UNKNOWN

FEED

If you’re ready to move from managing work to building something meaningful, with the backing of a strong platform and a culture that actually supports your life outside of work, this role offers the chance to create both professional and financial upside in a way that few opportunities can. Deliver Strategic Client Impact - Act as a senior advisor on complex engagements, leveraging the firm’s full-service model to deliver comprehensive solutions across tax, advisory, wealth, and beyond.

Role Overview  This is not a “maintain the book” role. It’s a build-and-scale opportunity. A Top US CPA and advisory firm is looking for a Healthcare Practice Leader to take an established platform and grow it into a $10M+ business over the next few years. The infrastructure, client base, and cross-functional capabilities are already in place. The missing piece is a leader who can connect the dots, unlock growth, and expand into new markets. You’ll operate as both a trusted advisor to healthcare clients and a strategic leader internally, shaping the future of the firm’s healthcare vertical. If you’re someone who enjoys building, not just managing (and you want the backing of a full-service platform) this is a rare opportunity to create something meaningful with real upside.Employee Value Proposition  This role offers the chance to step into a true career move, not just a job change. You’ll have the autonomy to build a high-growth healthcare practice while leveraging a platform that includes tax, advisory, wealth, trust, and technology services. Unlike firms that demand growth at the expense of culture, this organization is deeply committed to balance, flexibility, and long-term success for both clients and employees. With a clear path to partnership and access to an untapped pipeline of opportunities, this is an environment where a strong leader can significantly increase both impact and earnings without sacrificing quality of life.What You’ll Be Responsible ForBuild & Scale the Practice - Take ownership of a growing healthcare book and expand it into a $10M+ business by moving into new markets and deepening client relationships.Drive Business Development - Lead from the front in building relationships with healthcare providers: physicians, dental groups, and clinics, positioning the firm as a long-term advisory partner.Lead & Develop the Team - Mentor and grow a team of professionals, creating a high-performance environment that balances technical excellence with career development.Deliver Strategic Client Impact - Act as a senior advisor on complex engagements, leveraging the firm’s full-service model to deliver comprehensive solutions across tax, advisory, wealth, and beyond.What Makes This Different <ul><li>Real Growth Opportunity: Untapped markets and existing pipeline = immediate upside </li><li>Full-Service Platform: Cross-sell into wealth, trust, and tech drives higher-value relationships </li><li>Partner Track: Clear path to equity and long-term ownership </li><li>Culture Matters: High performance without burnout, the flexibility and family-first mindset are real </li><li>Builder Role: You’re not inheriting a finished product, you’re shaping what this becomes </li></ul>Ideal Background <ul><li>Experience in public accounting or advisory, ideally with healthcare clients </li><li>Proven ability to grow client relationships or a book of business </li><li>Leadership experience developing teams and mentoring talent </li><li>Strong client-facing presence with a consultative mindset </li></ul>Why it's Worth Considering If you’re ready to move from managing work to building something meaningful, with the backing of a strong platform and a culture that actually supports your life outside of work, this role offers the chance to create both professional and financial upside in a way that few opportunities can.

GOOD WORKS TALENT

Health Care Division Leader - Partner Track (Remote/Hybrid)

Business Development

Career Development

Certified Public Accountant (CPA)

Cross-Functional

Cross-Selling

Customer Relations

Healthcare

Healthcare Providers

Hospital/Healthcare Construction

Leadership

Mentoring

Public Accounting

RMON

Crelate

FULL_TIME

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.  We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.Powered by JazzHR

Career Headhunter LLC

FINANCIAL ADVISOR (ENTRY-LEVEL)

Banking Services

Business Administration

Certified Financial Planner (CFP)

Communication Skills

Consultative Sales

Customer Acquisition

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Customer Service Management

Customer Support/Service

Customer Training

Disability Insurance

Diversity

Documentation Standards

Economics

Estate Planning

Finance

Financial Analysis

Financial Planning

Financial Services

Health Insurance

High School Diploma

Insurance

Investment Management

Investment Services

Lead Generation

Licensing

Life Insurance

Maintain Compliance

Management Strategy

Marketing

Microsoft Office

Mutual Funds

Needs Assessment

Research Skills

Retirement Planning

Sales

Sales Prospecting

Securities

Series 6

Series 63

Series 66

Series 7

Training Program

Wealth Management

partner JazzHR

OTHER

Technical Skills: Proficient in current trends in health care management with emphasis in customer service, network management, utilization and financial trends; collaboration skills to work with TriWest management team across multiple locations; networking skills with all levels, including subcontractors. • Works on multiple high level projects including logistical coordination, data analysis, contract management and written communications in support of various business initiatives of high visibility, applying project management tools and methodologies and leadership skills to meet or exceed deadlines.

We offer remote work opportunities in the following states: AK, AR, AZ, CO, FL, HI, IA, ID, IL, KS, LA, MD, MN, MO, MT, NE, NV, NM, NC, ND, OK, OR, SC, SD, TN, TX, UT, VA/DC, WA, WI & WY only. If located in Phoenix, Arizona this role will be hybrid with onsite attendance required at our North Phoenix, AZ corporate office .This role requires travel with expectation of travel around 40%.Our Department of Defense contract requires US citizenship and a favorably adjudicated DOD background investigation for this position.Veteran, Military Spouse or Military Affiliated are encouraged to apply!Job Summary The Chief of Staff assists a senior executive with day-to-day activities, including assigned special projects. Works closely with the senior executive's team responsible for completing C-suite-level projects and initiatives; creates presentations and materials, and prepares and analyzes data to support these initiatives. This is a high intensity position that requires a strong analytics knowledge, technical writing skills, project management experience and leadership skills. Monitors and drives progress for multiple large TriWest initiatives, working closely with ePMO, program managers, project managers and business leaders to proactively address systemic concerns and completes initiatives. Drafts white papers based on data analysis and research. Utilizes consulting and facilitation approaches for collaboration with business and project owners and other stakeholders.Education & Experience Required: • Bachelor's degree in Business Administration, Healthcare Administration, or related field, or equivalent experience • U.S. Citizen • Must be able to receive a favorable Interim and adjudicated final Department of Defense (DoD) background investigation • 5+ years' experience managing complex initiatives that includes leadership roles in driving results • 5+ years' experience in business analysis, strategic planning, and/or consulting • Extensive experience with MS Office products to include Word, Excel, PowerPoint, Visio, Project and other reporting and statistical tools • Experience in process and program improvement and business planning • Experience in managing multiple business initiatives simultaneously • Experience preparing presentation and reports Preferred: • Master's degree in Business Administration, Healthcare Administration. or related field • Previous experience staffing senior level officers/executives • 5+ years' experience in project management, with projects supporting senior and C-suite leaders • 5+ years' experience managing complex projects/teams • Healthcare, management, or analytical consulting experience • Veteran, Military Spouse or Military Affiliated • Experience and knowledge of the VA health system and/or Military Health SystemKey Responsibilities • Works directly for the assigned senior executive on projects and activities as requested. Also works closely with other members of the management team. • Works on multiple high level projects including logistical coordination, data analysis, contract management and written communications in support of various business initiatives of high visibility, applying project management tools and methodologies and leadership skills to meet or exceed deadlines. • Assists senior executive with tracking and monitoring strategic business initiatives ensuring timeliness, anticipating and resolving issues, ensuring quality and effective integrations or transitions. • Accompanies the senior executive to high level meetings; takes initiative to create front end materials for the meetings, and to follow up on action items following the meetings, anticipating the needs of the senior executive. • Facilitates communication, coordination and collaboration with corporate management on behalf of senior executive. Serves as primary interface with corporate leadership in tracking and resolving issues.• Provides meeting management, planning and coordination, and drafts agendas, presentations, handouts and read-ahead materials for executive and internal committee meetings and conferences. Ensures that the senior executive is prepared for meetings by coordination of agendas and briefings/summaries in advance. Prepares information papers, fact sheets, and other correspondence with very short completion times. • Anticipates issues and opportunities and advises senior executive accordingly. Develops and maintains necessary tracking matrices and deliverables. Measures progress of meeting targeted goals, keeping the senior executive properly informed. Supports the management of the executive's calendar to ensure goals are met. • Coordinates special projects, including business planning initiatives, and reporting as requested and in collaboration with ePMO. Responsible for ensuring the confidentiality of strategic business data and information. • Serves as business owner for projects directed by the senior executive that are aimed at improving business processes and efficiency. • Maintains knowledge of all contract provisions. • Performs other duties as assigned. • Regular and reliable attendance is required.Competencies Communication / People Skills: Ability to influence or persuade others under positive or negative circumstances; adapt to different styles; listen critically; collaborate. Computer Literacy: Ability to function in a multi-system Microsoft environment using MS Project, Word, Excel, Visio, Outlook, TriWest Intranet, the Internet, and department software applications. Creativity / Innovation: Has the ability to develop unique and novel solutions to problems. View change as necessary. Empathy / Customer Service: Customer-focused behavior; helping approach, including listening skills, patience, respect, and empathy for another's position. Independent Thinking / Self-Initiative: Proactive in approach to work. Critical thinker with ability to focus on things which matter most to achieving outcomes. Commitment to task to produce outcomes without direction and to find necessary resources. Information Management: Ability to manage large amounts of complex information easily, communicates clearly, and draws sound conclusions. High Intensity Environment: Ability to function in a fast-paced environment with multiple activities occurring simultaneously, while maintaining focus, and control of workflow. Leadership: Successfully manage different styles of employees. Provide clear direction and effective coaching. Multi-Tasking / Time Management: Prioritize and manage actions to meet changing deadlines and requirements within a high volume, high stress environment. Organizational Skills: Ability to organize people or tasks, adjust to priorities, learn systems, within time constraints and with available resources; detail-oriented. Team-Building / Team Player: Influence the actions and opinions of others in a positive direction and build group commitment. Technical Skills: Proficient in current trends in health care management with emphasis in customer service, network management, utilization and financial trends; collaboration skills to work with TriWest management team across multiple locations; networking skills with all levels, including subcontractors.Working Conditions Working Conditions: • Works non-regular hours as required, including weekends • Works within a standard office environment, may travel up to 25% based on business needsCompany Overview Taking Care of Our Nation's Heroes. It's Who We Are. It's What We Do. Do you have a passion for serving those who served? Join the TriWest Healthcare Alliance Team! We're On a Mission to Serve®! Our job is to make sure that America's heroes get connected to health care in the community. At TriWest Healthcare Alliance, we've proudly been on that important mission since 1996.DoD StatementOur Department of Defense contract requires US citizenship and a favorably adjudicated DOD background investigation for this position.BenefitsWe're more than just a health care company. We're passionate about serving others! We believe in rewarding loyal, hard-working people who are willing to learn as they grow. TriWest Healthcare Alliance values teamwork. Join our team, fulfill your responsibilities, and you may also be considered for frequent pay raises, overtime opportunities to earn even more, recognition and reward programs, and much more. Of course, we also offer a comprehensive and progressive compensation and benefits package that includes: <ul><li> Medical, Dental and Vision Coverage </li><li> Paid time off </li><li> 401(k) Retirement Savings Plan (with matching) </li><li> Short-term and long-term disability, basic life, and accidental death and dismemberment insurance </li><li> Tuition reimbursement </li><li> Paid volunteer time </li></ul>Equal Employment OpportunityTriWest Healthcare Alliance is an equal employment opportunity employer. We are proud to have an inclusive work environment and know that a diverse team is a strength that will drive our success. To that end, TriWest strives to create an inclusive environment that supports diversity at every organizational level, and we highly encourage candidates from all backgrounds to apply. Applicants are considered for positions based on merit and without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or any other consideration made unlawful by applicable federal, state, or local laws.

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Health Care Division Leader - Partner Track (Remote/Hybrid) GOOD WORKS TALENT

FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Chief of Staff to the Chief Operating Officer TriWest Healthcare Alliance

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