Financial Advisor
Finance Advisor Job In Sandy, UT
What we do is not just a job - it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. This approach can give you an advantage as you build your practice and provides your clients with supportive specialists that work to help others pursue financial freedom.
We support equal opportunity. We celebrate diversity and are committed to creating an inclusive environment for all.
Licenses & Registrations Required
Life & Health Insurance
FINRA SIE
FINRA Series 7
FINRA Series 66
*Required registrations and licenses to be completed upon offer acceptance
Becoming a financial advisor with Renaissance Financial is an opportunity to be in control of your career and your life while helping others achieve their financial goals. We provide a flexible schedule, foster a healthy work/life balance, and offer a thorough training and development program that supports quick progression and growth. Advisors engage in professional development and training led by and inspired by senior partners within the firm. Our comprehensive team approach sets you on a unique track towards a rewarding and lucrative career.
We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Primary Responsibilities
Identify and cultivate a client base by building rapport and fostering long-term sustainable relationships
Implement target marketing strategies to engage your ideal prospective clients to capitalize on referrals
Design and execute innovative and customized financial strategies for clients in efforts to help them meet their financial goals and needs
Manage resources to run your own productive practice while utilizing the experience of specialists within the firm
Essential Characteristics
Strong verbal and written communication skills to effectively convey information and build trust
Capacity to assess client needs and financial situations to design effective strategies
Ability to address and resolve complex financial issues with tailored solutions
Skills in implementing marketing strategies to attract and engage ideal clients
Dedication to fostering long-term relationships
Capable to update strategies based on market conditions
Building and maintaining client trust through honesty and reliability
Benefits
Renaissance Financial contributes toward your medical premiums
Financial Advisor
Finance Advisor Job In Salt Lake City, UT
Financial Representative Wealth Strategies:
Salt Lake City, UT/Greenwood Village & Fort Collings, CO
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?
Wealth Strategies is a member of The Guardian Network is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future. As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are…
• A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
• Desire to help others achieve their goals and dreams through cultivating long-term relationships.
• Ambitious, entrepreneurial, and looking for career growth and development.
What you'll be doing…
• Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a strategy with appropriate products and services.
• Develop and maintain a base of clients who value your input and guidance.
• Work with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will lasts for years.
What we provide…
• Development and training-locally, virtually and nationally-to support you as you build your practice with us.
• Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
• Mentorship and joint-work opportunities.
• A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
Requirements
• Must be a US citizen or permanent resident
• A four‐year college degree
• Obtain appropriate insurance licensing
Who we are
Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations in Colorado and New Mexico, our firm has access to a variety of companies and specialists who provide clients with innovative strategies for reaching their financial goals.
Our Mission: Helping people build, protect, and grow financial strategies that lead to "Wealth Beyond Money".
Please visit our site to learn more about us: ******************************** Industry
• Financial Services Employment Type
• Full-time
The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Wealth Strategies is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 S. Yosemite St., Suite 425, Greenwood Village, CO 8011************** PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-152158 (Exp. 03/25)
Financial Advisor
Finance Advisor Job In Sandy, UT
Are you a seasoned financial advisor passionate about guiding clients to a secure and fulfilling retirement? Imagine focusing solely on what you do best-advising clients-without the need for prospecting.
At Invita Financial, a rapidly growing independent Registered Investment Advisor (RIA) based in Sandy, Utah, you'll have the unique opportunity to work with pre-qualified clients provided through our extensive marketing efforts.
Why This Opportunity Stands Out:
Client-Centric Focus: Engage exclusively with pre-scheduled, pre-qualified prospects, allowing you to dedicate your expertise to personalized retirement planning.
Diverse Financial Solutions: Offer a range of services, including fee-based managed money, fixed-indexed annuities, and life insurance, tailored to each client's unique goals.
Collaborative Environment: Work alongside a supportive team in a structured system designed to enhance client satisfaction and advisor success.
Key Responsibilities:
Conduct comprehensive client meetings to develop customized financial plans.
Present and recommend appropriate financial products, focusing on retirement income planning and asset protection.
Stay informed on market trends and regulatory updates relevant to retirement-focused clients.
What We're Looking For:
Experience: 3+ years in a client-facing financial advisory role, with a strong understanding of retirement planning and investment strategies.
Education: Bachelor's degree in finance, economics, business administration, or a related field preferred.
Licensing: Series 65 license (or willingness to obtain) and a Life and Health Insurance License preferred.
Skills: Excellent interpersonal and consultative sales skills, with the ability to simplify complex financial concepts for clients.
Why Invita Financial?
Joining Invita Financial means becoming part of a team dedicated to making a positive impact on thousands of lives by aligning clients with their financial goals.
Our advisors operate within a supportive environment that fosters professional growth and client success.
If you're ready to elevate your career and focus on delivering exceptional retirement planning services without the burden of prospecting, apply today to join Invita Financial in Sandy, Utah.
Financial Representative
Finance Advisor Job In Ogden, UT
Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their financial futures while building lasting relationships and making an impact in our local community.
Modern Woodmen of America as an organization
This is an amazing opportunity to join an outstanding organization dedicated to people. Since 1883, we've been focused on securing futures with financial guidance and products. As a fraternal organization, we aren't afraid to roll up our sleeves. We paint park benches, serve meals to those in need, play in dodgeball tournaments and more, all to raise funds and support our community. Our team supports personal and professional growth.
What you can expect to do as a financial representative
You'll meet with clients to map their financial futures by providing guidance and recommendations through our state-of-the-art tools. You'll achieve sales goals and be rewarded with expense-paid trips to world-class destinations. You'll design your schedule, so you can be home for the moments that matter most. In addition to meeting with clients, you'll participate in fraternal activities. Trivia nights, food drives and raffle fundraisers are just a sampling of the activities you'll take part in to raise funds for local nonprofits, individuals and families in your community. Because of your hard work, you'll also be invited to attend training seminars and may serve on panels at Modern Woodmen's corporate office. Your input and feedback will be used to help shape the future of our organization. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too.
You as a financial representative
You are a driven individual with an entrepreneurial spirit. You love visiting with people and feel accomplished when you help someone find a solution to a problem. You believe giving is better than receiving, especially when it comes to your community. You love being inspired, and your integrity drives you to do the right thing. You strive to always have a positive attitude, and you have the mentality to accomplish anything you set your mind to.
What Modern Woodmen offers
Beyond a hands-on training program, a flexible schedule and joining the most amazing team, there's more! Your amazing benefits package includes health insurance (Modern Woodmen pays 100%) and an awesome retirement plan (so you can enjoy the best years of your life). Plus, opportunities for top producers to attend sales conferences in destinations such as Bermuda, Vancouver and New York await you. And finally, you're joining an organization on a mission to provide you with the best technology in our industry.
So, the real question is,
what are you waiting for? Apply today.
Check out more here: ********************************************* Woodmen is an equal opportunity employer.
Corporate Travel Analyst
Finance Advisor Job In Salt Lake City, UT
We are seeking a Corporate Travel Analyst for a Contract Assignment in Salt Lake City, UT.
The Corporate Travel Analyst is responsible for optimizing the travel program for an organization, ensuring cost-effective, efficient, and seamless travel arrangements for employees. This role involves analyzing travel data, recommending improvements to policies and procedures, and working with employees to troubleshoot questions that may arise during the travel booking process. The Corporate Travel Analyst works closely with all departments to enhance the overall travel experience while adhering to company budgets and guidelines.
Key Responsibilities:
Travel Management:
Support employees in issue resolution for travel arrangements including flights, hotels, and car rentals.
Ensure that travel bookings align with company travel policies and budget guidelines.
Manage the travel booking system, ensuring ease of use and functionality for employees.
Data Analysis & Reporting:
Analyze travel data to identify trends, savings opportunities, and areas for improvement.
Prepare and present regular reports on travel expenses, bookings, and savings.
Track and report on travel-related KPIs, such as cost per trip, booking volume, and vendor performance.
Vendor Relationship Management:
Regularly evaluate vendor performance and recommend changes or improvements to vendor contracts.
Policy Development & Compliance:
Assist in the development and enforcement of corporate travel policies and procedures.
Ensure employee compliance with travel policies, offering guidance as necessary.
Address employee travel concerns and provide resolutions in line with company guidelines.
Expense Management & Budgeting:
Recommend strategies to reduce travel-related expenses while maintaining service quality.
Support & Training:
Provide guidance and support to employees regarding travel bookings, policies, and best practices.
Conduct training sessions for employees on the use of travel tools, platforms, and policy.
Serve as the primary point of contact for travel-related issues or emergencies.
Continuous Improvement:
Identify opportunities for process improvements and implement changes to streamline the travel program.
Stay updated on industry trends, new technologies, and best practices in corporate travel management.
Qualifications:
Bachelor's degree in business, logistics, or related field (or equivalent experience).
2-4 years of experience in corporate travel management or a related role.
Strong analytical skills and experience working with data analysis tools and reporting.
Knowledge of travel booking systems (e.g., Concur, SAP, Navan, or similar platforms).
Excellent communication and negotiation skills.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Strong attention to detail and problem-solving abilities.
Preferred Skills:
Experience with travel industry certifications or relevant training (e.g., Global Business Travel Association).
Familiarity with international travel regulations and policies.
Proficiency in Microsoft Office Suite, especially Excel.
Financial Representative Junior
Finance Advisor Job In South Jordan, UT
🔹We Are Hiring! Financial Representative Junior🔹
Job Title: Financial Representative Junior
Industry: Financial Services
Contract: 12 months (Possible Extension/Perm)
Pay Rate: $21.00 - $21.99/hour
🔹Job Description:
We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Strong communication and teamwork skills are essential to provide efficient solutions and deliver outstanding service to our clients.
Responsibilities:
Review and approve client requests, ensuring compliance with policies.
Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues.
Apply business judgment to identify and escalate unusual activities.
Requirements:
Bachelor's degree required: concentration in Business, Finance, or Accounting.
Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
Strong organizational, analytical, and communication skills.
Ability to manage multiple tasks with competing deadlines.
Team player with a positive attitude and ability to work under pressure.
0-2 years of relevant experience in finance or operations.
🔹Perks & Benefits:
Pride Global offers eligible employees:
Comprehensive healthcare coverage (medical, dental, and vision)
Extra benefits like accident, critical illness, and hospital indemnity insurance.
401(k) retirement savings plan to help you build for the future.
Life and disability insurance for peace of mind.
Employee assistance program, legal support, and much more!
Discounts with preferred vendors and even pet insurance!
🚀 Ready to elevate your career? Join a team that prioritizes growth and development. Apply today and take the next step in your professional journey!
Financial Analyst - Entry Level
Finance Advisor Job In Salt Lake City, UT
SLC, UT (In-Office) - Relocation required without relocation assistance
$47-56K/year
A prestigious firm based in Salt Lake City is looking for a Financial Analyst to join their team! In this role, you'll play a crucial role in managing settlements for the Americas. As an Operations Analyst you'll have the opportunity to apply your quantitative, problem-solving, and customer service skills to support various business units and clients. You'll also contribute to process improvements aimed at mitigating risks and enhancing the overall client experience, making a tangible impact from day one.
Operations is at the heart of our firm's success, providing essential risk management and control to preserve and enhance our assets and reputation. In this role, you'll partner with different parts of the firm to deliver banking, sales and trading, and asset management capabilities to clients worldwide. As a financial analyst, you'll process and control the settlement of all asset types, demonstrating creativity, adaptability, effective communication, and a commitment to excellence. Join us in developing innovative solutions and delivering exceptional service to our clients, while building a rewarding career in finance.
Financial Analyst Responsibilities:
Gain a comprehensive understanding of the trade lifecycle by collaborating with various teams and external parties
Ensure a seamless process for clients by reviewing assets and transfers from start to finish
Demonstrate attention to detail in accurately capturing transaction details
Identify and propose enhancements to current processes to mitigate risks effectively
Drive progress through innovation while maintaining precision in execution and upholding the firm's tradition of excellence
Financial Analyst Requirements:
Bachelor's degree required
Demonstrated experience in financial services
Proven analytical skills, problem-solving ability, and meticulous attention to detail
Ability to build relationships and communicate complex issues to internal partners with varying levels of product experience
Self-motivated team player with strong organizational skills and ability to manage competing priorities effectively
Why you want to work here:
Gain experience with a Leading Global Financial Firm
Medical benefits
PTO
Monday to Friday Schedules
Collaborative and diverse working environment
PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.
Financial Analyst
Finance Advisor Job In Salt Lake City, UT
Looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner. This position will provide direct support for the director of Global Finance helping to support multiple global functions inclduing R&D, Quality, Marketing, Program Management and G&A. A successful candidate will exhibit strong business insight with a desire and ability to understand the business and not simply report on the business. They must not only be at ease partnering with senior management on resource and planning needs, but also enjoy identifying and driving operational improvements across the Finance and Accounting organization.
Financial Advisor
Finance Advisor Job In Salt Lake City, UT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
Financial Advisor
Finance Advisor Job In Salt Lake City, UT
Dentist Advisors
Salary: Open
Type: Full Time - Experienced
OUR VISION
“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.”
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Our corporate mission is to design and uphold the universal standard of holistic financial health (
for as many people as possible
,
as long as we can maintain quality).
The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.
Our Elements App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors.
Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology.
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.
JOBS TO BE DONE
Conduct initial consultations with prospective clients
Design and implement financial plans for new clients
Own the construction, implementation, and execution of investment plans
Approve client-facing performance summaries
Provide ongoing, proactive financial guidance for clients
Mentor our associate advisors
Use Salesforce CRM to manage daily tasks and monitor client activity
REQUIRED SKILLS AND EXPERIENCE
Bachelor's degree
3+ years of client-facing financial advisor experience
Financial securities license
Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.
PREFERRED EDUCATION, SKILLS AND EXPERIENCE
Bachelor's degree in finance, accounting, or business
CFP or CFA designation
Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
Experience working with dentists, medical professionals, or other high net worth clients
Familiarity with Salesforce CRM and eMoney software
WHO YOU ARE
Strong interpersonal skills, with the ability to gain the trust of successful professionals
Excellent written and verbal communicator
Prioritize
getting it right
over
being right
Comfortable in a start-up environment
Collaborative
Willing to challenge clients, employees, and management directly
Able to receive direct feedback constructively
Organized
Attentive to details
Self-starter and learner
Willing to adapt to rapid change
Reliable
WHAT'S IN IT FOR YOU?
As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.
While some firms allow their culture to “happen” we consider it the most important part of our business strategy.
We strive for a work environment where each employee:
Feels safe and accepted
Finds purpose
Makes continual progress
Maintains work/life balance
Has fun
This position's compensation package includes:
Opportunity to start at the ground floor of a rapidly growing, funded start-up
Group health insurance
401(k) retirement plan (up to 6% company match)
Company-paid life and disability insurance
Generous paid time off schedule
Paid parental leave
Gym membership
Continuing education reimbursement
Complimentary investment management service
Quarterly offsite team building events
Weekly office lunch / stocked onsite snack cupboard
Advisor Development Program Financial Solutions Advisor Trainee: (Centralized) Eagle Gate Tower
Finance Advisor Job In Salt Lake City, UT
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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.
As a **Financial Solutions Advisor within the centralized segment of the Advisor Development Program,** your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
**The Academy** will support you along the way with dedicated programs, tools and resources throughout your career journey.
We'll help you
+ **Build a successful career** at Bank of America through world-class training and on-boarding programs that set you up for success.
+ **Get training and one-on-one coaching** from Academy managers who are invested in your success.
+ **Grow your business knowledge** by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
+ **Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses** (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your **SIE** within 60 days of being hired & your **Series 7 & 66** within 120 Days - a requirement for the role.
+ **Build your network.** Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
+ **Provide end-to-end comprehensive advice** , deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
+ **Collaborate with core banking and investment partners.** Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the Centralized segment you can look forward to
+ Unlimited potential for financial growth.
+ A strong referral base from across the business through our relationship with one in every two households.
+ Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
+ Robust marketing support to reach wider audiences with greater appeal.
+ Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
+ Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
We're a culture that
+ Believes in responsible growth and has a proven dedication to supporting the communities we serve.
+ Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
+ Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
+ Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
**Required Qualifications:**
+ Displays confidence working in a sales role
+ Builds strong client relationships through effective communication and collaboration
+ Displays a proactive mindset and effective time management
+ Demonstrates a results-driven mindset and prioritizes client interests
+ Identifies appropriate client solutions through application of learnings and new information
+ Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
**Desired Qualifications:**
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
+ Learns and adapts to new technology or applications
+ Executes multiple tasks simultaneously
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 this position requires SAFE Act registration, employees are 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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE (******************** .
View the LA County Fair Chance Ordinance (************************************************************************************************** .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Counseling Representative I
Finance Advisor Job In Tremonton, UT
The PRN Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $14.76 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#PRN #healthcare #customerservice #tj2022
Financial Professional- Advisor Assist
Finance Advisor Job In Salt Lake City, UT
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Key Job Responsibilities
Having a sense of purpose in your career can make you feel more productive, valued, and rewarded. At Equitable Advisors, you can get more of what you expect out of your career. We promote an open working environment with opportunities to innovate, collaborate, and challenge yourself through empowering jobs and learning opportunities.
Start building your career as a financial professional in a salaried role designed to develop the skills and knowledge needed to pursue a successful, entrepreneurially-spirited career opportunity.
A Financial Professional- Advisor Assist will establish relationships with clients by delivering value through:
* Proactively contacting our clients via phone, email, and chat
* Providing a single point of contact that brings together all the resources Equitable has to offer to address client needs
* Being an invaluable resource to answer client questions on their existing products and to validate their investment decisions
* Identifying new opportunities in partnership with the client
* Assisting the client in initiating or completing transactions as appropriate
The base salary for this position is $55,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Qualifications
* Bachelor's degree or equivalent relevant industry experience
* FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
* 6-8 years of sales experience
Preferred Qualifications
* Prior customer service experience preferred
* Previous sales, counseling, or entrepreneurial experience
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.
#LI-Hybrid
ABOUT EQUITABLE
At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
Analyst - Corporate Treasury
Finance Advisor Job In Sandy, UT
We are seeking a detailed oriented and high performing team member to work hands on with finance leadership with a variety of treasury operation activities including managing daily cash flow and liquidity, banking relationship management, and debt facility transactions.
Duties include:
Treasury cash operations support including wires, ACHs, book transfers, positive pay, fraud filters, debt borrowing activities (etc) using treasury management systems and online banking portals
Assist with preparation of complex bank documentation to open and close bank accounts; responds to bank AML/KYC compliance inquires; and assists with bank relationship management
Becomes familiar with using all types of treasury products and services, managing bank signatory authority lists, and online banking service profile user set up
Assists with daily cash position reporting needs and prepares ad hoc balance reporting requests
Assists with debt facility compliance reporting as requested
Assists with short-term cash investing activities
Analyze bank service charges and recommend cost savings
Assist with process improvements, treasury shared service initiatives, special projects, and evaluations of new treasury technology
Ensures compliance with SOX and SOC internal controls, policies and procedures
We are looking for someone with…
Extraordinary attention to detail with strong administrative skills
Knowledge of Treasury concepts, banking systems, and familiar with AML/KYC/OFAC
Can effectively communicate internal and external stakeholders including company executives, investor relations, bankers, and investors
Strong Microsoft office skills including Outlook, Word, Excel and PowerPoint
General understanding of accounting procedures and processes
Ability to work in a fast-paced, multi-dimensional environment
Bachelor's Degree in Accounting, Finance, Economics or related quantitative field required
1-2 years of Treasury, Finance, Accounting experience
CTP, CPA, CFA - Desirable; Experience with Kyriba (or Treasury Management Systems) or Real Estate companies a plus!
What we offer
Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
Access to benefits concierge service.
Access to Mental Health & Well-Being service.
401K:Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days.
Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year.
11 Paid Holidays per year.
Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email **************************.
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works:
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.
Personalized Connection: Connect with an employee who resonates with your professional interests.
Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
Finance Analyst Jr
Finance Advisor Job In South Jordan, UT
🔹 We Are Hiring! Entry-Level Finance 🔹
Job Title: Entry-Level Finance/Operations Analyst
Industry: Financial Services
Contract: 6-12 months (Possible Extension/Perm)
Pay Rate: $20.00-24.00/hour
🔹Job Description🔹
We are seeking a recent graduate entry-level finance/operations analyst to join a reputable financial services firm in South Jordan, UT! In this dynamic role, you will support daily financial operations, conduct data analysis, and contribute to optimizing business processes to enhance operational efficiency.
Key Responsibilities:
Assist with financial analysis, reporting, and budget tracking.
Provide excellent customer service by guiding clients on financial products and account management within a banking environment.
Prepare and assist with the creation of reports and presentations for senior management.
Work collaboratively with cross-functional teams to streamline and improve financial processes.
What We're Looking For:
0-2 years of relevant experience in finance or operations.
Bachelor's degree in Finance, Accounting, Business, or a related field.
Strong proficiency in Microsoft Excel (including data analysis and reporting).
Excellent communication and organizational skills.
🔹Perks & Benefits:
Pride Global offers eligible employees:
Comprehensive healthcare coverage (medical, dental, and vision)
Extra benefits like accident, critical illness, and hospital indemnity insurance
401(k) retirement savings plan to help you build for the future
Life and disability insurance for peace of mind
Employee assistance program, legal support, and much more!
Discounts with preferred vendors and even pet insurance!
Financial Advisor
Finance Advisor Job In Holladay, UT
Dentist Advisors
OUR PURPOSE
Connect. Educate. Empower
Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we've unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country.
Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment.
OUR CORE VALUES
Win together
Be direct
Embrace change
See it through
Make it fun
THE POSITION
We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the point person for your clients' financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content creation.
JOBS TO BE DONE
Conduct initial consultations with prospects and and secure new relationships
Design and implement financial plans for new clients
Own the construction, implementation, and execution of investment plans
Approve client-facing reports
Provide ongoing, proactive, and comprehensive financial guidance for clients
Lead business development initiatives and collaborate with the marketing team for lead generation
Train, mentor, and collaborate with other advisors
Recommend and implement changes to improve the client experience
REQUIRED SKILLS AND EXPERIENCE
Bachelor's degree
3+ years of financial advisor experience
Financial securities license
Strong technical competence related to retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management
Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing
PREFERRED EDUCATION, SKILLS AND EXPERIENCE
Bachelor's degree in finance, accounting, or business
CFP designation
Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
Experience working with dentists, medical professionals, or other high net worth clients
Familiarity with Salesforce CRM and eMoney software
WHO YOU ARE
Strong interpersonal skills, with the ability to gain the trust of successful professionals
Excellent written and verbal communicator
Prioritize
getting it right
over
being right
Comfortable in a start-up environment
Collaborative
Willing to challenge clients, employees, and management directly
Able to receive direct feedback constructively
Organized
Attentive to details
Self-starter and learner
Willing to adapt to rapid change
Reliable
This position's compensation package includes:
Opportunity to join a high-growth firm with a start-up mentality
Group health insurance
401(k) retirement plan (up to 6% company match)
Company-paid life and disability insurance
Generous paid time off schedule
Paid parental leave
Gym membership
Continuing education reimbursement
Complimentary investment management service
Regular offsite team building events
Financial Advisor
Finance Advisor Job In Logan, UT
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relati
Merrill Experienced Financial Advisor
Finance Advisor Job In Salt Lake City, UT
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
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
Job Description:
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.
Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.
Key Responsibilities:
* Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
* Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
* Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
* Source prospective clients and capitalize on referrals
* Deliver customized solutions and the full resources of Bank of America Merrill
* Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Required Skills:
* FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
* Established and portable practice with a minimum of $1MM in production
* Experience managing client portfolios and driving growth
* Proven relationship building and business development skills
Desired Skills:
* Bachelor's degree or higher strongly preferred
* Proven ability to partner and promote lead generation.
* Experience balancing investment management, sales activities and new client development.
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
* Possess excellent communication skills, both written and verbal
* Highly entrepreneurial
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Counseling Representative I
Finance Advisor Job In Logan, UT
The PRN Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications.
In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
Explain financial responsibilities for services received payment options and collection procedures to patients or parties responsible for payment.
Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
Contact insurance carriers or other sources and act as an advocate for the patient.
Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
Maintain accurate documentation of pre-processing information.
Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
Perform all other duties and projects as assigned.
Required Qualifications:
High school diploma is required
At least one year of call center experience
Attention to detail
Strong customer service experience
Ability to multi-task and navigate between multiple systems simultaneously
Ability to handle a large volume of incoming calls
Desired Qualifications:
Previous experience as a financial counselor with background in medical terminology preferred
Understanding of State and Federal assistance
Physical Requirements:
See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
For this US-based position, the base pay range is $14.76 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
#PRN #healthcare #customerservice #tj2022
Junior Financial Analyst
Finance Advisor Job In South Jordan, UT
🔹We Are Hiring! Financial Analyst Junior🔹
Job Title: Financial Analyst Junior
Industry: Financial Services
Contract: 12 months (Possible Extension/Perm)
Pay Rate: $21.00 - $24.00/hour
🔹Job Description:
We are seeking a highly organized and detail-oriented recent graduate Financial Representative Junior to handle client requests, ensure precise documentation, and perform comprehensive quality reviews. In this role, you will assist with account-related inquiries, work across multiple systems, and collaborate with various teams to address policy-related questions and resolve issues. Strong communication and teamwork skills are essential to provide efficient solutions and deliver outstanding service to our clients.
Responsibilities:
Review and approve client requests, ensuring compliance with policies.
Respond to inbound inquiries through multiple channels, offering accurate solutions for account, product, and service-related issues.
Apply business judgment to identify and escalate unusual activities.
Requirements:
Bachelor's degree required: concentration in Business, Finance, or Accounting.
Proficiency in MS Office (Excel, PowerPoint, Word, Outlook).
Strong organizational, analytical, and communication skills.
0-2 years of relevant experience in finance or operations.
🔹Perks & Benefits:
Pride Global offers eligible employees:
Comprehensive healthcare coverage (medical, dental, and vision)
Extra benefits like accident, critical illness, and hospital indemnity insurance.
401(k) retirement savings plan to help you build for the future.
Life and disability insurance for peace of mind.
Employee assistance program, legal support, and much more!
Discounts with preferred vendors and even pet insurance!
🚀 Ready to elevate your career? Join a team that prioritizes growth and development. Apply today and take the next step in your professional journey!