Personal Financial Counselor, Pfc- Duluth, MN Magellan Health ServicesPersonal Financial Counselor, Pfc- Duluth, MNDuluth, MNServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Medical Assistant Certified (MA-C) - Primary Care Providence St. Joseph HealthMedical Assistant Certified (MA-C) - Primary CareSeattle, WACoursework/Training - Has completed two years of medical training in the United States Armed Forces or, Coursework/Training - Minimum one year of work experience as a medical assistant that includes the following clinical skills: obtaining vital signs, administering injections, and medication administration. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Financial Advisor Wealth Enhancement Group LLCFinancial AdvisorSalem, OR$100,000–$130,000 / yearWEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Our Salem office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
Philanthropic Engagement - Event Planner - Regional The Lucky FoundationPhilanthropic Engagement - Event Planner - RegionalThrough volunteering, donating, or simply expressing our gratitude, we can individually contribute to preserving their memory and upholding the ideals they fought for. Preparing event budgets and reporting to the Advisory Board Committee Event Manager for any projected expenses which require approval from the Board of Directors.
Personal Financial Counselor- Assignment Ready Counselor, Illinois Magellan Health ServicesPersonal Financial Counselor- Assignment Ready Counselor, IllinoisSpringfield, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Service Advisor DBHW Wealth PartnersService AdvisorSouth Milwaukee, WisconsinDevelops asset allocation strategies and works independently or with the Investment Group to implement (in firms without an Investment Department, may be responsible for all or most of the initial portfolio creation). Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.
Personal Financial Counselor, Assignment Ready Counselor, Pfc-Toledo, OH Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc-Toledo, OHToledo, OHServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Wealth Advisor III Cullen/Frost Bankers IncWealth Advisor IIILeander, TXWhat you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $750,000 and $1.5 million. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
Wealth Advisor II Cullen/Frost Bankers IncWealth Advisor IIMidland, TX$350,000–$750,000 / yearWhat you'll do: Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services.
NewFinancial Advisor Brady FinancialFinancial AdvisorMiami, FLServe as primary contact between client and firm on assigned accounts, managing those accounts, and developing new accounts through excellent client service and continue to develop skills as necessary to provide a true family office experience. Participate with Lead Advisor in client/prospective client meetings, taking note of client concerns and items that need to be followed up on behalf of client.
Vice President, Financial Planning Director - Mid America Region Morgan StanleyVice President, Financial Planning Director - Mid America RegionChicago, IL$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Personal Financial Counselor - Wilmington, NC Magellan Health ServicesPersonal Financial Counselor - Wilmington, NCWilmington, NCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor: Urbana, IL Magellan Health ServicesPersonal Financial Counselor: Urbana, ILUrbana, ILServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Transportation Planner NV5 Global IncTransportation PlannerSan Diego, CA$90,000–$99,000 / yearNV5 (NYSE: TIC) is a provider of engineering and consulting services to public and private sector clients, delivering solutions through six business verticals: Testing, Inspection & Consulting; Infrastructure; Utility Services; Environmental Health Sciences; Buildings & Program Management; and Geospatial Technology. With offices nationwide and abroad, NV5 helps clients plan, design, build, test, certify, and operate projects that improve the communities where we live and work.
Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor - Rhode IslandNewport, RIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
VP Wealth and Private Banking Meritrust Credit UnionVP Wealth and Private BankingBroomfield, COThe Vice President, Wealth & Private Banking leads strategic growth initiatives, oversees regulatory and supervisory requirements, develops talent across wealth management and private banking teams, strengthens brand presence, and drives enterprise wide integration. This individual partners closely with Executive Leadership, Retail, Lending, Marketing, Risk, Compliance, and LPL Financial to deliver a cohesive, member centered wealth experience combining deposits, lending, planning, investment management, and advisory solutions.
Outdoor Recreation Planner U.S. Department of the InteriorOutdoor Recreation PlannerWashington, DC$61,722–$97,087 / yearEXAMPLES of qualifying specialized experience for this position include: Gathering and analyzing data and information resources related to existing and potential outdoor recreation and natural resources conservation; preparing data summaries and basic drafts of supporting material for inclusion in recreation plans and resource study reports; and carrying out the routine aspects of review and evaluation of project proposals requesting technical assistance. If you are using education completed in foreign colleges or universities to meet qualification requirements, you must show that your education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Panama City, Florida Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Panama City, FloridaPanama City, FLServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, ARC Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, ARCFort Detrick, MDServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Private Client Relationship Manager II - Tampa, FL TD BankPrivate Client Relationship Manager II - Tampa, FLTampa, FloridaTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Ensures all NEW clients receive the complete onboarding experience, which includes; A thorough client discovery leading to a truly exceptional Private Client Experience, An introduction to the IA and TA as per client needs, and the completion of all requisite client profiling documents.