financial advisor

Feucht Financial Group

<p>We are wealth management &amp; investment firm based in Fond du Lac, WI. We are seeking a Full Time Assistant to one of our Investment Advisors. This position is responsible for providing superior direct support to the Financial Advisor and superior service to the Financial Advisor's clients. Experience as an investment assistant in a wealth management service office is desired, but not required. Being a Licensed administrative assistant is also desired.</p><p>Duties &amp; Responsibilities of this position:</p><ul><li>Executive Assistant that provides exceptional administrative support to a single Financial Advisor</li><li>Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients</li><li>Answer and problem-solve incoming telephone, voice mail, e-mail and in-person requests professionally and courteously</li><li>Update website and social media sites with relevant event information and market commentary</li><li>Prepare, organize, coordinate, and maintain client paperwork</li><li>Complete client paperwork with clients, both in person and via Equipt, and maintain communication with the client about the status of accounts</li><li>Process client withdraw, wire and check requests, ensuring any relevant comments are documented appropriately</li><li>Research and resolve client service problems for errors as needed</li><li>Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of investment updates and report requests</li><li>Type and design general written and electronic correspondence</li><li>Keep extensive Redtail records and have excellent attention to detail</li><li>Utilize financial platforms including Envestnet, Emoney, Redtail and Microsoft Office Suite</li><li>Be available at the direction of the Financial Advisor for other duties and responsibilities including various projects'</li><li>Detail-oriented -- quality and precision-focused</li><li>People-oriented -- supportive and fairness-focused</li></ul><p>Job Type: Full-time</p><p>Pay: $20.00 - $30.00 per hour</p><p>Benefits:</p><ul><li>Flexible schedule</li><li>Paid time off</li><li>Retirement plan</li></ul><p>Application Question(s):</p><ul><li>Do you have at least 5 years of experience as an Investment Advisor Assistant?</li><li>Do you have at least 10 years of administrative assistant experience?</li><li>Do you have at least 10 years of working in the financial services industry or had a significant financial role/responsibility within a previous position?</li><li>Are you able to work an in-office work schedule that is normally 8AM-5PM Monday through Friday?</li></ul><p>Work Location: In person</p>

Financial Advisor Assistant

Edward Jones

<div><div>This job posting is anticipated to remain open for 30 days, from 23-Jun-2026. The posting may close early due to the volume of applicants.</div><div>
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500&sup1; company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we&rsquo;re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.<br>
<br>
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
<br>
<br>
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
<br>
<br>
View our Purpose, Inclusion and Citizenship Report.<br>
<br>
&sup1;Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.<br>
</div><div><b>If you&rsquo;re looking for a challenging and rewarding career</b>, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.<br>
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Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.<br>
<br>
<b>We&rsquo;ll give you the support you need.</b><br>
<br>
<b>Our team will be there every step of the way, providing:</b><ul><li>
Paid training &ndash; Get registered and licensed and learn how to be an associate financial advisor with the industry&rsquo;s top training program</li><li>
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources</li></ul><b>
What characteristics would make you a successful Associate Financial Advisor?</b><ul><li>
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions</li><li>
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate</li><li>
Resiliency and adaptability in a nimble learning environment</li><li>
Attention to detail, strong organizational and time management skills</li></ul><div><p><b>
Can you see yourself&hellip;</b></p><ul><li>
Providing personalized investment and financial solutions to clients?</li><li>
Cultivating relationships in your local community to grow the business?</li><li>
Contributing to the branch business plan to increase branch effectiveness?</li></ul></div></div><div><p><b>
Key responsibilities with existing and newly created clients</b><br>
<br>
Responsibilities may include:</p><ul><li>
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.</li><li>
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.</li><li>
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.</li><li>
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.</li><li>
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.</li><li>
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.</li><li>
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.</li><li>
Continually develop yourself to grow personally and professionally.</li></ul><p><b><br>
Job Requirements</b></p><ul><li>
High School Diploma/Equivalent required; Bachelor&rsquo;s degree preferred</li><li>
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period</li><li>
At least 3-5 years of relevant experience in securities industry preferred</li><li>
FINRA licenses required within three months. State insurance licenses required</li><li>
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing</li></ul></div><div>
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.<br>
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Check out our U.S. awards and accolades: Insights &amp; Information Blog Postings about Edward Jones<br>
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Check out our Canadian awards and accolades: Insights &amp; Information Blog Postings about Edward Jones</div><div>
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.</div><div><b>
As a salaried professional, you can also expect&hellip;</b><ul><li>
A culture of continuous improvement and professional development</li><li>
Full-time Associates receive the following benefits:<ul><li>
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&amp;D coverage. Short- and long-term disability, basic life, and basic AD&amp;D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.</li></ul></li></ul><b>
You'll be competitively compensated&hellip;</b><ul><li>
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.</li><li>
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.</li></ul></div></div>

Associate Financial Advisor

Financial Partners

<p><b>Pay:</b> $50000- $100,000.00 per year</p><p>Job description:</p><p><b>About us</b></p><p>We are Financial Services Professionals and our goal is to provide value to our clients. We take a Fiduciary role to our clients, meaning we work for their best interest avoiding conflicts of interest. Our focus is on Investment Management, Personal Insurance and Retirement Plan Advisory Services.</p><p>Our work environment includes:</p><ul><li>Modern office setting</li><li>Growth opportunities</li><li>On-the-job training</li><li>Relaxed atmosphere</li><li>Flexible working hours</li></ul><p>Responsibilities:</p><p>Must be able to commute to the Coral Springs office 5 days a week <b>at least initially</b>.</p><p>The ideal candidate would be someone who possibly has been working in the personal financial services industry for a year or 2 but hasn't reached their full potential or would like a broader path to success.</p><p>We will provide guidence, education and support to help you build your career. Your job is to do the marketing, create opportunities and learn the systems. Eventually you will need to have a 215 Insurance License and a Series 65 Investment Advisor License. It would be advisable to also have a Series 6 Investment Company and Variable Contracts License.</p><p>Our office has a 33 year solid history in South Florida with a stellar reputation. We have clients all over Florida and in other states as well. We specialize in Retirement Plan Advisory services, Financial Planning, Personal Insurance planning and Wealth Managment.</p><p>We offer a salary, commissions and bonuses. With the right amount of effort the candidate should be able to earn $50-70k annually within the first year.</p><p>Job Type: Full-time</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li><li>Paid training</li><li>Professional development assistance</li><li>Tuition reimbursement</li></ul><p>Education:</p><ul><li>Bachelor's (Required)</li></ul><p>Experience:</p><ul><li>Education or Financial Services: 1 year (Preferred)</li></ul><p>Language:</p><ul><li>Bilingual English and Spanish (Required)</li></ul><p>License/Certification:</p><ul><li>Series 6, series 63, Fla Life and Health 214 (Preferred)</li></ul><p>Ability to Commute:</p><ul><li>Coral Springs, FL 33071 (Required)</li></ul><p>Work Location: In person</p><p>Pay: $50,000.00 - $100,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Paid training</li></ul><p>Work Location: Hybrid remote in Coral Springs, FL 33071</p>

Financial Advisor - Associate

Deloitte

<div>Deloitte's Engagement Financial Advisor (EFA) team helps consulting teams manage the financial health of their projects. As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.<br>
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Recruiting for this role ends on July 9th 2026.<br>
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<b>Work you'll do</b><br>
<br>
As a Senior Consultant, Engagement Financial Advisor (EFA), you will lead and oversee financial management activities across one or more engagement teams, managing the financial analysis and reconciliation processes and implementation of engagement management controls. You will supervise junior EFA staff, including task management and deliverable quality reviews.
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<ul><li>Lead and oversee budget preparation activities and forecasts. Project and track financial metrics such as revenue, expense, etc.
</li><li>Perform various financial analyses such as reconciliations and variance analysis.
</li><li>Communicate financial updates, insights, and recommendations to internal stakeholders and firm leadership.
</li><li>Track expenditures and manage client bill and receivable collection functions.
</li><li>Conduct quality reviews and provide feedback on the technical work products of junior resources.
</li><li>Develop and implement standards and processes for engagement management, quality management, and risk management.
</li><li>Support the growth and career development of junior resources by serving as an informal mentor and a formal coach to their assigned teams, providing them with career and professional development guidance.
</li><li>Participate in formal performance assessment activities for assigned staff.
</li><li>Contribute to the growth and development of the overall EFA team through active involvement in one or more practice initiatives; and
</li><li>Prepare and facilitate firm training sessions on a variety of topics and methodologies
</li></ul><br>
The successful candidate will posses these skills:
<br>
<ul><li>Strong oral and written communication skills, including excellent presentation skills
</li><li>Intermediate to advanced Excel and PowerPoint skills
</li><li>Ability to work effectively as a member of a team
</li><li>Attention to detail and ability to handle multiple tasks in a fast-paced environment
</li><li>Ability to &quot;think outside the box&quot; while identifying problems and developing creative solutions
</li><li>Demonstrated attention to detail and adherence to project deadlines
</li><li>Experience producing and delivering appropriate communications to C-level Executives
</li></ul><br>
<b>The Team
</b><br>
<br>
The Engagement Financial Advisor team supports Deloitte consulting professionals by helping them manage the financial and operational aspects of client projects. The team works closely with internal stakeholders to support project planning, budgeting, forecasting, financial reporting, and overall project financial performance.This role offers the opportunity to build leadership skills while working on large-scale, complex engagements, managing junior staff, and serving as a key financial advisor to engagement leadership.<br>
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The Engagement Financial Advisor Practice follows a hybrid work model with a mix of virtual and in-office collaboration. Travel is typically limited to 0-10%, depending on project assignments.<br>
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<b>Qualifications
</b><br>
<br>
Required:
<br>
<ul><li>Bachelor's Degree and minimum of 5 years of experience in a financial analysis role
</li><li>Minimum of 5 years of experience with the entire Microsoft Office Suite, including advanced level PowerPoint and advance to expert Excel Skills (Excel certification will be required post-hire)
</li><li>Experience summarizing results and producing management reports
</li><li>Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
</li><li>Ability to work in your local office at a minimum of one day per week
</li><li>Candidates located within a commutable distance to one of the select locations available for this role
</li><li>Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
</li></ul><br>
<b>Preferred</b>:
<br>
<ul><li>Experience working with a variety of contracting types (e.g., time and materials, fixed price) and billing scenarios
</li><li>Experience in a professional services firm
</li><li>Experience with MS Suite applications
</li></ul><br>
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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,300 to $155,400.<br>
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You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</div>

Senior Consultant, Engagement Financial Advisor

<div><p><b>Work Location:
</b></p>Conshohocken, Pennsylvania, United States of America
<p></p><p><b>Hours:
</b></p>40
<p></p><p><b>Pay Details:
</b></p>$61,880 - $92,560 USD
<p></p><p>TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
</p><p></p><p>As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
</p><p></p><p><b>Line of Business:
</b></p>TD Wealth
<p><b>Job Description:
</b></p><p>This role works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. Meets with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyzes and understands their short and long term financial goals, educates and advises prospects and clients regarding investment and insurance strategies and products, and recommends personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives.
</p><p>Possesses broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. Must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as the client&rsquo;s advisor. As a fiduciary, this role will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client&rsquo;s financial status or goals or the need for different strategies or products. Responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.
</p><p>Relies on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, this role will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.
</p><p></p><p><b>Depth &amp; Scope:
</b></p><p></p><ul><li>Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need
</li><li>Develops, maintains and manages all aspects of the client&rsquo;s relationship with TD Wealth
</li><li>Works with prospects to attract and develop clients and address their wealth management advisory needs
</li><li>Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyzes and understands 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
</li><li>Builds a client base by acquisition of new clients on an ongoing basis
</li><li>Educates and advises prospects and clients regarding investment and insurance strategies and products
</li><li>Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate
</li><li>Recommends personalized/tailored investment and insurance strategies and products to meet client&rsquo;s financial and wealth creation objectives
</li><li>Meets quarterly and annual objectives
</li><li>Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice
</li><li>Ensures all new clients receive the complete on-boarding experience, which includes: A thorough client discovery leading to a truly exceptional client experience
</li><li>Completion of a financial needs analysis to provide objective, individualized goals based advice
</li><li>Completion of all requisite client onboarding documents
</li><li>Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff
</li><li>Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client&rsquo;s overall wealth and financial planning needs
</li><li>Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions
</li><li>Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners
</li><li>Executes in a manner that is compliant with regulations, policies and procedures
</li><li>Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)
</li><li>Ensures all Continuing Education requirements are attained
</li><li>Responsible for understanding and adhering to TD Bank &amp; TD Wealth Policies and Procedures
</li><li>Responsible for implementing TD&rsquo;s 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
</li><li>Develops understanding of client&rsquo;s assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed
</li><li>Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team
</li><li>Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm
</li><li>Represents TD Wealth to the general public in a professional manner
</li><li>Demonstrates involvement in the community and support for TDBG charity and community initiatives
</li></ul><p></p><p><b>Education &amp; Experience:
</b></p><ul><li>Bachelor's degree strongly preferred
</li><li>1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FA Trainee program
</li><li>SIE &amp; Series 7 required
</li><li>Required to have L&amp;H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule
</li><li>Self-directed, with strong ability to plan own activities to achieve sales and referral goals
</li><li>Comprehensive understanding of wealth products and services
</li><li>Strong verbal and written communication skills
</li><li>Strong organizational and time management skills
</li><li>Ability to travel within assigned market to meet prospects, clients and partners five days a week
</li><li>Ability to commute within assigned territory
</li><li>Understanding of wealth management business development techniques
</li><li>Understanding and experience interacting with retail and small business banking clients
</li><li>Consultative sales experience required
</li><li>Ability to establish relationships and partner effectively with other departments
</li></ul><p></p><p><b>OCC:
</b></p><ul><li>This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA.
</li><li>Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to <i>investigate </i>the good character, business reputation, qualifications and experience of an applicant for registration <i>before </i>applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to <i>verify </i>the accuracy and completeness of the information contained on the applicant&rsquo;s Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA.
</li><li>Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position.
</li></ul><p></p><p><b>Physical Requirements:
</b></p><p>Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
</p><ul><li>Domestic Travel &ndash; Continuous
</li><li>International Travel &ndash; Occasional
</li><li>Performing sedentary work &ndash; Continuous
</li><li>Performing multiple tasks &ndash; Continuous
</li><li>Operating standard office equipment - Continuous
</li><li>Responding quickly to sounds &ndash; Occasional
</li><li>Sitting &ndash; Continuous
</li><li>Standing &ndash; Occasional
</li><li>Walking &ndash; Occasional
</li><li>Moving safely in confined spaces &ndash; Occasional
</li><li>Lifting/Carrying (under 25 lbs.) &ndash; Occasional
</li><li>Lifting/Carrying (over 25 lbs.) &ndash; Occasional
</li><li>Squatting &ndash; Occasional
</li><li>Bending &ndash; Occasional
</li><li>Kneeling &ndash; Occasional
</li><li>Crawling &ndash; Occasional
</li><li>Climbing &ndash; Never
</li><li>Reaching overhead &ndash; Occasional
</li><li>Reaching forward &ndash; Occasional
</li><li>Pushing &ndash; Occasional
</li><li>Pulling &ndash; Occasional
</li><li>Twisting &ndash; Occasional
</li><li>Concentrating for long periods of time &ndash; Continuous
</li><li>Applying common sense to deal with problems involving standardized situations &ndash; Continuous
</li><li>Reading, writing and comprehending instructions &ndash; Continuous
</li><li>Adding, subtracting, multiplying and dividing &ndash; Continuous
</li></ul><p></p><p>The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
</p><p></p><p><b>Who We Are:
</b></p><p>TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
</p><p></p><p><b>Our Total Rewards Package<br>
</b></p><p><br>
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total 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. Learn more
</p><p></p><p><b>Additional Information:
</b><br>
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
<br>
<br>
<b>Colleague Development
</b></p><p>If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.<br>
</p><p></p><p>If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
</p><p></p><p>We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
</p><p></p><p><b>Training &amp; Onboarding
</b><br>
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
<br>
<br>
<b>Interview Process
</b><br>
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
</p><p></p><p><b>Accommodation
</b></p><p>TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
</p><p></p><p>If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</p></div>

Financial Advisor Associate - Conshohocken, PA

Johns Hopkins Aramco Healthcare

<div></div><div><div><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>Job Title</b></h2>
</div><div>PATIENT FINANCIAL SERVICES ADVISOR.</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Family</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Function</b></h2>
</div><div>CFO</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Code</b></h2>
</div><div>30008791</div></div><div><div><h2 class="jobSectionHeader"><b>
Reports to Job</b></h2>
</div><div>Business Unit Lead</div></div><div><div><h2 class="jobSectionHeader"><b>
Job Description Summary</b></h2>
</div><div>The Patient financial Services Advisor provides supervised assistance as needed to patients regarding financial responsibilities, and insurance coverage. This includes validating patient coverage and eligibility, explaining charges, payment expectations and patient copayment , and front line cash and tax invoicing , cash collection, and processing refunds, guide patient s through available payment options and installment plans to ensure patient satisfaction and efficient financial services.</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities %</b></h2>
</div><div>00</div></div><div><div><h2 class="jobSectionHeader"><b>
Strategic Roles &amp; Responsibilities</b></h2>
</div></div><div></div><div><div><h2 class="jobSectionHeader"><b>Operational Roles &amp; Responsibilities %</b></h2>
</div><div>100</div></div><div><div><h2 class="jobSectionHeader"><b>
Operational Roles &amp; Responsibilities</b></h2>
</div><div><ul><li>Verify insurance coverage and eligibility to ensure accurate billing and clear communication of financial responsibilities and address coverage discrepancies and work with insurance companies to resolve issues as needed</li><li>
Assist patients with financial responsibilities charges payment expectations and copayments and coordinate payment plans or offer information on financial assistance options and address basic financial inquiries Escalate complex issues to senior staff when necessary</li><li>
Handle frontline cash transactions including invoicing cash collection and refunds Ensure accurate processing of payments manage cash drawers or registers maintain transaction records reconcile cash receipts and report daily to the relevant reconciliation team or staff</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Education Required</b></h2>
</div><div>Bachelor degree in finance or related healthcare/finance field or Diploma with 6 8 years of experience in healthcare financial services</div></div><div><div><h2 class="jobSectionHeader"><b>
Professional Certifications Required</b></h2>
</div><div>None</div></div><div><div><h2 class="jobSectionHeader"><b>
Years of Experience</b></h2>
</div><div>Minimum 3 years' experience in Healthcare Financial Services</div></div><div><div><h2 class="jobSectionHeader"><b>
Languages</b></h2>
</div><div>English:Advanced ; Arabic:Fully Proficient</div></div><div><div><h2 class="jobSectionHeader"><b>
Functional Competencies</b></h2>
</div><div><ul><li>Due Diligence</li><li>
Audit Reporting</li><li>
Data Collection</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2>
</div><div><ul><li>Excellence</li><li>
Integrity</li><li>
Accountability</li><li>
Cybersecurity</li><li>
Person-Centered Care</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Acknowledgement</b></h2>
</div><div>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Title</b></h2>
</div><div>No</div></div><div><div><h2 class="jobSectionHeader"><b>
Supplemental Work/Experience/Education Information</b></h2>
</div><div>N/A</div></div><div><div><h2 class="jobSectionHeader"><b>
Addendum Description</b></h2>
</div><div>N/A</div></div></div></div></div></div></div></div><p></p>

PATIENT FINANCIAL SERVICES ADVISOR.

Rasmussen University

<div><p><b>Temporary Financial Aid Advisor</b><br>
<b>Rasmussen University</b><br>
<b>Remote/Online</b></p>
<p>
The Financial Aid Advisor is the primary point of contact for students, staff, and external parties who contact the Student Financial Aid Office, providing exceptional customer service with a focus on single-source service. This role implements the policies and procedures of the office and disseminates financial aid and related information to clientele by multiple mediums (e.g. phone, email and chat) and serves as a bridge between other departments, most notably Admissions and Advising. This role conducts consistent and frequent outreach to financial aid applicants in an effort to secure eligibility documentation.</p>
<p><b>
Responsibilities:</b></p>
<p><b>
Financial Aid Advising - 60%</b></p>
<ul>
<li>Provide students and staff alike with a positive, responsive experience, including personal attention and knowledgeable guidance through the financial aid process.</li>
<li>Provide exceptional customer service via multiple communication mediums (e.g. phone, email, chat), with a focus on single-source service and by adhering to pre-defined service standards.</li>
<li>Obtain and maintain current knowledge of federal and state financial aid regulations for a variety of aid programs and the ability to apply this information to problem resolution.</li>
<li>Provide problem resolution or escalate highly unique or complex issues to a Financial Aid Manager, as appropriate.</li>
<li>Conduct consistent and frequent outreach to students via telephone, email and text in an effort to secure financial aid eligibility documentation.</li>
</ul>
<p><b>Record Keeping - 30%</b></p>
<ul>
<li>Accurately document all student-related interactions in student information system and provide appropriate and timely financial aid responses.</li>
<li>Maintain eligibility to access the National Student Loan Data System, (NSLDS), as defined by the US Department of Education. Essentially, to maintain access to NSLDS, one must not have defaulted on any student loan in the past, currently be in default or otherwise negatively impact access to NSLDS.</li>
<li>Scan and upload necessary documentation and complete data entry support to the Financial Aid Processing and Awarding Unit.</li>
</ul>
<p><b>Other - 10%</b></p>
<ul>
<li>Attend and participate in team, SFA department meetings for the purpose of obtaining and sharing information.</li>
<li>Participate in lean processes and strategic planning activities.</li>
<li>Embody the spirit of the University&rsquo;s mission and vision in daily activities.</li>
<li>Support and contribute towards University&rsquo;s commitment to diversity and inclusion.</li>
<li>Perform other duties as directed, requested or assigned.</li>
</ul>
<p>Per the US Department of Education Program Integrity Rules, postsecondary institutions that participate in the student financial assistance programs pursuant to Title IV of the Higher Education Act (HEA) are barred from providing incentive payments to any person or entity engaged in student recruiting and/or admissions activities.</p>
<p><b>
Reporting Relationship:</b></p>
<p>
The Financial Aid Advisor reports to the Manager, Financial Aid Advising and Outreach. This role does not have direct reports.</p>
<p><b>
Position Requirements:</b></p>
<ul>
<li>Associate's Degree Required. Specialization in Accounting, Business, Finance or related field.</li>
<li>Minimum of one to three years of relevant customer service and/or financial aid experience, or equivalent combination of education and experience.</li>
<li>Exceptional customer service skills and belief in single-source service.</li>
<li>Strong interpersonal, written and verbal communication skills.</li>
<li>Excellent organization and time management skills with ability to prioritize and manage multiple demands with minimal supervision; maintain accurate records and files.</li>
<li>Experience in a service-oriented call-center preferred.</li>
<li>Demonstrated ability to remain calm under pressure, remain positive and maintain a high level of professionalism.</li>
<li>General knowledge of the higher education industry preferred, but not required.</li>
<li>Proficiency in Microsoft Office Suite, with an emphasis on Outlook, Word, Excel, and Power Point.</li>
<li>Working knowledge of financial software, CampusNexus, preferred.</li>
<li>Strong command of the English language, in both oral and written form.</li>
</ul>
<p><b>About Us:</b></p>
<p>
Rasmussen University, a university accredited by the Higher Learning Commission, an institutional accreditation agency recognized by the U.S. Department of Education (www.hlcommission.org (http://www.hlcommission.org)), is dedicated to changing lives and the communities it serves through innovative educational programs. As a pioneer in career-focused education since 1900, the University is defining a new generation of higher education that focuses on competency-based education, technology and transferable skills. Rasmussen offers undergraduate and graduate programs online and in person at 20 campuses around the country. The University is designed to lift and support its students every step of the way, from each student&rsquo;s first credential to their last. Rasmussen is dedicated to global enrichment, serving the underserved, and meeting the evolving needs of diverse students, communities, and economies. Rasmussen encourages its students, faculty, and staff to strive for academic excellence, community enrichment and service to the public good. Rasmussen is a wholly owned subsidiary of American Public Education, Inc. (Nasdaq: APEI). For more information about Rasmussen University, please visit www.rasmussen.edu (http://www.rasmussen.edu).</p>
<p>
It is the policy of Rasmussen University to afford equal opportunity to all qualified persons. We treat all qualified individuals equally as to their recruitment, hiring, assignments, advancements, compensation, and all other terms and conditions of employment. Rasmussen University does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, sexual orientation, or physical, mental, or sensory disability, or any other characteristic protected by law.</p>
<p>
If you are a resident of a state with designated pay transparency requirements and this role is available remotely, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email to recruiting@apei.com (mailto:recruiting@apei.com).</p><p>
Equal Opportunity Employer<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</p></div>

Temporary Financial Aid Advisor

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