education, legacy, and other life goals through investment advice and guidance. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Merrill Team Financial Advisor Business Development Program The Merrill Wealth Management Team Financial Advisor (TFA) engages in: Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing
prospective clients, capitalizing on referrals, backssing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan Planning and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where
appropriate, to identify planning and investment strategies for a client Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies Completing mandated training, backssments, performance goals and continuing education requirements The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.
The Team Financial Advisor receives: The strength and name recognition of Merrill and Bank of America. World class training throughout their career with Merrill Wealth Management State of the art software programs to assist in your success Access to a full array of investment and banking products for your clients Coaches or mentors located within your office to work with you towards your success Ideal candidates: The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor.
Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals.
Financial acumen gained through work experience is ideal. Essential Duties and Responsibilities: Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles. Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. Development backssment: A TFA must successfully complete ongoing Developmental backssments throughout the training.
In preparation for the backssment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.
Required skills Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to backss needs of clients and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Ability to source clients through prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, Power Point, Excel Desired skills: At minimum a Bachelor's Degree Demonstrated track record of success Proficiency in using Sales Force / Client Relationship Manager Tool Strong understanding of the Financial Advisor role This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift:1st shift (United States of America)Hours Per Week: 40
as a(an) RN Med Surg East you want in your current role? We invest in what matters most to nurses like you at home, at work, and at every stage in your career. We have an exciting opportunity for you to join HCA Florida Putnam Hospital which is a part of the nations leading provider of healthcare services, HCA Healthcare.
Benefits HCA Florida Putnam Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include: Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine
services and free Air Med medical transportation. Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
Free counseling services and resources for emotional, physical and financial wellbeing 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service) Employee Stock Purchase Plan with 10% off HCA Healthcare stock Family support through fertility and family building benefits with Progyny and adoption
assistance. Referral services for child, elder and pet care, home and auto repair, event planning and more Consumer discounts through Abenity and Consumer Discounts Retirement readiness, rollover assistance services and preferred banking partnerships Education assistance (tuition, student loan, certification support, dependent scholarships) Colleague recognition program Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence) Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits Note: Eligibility for benefits may vary by location.
Do you want to work where you have a voice? Nurses are at the forefront of our commitment to the care and improvement of human life. At HCA Healthcare, there are many ways for nurses to have a voice through professional practice councils, advisory councils, vital voices surveys, and units of distinction. We learn from our multi-generational nursing family. We partner with our Nurses at HCA Florida Putnam Hospital! Job Summary and Qualifications Consistently deliver the best in customer service and patient care. As a team member, demonstrate respect, dignity, kindness and empathy in each encounter with patients, families, visitors and other employees Champion PCMCs mission, vision and values; comply with the policies and procedures, ethical standards and code of conduct set forth by the company Establishes a compassionate environment by providing emotional, psychological, and spiritual support to patients, friends, and families.
Identifies and monitors patient care requirements by recording and reporting symptoms and changes in patients' conditions. Record patients' medical information and vital signs. Administers medications as ordered.
Modify patient treatment plans as indicated by patients' responses, conditions and physician orders. Consult and coordinate with health care team members to backss, plan, implement and evaluate patient care plans. Review, interpret, and evaluate diagnostic tests to identify and backss patient's condition. Promotes patient's independence by establishing patient care goals; teaching patient, friends, and family to understand condition, medications, and self-care skills; answering questions through the collaboration with an inter-disciplinary team of health care providers. Assures quality of care by adhering to therapeutic standards; measuring health outcomes against patient care goals and standards; making or recommending necessary adjustments; following hospital and nursing division's philosophies and Resolves patient problems and needs by utilizing multidisciplinary team strategies.
Documents patient care services by charting in patient and department records. Maintains continuity among nursing teams by documenting and communicating actions, irregularities, and continuing needs. Ensures operation of equipment following manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.
Delegate and supervise personnel Prepare patients for, and assist with, examinations and treatments. Coordinate admissions and discharge planning. Instruct individuals, families and other groups on topics such as health education, disease prevention, childbirth, and develop health improvement programs. Direct and coordinate infection control programs, advising and consulting with specified personnel about necessary precautions. Provide or arrange for training/instruction of auxiliary personnel or students.
Engage in research activities related to nursing. What qualifications you will need: Basic Cardiac Life Support must be obtained within 30 days of employment start date Registered Nurse Associate Degree HCA Florida Putnam Hospital is a 99-bed acute care facility serving North Central Florida. Our hospital is located in Palatka, Florida. We serve the residents of Putnam County and surrounding areas. We provide the latest technology with the assurance of highly trained and empathetic professionals. We have a 10-bed intensive care unit and a 24-hour emergency department. We have a cardiac catheterization laboratory and offer inpatient and outpatient rehabilitation services.
Our hospital offers a full complement of quality healthcare services while maintaining cost-effectiveness. HCA Healthcare has been recognized as one of the Worlds Most Ethical Companies by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses. " Bricks and mortar do not make a hospital. People do. " - Dr. Thomas Frist, Sr. HCA Healthcare Co-Founder If this opportunity is your next step in your career path, we encourage you to apply for our RN Med Surg East opening.
We review all applications. Qualified candidates will be contacted by a member of our team. We are interviewing apply today! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, interactionual orientation, age, marital status, veteran status, or disability status. HCA Florida Healthcare Job ID #1-INFOR-1474751. Posted job title: RN Med Surg East Benefits Health Care FSADependent Care FSAMedical benefits Dental benefits Vision benefits Continuing Education401k retirement plan For more details: jobs-search.
org/finance_palatka-c427585/job_i1964825691
