Financial Customer Associate - Omaha / Lincoln, NE area ONLY Fidelity InvestmentsFinancial Customer Associate - Omaha / Lincoln, NE area ONLYOmaha, NEFull timeJoin a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
NewLead Financial Reporting Analyst AmeritasLead Financial Reporting AnalystOmaha, NE$76,843–$126,791You will lead the preparation and analysis of statutory financial statements, manage regulatory compliance for investment holdings, oversee AVR/IMR calculations, and provide strategic insights that support investment decision-making and risk management across the organization. Experience with PAM for Investments (“PFI”) accounting system and/or Precision LM (“PLM”) mortgage loan system, or similar investment accounting platforms, strongly preferred.
Retail Customer Service Associate FedExRetail Customer Service AssociateOmaha, NebraskaFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewBilingual Multi-Location Customer Service Specialist (Spanish) Sherwin-WilliamsBilingual Multi-Location Customer Service Specialist (Spanish)Omaha, NEPlease be aware, Sherwin-Williams recruiting team members will never request a candidate to provide a payment, ask for financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. The pay is $17.66 per hour Job duties involve contact with customers, which may include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access may be supervised or unsupervised.
NewTravel Agent - Bellevue, NE ACS Auto Club Services, Inc.Travel Agent - Bellevue, NEBellevue, NE$40,000–$87,000By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. Sells cruises, tours, hotel accommodations, air travel, car rental, travel insurance, AAA credit cards, AAA memberships and related travel products and services.
NewBranch Office Administrator Edward JonesBranch Office AdministratorOmaha, NEEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Customer Service Senior Associate - Patient Financial Services Nebraska MedicineCustomer Service Senior Associate - Patient Financial ServicesOmaha, NEMinimum of three years of higher education with coursework in a relevant field such as business, healthcare, or a related discipline, OR equivalent combination of education and experience in a relevant professional setting. Serve as a patient advocate and collaborate between departments, external agencies, and the patient while building strong relationships to promote customer loyalty while adhering to organizational mission, vision, and values.
Customer Service Senior Associate - Patient Financial Services The Nebraska Medical CenterCustomer Service Senior Associate - Patient Financial ServicesOmaha, NebraskaMinimum of three years of higher education with coursework in a relevant field such as business, healthcare, or a related discipline, OR equivalent combination of education and experience in a relevant professional setting. Serve as a patient advocate and collaborate between departments, external agencies, and the patient while building strong relationships to promote customer loyalty while adhering to organizational mission, vision, and values.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesNE$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Financial Services Advocate Father Flanagan's Boys' HomeFinancial Services AdvocateOmaha, NEMAJOR RESPONSIBILITIES & DUTIES: Assists patients and/or guardians in determining an estimate for cost of services to be rendered by conducting a financial screening and anticipates out of pocket liability including: co-payments, coinsurance, deductible, and non-covered or self-pay service charges prior to their visit or rendering of service by utilizing resources which may include but are not limited to; payor websites, employer benefit departments, servicing provider representative, internal electronic medical record and charging source systems. Communicates and collects estimated out of pocket liabilities in advance of services and/or counsels appropriate party with options available to assist them via enrolling in governmental programs, setting up payment plans, and/or completing the full application process for BTNRH Financial Assistance, depending on current income levels, lifetime max benefit levels, and any catastrophic medical needs or services rendered.
Assistant Manager Patient Financial Services OrthoNebraskaAssistant Manager Patient Financial ServicesOmaha, NEFull timePosition Summary: The PFS Assistant Manager will contribute to the day-to-day operations on issues related to Patient Financial Services functions and be an integral part of the revenue cycle management team. Physical requirements: This position is classified as Sedentary Work in the Dictionary of Occupational Titles, requiring the exertion of up to 10 pounds of force occasionally) up to (33% of the time) and/or a negligible amount of force frequently (33%-66% of the time) to lift, carry, push, pull or otherwise move objects, including the human body.
Financial Services Representative The Charles Schwab CorpFinancial Services RepresentativeOmaha, NERemoteExample shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned. Through paid training in the Schwab Service Academy, you'll gain the knowledge and confidence to earn your Securities Industry Essentials (SIE) and FINRA Series 7 & 63 licenses, opening doors to a meaningful career in financial services.
Licensed Financial Services Representative The Charles Schwab CorpLicensed Financial Services RepresentativeOmaha, NERemoteExample shift groups: Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned. You'll serve as a trusted voice on the phone-listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity.
Student Financial Services Counselor Creighton UniversityStudent Financial Services CounselorOmaha, NEStudent Financial Counseling & Support: Advise students and families on financial aid options, including Federal Title IV programs (Pell Grants, Direct Subsidized Unsubsidized Loans, PLUS Loans, Federal Work Study, and Alternative Loans), state aid, scholarships, grants, and institutional policies. Campus Collaboration & Outreach: Work closely with the Office of Student Success, Undergraduate Admissions, and Graduate/Professional Recruitment to ensure smooth coordination of aid billing support and special circumstance reviews for new and continuing students.
Licensed Financial Services Representative Pacific LifeCorpLicensed Financial Services RepresentativeOmaha, NE$29–$31 / hourBase Pay Range: The base pay range noted represents the companys good faith minimum and maximum range for this role at the time of posting. At Pacific Life, Licensed Financial Services Representatives are a trusted guide for policyholders and contract owners during meaningful financial moments.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesOmaha, NERemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
NewOffice Assistant - Patient Financial Services Department Nebraska MedicineOffice Assistant - Patient Financial Services DepartmentOmaha, NELeading Health Network Work with the region's top academic health network, partnering with UNMC to transform lives through education, research, and patient care. Educational Support Enjoy up to $5,000/year in tuition assistance, a 35% discount at Clarkson College, and career advancement opportunities with covered educational costs.
Insurance and Financial Services Position - State Farm Agent Team Member Matt Ricchini - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberPapillion, NEI sponsor local youth baseball and soccer teams, organize food bank drives, and support nonprofits that serve children. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! www.teamricchini.com.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalOmaha, NebraskaRemote$36,000–$48,000 / yearResponsibilities: 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.
Financial Customer Service Representative Pacific LifeCorpFinancial Customer Service RepresentativeOmaha, NE$26–$28 / hourPacific Life provides paid training, dedicated study time, and support to earn required FINRA licenses - Securities Industry Essentials (SIE) plus Series 6 - within 8 weeks of hire. Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting.
Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Mountain Plains MarketOmaha, NE$80,000–$90,000 / yearBack to search results Merrill Advisor Development Program - Financial Advisor: Mountain Plains Market Omaha, Nebraska; Denver, Colorado; Grand Junction, Colorado; Colorado Springs, Colorado; Fort Collins, Colorado; Aspen, Colorado; Lincoln, Nebraska; Boulder, Colorado Additional locations Apply × To proceed with your application, you must be at least 18 years of age. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor Northwestern MutualFinancial AdvisorOmaha, Nebraska$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistLa Vista, NE$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
AVP, Financial Planning Experience OsaicAVP, Financial Planning ExperienceLa Vista, NEWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The AVP, Financial Planning Experience is a highly visible leadership role within the firm’s National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Virtual Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncVirtual Financial Advisor - PNC Wealth ManagementNEIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistNE$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
AVP, Financial Planning Experience Osaic IncAVP, Financial Planning ExperienceLa Vista, NE$140,000–$165,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The AVP, Financial Planning Experience is a highly visible leadership role within the firm's National Planning Institute (NPI), serving as the face of the financial planning team to financial advisors, leadership and internal partners.
Financial Representative Trainee (Sales) - Omaha, NE Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Omaha, NEOmaha, NE$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
Operations Services Supervisor (Bank Teller Manager) First Citizens BancShares IncOperations Services Supervisor (Bank Teller Manager)Omaha, NEOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Team Management - Manage performance and personnel functions for a team, ensuring operational soundness while executing on a plan to deliver results that create value for the customer and meet the financial expectations of the bank.
Personal Financial Counselor- Offutt AFB Magellan Health IncPersonal Financial Counselor- Offutt AFBNEServices 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.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateCouncil Bluffs, IowaElite Empire Consultants is a third-party recruiter, not an insurance agency)We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.5.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Nebraska Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, NebraskaNEServices 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.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Omaha, NE$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Financial Advisor - Relationship Manager Revolution Group, LLCFinancial Advisor - Relationship ManagerOmaha, NEOur founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities. At Revolution Group, LLC, we’re looking for a Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
Senior Vice President, Financial Planning & Analysis (Remote or on-site) Carson GroupSenior Vice President, Financial Planning & Analysis (Remote or on-site)Omaha, NebraskaRemotePosition Summary: The Senior Vice President of Financial Planning & Analysis (FP&A) is a key enterprise leader responsible for driving the company’s financial strategy, leading the planning processes, monitoring financial performance, and identifying insights across all lines of business. Reporting to the CFO, the SVP of FP&A partners closely with executive leadership to deliver forward-looking insights, guide capital allocation, and support decision-making in a dynamic, growth-oriented environment.
Financial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLY FidelityFinancial Customer Associate - Bilingual - Omaha / Lincoln, NE area ONLYOmaha, NebraskaRemoteCustomer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
Senior Maintenance Technician - 2nd Shift Oats Overnight IncSenior Maintenance Technician - 2nd ShiftPhoenix, AZPart timeSince 2016, our high-protein, drinkable oatmeal has reached over a million customers through direct-to-consumer, and we're now scaling with all major nationwide retail and club partners. This is a high-impact individual contributor role for someone who has seen a lot, knows their craft, and wants to put it to work in a fast-growing food manufacturing environment.
NewAssistant Manager, Financial Center PenFed Credit UnionAssistant Manager, Financial CenterLa Vista, Nebraska$25–$27 / hourFull timeMaintain high level of proficiency in running all internal PenFed systems or platforms to include but limited to SalesForce, PenTeller, Knowledge, Hogan, inbound calls network, etc. Actively networks within field of memberships to include local community, military installations, and affiliated partners to grow brand awareness.
Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) Deloitte Touche Tohmatsu LtdServices Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program)Omaha, NE$51,900–$95,500 / yearThe Independence & Conflicts Network (ICN) team performs a critical consultative, quality-assurance and risk management function for the Deloitte US Firms, helping the organization remain unbiased and free from conflicts-of-interest, in fact and appearance, when providing service to attest/audit clients. As a Services Associate, Risk & Compliance (Tracking & Trading/Broker Data Import Program) on the Independence & Conflicts Network team, you will: Work closely with outside brokerage firms and Deloitte professionals to support brokerage account compliance activities.
Advisor, Financial Systems - SAP FI/CO Cardinal Health IncAdvisor, Financial Systems - SAP FI/CONERemote$80,900–$115,500 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesNE$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesNE$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Omaha, NERemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
NewMarketing Manager - Wealth & Institutional Services First National Bank of OmahaMarketing Manager - Wealth & Institutional ServicesOmaha, NE$81,662–$134,741 / yearThrough hands-on campaign leadership and close partnership with business leaders, key stakeholders, and Marketing Centers of Excellence, you'll ensure the successful execution and optimization of marketing initiatives aligned to FNBO's core objectives: building, enhancing, and protecting the brand; acquiring new clients; deepening existing relationships; and improving marketing effectiveness and efficiency. Working closely with Marketing Leadership, Business Leadership, and Centers of Excellence, you'll lead campaign strategy, messaging and offer development, and data-driven performance analytics to continually refine approaches based on market insights and financial outcomes.
Associate Business Services Analyst - Accounts Receivable Conagra Brands IncAssociate Business Services Analyst - Accounts ReceivableOmaha, NE$59,000–$79,000 / yearWe care about your total well-being and will support you with the following, subject to your location and role: Health: Comprehensive healthcare plans, wellness incentive program, mental wellbeing support and fitness reimbursement. Reporting to the Team Leader of Business Services, you will support collaboration with internal and external customers and suppliers to meet the needs of the Global Business Services organization.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistOmaha, NE$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Counselor CommonSpirit HealthFinancial CounselorOmaha, NEThis job is responsible for assisting patients by providing information to patients who require assistance navigating through their insurance benefits and financial options in accordance with established business objectives and applicable regulatory requirements. Performs financial counseling process on patients prior to treatment, which includes discussion of health insurance benefits (if applicable) billing practices, pre-collections, and payment arrangements.
Sr. Advisor, Merchant Services Sales First National Bank of OmahaSr. Advisor, Merchant Services SalesOmaha, NE$65,329–$107,794 / yearAll customer personas will be served including: Business Development Activities: Build a pipeline of sales activity through engagement of fnbo banker networks and through outside connections to sign 5-10 new clients per month for merchant services. Customer Personas: The Senior Advisor will manage business development activities matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesNE$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.