Financial Coordinator Salary at Comella Orthodontics BETA

FINANCIAL PLANNING ASSOCIATE SFG WEALTH MANAGEMENT Job Description The Financial Planning Associate (FPA) will support out advisors in delivering financial plans to clients through a comprehensive planning process that integrates risk and investment products. The FPA will help increase productivity by enhancing meeting preparation and ensuring a seamless planning workflow. This position is ideal for an individual motivated by the behind-the-scenes work that helps clients achieve their financial planning goals. The ideal candidate is constantly learning and applying knowledge to optimize processes and ensure a smooth, efficient practice. Company Background SFG Wealth Management at Northwestern Mutual, is a comprehensive financial planning and wealth management firm based in Rochester, NY. Through our unparalleled level of client service, we work with emerging and established affluent families, individuals, and business owners to understand their goals, provide professional perspective,

The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties: Conducts all on-going client meetings once prospect transitions to a client. Solves complicated financial planning, estate, tax, and retirement issues. Monitor lead flow, contact, and follow up. Serves on investment management committee or helps determine firm investment strategies for clients. Works with Senior Advisor to manage and leverage work needing to be completed for top 20% of clients. Participates and coordinates marketing efforts for the Senior Advisors. Manages all Relationship Managers under their supervision. Facilities all onboarding work for new clients. Coach and mentor Relationship Manager. Assist Marketing with content and content creation. Monitor Opportunities within each client’s portfolio. Monitor sales flow and process and be able to provide innovative ideas to incr

🌟 Join Us at the University of Rochester Laboratory for Laser Energetics (LLE) as a Lead Contracting Compliance Officer! 🌟 Are you a seasoned professional in government contract compliance looking to make a meaningful impact? The University of Rochester LLE is seeking a highly skilled Lead Contracting Compliance Officer to ensure our adherence to federal, state, and local regulations. This is your chance to be part of a cutting-edge research environment committed to innovation and excellence. 🔍 What You’ll Do: Lead Compliance Programs: Design and implement a comprehensive compliance program that aligns with laws and regulations, ensuring the highest standards of integrity. Contract Oversight: Oversee contract reviews and negotiations, ensuring compliance with institutional and governmental guidelines. Regulatory Expertise: Ensure strict adherence to FAR, DFARS, and other relevant regulations, while serving as the primary liaison with government agencies. Staff Empowerment: Develop e

SITE ACQUISITION ANALYST JOB DESCRIPTION SUMMARY: This entry level Site Acquisition Analyst plays a vital role in the overall execution of solar farm development by working collaboratively both internally and with outside partners. The Site Acquisition Analyst is responsible for identifying qualified properties for purchase for solar development and supports the team in the origination process. POSITION: Site Acquisition Analyst REPORTSTO: Origination Manager TERMS/HOURS: Full-time, M-F, 8:30 AM – 4:30 PM CLASSIFICATION: Hourly/Non-Exempt Pay Range: $15.50-$28 an hour (Pay information will vary depending upon relevant experience for the position) WORK AUTHORIZATION: US Person (US Citizen or Permanent Resident) COMPETENCIES: Detailed-Oriented Problem Solving Critical Thinking Positive Attitude and Willingness to Grow Ability to Coordinate Across Cross-function Teams Time Management KEY RESPONSIBILITIES: Research and Administration Conduct research and publish condensed narrative of rele

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services 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. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational

SUMMARY The Financial Case Manager is responsible for reviewing uninsured and under-insured patient accounts by following the insurance verification process. Community/Acute - The FCM will assist under-insured patients by interviewing patients and screening for secondary coverage options, applying for financial assistance and other government based programs. This person assists patients with setting up interest free payment plans and work closely with Patient Financial Services to help resolve minor coordination of benefits (COB) issues that include obtaining appeal documentation. Long Term Care - The FCM will assist residents in applying for and recertifying in Medicaid coverage. This entails interviewing and screening resident and family for financial history, investigating and obtaining financial documentation needed from but not limited to banking institutions, financial markets including life insurance agencies, pension programs, and investment firms. This person will work closely

Overview: Responsible for leading financial planning-related activities, including but not limited to retirement planning, wealth preservation and transfer planning, and business succession planning, as well as developing, employing and driving planning-related initiatives that enhance client experience standards efforts across the organization. Will also be the leading business partner to partner with advisors, understand the financial landscape for our clients, create and deliver financial plans that aid clients in making educated financial decisions. Actively participate as a member of the leadership team contributing to enable the success and growth of the Company. Flexible Location: This position is located at our Corporate Headquarters office in Ithaca, New York. Tompkins also maintains administrative offices in Pittsford, New York, Syracuse, New York, Batavia, New York, Brewster, New York and Wyomissing, Pennsylvania. This position can be based at any of these locations. Respons

Senior Finance Analyst Rochester, NY (http://maps.google.com/maps?q=Engineered,+Laminations+and+Co+Rochester+NY+USA+14613) Description At American Packaging Corporation (APC), youll find the packaging career youve been looking for. With competitive salaries, excellent benefits, 401(k) plans and tuition reimbursement programs, we nurture our employees while advancing and promoting diversity and inclusion. As the leading flexible packaging converter in North America for over a century, APCs longstanding success is fueled from the inside out. Were constantly seeking to improve our internal operations and were named a Best of the Best in the Best workplaces in the Americas awards for 12 years in a row. Its how and why we engage the best and brightest talent to continue propelling our shared success into the future. LOCATION:COE SUMMARY: In this highly visible position the Senior Finance Analyst will provide financial support to our accounting and finance team. Specific duties include budge