Financial Representative
E-talentnetwork
OLTL Financial Representative 2 This position performs staff work in planning, developing, implementing, analyzing, coordinating, monitoring and evaluating the Office of Long-Term Living's (OLTL) Independent Assessment Entity (IAE) as part of the Assessment Unit monitoring team, in the Division of Participant Supports, Bureau of Coordinated and Integrated Services. Responsibilities include but are not limited to: Under the direction of the Assessments Supervisor carry out compliance and monitoring activities related to the IAE. Provide guidance and technical assistance to departmental, county, and health and human services providers with program planning, interpreting department objectives, and coordinating human services program delivery. Develop work plans, including short- and long-term work priorities. Review human services programs by analyzing programmatic data to determine overall effectiveness. Perform desk and on-site monitoring reviews of the IAE to ensure that policies and procedures, assessment materials, educational and training materials, assessment networks are in compliance with the IAE Agreement. Ensure IAE compliance with contract standards and assess IAE performance relative to the required reports and other performance measures and quality improvement goals. Identify opportunities for improvement in IAE performance based upon consideration of performance data and Department priorities. Inform the Assessment Supervisor of significant IAE compliance and quality improvement issues and provide recommendations for action. Resolve contract performance and compliance issues by working collaboratively with IAE monitoring team, OLTL staff, and the IAE to improve performance and contract compliance by participating in the development and monitoring of corrective action plans, as appropriate. Research individual participant or vendor issues. Oversee responses after gathering information and data from internal and external sources. Coordinate functions related to special projects and investigations. Establish effective working relationships and communications with Department staff, CHC-MCO monitoring team, CHC-MCO staff, and staff from other agencies and organizations, appropriately interact with others, and provide timely responses to requests and inquiries. Demonstrate commitment to the goals of the CHC-MCO program, including showing initiative to take on new projects; being team-oriented; being committed to outstanding customer services; and being willing to focus on promoting efficiencies and accountability. Communicate with supervisor on a timely and current basis regarding problematic situations and apply proper judgment to assure action is appropriate. Develop and manage reports and presentations/trainings about the operations of the IAE. Provide information as requested by other Commonwealth Offices, CMS, Legislature and stakeholders. Prepare information regarding Right To Know Law (RTKL) requests. Participate on workgroups (internal and external) to develop processes, operational and monitoring strategies related to CHC. Act as a liaison for the OLTL, as a designated expert in assessments and the PIA database. This includes attending meetings, doing research, preparing reports and doing presentations. Provide recommendations for changes to the IAE Agreement. Perform other related duties as required. Incumbent must be able to work both independently and make decisions based on established criteria and guidelines. Advise and make recommendations to Supervisor as necessary. Identify any problem areas that will need input or decisions by upper management staff. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$55k - $156.45k
...calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the...SuggestedFor contractorsMonday to Friday$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is...SuggestedWork at office
$80k - $200k
...Financial Advisor Growing long established investment firm is searching for a financial advisor. Financial advisor will have producer experience, any combination of FINRA licenses, and strong client sales skills. Above average payout and potential equity ownership due...Suggested$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at office$77k - $202k
...Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...$105k - $250k
...Job Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial...Temporary workLocal areaFlexible hours$105k - $250k
...Job Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial...Temporary workLocal areaFlexible hours- ...Are you an experienced Financial Advisor or Insurance Agent who loves working with clients—but is exhausted by constant prospecting, seminar costs, and chasing paperwork? This role is designed to remove those pain points so you can focus on high-quality client work and...
$40k - $55k
...TitleWealth Advisor Job Description The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&...Work at officeLocal areaShift work$108.63k - $127.8k
...ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission...Local area- ...you receive numerous discounts on services. We are looking for an Analyst, FP&A to support our FP&A Department. Summary An Financial Analyst, FP&A is responsible for report creation to support Leadership and the Sales team with analytics for financial forecasts,...
$20.55 - $34.25 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively with...Hourly pay- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...equal employment. Physical Requirements The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light...Contract workWork at office
- Penn State Health is seeking an administrative support professional for a remote role with occasional onsite work. You will report to the team leader and help ensure a smooth daily workflow and patient assistance. This position requires a minimum of Associate's degree ...Casual workRemote work
$20 - $24 per hour
...SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support... ...Requirements: The physical demands described here are representative of those that must be met by an employee to successfully...Hourly payWork experience placementWork at officeLocal area$21 per hour
...complete simple transactions. You'll create amazing experiences for our customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet their needs, and connect them to our Bankers for the next step....Local areaAfternoon shift- ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work
$17.25 - $24.23 per hour
...is a full-time career opportunity (approximately 40 hours per week) based out of our Dauphin County Markets (including 1 financial center in Cumberland County) in NJ . Requires flexibility to travel to various financial centers in the market as needed....Hourly payFull timeTemporary workWork experience placementWork visaFlexible hours- Mortgage Loan Officer Utilize relationship management skills and techniques combined with personal business development efforts to build and service a network of high-quality referral sources in order to achieve new mortgage business, income and growth goals and service...Work at office
$16.5 - $23.27 per hour
Location: 3345 Market Street Camp Hill, PA 17011 Hours: Monday - Thursday 8:30 am - 5:00 pm Friday 8:30 am - 6:00 pm Saturday 9:00 am - 12:00 pm (Must be flexible around branch hours) Function: Operates a customer service window to provide...For contractorsWork at officeFlexible hoursNight shift$17.5 per hour
...individuality. Responsibilities The purpose of the Teller position is to provide accurate and efficient processing of members' financial transactions to ensure high levels of member satisfaction and to maintain accurate record keeping of member accounts. This role...Full timeWork at officeLocal areaWeekend workAfternoon shift- ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timePart timeWork experience placementWork at officeShift work
$15.45 - $19.31 per hour
...employment! And Many More! Summary: The Member Experience Representative I is a developmental role to gain the knowledge, skills, and... ...and accurate service in handling and processing member financial and service requests. # Positively contributes to the member...Full timeWork at office$101.23k - $172.36k
...ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment... ...be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this...Remote work- ...monitoring activities. Utilize Excel and other statistical software, Word, and Power Point. Communicate with FFS or CHC Waiver representatives to ensure health and welfare Develop and maintain a tracking system to identify patterns associated with negative...Part timeWork at officeLocal areaRemote workWork from homeNight shift
$60k - $70k
...is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life's challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients,...Work at officeLocal areaRemote work- Job Description Summary/Objective Under the direction of the Branch Management, performs a variety of duties related to all phases of teller work, including proper receiving and handling of deposits, checks and payments; cross-sells to customers. Supports the brand...Work at office
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