. Who are we? As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since 1870. Consistently recognized as one of the most reputable construction management firms in the country, Gilbane is committed to delivering projects safely and on-time. You will have the opportunity to build schools, labs, hospitals, corporate offices, sports arenas and more! We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles. Who Are You? You are someone who acts inclusively, showing empathy and treating others with respect and dignity in order to uphold Gilbane’s core value of Caring and “People First” workplace culture. You seek to listen in order to understand and can convey information clearly. You’re a strong problem solver who can identify, prioritize, and implement alternatives for solutions, and you demonstrate adaptability by collaborating with others and supporting team members to achieve excellence. A self-starter who shows passion, commitment, and ownership all while delivering on business outcomes and driving results. You’re someone who identifies opportunities for new and improved ways of doing things that result in value-add solutions. Your core values match Gilbane’s: Integrity, Caring, Teamwork, Toughmindedness, Dedication to Excellence, Discipline, Loyalty, and Entrepreneurship. What’s in it for you? Gilbane offers employees multi-dimensional training opportunities through a number of resources. While managing your responsibilities to projects, you will be able to enroll in trainings through our award-winning Gilbane University to build leadership and technical skills. In addition, you would work with an experienced team which provides you with the opportunity to learn new industry skills every day. You will protect and promote the interests of both Gilbane and the client in all matters as well as demonstrating the personal characteristics of a developing leader. Responsibilities Provides accounting support for project management teams Prepare and process owner pay applications and related billing documentation Reviews Work in Process (WIP) on assigned projects and thoroughly understands and explains variances and balances Ensures overall compliance with accounting policies and procedures Support a Senior Project Accountant in managing project-level financial reporting and documentation Process and track accounts payable and receivables, ensuring timely payments and collections Prepare, submit, and monitor vendor payments in coordination with project teams and clients Manges contracts, amendments, insurance, bonds, SOV, Files, and Co Policies Conduct timely and accurate review of requisitions and lien waivers Develop and maintain positive professional relationships both internally & externally Take ownership of assigned tasks and contribute to ad hoc financial activities as needed Qualifications EXPERIENCE/EDUCATION BS degree in Accounting, Finance, Business or related field 5+ years with CM or General Contractor organization Or equivalent combination of education and experience KNOWLEDGE, SKILLS & ABILITIES Excellent written and verbal communication skills Proficient in Microsoft Excel and Word Proficient in CMiC - Preferred Understanding of the overall project execution process, including budgeting, project forecasting, cost control, schedule, anticipated cost and project profitability familiarity with the GIG process Familiarity with construction and pricing components Familiarity with construction industry insurance products Ability to communicate effectively, listens to understand, and can clearly convey information in all forms based on the audience to ensure shared meaning of the message Acts inclusively by ensuring that actions and behaviors are respectful; shows empathy and treats others with dignity; leverages capabilities and insights of individuals with diverse perspectives, abilities and motivation Ability to solve problems by identifying, prioritizing, and implementing alternatives for a solution Demonstrates agility and adaptability by maintaining effectiveness and adjusting to change by exploring the rationale, trying new approaches, and collaborating with others to make the change successful Ability to identify opportunities for new and improved ways of doing things that result in value added, unique and differentiated solutions Gilbane offers an excellent total compensation package which includes competitive health and welfare benefits and a generous profit-sharing/401k plan. We invest in our employees’ education and have built Gilbane University into a top training organization in the construction industry. Qualified applicants who are offered a position must pass a pre-employment substance abuse test. Gilbane is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, color, national origin, race, religion, sex, sexual orientation, gender identity, protected veteran status, or disability status. Click here to view the physical demands and working conditions required to perform this role. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions. Note to Recruiters, Placement Agencies, and Similar Organizations: Gilbane does not accept unsolicited resumes from agencies. Please do not forward unsolicited agency resumes to our jobs alias, website, or to any Gilbane employee. Gilbane will not pay fees to any third party agency or firm and will not be responsible for any agency fees associated with unsolicited resumes. Unsolicited resumes received will be considered property of Gilbane and will be processed accordingly.

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Loan Underwriter Team Lead- TDAF (US)-1

TD | Jacksonville, FL

Work Location: Jacksonville, Florida, United States of America Hours: 40 Pay Details: $72,000 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Credit Management Job Description: The Loan Underwriter Team Lead leads the Underwriting Department team. Oversees daily underwriting activities, including workflow, turnaround, productivity and quality monitoring. Depth & Scope: Supervises daily operations to ensure accuracy and efficiency of workflow and staff Ensures 48 hour turn time SLA is met Acts as an advisor to production and operations staff to ensure team goals are met Assists with the selection process and orientation of new staff members Supports Loan operations in whatever capacity needed Provides exceptional customer service, congruent with WOW! philosophies, to customers, vendors and other institutions Demonstrates sound judgment conveying departmental policies and procedures Assists in conducting monthly underwriting staff meetings and individual one-on-one monthly meetings with underwriters Supports Operations Director with delegation program Keeps management abreast of operational needs, providing both a breakdown of the issues at hand as well as recommended solutions Researches and resolves discrepancies with customers and investors Performs other duties as may be assigned Education & Experience: 2-4 year degree or equivalent experience 7+ years of related experience FHA DE preferred VA LAPP preferred Knowledge and understanding of bank operations, department policies, procedures, products, services, systems and applications Ability to interact with all TD Bank and departmental customers Advanced oral and written communication skills Excellent PC skills and familiarity with standard office equipment Detail-oriented, self-motivated and has excellent customer service skills General knowledge of accounting Flexibility in adjusting priorities Ability to pro-actively manage workflow Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel – Occasional International Travel – Never Performing sedentary work – Continuous Performing multiple tasks – Continuous Operating standard office equipment - Continuous Responding quickly to sounds – Occasional Sitting – Continuous Standing – Occasional Walking – Occasional Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Never Squatting – Occasional Bending – Occasional Kneeling – Never Crawling – Never Climbing – Never Reaching overhead – Never Reaching forward – Occasional Pushing – Never Pulling – Never Twisting – Never Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role. Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at [email protected] . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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Regional Center Planning Consultant – Jacksonville, FL

Fidelity Investments | Jacksonville, FL 32246

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Planning Consultant, you will deliver a world-class planning experience by helping clients achieve their financial goals through personalized guidance and comprehensive planning conversations. You will uncover opportunities to deepen client relationships through asset consolidation, referrals, and plan implementation while educating clients on solutions that support their long-term success. The role requires developing and executing a strategic client engagement approach, using tools such as Salesforce and partnering across the business to ensure effective relationship management and follow-through. Guided by Fidelity’s client commitment standards and a strong sense of integrity, you will build trust, inspire client loyalty, and foster lasting relationships. In addition, you will support team success by mentoring peers, sharing best practices, and contributing to a collaborative culture focused on continuous growth and exceptional client outcomes. The Expertise and Skills You Bring FINRA Series 7 & 63 licensed required FINRA Series 65 or 66 licenses or ability to acquire series 65/66 upon hire Appropriate state registrations required Financial services experience preferably in financial planning A bachelor’s degree and/or professional certifications such as the Certified Financial Planner™ (CFP®) designation are preferred Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families Ability to profile to understand planning needs and identify appropriate solutions A vested curiosity about building relationships and being an advocate for clients Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals Demonstrated ability and confidence in conducting outbound client outreach calls to educate clients, strengthen relationships, identify needs, and uncover opportunities to deliver additional value The Team The Planning Consultant Team partners closely with Financial Consultants and Wealth Planners to deliver comprehensive financial planning support. Leveraging deep planning expertise and a relationship-focused approach, the team effectively profiles client needs, navigates planning conversations, and presents insights generated through our guidance tools. Through these interactions, the team facilitates meaningful discussions around key planning concepts and identifies additional opportunities to enhance clients’ financial strategies. Working collaboratively with advisors, the Planning Consultant Team helps develop and implement tailored planning solutions that address clients’ evolving needs. This partnership strengthens client relationships, drives business impact, and delivers a rewarding experience through meaningful client engagement every day. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Relationship Management, Sales 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.

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