Job ID 177258 Specialty / Department Financial Planning Acl Full / Part Time Full Time Hours / Bi weekly Pay Period 80 Shift / Scheduled Hours 1 Monday Friday 2019 10 04 Location Aurora West Allis Med Ctr 8901 W Lincoln Ave West Allis , WI 53227 How You'll Make a Difference Manages financial and business functions activities related to coordinating budget act

Career Opportunity of a lifetime!

This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage

The Financial Counselor reports to the Front End Support Manager under the leadership of the Chief Financial Officer, and supports the goals of Progressive Community Health Centers (PCHC) by assisting in the daily operations of the fiscal operations of the organization. The Financial Counselor is responsible for all aspects of providing customer service to patients and assisting with self pay and

Oversees the accumulation, transmission and dissemination of member information including the eligibility processes. Works closely with other CCI departments regarding member revenue, billing and any issues that impact invoicing, collection activities and member eligibility. Assist members in their responsibility to maintain Medicaid eligibility. Organizes information and troubleshoots issues rela

Please note, this Financial Service Representative's home office will be at the new Business Banking Office in Wauwatosa once it opens in November 2019. Perform customer outreach to build new and existing consumer and micro business banking relationships; loan products sold are consumer loans, as well as limited secured and unsecured business loans; identify referrals for branch and specialty part

Perform customer outreach to build new and existing consumer and micro business banking relationships; loan products sold are consumer loans, as well as limited secured and unsecured business loans; identify referrals for branch and specialty partner sales. Principal Accountabilities Operations and Administration Associates in roles defined to take deposits are accountable to accuracy, efficiency,

Oversees financial statement reporting for month end close, forecasts, annual operating plan, strategic plan and ad hoc requests. Manages financial consolidations. Manages forecast and annual operating plan process. Works with Information Technology or operations as needed to identify and implement systems or process efficiencies. Leads process improvement and/or income generating projects as need

Position Specific Responsibilities Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, clients and their participants throughout the processes of client conversion, maintenance, and communication. Understanding and ability to articulate full scope of JFG products and services. Independently handles a wide variety of situation

Conduct participant group and 1 1 educational sessions on a broad ranges of topics including, but not limited to, plan migration to JFG RPS, enrollment, importance of plan participation/saving for retirement, investment fundamentals, budgeting, financial wellness, pre retirement planning considerations, and the investment & market environment. Develop meaningful, professional and targeted presenta

The primary responsibility of the Associate Financial Consultant is to assist the Wealth Managers and Financial Consultants in developing comprehensive financial plans and investment related projects. To perform these duties requires a high degree of independent judgment and discretion, detailed knowledge of firm organization, policy and personnel; and an understanding of department operations, pr

Job Description Since opening our doors in 2002, Extension has been making waves in the Recruiting and Staffing industry. Extension has won “Best of Staffing” two years in a row and most recently was ranked #3 for “Largest Area Contingency Executive Search Firms” by the Milwaukee Business Journal. Extension has changed the lives of thousands of candidates. Contact us TODAY.

The Associate Financial Planner position provides technical support for the Certified Financial Planner and Executive Director through the Family Financial Planning Office (the "Office"). This position is expected to work in coordination with and report to the Certified Financial Planner with a dotted line to the Executive Director of the Office. The Financial Planner may participate in client mee

Transforming the future of healthcare isn't something we take lightly. It takes teams of the best and the brightest, working together to make an impact. As one of the largest healthcare technology companies in the U.S., we are a catalyst to accelerate the journey toward improved lives and healthier communities. Here at Change Healthcare, we're using our influence to drive positive changes across t

Under moderate supervision, responsible for the successful installation of non complex new retirement plan programs, acting project manager and consultant for conversion activities. The Conversion Consultant will also act as the point of contact with Plan Sponsors, Financial Advisors, and Third Party Administrators. RESPONSIBILITIES • Responsible for the successful implementation of standard