Financial Consultant
Regionalhand
Job Summary: The Consultant position is part of the Consulting team. This professional will use their analytical skills to spot weaknesses in client’s systems or processes and offer recommendations on how to fix those vulnerabilities. The primary focus of this position is on administrative efficiency, legal compliance, workflow, financial processes, and electronic medical records (EMR) support. Responsibilities: Provide onsite and/or remote services to clients Complete objectives outlined within the scope of the consulting project engagement Provide technical assistance via individual or group training as appropriate Communication of project status and/or results will be provided in writing consistent with Richter & Associates formats and content Compare and evaluate various possibilities and make recommendations for action that consider business implications. Receive documentation from clients and process information accurately according to payor billing requirements Report the status of the project to the client and manager as determined by project engagement Maintain thorough documentation of client communications on all aspects of a project Maintain client records and Richter & Associates work papers in an organized and protected manner consistent with policy and procedure Thorough communication or project expectations, including timeframes and results Educate and train on technical components and procedures to be followed Attend any mandatory meetings Stay knowledgeable in State and Federal regulations, guidelines, and best practices within the postacute industry Qualifications: Bachelors in a business subject (Business Administration or Information Systems) is preferred, but not essential. Post-acute financial management experience: Skilled Nursing, Home Health, Hospice 1-year consulting experience Experience in project management Thorough knowledge of the field of skilled nursing and willingness to keep abreast of advancements Knowledge of data analysis and research techniques Excellent organizational and coordination skills Proficient at understanding client requirements Analytical and creative A great listener with the ability to communicate with people of diverse disciplines Skills & Abilities: Computer Literate, including Microsoft Word and Excel Must write, speak, and interact clearly and professionally using the English language. Must be able to lift up to 25 pounds and handle the physical duties of the position unless a formal accommodation under ADA has been requested and approved. Must provide the highest level of customer service to clients, co-workers, and other related parties. Must be able to deal tactfully with team members, other staff, residents of client facilities, family members, visitors, government agencies, and the general public. Strong client-facing skills Able to gather and accurately document client requirements All Richter employees agree to be bound by applicable company policies, including confidentiality, security, appropriate standards of conduct, etc., which are customary and standard across most companies for compliance and the assurance of a safe and productive work environment. This offer is contingent upon the successful completion of a background check and drug screening. Further details will be provided to you soon. #J-18808-Ljbffr
$19.23 - $28.37 per hour
...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts... ...building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required) Experienced...SuggestedHourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$45k - $100k
...anticipated to remain open for 30 days, from 21-Aug-2026. The posting may close early due to the volume of applicants. 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...SuggestedFull timeWork at office
$30 per hour
Data Management & System Updates Input and maintain accurate trade updates and changes in XTEL. Validate and update necessary changes to ADL (Assortment Distribution List). Work with CS to ensure customer profiles are accurate and up to date. Forecasting & ...SuggestedContract workTemporary workWork at officeShift work$100k - $120k
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- ...needed to perform effectively within the Retail Personal Banker job family. The Retail Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The role...Work experience placementWork at office
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...product and service recommendations.Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
$41.25k - $68.75k
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$35.57k - $43.75k
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...opportunity to contribute to the company’s success. As Premier Client Financial Advisor within PNC Wealth Management, you will be based in... ...in STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development...Full timeTemporary workPart timeWork experience placementWork at office- ...Financial Advisor Asset Management Financial Planning and Retirement Insurance Tax Strategy and Planning Cash Flow Analysis Debt Strategies Property and Casualty Insurance Hantz Group is a Michigan-based financial company that works with individuals and businesses to help...Work at officeFlexible hours
$30k - $50k
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- Edward Jones is seeking motivated individuals to become financial advisors, building a personal client practice with support from branch, home office, and regional teams. You will serve clients on a broad range of financial goals, including retirement, wealth-building,...Home office
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