Foundation Risk Partners Jobs

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Analyst, Private Client to The Warner Companies team in their Timonium, Maryland office. Primarily responsible for financial analysis supporting comprehensive investment and financial plans. This includes research and client recommendations in the areas of retirement, investments, estate, tax, and insurance. This role relies heavily on gathering data and monitoring industry trends and communicating these internally. Additionally, this role is responsible for the implementation of recommendations once accepted by the client. Essential Functions & Responsibilities: To perform this job successfully, an individual must be able to perform each of these essential functions at a satisfactory level. Other essential and non-essential functions may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Research / Planning Gather, organize, and synthesize client data within a financial planning context. Analyze and input data into various software packages. Develop general planning recommendations for presentations. This includes cash flow models, retirement scenarios, tax calculations, education funding, and capital needs assessments. Work with the CIO to create investment analysis and communicate recommendations to advisors for presentations. This includes more global, holistic recommendations as well as specific product selection recommendations. Research new investment trends, strategies, and products for client applicability. Research and implement new planning techniques and processes. Maintain understanding of tax law changes as they apply to private clientele. Work with the research team to maintain recommended listing of investment products. Research rules and regulations regarding retirement plan administration and fiduciary obligations. Review marketing material from vendors and communicates sales ideas/marketing strategies. Handle inquiries from wholesalers about product updates. Service Facilitate implementation of financial and investment plans as presented by advisors. Facilitate investment trading within client accounts as necessary. Review daily cash reports and highlights funds to be invested. Review trade confirmations and activities for accuracy. Handle administration and reporting for company retirement plan clientele. Collaborate as a member of the private client team. Process account service requests and troubleshoot problems. Provide advisors with details about client contact and resolution. Update and maintain client information in CRM systems. Minimum Requirements & Qualifications: These describe the minimum level of qualifications needed for an individual to perform the essential functions of the position including education, licensure or certification, and any measurable, job-related experience. Bachelor's Degree in Economics or Finance. Designation as a CFP or MBA preferred. A minimum of five (5) years of experience in investment/financial industry. Series 6 registrations and life/health insurance license are preferred. Knowledge, Skills, & Abilities: Knowledge of various account registration types, traditional and alternative investment products, variable products (incl. various annuity riders), tax law with specific emphasis on investment/insurance areas, retirement plan design and modern portfolio theory Proficient skill in Microsoft Office products with particular emphasis on Excel Strong business writing skills Superior analytical and quantitative skills Ability to demonstrate attention to detail with high degree of accuracy Ability to multitask and prioritize a variety of activities Ability to demonstrate a “client first” attitude Ability to work on a team effectively Ability to work successfully in a small company environment Ability to understand the impact that various assumptions have on the outcome of a presentation and how variations in those assumptions impact the whole Physical Requirements & Environmental Factors The physical demands noted below are representative of those that will be required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please check all that apply. Time spent performing the physical activities should be indicated by the terms Never, Occasionally, Frequently or Continuous. This position is performed in a normal office environment that includes 75% sitting and less than 10% walking and/or standing. This is a position of frequently reviewing information on a computer screen and obtaining other necessary information via the phone. 50% of the information for this position is received in written form, 50% is received orally. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Seeking Part-Time Endo-Focused General Dentist for Glen Mills, PA 1-2 days per month DentalWorks is currently seeking a part-time Endo-focused General Dentist to join our team. If you are an experienced Dentist who enjoys providing quality Endodontic care and are looking for a new opportunity to continue that focus on providing top-notch care, this role offers an excellent platform to excel in your field. Position is open to a W-2 or a 1099 relationship. At DentalWorks, we are dedicated to being a lifelong provider of dental services for our patients. Our commitment to excellence extends to offering a range of Corporate Support Departments, including Billing, Quality Management, Procurement/Facilities, Human Resources, and IT, to provide comprehensive administrative and technological support. In the field, our clinical and operational management teams work diligently to ensure your schedule is optimized for maximum productivity. What We Offer: A consistently fully booked patient schedule. Responsibilities: As an Endo-Focused General Dentist at DentalWorks, your primary responsibilities will include: Collaborating effectively with other specialists and general dentists to provide optimal Endodontic dental care. Benefits: We highly value our Dentists and provide a comprehensive benefits package. For our Part-Time Dentists, this package includes: Guaranteed Daily Base Rates plus lucrative incentive program. Company Paid Continuing Education courses. 401(k) retirement savings plan. Company paid preferred labs Company provided professional liability insurance Join DentalWorks and make a significant impact by providing specialized dental care to our patients.

Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners or Physician Assistants to join our dynamic healthcare team in Clarksville, TN. ABOUT ASCENSION SAINT THOMAS URGENT CARE: Ascension Saint Thomas Urgent Care, with 17 locations in Tennessee, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 85 locations under seven brands. Ascension Saint Thomas Urgent Care's convenient, walk-in centers provide a range of healthcare services including treatments for injuries and illnesses, occupational health and wellness care. The centers are open seven days a week: Monday through Friday, 8 a.m. to 8 p.m., Saturday, 9 a.m. to 5 p.m., and Sunday, 1 p.m. to 5 p.m. Additionally, all Ascension Saint Thomas Urgent Care centers are Accredited Care Centers - a designation from the Urgent Care Association which recognizes the company's commitment to safety, quality, and scope of services. JOB SUMMARY: As a Nurse Practitioner or Physician Assistant at Ascension Saint Thomas Urgent Care, you will play a crucial role in providing exceptional medical care to patients of all ages with a wide variety of acute and chronic medical conditions. Working collaboratively with a team of healthcare professionals, you will diagnose, treat, and educate patients while ensuring the highest standard of care and service. Our full-time Providers work a rotating 36-40 hour/week schedule, consisting of 12-hour weekday shifts and every-other weekend. KEY RESPONSIBILITIES: The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. Other duties may be assigned. • Provide exemplary customer service to patients, visitors and coworkers. • Provide convenient, friendly patient care to all who come through our door seeking health related services. • Provide leadership, direction, and assistance during emergencies while maintaining a comforting and reassuring affect for patients. • Working environment subject to varying fast paced and high stress conditions, including long and variable hours, changing locations, and continuous and frequent contact with others. • Performs medical assessment, treatment, management and follow up of clinic patients including, but not limited to: primary care, urgent care, occupational health, DOT physicals and workers compensation. • Performs medical procedures including, but not limited to: laceration repairs, nail removal, pap tests, injections, splinting and abscess incision and drainage. • Establishes and monitors a medically appropriate level of care for clinic patients. • Oversees, directs and supports on site laboratory, x-rays, injections, and collections for direct access services, if applicable. • Maintains clinical core competency. • Works with Center Leadership and other staff to ensure operations are consistent with medical policy and professional standards. • Cooperates and participates in the development, implementation and revision of policies affecting medical practice, quality of care and patient satisfaction. • Participates in and assists with in-service and continuing education programs for physicians, nurses and other personnel employed by or associated with Company. • Recommends potential means of growth and development for new and/or existing services within the Center. • Assures compliance with licensing, certification and accrediting bodies. • Participates in development and presentation of education programs for staff. • Represents Company and the clinic as reasonably required at internal and external meetings or events. • Provides guidance to other medical staff (e.g. physician assistants, nurse practitioners and medical assistants) to ensure quality professional services and patient satisfaction WHAT'S REQUIRED? • 1 year of related experience as a Provider is preferred • State License as an APRN or Physician Assistant • Certification as an APRN or Physician Assistant through the AANP, ANCC, or NCCPA • DEA license, or willingness to obtain upon hire • DOT certification, or willingness to obtain upon hire • BLS certification FULL-TIME BENEFITS INCLUDE: • Competitive Salary • Medical, Dental, and Vision Options • Retirement savings plans • Continuing Education Reimbursement • Paid Time Off • and MORE! PRN BENEFITS INCLUDE: • 401K plan with company contribution • No-Cost Office Visits and generous discounts on some billable services • Malpractice Coverage • Access to UpToDate, a clinical resource tool

Offering $3,000 Sign-On Bonus Sonrava Health is currently looking for bright, motivated, Dental Hygienists, like you, to help build our Hygiene program, grow “patients for life”, and become a leading periodontal, health-focused practice. In addition to technical duties, the Dental Hygienist will play an important role in teaching patients appropriate oral hygiene techniques and offer counseling regarding good nutrition and its impact on oral health. We have fantastic full-time and part-time opportunities for talented Hygienists. If you have these qualities, you'll find our company a great place to further your career. We offer a comprehensive benefits program, exceptional growth and career advancement opportunities, excellent compensation, plus a lucrative Incentive Plan where you can earn over a competitive Salary. Responsibilities: Essential Functions Review daily schedule with staff for hygiene patients Work with front office staff to schedule hygiene patients with efficiency Accurately chart each patient's periodontal health Clearly communicate with patients in a professional manner Perform thorough and gentle prophylaxis for patients Perform scaling, root planing and selective polishing for patients as appropriate Polish restorations Administer local anesthetics, if allowed by dental practice act Place medicaments subgingivally for periodontal disease treatment Apply cavity-preventive agents, such as fluorides and sealants Evaluate patient comfort level during treatment and help relieve patient anxiety Accurately and appropriately record provided treatment Educate patients on proper oral hygiene techniques Counsel patients on oral health, including the role of nutrition Review patient health and dental history forms and update as necessary Perform other tasks assigned by the dentist Handle patient records securely and in compliance with HIPAA regulations along and office policies and standard operating procedures Accurately record patient medical and dental histories Assist in the administration of the recall system Actively participate in team meetings Qualifications: Education Must be licensed to practice in state and meet other applicable state requirements Minimum two years associate's degree (University-based dental hygiene programs, baccalaureate) Experience working in a fast-paced dental environment; DSO/Group Practice experience preferred Skills and Abilities Excellent interpersonal skills to maintain effective rapport with patients, dentists and coworkers Strong verbal skills to communicate professionally with patients and staff Proficient multi-tasking abilities in a fast-paced environment Ability to manage time efficiently Ability to travel between locations preferred

Urgent Team is looking for a Board Certified Family Medicine or Internal Medicine Physician to supervise our Midlevel Providers at our Cullman, Alabama center. DEA license is required

Licensed Mental Health Therapist (Part-Time) Headlight offers a multiple disciplinary approach to mental healthcare, including therapy, coaching, support groups, medication management and self-care resources. Available via virtual visits or in-person, we make mental wellness easy and accessible. Our mission is to deliver mental health services in a way that's easier and more human for everyone involved. Our values· Deliver excellent service: We're determined to deliver world-class care to our clients. We build long- lasting relationships because we obsess over the details of our delivery and the quality of care.· Make things easier: Getting help with mental health can be challenging and confusing for a lot of people. We remove barriers and simplify the process because it helps our clients get help and allows us to grow and help more people.· Listen with empathy: Listen to each other with empathy. We value the deep understanding that creates a productive environment of collaboration, feedback, and support.· Learn and Grow: We are always curious to improve our practice and our process. As we learn and grow, we can help more people, and that's what it's all about. What makes us clinician obsessed?· We are a mental health organization founded and led by experienced mental health clinicians. · We invest in you. Whether its our AI Transcription using Blueprint AI, to automate note taking and documentation or Connective Health to automate medical record retrieval. Our job is to make your job easier!· Headlights Matching Technology will create a strong therapeutic alliance between you and new clients. Our vast network for referrals means you have the clients to keep you schedule full.· Clinical Support with our Clinical Consult Groups or schedule case consultations with our leading clinicians.· We prioritize your well-being and aim to prevent burnout by offering a flexible schedule between 12 and 24 billable hours.· We offer strong administrative support for our clinicians, reducing the burden of billing and paperwork, so you can focus on what you love-providing care. · Enjoy Clinical Independence: You have the autonomy to make decisions about patient care and treatment while having the backing and guidance of our experienced executive Psychologists and Psychiatrists for case consultations. · Participate in our weekly lecture series hosted by our leading clinicians. This is an opportunity each week to attend informative sessions on various mental health topic. Roles and Responsibilities Establish positive, trusting rapport with patients Diagnose and treat mental health disorders Create individualized treatment plans according to patient needs and circumstances Meet with patients regularly to provide counseling, treatment and adjust treatment plans as necessary Conduct ongoing assessments of patient progress Involve and advise family members when appropriate Plan outreach and referral activities in surrounding communities Qualifications Master's Level Degree or higher (Required) in related fields Full, unencumbered license (license based on office location). Applicants without a valid, active license will not be considered. We are currently not hiring associate/intern level therapists. 2+ years' experience with providing diagnostic assessment and therapy services Bilingual (English/Spanish) skills are a plus, but not required Maintain professional licensure and/or certification throughout employment with this agency Ability to work as a team member and cooperatively Superb organizational skills Ability to guide, direct, or influence people Excellent written and oral communication skills Able to establish and maintain effective working relationships with clients and their families Pay Transparency - W2 Compensation$70 per billed hour - Any CA fully licensed Therapist without CA Residency$70 per billed hour - CA resident and CA fully licensed Therapist with 0 to 5 years of experience (0 to 60 months of experience based on licensure date on date of job apply) $75 per billed hour - CA resident and CA fully licensed therapist with 5 years of experience or more (61 months or more of experience based on licensure date at start date on date of job apply) $80 per billed hour - Any CA PsyD without CA Residency $85 per billed hour - Any CA PsyD with CA Residency $90 per billed hour - Any CA PsyD that lives in CA and works hybrid practicing Child and Adolescent Therapy We pay $30 per hour for training and required meetings, which helps reduce the burden of unpaid work that is often part of other roles. Benefits· Sick pay· Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges. · 401(k) plan with company contribution· Convenient work from home or hybrid options· Flexible schedule between 8 and 22 billed hours· Credentialing Support, Training and Development Opportunities, Growth Opportunities Not meeting all the requirements? Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace. If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others! Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization. Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace. By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly. Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our careers site at *************************************** or **************************************

Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Medical Assistant/X-Ray or Radiology Tech to join our dynamic healthcare team in Clarksville, TN. FT and PRN opportunities are available! ABOUT ASCESNION SAINT THOMAS URGENT CARE: Ascension Saint Thomas Urgent Care, with 18 locations in Tennessee, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 85 locations under seven brands. Ascension Saint Thomas Urgent Care's convenient, walk-in centers provide a range of healthcare services including treatments for injuries and illnesses, occupational health and wellness care. The centers are open seven days a week: Monday through Friday, 8 a.m. to 8 p.m., Saturday, 9 a.m. to 5 p.m., and Sunday, 1 p.m. to 5 p.m. Additionally, all Ascension Saint Thomas Urgent Care centers are Accredited Care Centers - a designation from the Urgent Care Association which recognizes the company's commitment to safety, quality, and scope of services. JOB SUMMARY: The Medical Assistant/X-Ray or Radiology Tech will be responsible for greeting patients, activating patient files and providing support to patients and medical staff. KEY RESPONSIBILITIES: The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. Other duties may be assigned. • Promptly greets patients when entering waiting area, exam room, and laboratory or x-ray room. • Consistently communicates with patients on wait times; provides direction to the next step in the treatment process • Provides solutions to patient problems and recognizes and seeks help in emergent / hazardous situations. • Provides timely follow up regarding lab and x-ray results. • Executes follow-up calls with sense of urgency. • Assists front desk personnel with patient check in/out procedures when necessary. • Obtains and accurately documents patient vital signs and weight, takes brief history, past medical, family and social history current medications, allergies and other pertinent historical information as appropriate. • Assists with patient transfers. • Assists with procedures directly supervised by the provider. • Assists in lab procedures under the supervision of the provider. • Prepares patients for radiologic procedures and follows established clinical and regulatory procedures in regards to patient safety and care; including proper radiation protection and shielding techniques. • Ensures that equipment is in proper working order and reports any malfunctions to the Regional Operation Manager or provider on duty. • Follows documentation procedures and completes required documentation related to patient visit. • Maintains examination room and stocks if necessary. • Adheres to infection control/safety guidelines and patient confidentiality policies. • Perform phlebotomy, injections, medical procedures and laboratory procedures appropriate for level of training under the direction of a provider. WHAT'S REQUIRED? • High school diploma or equivalent required • Minimum 1 year of experience as a Medical Assistant • Medical Assistant Certificate or equivalent experience • Valid State License to perform X-Rays • BLS Certification required FULL-TIME BENEFITS INCLUDE: • Competitive Salary • Medical, Dental, and Vision Options • Retirement savings plans • Continuing Education Reimbursement • Paid Time Off • and MORE! PRN BENEFITS INCLUDE: • Competitive Salary • 401K plan with company contribution • No-Cost Office Visits and generous discounts on some billable services

Huntsville Hospital Urgent Care is looking for a dedicated, compassionate, and experienced Nurse Practitioner or Physician Assistant to join our dynamic healthcare team at our Bailey Cove center in Huntsville, AL. ABOUT HUNTSVILLE HOSPITAL URGENT CARE: Huntsville Hospital Urgent Care, with 9 locations throughout North Alabama, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 80 locations under eight brands. Huntsville Hospital Urgent Care's convenient, walk-in centers provide a range of healthcare services including treatments for injuries and illnesses, occupational health and wellness care. The centers are open seven days a week: Monday through Friday, 8 a.m. to 8 p.m., Saturday 9 a.m. to 5 p.m., and Sunday 1 p.m. to 5 p.m. Additionally, all Huntsville Hospital Urgent Caer centers are Accredited Care Centers - a designation from the Urgent Care Association which recognizes the company's commitment to safety, quality, and scope of services. JOB SUMMARY: As a Nurse Practitioner or Physician Assistant at Physicians Care, you will play a crucial role in providing exceptional medical care to patients of all ages with a wide variety of acute and chronic medical conditions. Working collaboratively with a team of healthcare professionals, you will diagnose, treat, and educate patients while ensuring the highest standard of care and service. Our full-time Providers work a rotating 36-40 hour/week schedule, consisting of 12-hour weekday shifts and every-other weekend. KEY RESPONSIBILITIES: The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. Other duties may be assigned. • Provide exemplary customer service to patients, visitors and coworkers. • Provide convenient, friendly patient care to all who come through our door seeking health related services. • Provide leadership, direction, and assistance during emergencies while maintaining a comforting and reassuring affect for patients. • Working environment subject to varying fast paced and high stress conditions, including long and variable hours, changing locations, and continuous and frequent contact with others. • Performs medical assessment, treatment, management and follow up of clinic patients including, but not limited to: primary care, urgent care, occupational health, DOT physicals and workers compensation. • Performs medical procedures including, but not limited to: laceration repairs, nail removal, pap tests, injections, splinting and abscess incision and drainage. • Establishes and monitors a medically appropriate level of care for clinic patients. • Oversees, directs and supports on site laboratory, x-rays, injections, and collections for direct access services, if applicable. • Maintains clinical core competency. • Works with Center Leadership and other staff to ensure operations are consistent with medical policy and professional standards. • Cooperates and participates in the development, implementation and revision of policies affecting medical practice, quality of care and patient satisfaction. • Participates in and assists with in-service and continuing education programs for physicians, nurses and other personnel employed by or associated with Company. • Recommends potential means of growth and development for new and/or existing services within the Center. • Assures compliance with licensing, certification and accrediting bodies. • Participates in development and presentation of education programs for staff. • Represents Company and the clinic as reasonably required at internal and external meetings or events. • Provides guidance to other medical staff (e.g. physician assistants, nurse practitioners and medical assistants) to ensure quality professional services and patient satisfaction WHAT'S REQUIRED? • Two years of experience as a Provider • State License as an APRN or Physician Assistant • Certification as an APRN through the AANP, ANCC, or NCCPA • DEA license, or willingness to obtain upon hire • DOT certification, or willingness to obtain upon hire • BLS certification BENEFITS INCLUDE: • Competitive Salary • Medical, Dental, and Vision Options • Retirement savings plans • Continuing Education Reimbursement • Paid Time Off • and MORE! PRN BENEFITS INCLUDE: • 401K plan with company contribution • No-Cost Office Visits and generous discounts on some billable services • Malpractice Coverage • Access to UpToDate, a clinical resource tool

Licensed Practical Nurse Now Offering $5,000 Sign-On Bonus!!! Travel Reimbursement for Gas &Tolls! Ontario Center for Rehabilitation and Healthcare is actively hiring Licensed Practical Nurses to work for our 98-bed Skilled Nursing Facility located in Canandaigua, NY. The ideal candidate will have excellent communication skills and a pleasant demeanor! Base Rate is $28 - $30.00 with an additional $0.50 shift differential for evenings and nights We Just Raised Our Rates!!! Ontario Center benefits include: Tuition Reimbursement Program Generous pay rates based on experience Extra evening and night shift differentials Flexible schedules for Full-Time or Part-Time Career Advancement Opportunities Two-Tiered Insurance Plan: Medical and Dental! Duties: Recording health details of Residents; including vitals & temperature Administering medications and injections to Residents as needed Treating and dressing wounds and bedsores as needed May be required to supervise Certified Nursing Assistants (CNAs) Helps Residents get dressed & take care of personal hygiene Monitors Residents' food and liquid intake and output Requirements: Must be able to work as a team member Valid NY State LPN license In good standing with State Registry Location: Canandaigua, NY About Us: Ontario Center for Rehabilitation and Healthcare (formerly Ontario County Health Facility) is a long-term care facility that provides the highest possible quality of care and quality of life for all Health Facility residents. The facility provides a versatile nursing home environment that encourages creativity among residents, managers, and staff. In addition to the emphasis on individuality and self-determination, the nursing home is viewed as home as much as a medical institution, with the residents' psychosocial needs deserving a prominence at least equal to their medical condition. At Ontario Center, we offer a friendly working environment, excellent compensation, a comprehensive benefits package, professional growth & stability, innovative training programs and more. By applying, you consent to your information being transmitted by Zippia to the Employer, as data controller, through the Employer's data processor SonicJobs. See Centers Healthcare Terms & Conditions at ******************************************* and Privacy Policy at ********************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************

Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners or Physician Assistants to join our dynamic healthcare team in Clarksville, TN. ABOUT ASCENSION SAINT THOMAS URGENT CARE: Ascension Saint Thomas Urgent Care, with 17 locations in Tennessee, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 85 locations under seven brands. Ascension Saint Thomas Urgent Care's convenient, walk-in centers provide a range of healthcare services including treatments for injuries and illnesses, occupational health and wellness care. The centers are open seven days a week: Monday through Friday, 8 a.m. to 8 p.m., Saturday, 9 a.m. to 5 p.m., and Sunday, 1 p.m. to 5 p.m. Additionally, all Ascension Saint Thomas Urgent Care centers are Accredited Care Centers - a designation from the Urgent Care Association which recognizes the company's commitment to safety, quality, and scope of services. JOB SUMMARY: As a Nurse Practitioner or Physician Assistant at Ascension Saint Thomas Urgent Care, you will play a crucial role in providing exceptional medical care to patients of all ages with a wide variety of acute and chronic medical conditions. Working collaboratively with a team of healthcare professionals, you will diagnose, treat, and educate patients while ensuring the highest standard of care and service. Our full-time Providers work a rotating 36-40 hour/week schedule, consisting of 12-hour weekday shifts and every-other weekend. KEY RESPONSIBILITIES: The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. Other duties may be assigned. • Provide exemplary customer service to patients, visitors and coworkers. • Provide convenient, friendly patient care to all who come through our door seeking health related services. • Provide leadership, direction, and assistance during emergencies while maintaining a comforting and reassuring affect for patients. • Working environment subject to varying fast paced and high stress conditions, including long and variable hours, changing locations, and continuous and frequent contact with others. • Performs medical assessment, treatment, management and follow up of clinic patients including, but not limited to: primary care, urgent care, occupational health, DOT physicals and workers compensation. • Performs medical procedures including, but not limited to: laceration repairs, nail removal, pap tests, injections, splinting and abscess incision and drainage. • Establishes and monitors a medically appropriate level of care for clinic patients. • Oversees, directs and supports on site laboratory, x-rays, injections, and collections for direct access services, if applicable. • Maintains clinical core competency. • Works with Center Leadership and other staff to ensure operations are consistent with medical policy and professional standards. • Cooperates and participates in the development, implementation and revision of policies affecting medical practice, quality of care and patient satisfaction. • Participates in and assists with in-service and continuing education programs for physicians, nurses and other personnel employed by or associated with Company. • Recommends potential means of growth and development for new and/or existing services within the Center. • Assures compliance with licensing, certification and accrediting bodies. • Participates in development and presentation of education programs for staff. • Represents Company and the clinic as reasonably required at internal and external meetings or events. • Provides guidance to other medical staff (e.g. physician assistants, nurse practitioners and medical assistants) to ensure quality professional services and patient satisfaction WHAT'S REQUIRED? • 1 year of related experience as a Provider is preferred • State License as an APRN or Physician Assistant • Certification as an APRN or Physician Assistant through the AANP, ANCC, or NCCPA • DEA license, or willingness to obtain upon hire • DOT certification, or willingness to obtain upon hire • BLS certification FULL-TIME BENEFITS INCLUDE: • Competitive Salary • Medical, Dental, and Vision Options • Retirement savings plans • Continuing Education Reimbursement • Paid Time Off • and MORE! PRN BENEFITS INCLUDE: • 401K plan with company contribution • No-Cost Office Visits and generous discounts on some billable services • Malpractice Coverage • Access to UpToDate, a clinical resource tool

Urgent Team is looking for a Board Certified Family Medicine or Internal Medicine Physician to supervise our Midlevel Providers at our Cullman, Alabama center. DEA license is required

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Marketing Executive to their growing team. Fabricant & Fabricant is looking to add an experienced professional to market new and renewal business for diversified commercial accounts! This is a remote position with a full-time Monday through Friday schedule. Essential Functions: Gathering of underwriting information for new commercial clients. Preparing Accord applications and supplemental applications for new and renewal business. Working with insurance company underwriters to obtain quotations for commercial accounts. On-Line rating with insurance companies for commercial accounts. Preparing insurance proposals for clients and potential clients. Binding and issuing new commercial policies. Competencies & Qualifications: Insurance Marketing/Rating: 5 years (Required) Prior Experience at Geico or AllState is not counted as relevant prior work experience. Applicant must have at least 5 years of experience working as a marketing/rating executive in an independent insurance agency. This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range$85,000—$100,000 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to The Warner Companies team in Timonium, MD. The Account Manager (AM) is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with of multiple assigned client accounts (Book of Business). Essential Functions: Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate). With guidance and supervision, work on client related deliverables of increasing complexity. Beyond foundational knowledge (i.e., industry, product knowledge and regulatory compliance), complete necessary training and professional development to gain exposure to principles such as strategic account planning, effective communication and project management. Identify and declare area of focus/subject matter expertise. Maintain up-to-date client files/internal systems in accordance with The Warner Companies standard protocols. Compliance with The Warner Companies processes and operating standards. As part of the client life cycle (on-boarding, ongoing support and renewal), work closely with the Team to execute on the day-to-day service deliverables for ALL lines of coverage and products by: Supporting the Team Lead to understand a client's goals/objectives and develop a multi-year strategic plan (roadmap) Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan (roadmap) Preparing the various deliverables by leveraging team member expertise, available tools, established standards/work products, etc. to manage client expectations and ensure timely delivery of materials in accordance with the client life cycle Effectively communicating and presenting findings, analysis and recommendations in meetings/calls/emails (i.e., setting agendas and appropriate internal/external follow-up) Prepare standard and ad-hoc reports and other client related projects (as needed) Developing, cultivating and maintaining strong client/vendor relationships At various times throughout the year (i.e., Open Enrollment), review employee education and communication materials (i.e., Benefit Guides). Research, respond and/or resolve client inquiries/service-related issues independently, involving more experienced team members and resources when necessary. Maintain internal systems (TWC 360) and client files in accordance with The Warner Companies data standards and filing requirements. Ensure that contact information for all client stakeholders is appropriately managed for purposes of both Client Satisfaction (NPS) and Thought Leadership. In order to identify/overcome gaps, work with Team Lead and Producer to create and periodically review/update/manage Internal Account Plan. Interact with carriers and vendors on behalf of the client and the team. Ability to identify and leverage resources appropriate for upsell opportunities. Responsible for reconciling client revenue monthly Develop new and creative benefit solutions with guidance Competencies & Qualifications: Strong attention to detail, well organized and responsive, Working knowledge of all aspects of: The Warner Companies suite of services and available solutions Insurance and healthcare related products Regulatory and compliance related matters (including healthcare reform) Ability to model financial implications from benefit programs Comfortable in negotiating with insurance carriers Ability to identify problems and create effective solutions Proficient in Microsoft Excel, PowerPoint, Word and Publisher Ability to quickly learn new skills Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating, when necessary, Ability to establish relationships with internal and external stakeholders Strong oral and written communication skills Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines Possesses a basic understanding of general business and financial concepts Ability to effectively create, organize and manage a project plan Basic understanding of strategy and long-term planning Education & Experience: Education - Bachelor's Degree preferred. Experience - 3+ years of prior practical account management experience with a health and welfare carrier or broker is required. Licensure/Certification - State Specific Resident Life & Health License is required. Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Licensed Mental Health Therapist (Part-Time) Headlight offers a multiple disciplinary approach to mental healthcare, including therapy, coaching, support groups, medication management and self-care resources. Available via virtual visits or in-person, we make mental wellness easy and accessible. Our mission is to deliver mental health services in a way that's easier and more human for everyone involved. Our values· Deliver excellent service: We're determined to deliver world-class care to our clients. We build long- lasting relationships because we obsess over the details of our delivery and the quality of care.· Make things easier: Getting help with mental health can be challenging and confusing for a lot of people. We remove barriers and simplify the process because it helps our clients get help and allows us to grow and help more people.· Listen with empathy: Listen to each other with empathy. We value the deep understanding that creates a productive environment of collaboration, feedback, and support.· Learn and Grow: We are always curious to improve our practice and our process. As we learn and grow, we can help more people, and that's what it's all about. What makes us clinician obsessed?· We are a mental health organization founded and led by experienced mental health clinicians. · We invest in you. Whether its our AI Transcription using Blueprint AI, to automate note taking and documentation or Connective Health to automate medical record retrieval. Our job is to make your job easier!· Headlights Matching Technology will create a strong therapeutic alliance between you and new clients. Our vast network for referrals means you have the clients to keep you schedule full.· Clinical Support with our Clinical Consult Groups or schedule case consultations with our leading clinicians.· We prioritize your well-being and aim to prevent burnout by offering a flexible schedule between 12 and 24 billable hours.· We offer strong administrative support for our clinicians, reducing the burden of billing and paperwork, so you can focus on what you love-providing care. · Enjoy Clinical Independence: You have the autonomy to make decisions about patient care and treatment while having the backing and guidance of our experienced executive Psychologists and Psychiatrists for case consultations. · Participate in our weekly lecture series hosted by our leading clinicians. This is an opportunity each week to attend informative sessions on various mental health topic. Roles and Responsibilities Establish positive, trusting rapport with patients Diagnose and treat mental health disorders Create individualized treatment plans according to patient needs and circumstances Meet with patients regularly to provide counseling, treatment and adjust treatment plans as necessary Conduct ongoing assessments of patient progress Involve and advise family members when appropriate Plan outreach and referral activities in surrounding communities Qualifications Master's Level Degree or higher (Required) in related fields Full, unencumbered license (license based on office location). Applicants without a valid, active license will not be considered. We are currently not hiring associate/intern level therapists. 2+ years' experience with providing diagnostic assessment and therapy services Bilingual (English/Spanish) skills are a plus, but not required Maintain professional licensure and/or certification throughout employment with this agency Ability to work as a team member and cooperatively Superb organizational skills Ability to guide, direct, or influence people Excellent written and oral communication skills Able to establish and maintain effective working relationships with clients and their families Pay Transparency - W2 Compensation$70 per billed hour - Any CA fully licensed Therapist without CA Residency$70 per billed hour - CA resident and CA fully licensed Therapist with 0 to 5 years of experience (0 to 60 months of experience based on licensure date on date of job apply) $75 per billed hour - CA resident and CA fully licensed therapist with 5 years of experience or more (61 months or more of experience based on licensure date at start date on date of job apply) $80 per billed hour - Any CA PsyD without CA Residency $85 per billed hour - Any CA PsyD with CA Residency $90 per billed hour - Any CA PsyD that lives in CA and works hybrid practicing Child and Adolescent Therapy We pay $30 per hour for training and required meetings, which helps reduce the burden of unpaid work that is often part of other roles. Benefits· Sick pay· Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges. · 401(k) plan with company contribution· Convenient work from home or hybrid options· Flexible schedule between 8 and 22 billed hours· Credentialing Support, Training and Development Opportunities, Growth Opportunities Not meeting all the requirements? Research indicates that women, communities of color, and historically underrepresented individuals are often hesitant to apply for jobs unless they meet every qualification. We are committed to cultivating a diverse, inclusive, and genuine workplace. If you're enthusiastic about this position but your previous experience doesn't precisely match every qualification listed, we enthusiastically encourage you to submit your application. You could be the ideal candidate for this role or others! Headlight is committed to the principles of diversity, equity, and inclusiveness and seeks to create a working environment reflective of this commitment. We seek to provide a diverse clinician base to support the diversity of our clients. Headlight supports and respects diversity of people, culture, and ideas throughout our organization. Headlight thrives to be a welcoming, diverse and discrimination- and harassment-free workplace. By applying for this position, you consent to receive future communications from Headlight via email or text regarding this application and related employment opportunities. You may opt-out at anytime by contacting us directly. Job Postings on Indeed and other job boards may post with total compensation (base + bonus). For the exact base salary range please check our careers site at *************************************** or **************************************

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Senior Associate, Private Client to The Warner Companies team in their Timonium, Maryland office. JOB PURPOSE Primarily responsible for service, operations, and implementation of recommendations within the Private Client area. This includes new business as well as service of the firms existing clientele as it relates to the investment and insurance lines of business. ESSENTIAL FUNCTIONS & RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each of these essential functions at a satisfactorily level. Other essential and non-essential functions may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Service * Facilitate implementation of financial and investment plans as presented by advisors. * Collaborate as a member of the private client team. Process account service requests and troubleshoot problems. Provide advisors with details about client contact and resolution. * Facilitate opening new investment accounts for clients and review transfers for completeness and accuracy, with a focus on the broker-dealer portion of the book of business. * Process direct carrier business, i.e. variable product and 529 related transactions (deposits, withdrawals, reallocations). * Process rollovers from clients' external retirement plans. * Administer annual process surrounding RMD's from client IRA and retirement plan accounts. * Assist with retirement plan administration and operations. * Update and maintain client information in CRM systems. * Maintain appropriate compliance logs/journals (submits to CCO weekly). Administration / Compliance * Facilitate annual audits by external sources (RIA custody, broker/dealer, etc.). * Administer annual regulatory filings at the direction of the CCO. * Prepare and facilitate delivery of advisory contracts and disclosure documents to clients/portals. * Assist with licensing and continuing education requirements for Broker Dealer and advisory representatives. * Ensure compliance with suitability requirements for B/D related transactions. * Ensure compliance with processes outlined in the RIA Compliance Manual. * Stay current with compliance and regulatory requirements and trends through research, seminars, and networking. MINIUMUM REQUIREMENTS & QUALIFICATIONS These describe the minimum level of qualifications needed for an individual to perform the essential functions of the position including education, licensure or certification, and any measurable, job-related experience. Bachelor's Degree. A minimum of five (5) years of experience in investment industry, preferably within a broker-dealer and/or registered investment advisor. Series 6 registrations and life/health insurance license are preferred or expected to be earned within 90 days of hire. KNOWLEDGE, SKILLS & ABILITIES * Knowledge of various account registration types, traditional and alternative investment products, variable products (incl. various annuity riders), retirement plan offering, back office/operations with RIA firm(s). (Schwab and/or Fidelity experience is a plus) * Proficient skills in Microsoft Office products with particular emphasis on Excel * Prior experience with Envestnet Tamarac software preferred * Strong business writing skills * Superior analytical and quantitative skills * Ability to demonstrate attention to detail with high degree of accuracy * Ability to multitask and prioritize a variety of activities * Ability to demonstrate a "client first" attitude * Ability to work on a team effectively * Ability to work successfully in a small company environment * Ability to understand the impact that various assumptions have on the outcome of a presentation and how variations in those assumptions impact the whole PHYSICAL REQUIREMENTS & ENVIRONMENTAL FACTORS The physical demands noted below are representative of those that will be required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please check all that apply. Time spent performing the physical activities should be indicated by the terms Never, Occasionally, Frequently or Continuous. This position is performed in a normal office environment that includes 75% sitting and less than 10% walking and/or standing. This is a position of frequently reviewing information on a computer screen and obtaining other necessary information via the phone. 50% of the information for this position is received in written form, 50% is received orally

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Private Client Sales Producer to their Warner Companies team in Timonium, Maryland. The Private Client Sales Producer requires a high-level selling ability along with strong marketing skills. The Sales Producer works directly with new business acquisition and is responsible for negotiating and affecting the acquisition and renewal of Private Client accounts/clients. The Sales Producer builds strong relationships with clients and carrier personnel to market negotiate and present solutions. Essential Functions: Works closely with Private Client team to develop sales and retention strategy Excellent presentation and public speaking skills Develops leads, attend prospect & client appointments while developing client relationship Keeps current with markets, products, and guidelines Collects detailed risk and underwriting information Prepares submission for the marketing of the accounts Prepares quotes and analysis as required Prepares and presents new/renewal high quality and accurate proposals to the client for presentation Participates in marketing meetings; attends carrier meetings/functions Identifies and pursues cross sell opportunities Develops and maintains open item checklists, timelines, and coordinates meetings to meet the objectives of the client service plans Develops strong relationships with clients, carriers, and referral sources (i.e. realtors, mortgage companies, title companies, etc.) Continuously networks and identifies opportunities for networking Binding and processing of new business Open communication with Account Managers and service team regarding pertinent information involving accounts Assists in various projects and provide overall support to the sales team Competencies & Qualifications: Strong negotiation, sales management, organizational, multitasking, motivational, verbal and written, problem-solving, comprehension, and self-discipline skills Ability to build good working relationships with clients and team members Capable and willing to make sound decisions in unusual circumstances Detail oriented with excellent follow-up Flexible and creative thinker regarding continuous improvements in efficiency and processes Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues Ability to handle stress of short time constraints and manage change Ability to work as part of a team as well as mentor others Education & Experience: State specific insurance license is required 4+ years agency experience with strong sales background Willingness to continue education is essential Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Employee Benefits Sales Consultant to their Corporate Synergies team in the Washington, DC Metro Region. The Employee Benefits Sales Consultant is an experienced sales producer who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients you will analyze and develop comprehensive solutions to meet your clients' goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business. Essential Functions Establish and build strong, integrity based relationships with C-level managers for companies of 100 employees plus Identify new potential clients and develop strategies to convert them to FRP clients Continually source referrals for developing additional contacts and new business opportunities Attend industry events to sources referrals and increase industry knowledge Attend training as needed to continue to develop selling/closing skills Meet or exceed set annual sales goals Competencies and Qualifications An ideal candidate will have: Bachelor's degree Business Administration, Communications etc. 5 plus years of selling B2B solutions to C-suite executives Knowledge of benefit plans and employee benefit terminology a plus Ability to cold call to set appointments with potential clients Ability to source referrals through industry related events Excellent communication skills both verbal and written Life & Health License Proficient software skills - Microsoft Office Products, CRM systems Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Medical Assistant/X-Ray or Radiology Tech to join our dynamic healthcare team in Tiny Town, TN. FT and PRN opportunities are available! ABOUT ASCESNION SAINT THOMAS URGENT CARE: Ascension Saint Thomas Urgent Care, with 18 locations in Tennessee, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 85 locations under seven brands. Ascension Saint Thomas Urgent Care's convenient, walk-in centers provide a range of healthcare services including treatments for injuries and illnesses, occupational health and wellness care. The centers are open seven days a week: Monday through Friday, 8 a.m. to 8 p.m., Saturday, 9 a.m. to 5 p.m., and Sunday, 1 p.m. to 5 p.m. Additionally, all Ascension Saint Thomas Urgent Care centers are Accredited Care Centers - a designation from the Urgent Care Association which recognizes the company's commitment to safety, quality, and scope of services. JOB SUMMARY: The Medical Assistant/X-Ray or Radiology Tech will be responsible for greeting patients, activating patient files and providing support to patients and medical staff. KEY RESPONSIBILITIES: The following duties and responsibilities generally reflect the expectations of this position but are not intended to be all inclusive. Other duties may be assigned. • Promptly greets patients when entering waiting area, exam room, and laboratory or x-ray room. • Consistently communicates with patients on wait times; provides direction to the next step in the treatment process • Provides solutions to patient problems and recognizes and seeks help in emergent / hazardous situations. • Provides timely follow up regarding lab and x-ray results. • Executes follow-up calls with sense of urgency. • Assists front desk personnel with patient check in/out procedures when necessary. • Obtains and accurately documents patient vital signs and weight, takes brief history, past medical, family and social history current medications, allergies and other pertinent historical information as appropriate. • Assists with patient transfers. • Assists with procedures directly supervised by the provider. • Assists in lab procedures under the supervision of the provider. • Prepares patients for radiologic procedures and follows established clinical and regulatory procedures in regards to patient safety and care; including proper radiation protection and shielding techniques. • Ensures that equipment is in proper working order and reports any malfunctions to the Regional Operation Manager or provider on duty. • Follows documentation procedures and completes required documentation related to patient visit. • Maintains examination room and stocks if necessary. • Adheres to infection control/safety guidelines and patient confidentiality policies. • Perform phlebotomy, injections, medical procedures and laboratory procedures appropriate for level of training under the direction of a provider. WHAT'S REQUIRED? • High school diploma or equivalent required • Minimum 1 year of experience as a Medical Assistant • Medical Assistant Certificate or equivalent experience • Valid State License to perform X-Rays • BLS Certification required FULL-TIME BENEFITS INCLUDE: • Competitive Salary • Medical, Dental, and Vision Options • Retirement savings plans • Continuing Education Reimbursement • Paid Time Off • and MORE! PRN BENEFITS INCLUDE: • Competitive Salary • 401K plan with company contribution • No-Cost Office Visits and generous discounts on some billable services

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Senior Associate, Private Client to The Warner Companies team in their Timonium, Maryland office. JOB PURPOSE Primarily responsible for service, operations, and implementation of recommendations within the Private Client area. This includes new business as well as service of the firms existing clientele as it relates to the investment and insurance lines of business. ESSENTIAL FUNCTIONS & RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each of these essential functions at a satisfactorily level. Other essential and non-essential functions may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Service Facilitate implementation of financial and investment plans as presented by advisors. Collaborate as a member of the private client team. Process account service requests and troubleshoot problems. Provide advisors with details about client contact and resolution. Facilitate opening new investment accounts for clients and review transfers for completeness and accuracy, with a focus on the broker-dealer portion of the book of business. Process direct carrier business, i.e. variable product and 529 related transactions (deposits, withdrawals, reallocations). Process rollovers from clients' external retirement plans. Administer annual process surrounding RMD's from client IRA and retirement plan accounts. Assist with retirement plan administration and operations. Update and maintain client information in CRM systems. Maintain appropriate compliance logs/journals (submits to CCO weekly). Administration / Compliance Facilitate annual audits by external sources (RIA custody, broker/dealer, etc.). Administer annual regulatory filings at the direction of the CCO. Prepare and facilitate delivery of advisory contracts and disclosure documents to clients/portals. Assist with licensing and continuing education requirements for Broker Dealer and advisory representatives. Ensure compliance with suitability requirements for B/D related transactions. Ensure compliance with processes outlined in the RIA Compliance Manual. Stay current with compliance and regulatory requirements and trends through research, seminars, and networking. MINIUMUM REQUIREMENTS & QUALIFICATIONS These describe the minimum level of qualifications needed for an individual to perform the essential functions of the position including education, licensure or certification, and any measurable, job-related experience. Bachelor's Degree. A minimum of five (5) years of experience in investment industry, preferably within a broker-dealer and/or registered investment advisor. Series 6 registrations and life/health insurance license are preferred or expected to be earned within 90 days of hire. KNOWLEDGE, SKILLS & ABILITIES Knowledge of various account registration types, traditional and alternative investment products, variable products (incl. various annuity riders), retirement plan offering, back office/operations with RIA firm(s). (Schwab and/or Fidelity experience is a plus) Proficient skills in Microsoft Office products with particular emphasis on Excel Prior experience with Envestnet Tamarac software preferred Strong business writing skills Superior analytical and quantitative skills Ability to demonstrate attention to detail with high degree of accuracy Ability to multitask and prioritize a variety of activities Ability to demonstrate a “client first” attitude Ability to work on a team effectively Ability to work successfully in a small company environment Ability to understand the impact that various assumptions have on the outcome of a presentation and how variations in those assumptions impact the whole PHYSICAL REQUIREMENTS & ENVIRONMENTAL FACTORS The physical demands noted below are representative of those that will be required to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please check all that apply. Time spent performing the physical activities should be indicated by the terms Never, Occasionally, Frequently or Continuous. This position is performed in a normal office environment that includes 75% sitting and less than 10% walking and/or standing. This is a position of frequently reviewing information on a computer screen and obtaining other necessary information via the phone. 50% of the information for this position is received in written form, 50% is received orally Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!