div>The Consulting Manager – Payroll Services leads client engagements that assess, transition, and optimize payroll operations for Clients looking to transform their internal payroll operations or to prepare for an outsourcing service delivery model.
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Hunt Valley, Maryland30+ days ago
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Responsibilities may include administrative support, facilities support, research support, educational support and/or patient care aide dependent on the department in which the individual is working. The Summer Works Staff will work in various departments in the Institute contributing to business operations in a courteous, professional and responsible manner.
Oversee instructional inventory management processes, including tracking materials, managing the annual procurement process, and supporting systems that ensure programs have the resources required for instruction and operations. Duties & Responsibilities: Maintain accurate and up-to-date financial records for all assigned accounts, including instructional budget account, production accounts, and student activity accounts.
Baltimore, Maryland30+ days ago
p style="text-align:inherit"/>Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. For those living in California or applying to a position in California, please click here for additional information.
li>Performs various functions to complete and expedite the billing process including: • Reviews and submits Hospital and/or Physician claim forms (UB04, 1500, etc) to insurance companies via electronic or manual processes and facilitates special billing for split claims, ancillary charges, interim bills, etc.• Resolves Claim edits to facilitate timely billing and reimbursement.• Reviews accounts and coordinates with appropriate departments on accounts requiring precertification, preauthorization, referral forms and other requirements related to managed care.
Baltimore, MD30+ days ago
p>The Technology Manager, Financial Systems & Services is a hands-on leader responsible for supporting, enhancing, and optimizing enterprise systems across Wealth and Asset Management, Accounting & Finance, HR, and other core business units. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C.
Position Summary.
Exact salary will ultimately depend on multiple factors, which may include the successful candidate's geographical location, skills, work experience, market conditions, internal equity, responsibility factor and span of control, education/ training and other qualifications. Administration of payroll component of the Ultipro time keeping system; to include oversight of payroll processing and fiscal and year end processing of W-2's, taxes, etc.
Baltimore, Maryland30+ days ago
Our 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. This person will report to the team manager and leverage Morgan Stanley’s state-of-the-art financial tools with experienced Financial Advisors, helping them develop their business and increase client engagement.
li>Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why.".
li>Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why.".
Baltimore, MD30+ days ago
We offer a range of clinical job opportunities, including pediatric, adult, and infusion nursing; physical, occupational, and respiratory therapy; and pharmacy, as well as administrative positions responsible for coordinating patient care, equipment delivery, and insurance billing. We are committed to creating a welcoming and inclusive environment where we embrace and celebrate our differences, where all employees feel valued, contribute to our mission of serving the community, and engage in equitable healthcare delivery and workforce practices.
Baltimore, MD30+ days ago
We offer a range of clinical job opportunities, including pediatric, adult, and infusion nursing; physical, occupational, and respiratory therapy; and pharmacy, as well as administrative positions responsible for coordinating patient care, equipment delivery, and insurance billing. We are committed to creating a welcoming and inclusive environment, where we embrace and celebrate our differences, where all employees feel valued, contribute to our mission of serving the community, and engage in equitable healthcare delivery and workforce practices.
li>Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why.".
Responsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Middle River, MD30+ days ago
transactions for Customer Service Centers and Violations Processing Centers, including general ledger, collections, daily payment activity reconciliation, month-end reporting, customer inquiry response, customer refund. Summary: The Financial Services Representatives major responsibilities consist of reconciling and monitoring.
Timonium, Maryland30+ days ago
Key Responsibilities: * Serve as the primary point of contact for client inquiries via phone, email, and in-person, addressing questions about accounts, products, and services. Our Client is a leading financial services provider dedicated to delivering exceptional service and tailored solutions to our clients.
Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Hunt Valley, MD19 days ago
p>One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
Hunt Valley, Maryland20 days ago
p>One Legacy Financial Group is committed to helping individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses. Backed by the strength and stability of OneAmerica Financial, One Legacy provides mentorship, training, licensing support, marketing resources, and a proven development system designed to help motivated individuals become successful financial professionals.
First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) • Ensures all Continuing Education requirements are attained • Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures • Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures • Develops understanding of clients assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed • Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team • Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm • Represents TD Wealth to the general public in a professional manner • Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: • Bachelors degree strongly preferred • 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program • SIE & Series 7 required • Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule • Self-directed, with strong ability to plan own activities to achieve sales and referral goals • Comprehensive understanding of wealth products and services • Strong verbal and written communication skills • Strong organizational and time management skills • Ability to travel within assigned market to meet prospects, clients and partners five days a week • Ability to commute within assigned territory • Understanding of wealth management business development techniques • Understanding and experience interacting with retail and small business banking clients • Consultative sales experience required • Ability to establish relationships and partner effectively with other departments OCC: • This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
This employment opportunity at Sate Employee CU of Maryland in Baltimore, MD would allow you to join the Investment Program at Sate Employee CU of Maryland as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Sate Employee CU of Maryland for financial solutions.
Bear, Delaware15 days ago
The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same.
p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.