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
$100k - $120k
...OH 44236, USA Compensation $100,000.00 - $120,000.00/year Schedule Full time Job Type Permanent Highlights 2+ years’ experience in financial planning and analysis within a corporate environment Advanced Excel skills and experience building financial models Description...SuggestedPermanent employmentFull timeH1bWork 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...SuggestedImmediate startAfternoon shift
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...SuggestedImmediate startAfternoon shift
- ...Banker to represent the brand in branch settings, acquiring, managing, and retaining client relationships while delivering thoughtful financial solutions. The role emphasizes hospitality, technology adoption, and ensuring compliant service delivery. The position requires...SuggestedAfternoon shift
$61k - $119k
...Financial Advisor Opportunity 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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
$125k - $175k
...Financial Advisor – Tempo Wealth Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We... ...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- ...: 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
- ...referrals. You will collaborate with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to deliver tailored financial solutions while promoting self-service options for clients to access accounts around the clock. #J-18808-Ljbffr JPMorgan Chase &...
- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust...Afternoon shift
- ...is seeking an Associate Relationship Banker to welcome clients in the branch, use modern banking solutions, and provide thoughtful financial guidance. You will educate clients on Chase Mobile App, Chase.com, and ATM usage while delivering hospitality and a high standard...Afternoon shift
- Swagelok is a global organization and one of the largest employers of manufacturing talent in Northeast Ohio. We are driven by our core values of Quality, Integrity, Respect for the Individual, Customer Focus, Innovation, and Continuous Improvement, which are demonstrated...Contract workWork at officeLocal area
$69.44k - $100.42k
...thrive. This position is not eligible for Visa Sponsorship. As the Sr. Credit Analyst, you will analyze and interpret financial information to develop clear, meaningful insights across a range of interconnected issues. You will identify opportunities for...For contractorsWork at office- ...can grow and thrive. This position is not eligible for Visa Sponsorship. As the Sr. Credit Analyst, you will analyze and interpret financial information to develop clear, meaningful insights across a range of interconnected issues. You will identify opportunities for...
$14.42 - $24.04 per hour
...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 office- ...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
$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$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- ...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—...
- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork experience placementWork at office
$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- ...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- ...relationship, growth of total client assets and net growth in relationships Primary performance responsibilities include analyzing financial data to determine the merits of loan requests (including adherence to loan policy), recommending structure, collecting financial...
$37.5k - $62.5k
...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 office$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 to have a deeper financial wellness conversation. Lead Tellers help observe and provide...Hourly payWork experience placementShift workDay shift- ...Financial Paraplanner Beachwood, Ohio About Wealth Advocate Group At Wealth Advocate Group, we believe financial planning is about helping clients make informed decisions and feel confident about their future. We take a collaborative, team-based approach to planning...Full timeWork at office
$37.5k - $62.5k
...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 office- ...and construction Complex analysis and research related to financial, estate, income tax, and investment planning; Developing and... ...audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ...Work experience placement
- ...Wealth Management team in delivering exceptional service to existing and prospective clients. You will gather and analyze data, design financial strategies, develop plans, and assist with portfolio implementation. Key responsibilities include preparing proposals,...
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