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
- ...Job Summary: The Financial Consultant, as part of the Financial Consulting team, is responsible for identifying process inefficiencies and recommending strategic improvements. This role also includes assessing and addressing inefficiencies within the client's Financial...SuggestedRemote work
$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- ...WealthBridge Financial Group is seeking a results-oriented Senior 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...Suggested
$30 per hour
Data Management & System UpdatesInput 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 & PlanningSend Sales...SuggestedContract workTemporary workWork at officeShift work- 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...SuggestedContract workWork at officeLocal area
$100k - $120k
...employee growth ~ Mobility – Locations throughout the U.S. and Canada, with continued expansion Position Summary The Financial Analyst, Corporate FP&A will report to the Corporate FP&A Manager and provide direct support across enterprise-level financial...Full timeH1bWork at officeLocal areaFlexible hours$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 & ...Contract workTemporary workWork at officeShift work- JPMorgan Chase & Co. is looking for a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. The role emphasizes building client relationships and delivering personalized investment solutions, embracing digital innovations...
- Floating Relationship BankerJoin our team. Make a difference - for us and for your future.Position Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution...Work at office
- ...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...Afternoon 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...Immediate startAfternoon shift
- ...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
- ...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
- ...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
$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 workWork 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...Full timeWork experience placementWork at office
$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- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs of middle-income clients by educating them... ...and conducts all appointments using Western & Southern Life consultative practices and processes.Effectively sells insurance and investment...Work at officeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at office$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...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift- ...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
- ...identifies vendors with credit risk profiles that could potentially disrupt Nestlé’s supply chain. This includes applying advanced financial analysis and risk scoring methodologies to evaluate and mitigate supplier credit risk. The role is accountable for supporting...Work experience placementWork at office
- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Full timeWork at office
- ...management training program is the cornerstone of our strategic growth plan: it instructs teammates to seek unique solutions for financial challenges; invigorates collaboration and teamwork, causing staff to think outside the box. This creativity ultimately enhances the...Hourly payLocal 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....Hourly payPart timeLocal areaFlexible hours- ...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
- Northwestern Mutual invites you to start a business as a financial advisor, with award-winning training, licensing, and a path from financial representative to independent practitioner. You’ll build a client base, learn planning skills, and pursue licenses such as Life/...
- Description SUMMARY: Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL...Work at officeFlexible hours
$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 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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