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 Regionalhand
$70k - $150k
We are seeking a client-focused Financial Advisor to join our team. This role plays an important part in guiding clients through key financial decisions and helping them stay aligned with their long‑term goals. The Financial Advisor works directly with clients to understand...SuggestedWork at office- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage... ...finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem-...Suggested
$60k - $85k
...serve as a key partner to the Marketing FP&A function, supporting financial planning, forecasting, and performance analytics across... ...Experience and Minimum Qualifications 1‑3 years in financial analysis, consulting, strategic/marketing finance, or related field Must be legally...SuggestedPermanent employmentFull timeH1bLocal areaFlexible hours- ...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...SuggestedWork experience placementWork at office
- ...to successfully perform a role within the Retail Personal Banker job family. The 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 Personal...SuggestedWork experience placementWork at office
$41.25k - $68.75k
...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- ...to successfully perform a role within the Retail Personal Banker job family. The 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 Personal...Work experience placementWork at office
- ...: City INDEPENDENCE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients... ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment...Work at officeLocal area
$18 - $21 per hour
...Financial Counselor Great opportunity to join a company that values our employees and the patients we serve! Centers for Dialysis Care is seeking two experienced Financial Counselors to work at multiple locations (Cleveland - East & Beachwood - Garfield, Warrensville...Hourly payTemporary work- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. Role As a Financial Representative, you will work with current and prospective clients in your...Full time
- ...SIGNATURE HEALTH INC in Maple, Ohio is looking for a Patient Financial Representative to assist patients with financial responsibilities related to medical bills. Your role will involve educating patients on financial assistance programs and facilitating successful patient...
- ## Relationship BankerApplylocations: Cleveland, OHtime type: Part timeposted on: Posted Todayjob requisition id: 2026-01599## Primary Office Location:80 W Streetsboro St. Hudson, Ohio. 44236.## **Join our team. Make a difference - for us and for your future.****Position...Work at office
$61k - $119k
...Overview 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...Full timeContract workFor contractorsWork at office$100k - $150k
...Financial Advisor – Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial... ...15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History...Summer workWork 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
$18 - $21.15 per hour
...The ideal candidate will have knowledge of customer service principles, effective communication skills, and the ability to handle financial transactions. This position offers a competitive salary of $18.00 – $21.15 and a range of benefits for part-time employees, including...Part time$18 - $21.15 per hour
...visas or 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$30k - $50k
...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 timeTemporary workPart timeWork experience placementWork at officeShift work$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....Hourly payPart timeLocal areaFlexible hoursAfternoon shift$45k - $100k
...is anticipated to remain open for 30 days, from 07-Jul-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 500 1 company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Vision) and 401K Benefits for full-time employees Competitive Paid Time Off Employee Assistance Program - mental, physical, and financial wellness assistance Tuition Reimbursement/Assistance for qualified applicants And much more... About Us People are our passion...Full timeLocal area
- Description: Are you searching for an opportunity to make a real impact, experience professional growth, and become a respected member of one of the 200 Healthiest Credit Unions in the nation? Cardinal Credit Union was selected by The Cleveland Plain Dealer as...Local area
- ...manager for an assigned book of clients. This role is responsible for delivering a world‑class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—...
$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 from...Full timeInternshipLocal area- PNC - - Responsibilities: Deliver a unique customer experience and build loyalty; Process customer interactions; Educate customers on alternatives and options; Identify banking opportunities and refer to branch staff; Engage customers in lobby to promote PNC products ...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...A leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are...
$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 from...Full timeInternshipLocal areaFlexible hours$37.5k - $62.5k
...Job Description Coaches, mentors and leads tellers by example to deliver 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 timeTemporary workPart timeWork experience placementWork at officeShift work$18.75 - $25 per hour
...relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker for a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payWork experience placementShift workDay shift
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