Holistic Retirement Planner & Client Advocate
American Senior Benefits
A leading company in the insurance industry is seeking a Comprehensive Retirement Planning Specialist in Council Bluffs, Iowa. This role provides guidance and support to clients navigating retirement with a focus on holistic planning for life, health, and wealth. Applicants will receive training and ongoing support while building their careers in this dynamic field. An eagerness to learn and strong communication skills are essential for connecting with clients and delivering tailored solutions. #J-18808-Ljbffr
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Holistic Retirement Planner & Client Advocate in Council Bluffs, IA vacancy
- ...Job Description Summary Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on...Suggested
Axos Bank
Omaha, NE3 days ago - ...Bluffs is looking for a Teller to manage daily transactions both in the lobby and drive-up locations. This role emphasizes excellent client service and the nurturing of customer relationships, identifying referral opportunities for additional products. The ideal...Suggested
First Interstate
Council Bluffs, IA4 days ago - ...Account Manager / Producer/Customer Advocate We are a growing captive insurance agency on a mission to protect our clients and community one policy at a time. Our team runs on trust, integrity, and probably too much coffee. We believe insurance isn't just paperwork; it...SuggestedFull time
Shawn Benge - State Farm Agent
Omaha, NE5 hours ago $20 per hour
...families at a time. The Sexual Assault Advocate provides outreach and services to... ...Long-Term Disability Insurance ~403(b) retirement plan with employer matching ~ A supportive... ...hour response to area hospitals. Meet with clients in outreach offices and public spaces....SuggestedHourly payFull timeSecond jobWork at officeLocal areaNight shiftWeekend workAfternoon shiftCatholic Charities
Council Bluffs, IA4 days ago- ...at a time. The Housing and Economic Advocate provides housing and economic support to... ...strengths and barriers to housing and assists clients with obtaining transitional and... ...Long-Term Disability Insurance ~403(b) retirement plan with employer matching ~ A supportive...SuggestedPermanent employmentFull timeTemporary workSecond jobWork at officeLocal areaNight shiftWeekend workAfternoon shift
Catholic Charities
Council Bluffs, IA4 days ago $18 - $23 per hour
...Elevate Patient Financial Solutions as a Hospital Based Patient Advocate and help guide individuals through their healthcare financial... ...documentation. As per established protocols, inform the client in a timely manner of all approvals and denials of coverage....Hourly payFull timeWork at officeRemote workWork from homeMonday to FridayShift workElevate Patient Financial Solutions
Council Bluffs, IA1 day ago- ...Project Manager to lead large-scale application modernization initiatives. The role involves managing teams, developing strategic client partnerships, and ensuring successful project delivery. Candidates should have over 8 years of experience in technology project management...
CapTech
Omaha, NE5 days ago $35k - $48k
...goals and targets. About This Job Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the... ...HSA or FSA account and other voluntary benefits ~401(k) Retirement Saving Plan with Employer Match Program and 529 Savings...Work at officeLocal area- ...their Omaha, Nebraska office. This role focuses on preparing rating and plan design quotes, ensuring accuracy, and communicating with clients regarding underwriting decisions. The ideal candidate will have strong administrative and organization skills, experience in...Work at office
Milliman Ireland
Omaha, NE4 days ago $16 - $21 per hour
...Lydia House Overnight Advocate We'd love to have your help!! THEY need US, and WE NEED you! ABOUT THIS POSITION ODM is seeking... ...Lydia House. The advocates at ODM play a vital role in helping clients develop necessary life skills in the areas of education, health...Bi-weekly payHourly payFull timeLocal areaFlexible hoursNight shiftOpen Door Mission
Omaha, NE2 days ago- AO Garcia Agency is seeking dedicated individuals for a work-from-home opportunity in financial services aimed at protecting families. Candidates will join a team committed to positively impacting lives while maintaining the highest standards of integrity. Responsibilities...Remote workWork from home
AO Garcia Agency
Council Bluffs, IA3 days ago - ...A financial services company in Omaha, NE is seeking candidates for a client service role where you will educate clients on investment strategies and tools. This position requires flexibility for evening, overnight, and weekend shifts, and includes a comprehensive training...Remote workNight shiftWeekend workAfternoon shift
Austin Community College
Omaha, NE4 days ago - AO Garcia Agency is seeking individuals for a work-from-home opportunity in the financial services sector, dedicated to protecting families. Candidates should possess strong communication and interpersonal skills, a desire to make a positive impact, and a commitment to ...Remote workWork from home
AO Garcia Agency
Council Bluffs, IA2 days ago - ...Omaha, NE is seeking a Claims Specialist. This role involves processing and reporting claims, monitoring large claims, and aiding clients through difficult situations with care and advocacy. Successful candidates will receive competitive hourly pay, comprehensive benefits...Hourly payRemote work
FNIC Trusted insurance advisors
Omaha, NE5 days ago - ...re actively seeking enthusiastic and devoted RBTs to become valued members of our team, contributing your expertise to support our clients in achieving their unique goals. As an accomplished professional in the Applied Behavior Analysis (ABA) field, your skills and dedication...Daily paidPart timeInternshipImmediate startWork from home
Heartland ABA
Bellevue, NE2 days ago - ...Workers' Compensation Attorney to join their dedicated team in Omaha, Nebraska. The ideal candidate will take ownership of cases, advocate for clients, and mentor junior attorneys. This role requires strong litigation experience, negotiation skills, and the capacity to...
Berry Law: Criminal Defense and Personal Injury Lawyers
Omaha, NE19 hours ago $19 - $25 per hour
...Patient Financial Solutions as a Hospital Based Bilingual Patient Advocate and help guide individuals through their healthcare financial... ...documentation. As per established protocols, inform the client in a timely manner of all approvals and denials of coverage....Hourly payFull timeWork at officeRemote workWork from homeMonday to FridayShift workElevate Patient Financial Solutions
Omaha, NE1 day ago- ...looking for you. We are seeking an experienced and committed Family Advocate to join our dynamic and innovative organization. This position... ...it and we thrive on it for the benefit of our employees, our clients and our community. Project Harmony is proud to be an equal...Full timeWork at officeImmediate startFlexible hoursNight shiftWeekend work
Project Harmony
Omaha, NE4 days ago - ...First Insurance Group in Omaha is seeking a Claims Specialist who can guide clients through difficult claims situations. This role offers flexibility with work-from-home options and a collaborative environment. Responsibilities include processing claims, analyzing reports...Remote workWork from home
First Insurance Group
Omaha, NE2 days ago $100k - $140k
...insurance sales experience and a strong track record of maintaining and growing customer portfolios. This role emphasizes building client relationships and developing strategies for insurance contracts. The compensation ranges from $100,000 to $140,000 yearly, making it...Work at officeFarm Bureau Financial Services
Omaha, NE4 days ago- ...Intercontinental-Exchange is looking for a Client Support Specialist in Omaha, Nebraska. This role involves providing technical support for ICE Mortgage Technology, assisting clients effectively, and ensuring timely resolutions to their inquiries. The ideal candidate...Work at office
Intercontinental Exchange
Omaha, NE5 hours ago - ...Merchant Services Relationship Manager (Merchant Advocate) Responsible for managing the Merchant Services program by focusing on new growth... ...teams to effectively communicate, sell, and support Merchant clients of any size. Ability to research and develop new products and...Work experience placementWork at officeRemote work
Bank of Colorado
Omaha, NE1 day ago $20 - $23 per hour
...and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...Pregnancy disability and parental leave 401(k) and employer‑funded retirement plan Paid vacation (from two to five weeks depending on salary...Temporary workLocal areaU.S. Bank
Council Bluffs, IA1 day ago- ...Client Relationship Associate at FOUR POINTS FEDERAL CREDIT UNION Latest job information from FOUR POINTS FEDERAL CREDIT UNION for the... ...timely, and efficient manner. This position will also promote, advocate, and deliver all deposit related products and services...Hourly pay
Four Points Federal Credit Union
Omaha, NE19 hours ago - ...matters most. We combine deep legal expertise with a personal, client-first approach to providing estate planning solutions that safeguard... ...professionals, accountants, and other partners to deliver holistic, client-focused solutions. Business Development & Client Engagement...Full timeWork at officeImmediate startHome office
ANDREW C SIGERSON PC LLO
Omaha, NE8 days ago $17 - $22.96 per hour
...customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing... ...pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time...Hourly payPart timeNight shiftAssociated Banc-Corp
Council Bluffs, IA3 days ago$17 - $22.96 per hour
...customer needs and promote financial solutions that help our clients achieve their goals. Key Accountabilities Deliver friendly, professional... ...banking, cash handling, or financial services. Benefits Retirement savings including both 401(k) and pension plans. Paid time off...Hourly payPart timeNight shiftAssociated Trust Company, NA
Council Bluffs, IA4 days ago- ...Live On Nebraska is seeking a Donation and Family Advocate to provide crucial support for families considering organ donation. The position requires clear communication and compassion during sensitive conversations. Ideal candidates should possess a Bachelor’s or Master...
Live On Nebraska
Omaha, NE4 days ago - Your role Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities handling day to day service requests...Full time
$21.25 - $32 per hour
...this range, as we are committed to finding the right fit for our team.**QBE Benefits:** We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to:* Hybrid Working – a mix of...Full timePart timeWork experience placementWork at officeWork from home2 days per week3 days per weekQBE Insurance Group
Council Bluffs, IA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Holistic Retirement Planner & Client Advocate. Be the first to apply!
