Investment representative jobs near me - 266 jobs

Datalign Advisory is a cutting-edge platform that provides AI-driven, data-centric financial advisory services, connecting users with expert advisors to optimize financial decision-making. Our goal is to revolutionize the financial advisory landscape by offering personalized, scalable solutions through advanced technology and data analytics. In 2022, we launched from Cambridge's innovation hub with Link Ventures as our lead investor. Today, we've connected over $50 billion in potential client assets with 13,000 trusted advisors. We are seeking an experienced and energetic Investment Advisory Representative to join our team on a part-time basis. This role is ideal for a seasoned financial professional looking for a flexible and rewarding opportunity to guide clients through the complex process of finding a financial advisory solution tailored to their goals. We are looking for candidates with a diverse skill set, a natural ability to connect with people of all backgrounds, and a passion for helping people get the services they need for a better financial future. You have experience with needs-based selling, connecting with customers, and a background in financial planning. You get excited by collaboration, a fast-paced environment, and delivering a life-changing product to millions of Americans in need.Why Join Us? Work with a dynamic team of financial professionals dedicated to delivering top-tier investment advisory services. Full-time schedule with competitive hourly compensation plus commission. Opportunity to make a meaningful impact on clients' financial well-being while leveraging Datalign Advisory's innovative platform and resources. What You'll Do: Guide Datalign Advisory prospects through the process of matching and connecting with financial advisory firms. Manage outreach and qualification process for prospects expressing interest in leveraging Datalign Advisory's platform to find a financial advisor Leverage customer skills, data, AI tools, and scripted talking points to simplify complex financial concepts effectively while building rapport and credibility with our prospect during client-centered discussions Stay current on market trends, regulatory changes, and industry terminology to provide informed recommendations. Build and maintain relationships with RIA partners, ensuring a high level of trust and service excellence. Work collaboratively with internal teams to optimize client experience and enhance service offerings. Drive innovation and process improvement by providing customer needs feedback to shape the product and partnerships we build Ensure full compliance with SEC and state regulations for RIAs. What You Bring: 3+ Years as a Invest Advisor Representative at a Registered Investment Advisory Firm (RIA), Brokerage firm, or in a similar financial advisory role. 2+ years of customer-centric sales experience and a proven history of hitting or exceeding targets Experience with multi-channel sales and customer support (phone, email, chat, SMS) Active Series 65 license (or equivalent SEC/State qualifications). Deep expertise in financial planning, investment management, and wealth advisory services. Excellent interpersonal and communication skills with a client-centric approach. Previous experience with CRM tools - Salesforce or similar platform Strong ability to work independently while being a key part of a collaborative team. Are a strong verbal and written communicator with the ability to identify and deliver unique customer insights to cross functional teams Join us at Datalign and help us revolutionize the way people access financial advisory services.

Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. We source a variety of properties including residential, multifamily, commercial, raw land, mixed use, and more. Rebuilt just secured a $65M Series A investment to fuel their expansion. We are looking to continue our geographic growth, increase our presence in established markets, and integrate relevant product offerings such as private lending, title & escrow, and property management. Rebuilt ( *************** ) is building a truly unique, vertically integrated real estate investment business fueled by unparalleled local market expertise and enabled by advanced technology solutions. Top Sales Performers Wanted | 3 Week Paid Training | No Real Estate Experience Required Are you a top producer in your current sales role-but feel capped on income or growth? Rebuilt is a rapidly growing wholesale real estate company looking for high-performing sales professionals from ANY virtual sales industry to join our team as Acquisition Agents. If you know how to build rapport, uncover motivation, negotiate confidently, and close deals, we can teach you the real estate side. WHAT YOU'LL DO AS AN ACQUISITION AGENT This is a true sales and negotiation role. You'll be the first point of contact with motivated property sellers and a key driver of company revenue. Responsibilities include: Speaking with inbound and outbound seller leads over the phone (leads provided) Building trust and uncovering seller motivation Evaluating properties and making offers Negotiating purchase agreements Getting properties under contract Consistently hitting and exceeding sales targets Sales backgrounds that translate well include, gym membership sales, time share sales, high ticket sales, car sales etc. WHO WE'RE LOOKING FOR We're looking for hungry, competitive, and coachable salespeople who want more. You're a great fit if you: Have a proven track record in sales (any industry) Thrive in a performance-based environment Communicate clearly and confidently Are coachable and open to feedback Want uncapped income and real growth COMPENSATION & GROWTH Paid 3-week training Progressive W-2 base + commissions High lead volume and structured process Clear performance metrics Benefits- medical, dental, vision, 401K WHY JOIN US? This isn't just another sales job. It's an opportunity to: Learn a high-income real estate skill Break into real estate investment without prior experience Join a fast-growing company with momentum Build a long-term, performance-driven career We hire for performance, not resumes. INDHP Grit // Authenticity // Responsibility // Discipline // Ownership We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. We believe our differences truly make us stronger.

Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses. Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development. QUALIFICATIONS Experience in investment banking, commercial banking, corporate finance, or similar fields A track record of: Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic Ability to have fun FINRA Series 79, 7, and 63 a plus but not mandatory to start EEO STATEMENT (Equal Employment Opportunity) Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.

About Us: ProShares has been at the forefront of the ETF revolution since 2006. ProShares now offers one of the largest lineups of ETFs, with over $85 billion in assets. The company is a leader in strategies such as crypto-linked, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns. Position Summary: The Senior Investment Consultant will be responsible for the distribution of all ProShares strategic product offerings through institutional relationships which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family Offices. The ideal candidate will develop and evolve a business strategy to optimize the entire client lifecycle (prospecting to final presentations) and maintain a service model for new and existing relationships. This individual should demonstrate a strong knowledge of the competitive landscape, financial markets, industry trends and ProShares products and services. The role will be expected to travel within an assigned territory to conduct office presentations, client meetings and one-on-one meetings. The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent, superior results. Additionally, as the role is an extension of ProShares brand with key clients, the Senior Investment Consultant should seek to represent the company through consistent displays of the firm's strong values and ethical behavior. Key Responsibilities [1] : 50% of time: Develop and maintain profitable, productive relationships with RIAs, family offices and other institutional segments within the assigned territory to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance the firm's success and market presence while meeting annual sales goals. 25% of time: Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients to grow assets within the strategic product range of ETFs. 10% of time: Develop solid working relationships with the field sales team through regular communication, on-going mentorship, training and delegation of responsibilities to ensure proper coverage of this important segment of clients. 10% of time: Understand and articulate capital market dynamics, complex product structures, and competitor ETF products. Provide the proper after-sales support and reporting to keep existing clients informed. 5% of time: Capture field activity and sales related data in CRM System and effectively manage firm resources, which includes travel expenses, entertainment and client support budgets. Qualifications: 10+ years of relevant work experience in the investment management industry, with experience in institutional relationship management, business development and financial services sales Strong academic background with advanced degree, and/or a professional designation such as a CFA. Must have established RIA and/or Family office contacts with established relationships across the wider institutional channel (such as endowments, foundations, Taft Hartley plans, other asset managers and OCIO service providers) Strong ability to drive client engagement process, recommend and execute within tight deadlines. Experience with exchange traded funds, mutual funds and/or interval funds Broad investment acumen, knowledge of capital markets, the asset management industry and product offerings The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $175,000-$200,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance. Our Benefits: Competitive pay and discretionary bonus Paid time off Health care benefits (medical, dental & vision) Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit 401(k) retirement plan with matching contribution Spending Accounts (Health Care, Dependent Care, and Transportation) Wellness Programs (fitness reimbursement, Employee Assistance Program) Education assistance Hybrid work schedule Additional Programs include peer recognition, corporate matching gift [1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions . Additional privacy information for CA residents EOE STATEMENT ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.

BITKRAFT Ventures Los Angeles, San Francisco, New York, Denver, Chicago, London, Lisbon, Madrid, Berlin, Cape Town, Singapore, Pune WHO WE ARE: BITKRAFT Ventures is a global leader in early-stage investments at the intersection of gaming, Web3, and immersive technologies. With over $1B in assets under management and 130+ portfolio companies, we empower visionary founders to shape the future of interactive entertainment and digital economies. We are a diverse, distributed team united by a shared mission: to identify and support innovative startups that will define the future of virtual worlds, economies, and experiences. At BITKRAFT, we focus on early-stage investments that fuel the convergence of physical and digital realities, a concept we call Synthetic Reality. We are excited to meet candidates who are passionate about shaping the future of gaming and immersive technologies and are eager to join our dynamic, fast-growing team. THE OPPORTUNITY Working on venture capital transactions and deal flow: You will proactively work in the deal team to analyze opportunities by thoroughly assessing founder teams, strategic fit with BITKRAFT, market potential, competitive dynamics, product KPIs, and customer metrics or user reviews. As part of your diligence, you will also make use of your own network of industry contacts, experts, and venture investors. You are able to build your own models and documentation to assist in your findings. You will liaise with the Partners at BITKRAFT to conclude investment decisions. Portfolio management: You will monitor and support BITKRAFT's portfolio management initiatives (e.g., KPI and business plan tracking, monitoring of fundraising plans, evaluating monthly financial reportings, reviewing strategy, and roadmap) to identify key areas where BITKRAFT can support. Origination of new deals: You will build strong relationships for BITKRAFT in the startup and venture capital community and be an ambassador for our firm, e.g., by identifying new investment opportunities as part of our incoming deal flow and by leveraging your network to identify exciting founding teams for BITKRAFT. Market trends and research: You will independently build expertise around exciting sectors to uncover promising business models and bring forward your own investment theses. YOU Strong ambition and a growth mindset Passion for and a solid understanding of startups and venture capital-a foundation in startups is helpful to build credibility in working with founders Knowledge of and passion for the games and interactive entertainment sectors (including working experience in the industry) Candid and clear communication, with strong interpersonal and relationship-building skills Strategic mindset with sharp quantitative and analytical thinking as well as great attention to detail: analytical, fact-driven yet pragmatic working style Autonomous working style, as well as the ability to synthesize and present complex data, while getting operational and working “hands-on” Demonstrated willingness to go the extra mile for new opportunities, portfolio companies, and other projects to score a big win for BITKRAFT Proven ability to lead and drive multiple projects at once, while adding creative ideas Dedication to our existing portfolio of companies and desire to proactively provide support for them Strong financial modeling, and research skills Team-oriented attitude and familiarity and passion for working in distributed teams and in remote working environments ADDITIONAL INFORMATION Language Skills: Excellent English, both spoken and written The position will require travel WHY JOIN BITKRAFT? At BITKRAFT, we foster a collaborative and entrepreneurial culture where innovation thrives. By joining our team, you will have the opportunity to work alongside passionate individuals who are driving the next wave of disruption in gaming, Web3, and immersive technologies. You will have the chance to make a significant impact on emerging companies while developing your career in the fast-growing field of venture capital. We offer competitive compensation and opportunities for personal and professional growth in a dynamic and supportive work environment.

About Latham & Watkins Latham & Watkins is one of the world's leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong. About the Practice Group Latham's preeminent Investment Funds Practice draws on deep experience and global reach to advise the world's most sophisticated fund sponsors and investors. We work across the full spectrum of private capital managers, serving as long-standing advisors to many of the most well-established global PE firms and asset management firms. We are also counsel to a broad range of emerging managers in the buyout, venture, and credit funds space. Latham helps clients form and structure a diverse array of private investment vehicles, leveraging capabilities across practices and across the firm to navigate the global securities, tax, and regulatory aspects of such funds. As an integral part of our relationships with asset managers we also advise on a full range of day-to-day compliance and corporate issues. Given our global platform, we provide funds clients with unique insights into the evolving regulatory and market environments in which they operate - regularly advising asset managers on complex or novel regulatory issues. As one of the most active firms advising on secondary transactions, we have extensive experience representing both sponsors and strategic investors across the full range of these dynamic transactions. We bring an exceptional track record and creativity to all our engagements, whether advising a seasoned manager, a first-time sponsor, or a large-scale institutional investor in the private capital space. About the Role The Investment Funds Practice is seeking to add highly qualified associates with a minimum of three years of experience in liquidity transactions, secondaries markets, and related fund operational matters, to join our 4th through 6th year associate class. The practice group acts as counsel for fund sponsors around the globe, comprehensively handling liquidity transactions including but not limited to continuation funds, recapitalizations, traditional LP portfolio sales, fund-level and GP-level preferred equity investments, and investments in firm sponsors. Main Contact Details ********************************** ********************* Additional Information Investing in the well-being of our lawyers and staff is among the firm's highest priorities. Through our “LiveWell Latham” program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life's moments - from building a family and taking care of loved ones, to managing your health and saving for the future. Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute. We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying. Please click here to review your rights under U.S. employment laws. In accordance with Latham & Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham & Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes. Los Angeles: Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link above to review the Ordinance. San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please click the link above to review the Ordinance. Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages “for each such violation,” among other things. Pay Range Associate Base Salary Discretionary bonuses may be available depending on application circumstances and position. Class of US Payroll 2026 $225,000 2025 $225,000 2024 $235,000 2023 $260,000 2022 $310,000 2021 $365,000 2020 $390,000 2019 $420,000 2018 $435,000

Job Description Austin, Texas, United States Ventures team reporting to Investor Relations Manager This is an onsite role The Investor Relations Associate will get to know every active investor in Texas and help facilitate millions in venture capital funding by connecting our portfolio founders to angels and venture investors. You will be responsible for the execution of key Investor Relations programs including Investor Office Hours, helping portfolio startups understand different fundraising options and access IR resources, onboarding new investors into our community, and assisting with the launch of new IR initiatives. You'll use Capital Factory's network of active investors and proprietary software tools to curate matches between investors and founders. You'll get three years of venture capital experience in a year by observing large volumes of early stage companies and learning how VCs view and evaluate potential investments. Capital Factory attracts the best startups in the state and connects them with exactly who they need to grow their business - whether that's their next partner, mentor, client, employee or investor. Our Ventures Team facilitates all of these interactions - and we're seeking a strong leader with a proven background in the startup community to optimize and grow our programming opportunities across Texas. Requirements What you will do… You'll make valuable introductions between founders and investors when there is mutual interest. Be the primary point-of-contact for investors, building a long term relationship. You'll be responsible for sharing relevant startups, events, and other opportunities with them, and tracking their engagement. Organize office hours, in-person and virtual, for investors to meet with relevant portfolio founders. Network with venture capitalists and angel investors to establish deal flow relationships with them. Attend events with investors and introduce new portfolio companies. Take calls and meetings with investors to better understand their investment thesis and which companies to introduce them to. Make over a dozen curated introductions between investors and our portfolio founders everyday. Attend our weekly Ventures Team Sync, Investor Relations Sync and other relevant meetings. Attend our monthly First Look events. You'll know you're successful if… Our Founders have an exceptional experience and receive meaningful value from connections made with our investor network. Our Investor Office Hours program continues to grow and meetings have a 90%+ utilization rate. Investors rave about the startups they meet with. You build strong relationships with our VIP stakeholders and receive introductions to new investors on a regular basis. You work with high-level professionals and don't get intimidated easily. Assigned tasks are completed in a timely manner with minimal mistakes and your team trusts you to execute independently. You have a productive and collaborative relationship with all internal teams, especially the Mentor, Venture Programs, and Ops Teams. About you… You have experience with the startup and technology markets. You have a basic understanding of startup funding terms, options, and mechanisms. You like using data to understand problems and make connections. You are organized and plan ahead, but you don't get stressed out when things change at the last minute. Because they will. You roll with it. You have a proven ability to manage multiple projects at a time while paying strict attention to detail. You have the ability to deliver high quality work, on time, in a dynamic organization under time pressure. You are able to work at least 45 hours per week. You do what it takes to get the job done! You plan to stay in Texas and fully commit to this position for 2+ years. About our team... We have a passion for startups and technology We have excellent written and verbal communication skills We are professional and presentable and greet everyone cheerfully. We're ready to deal with an immature student, a pushy salesperson, top VCs, a fortune 500 CEO, and even the President of the United States. We are excited to work in downtown Austin and have reliable transportation. We have a quiet place with fast internet where we can work remotely. We have a reliable laptop computer and smartphone. We are security aware. We have a passcode on our computers and phones and use a password manager. We are available during SXSW (Spring Break) and Startup Week (the week before Austin City Limits Music Fest). We get to Inbox Zero every day. Benefits 4 weeks paid time off (one week is between Christmas and New Year's) Personal health, vision and dental insurance paid 100% by Capital Factory Additional benefits such as 401k program (50% company matching), life insurance, short & long term disability and and employee assistance program Parental leave including 10 weeks paid leave for birthing parents and 4 weeks paid leave for non-birthing parents $1,000 personal innovation budget on your first year anniversary and then an additional $500 each anniversary thereafter Coworking membership at Capital Factory with garage parking space, metro pass, or rideshare credits and access to the onsite gym A priceless network About Capital Factory Capital Factory is the center of gravity for entrepreneurs in Texas, the number one startup state in the U.S. Hundreds of thousands of entrepreneurs, programmers, and designers gather day and night, in-person and online for meetups, classes, and coworking. With boots on the ground in Austin, Dallas, Houston and San Antonio, we meet the best entrepreneurs in Texas and introduce them to their first investors, employees, mentors, and customers. According to Pitchbook, Capital Factory has been the most active investor in Texas since 2010

Catio is building the world's first AI-powered Copilot for Tech Architecture-helping CTOs, architects, and developers plan high-ROI architectures, modernize and optimize their tech stacks, and make faster, smarter decisions using AI-driven intelligence. Backed by top-tier VCs and led by industry experts in AI, cloud, and enterprise architecture, we aim to democratize the intelligence and know-how for designing, evaluating, and evolving world-class tech stacks across industries worldwide. Join Our Talent Community for Future Roles at Catio Although we may not have a role open for you currently, we're in the midst of aggressive scaling and are always on the lookout for exceptional individuals to join our dynamic team in the future. We encourage you to apply. Why Consider a Future at Catio? Innovative Impact: We're not just developing a product; we're building a platform that has the potential of revolutionizing how companies can harness world class level tech stacks to propel their business. Culture of Collaboration: Thrive in a fully remote workplace that champions diversity, creativity, and thought leadership, working from anywhere with an amazing team. Unmatched Benefits: Enjoy a comprehensive benefits package, including health, dental, vision insurance, unlimited PTO, and a supportive work-life balance. Be Part of Something Bigger: Your work at Catio will have a tangible impact on companies worldwide, democratizing access to advanced tech architecture intelligence and know-how. Who We're Looking For: We're keen to connect with exceptional individuals who are passionate about technology, eager to tackle challenges, and ready to contribute to a dynamic team. While we're not hiring now and are gearing up to scale aggressively toward middle 2024, we're interested in hearing from individuals across various disciplines who believe they can become bar-raisers and can contribute meaningfully to our mission, to build the relationship! How to Express Interest: If you're inspired by the prospect of shaping the future of tech stack architectures and want to be considered for future opportunities with Catio, we invite you to share your resume and a brief note about your interest and potential fit for our team. Join our talent community today, and be the first to know about exciting roles as they become available. Catio: Where Your Future Is Built Today Shape the Future with Catio Join a world-class team of AI, engineering, and business leaders from Splunk, Atlassian, Dropbox, and more to build a category-defining platform. At Catio, we offer top-tier compensation for startups at our stage, ensuring highly competitive salaries along with significant equity in a rapidly growing, VC-backed company. We are also committed to fostering an inclusive and diverse workplace and welcome applicants of all backgrounds and identities. Join us and help revolutionize how companies plan and optimize their tech stacks using AI-driven intelligence!

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. Job responsibilities Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics Create financial business cases supporting business initiatives Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets Help design new reports and dashboards to efficiently deliver the financial results to senior management Enhance controls and streamline processes, introducing automation where possible Required qualifications, capabilities, and skills Bachelor's degree in Accounting, Finance or a subject of a technical nature 3+ years of work experience in Financial Services, and/or accounting/controller background Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management Proven track record for executing on special projects / assignments with little lead time or information Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow. Key Responsibilities: Conduct virtual consultations via phone or video with individuals who have requested information Identify client needs and offer tailored coverage solutions Follow up with prospects and manage your pipeline in our CRM Participate in ongoing training and mentorship sessions Work independently and meet individual performance goals What We Offer: Commission-based compensation with uncapped earning potential Warm, high-intent leads Remote work with flexible scheduling Access to ongoing coaching, scripts, and support Clear advancement path for motivated individuals Qualifications: No sales experience required-training provided Excellent communication and interpersonal skills Self-disciplined, goal-oriented, and coachable Comfortable using basic digital tools (Zoom, CRM) Must be legally authorized to work in the U.S. Life insurance license preferred (or willingness to obtain with guidance) Ready to take control of your time and income? Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle. Job Types: Full-time, Part-time, Permanent Pay: $67,090.60 - $80,797.28 per year Benefits: Dental insurance Flexible schedule Health insurance Vision insurance Compensation Package: 1099 contract Bonus opportunities Commission only Commission pay Work Location: Remote

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team. Essential Job Functions: Executes on client loan accounting and investor reporting functions utilizing SBO Performs remittance processing functions in support of client implementation and conversion functions Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact Provide ongoing system and business support for clients including researching and resolving production issues Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product. Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization. Such other activities as may be assigned by your manager Qualifications/ Requirements: Bachelor's degree in accounting or finance or equivalent combination of education and experience Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. 3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred Strong math and analytical skills Advanced skills with Microsoft Excel including experience manipulating large volumes of data Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported. Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills. Excellent communication skills, both verbal and written, in individual and group settings Experience with SBO loan accounting system a plus Ability to read and parameterize adjustable-rate mortgage (ARM) notes Experience in working with software development teams Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server. Experience testing software enhancements or bug fixes Understand and able to reconcile custodial accounts Self directed and motivated to deliver high quality solutions and services. #LI-AS1 #LI-Remote Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $70,000.00 - $85,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? Sign up for Empower's free newsletter and check out The Currency.

Job DescriptionBenefits: Competitive salary Opportunity for advancement Training & development *This role requires previous State Farm experience Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team. About Us: At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. About Mark Rossmiller Local State Farm agent in Sun City Center, Florida State Farm Experience since 1987 Chairman Circle Qualifier Offering Health Insurance FREE Insurance Review llinois State University Graduate Role and Responsibilities: As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include: Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements. Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement. Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner. Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support. Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency. Qualifications: To excel in this role, we are seeking candidates with the following qualifications: Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed. Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service. Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients. Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets. Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous. Licensing - Must have or be able to attain Benefits Ongoing training and development opportunities to enhance your skills and knowledge. A supportive and collaborative team that feels like family. Opportunities for career growth and advancement within the agency. Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my office HOURS 8:30-5:00 This is a remote position.

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business leaders on how to increase profitability and efficiencies. As an Associate in National Branch & Service Finance, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. **Job responsibilities** + Manage annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports + Complete efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics + Create financial business cases supporting business initiatives + Report on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area + Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management + Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets + Help design new reports and dashboards to efficiently deliver the financial results to senior management + Enhance controls and streamline processes, introducing automation where possible **Required qualifications, capabilities, and skills** + Bachelor's degree in Accounting, Finance or a subject of a technical nature + 3+ years of work experience in Financial Services, and/or accounting/controller background + Advanced skills in Excel and PowerPoint + Proficiency with data mining/gathering and manipulation of data sets + Inquisitive, enthusiastic and diligent, and capable of challenging peers + Strong verbal and written communication skills, with the ability to articulate complex issues clearly + Ability to create ad hoc reporting for senior management + Proven track record for executing on special projects / assignments with little lead time or information + Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills + Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams + Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 - EAD, OPT, TN, or L visas).. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $83,600.00 - $115,000.00 / year

Investment Associate (260000A8) Organization: Arts CouncilAgency Contact Name and Information: Jarred SmallUnposting Date: Feb 5, 2026, 4:59:00 AMWork Location: James A Rhodes Office Tower 33 30 East Broad Street 33rd Floor Columbus 43215Primary Location: United States of America-OHIO-Franklin County-Columbus Compensation: $53,602Schedule: Full-time Work Hours: 40 hours a week Classified Indicator: ClassifiedUnion: OCSEA Primary Job Skill: Grants AdministrationTechnical Skills: Budgeting, Accounting and Finance, Grants AdministrationProfessional Skills: Attention to Detail, Interpreting Data, Problem Solving Agency OverviewThe Ohio Arts Council (OAC) is a state agency that funds and supports quality arts experiences to strengthen Ohio communities culturally, educationally, and economically. With funds from the Ohio General Assembly and the National Endowment for the Arts, the OAC provides financial assistance to artists and arts organizations.Job Description*PLEASE NOTE: A cover letter and two professional references are required to be considered for this position. Please ensure your cover letter and references are attached to your application submission.*The Ohio Arts Council is looking for a dedicated, detail-oriented professional to assume the duties of Investment Associate (Grants Coordinator 2) in the agency's Investment Office.This Investment Associate will be responsible for supporting agency grant-making activities for both organizations and individuals as part of the agency's Investment Office, working in partnership across the agency's teams. The Investment Office staff forms the core of the agency's primary work as a grant-maker. Investment Associates assist the Human Resources & State Investment Director in managing critical agency functions for all grant programs, supporting sound stewardship of public funds. These investments in turn support the state's arts and cultural assets, including artists, arts education, and arts and cultural organizations. Duties include, but are not limited to:Facilitate grants administration work for all agency grant programs: monitor applications to assigned grant program areas; input and maintain data for applicants and grantees; prepare application materials for review panels; attend and provide technical support at panel meetings; input funding recommendations and prepare grants reports for review and approval; monitor and evaluate grant activities to assure adherence to grant agreement terms and compliance with relevant program guidelines; review submitted reports for completeness and accuracy; participate in program policy development work as directed.Read, interpret, and prepare technical reports: review applicant and grantee budgets, audits, and other documentation for completeness; assist in reviewing grantee budgetary materials for sound financial practices.Maintain excellent public relations: provide technical assistance to constituents over the phone, via email, virtually, and in-person; answer inquiries about grant program deadlines, eligibility requirements, award reporting, and other issues; conduct periodic site visits and other in-state constituent travel, especially to areas that have previously been underserved.Maintain the agency's online grant application system: be knowledgeable about system performance, functionality, and periodic upgrades or enhancements; provide reports and other outputs for board and agency leadership; perform routine updates to forms and configuration settings in response to user feedback; provide training and troubleshooting for staff as needed.Assist with special programs and projects: assist in special events (e.g. conferences, workshops, meetings, displays); represent the Investment Office in work teams and ad hoc committees as directed; perform other duties as directed in the agency strategic plan. Major Worker Characteristics:Knowledge of supervisory principles/techniques*; public relations; contract & grant preparation; accounting; budgeting. Skill in operation of personal computer*. Ability to define problems, collect data, establish facts, & draw valid conclusions; develop complex reports & position papers; gather, collate, & classify information about data, people, or things; calculate fractions, decimals, & percentages.(*) Developed after employment.Why Work for the State of OhioAt the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website! Our benefits package includes: Medical Coverage Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period Paid time off, including vacation, personal, sick leave and 11 paid holidays per year Childbirth, Adoption, and Foster Care leave Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more) Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation) *Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.QualificationsMinimum Class Qualifications For Employment:Three courses or nine months' experience in contract & grant preparation; three courses or nine months' experience in accounting; three months' training or three months' experience in public relations.Or six months' experience as Grants Coordinator 1, 63161.Or equivalent of Minimum Class Qualifications For Employment noted above.Supplemental InformationSome evenings and/or weekends are required. Occasional overnight travel may be necessary. As of the time of posting, this overtime-eligible position starts at a base pay rate of $53,602 annualized ($25.77/hour) within pay range 30.The Ohio Arts Council is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws. To request a reasonable accommodation due to a disability please contact ADA Coordinator Kim Turner at ************ or ***********************. When contacted for an interview, an applicant who requires special accommodations due to a disability should notify the office at the time of contact so that proper arrangements can be made. *In-House Note: Please submit a cover letter and current resume in support of your interest in the position.Submit application materials to:Ohio Arts ********************************************ADA StatementOhio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.Drug-Free WorkplaceThe State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

Job Description About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive. What You'll Do: Work remotely from anywhere in the U.S. Connect with clients who requested information - no cold calls Offer coverage options from trusted carriers Build relationships while protecting families Option to develop your own agency What We Offer: Comprehensive virtual training Step-by-step licensing guidance Flexible scheduling (PT or FT) Commission-based income with daily pay Bonus programs Warm leads and full team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Driven and coachable individuals Clear communicators Independent and goal-oriented Ready to earn a license (we help you) Requirements: U.S. resident, 18 + Background check Internet + phone + computer ⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market. Apply Now to take control of your career and income. Requirements Must be 18 years or older U.S. resident (currently hiring in the U.S. only) Must be able to pass a background check Willing to obtain a Life & Health insurance license (we help with this) Comfortable working remotely with internet access Strong communication skills Self-motivated and coachable Benefits Remote work - work from anywhere Flexible schedule - set your own hours No income cap - performance-based pay Access to warm leads - no cold calling Daily pay from top-rated insurance carriers Bonus structure available Licensing support for new agents Team mentorship & leadership development Potential to grow your own agency

We are seeking a financial clearance rep (FCR) to join our rehab services team! The FCR must be able to effectively articulate payor information in a manner such that therapists, patients and families gain a clear understanding of financial responsibilities.The FCR will be responsible for completing the insurance and benefits verification to determine the patient's benefit level for outpatient therapy services including physical, occupational, speech, cardiac, pulmonary, and hearing aids/audiology. They will obtain benefit levels, screen payor medical policies to determine if the scheduled procedure meets medical necessity guidelines, submit and manage referral and authorization requests/requirements when necessary, and/or ensure that pre-certification notification requirements are met per payor guidelines. They will provide support and process prior authorization appeals and denials, when necessary, in conjunction with revenue cycle and clinical staff. The FCR makes the decision when and how to work with providers, clinical staff, insurance payors and other external sources to assist in obtaining healthcare benefits. * FTE 1.0, authorized for 80 hours per pay period. * Schedule: Monday-Friday, 8:30am - 5:00pm. * Remote position. * Full benefits such as medical, HSA, dental insurance, vision insurance, 403b, PTO, health & wellbeing resources, Health & Wellness funding, and more! M Health Fairview Rehabilitation offers a broad range of services that serve patients across 10 acute-care hospitals, 3 post-acute settings and 70 outpatient adult and pediatric therapy clinics. Consisting of Physical, Occupational and Speech Therapy as well as Audiology and Cardiac & Pulmonary Rehab, our therapists collaborate with colleagues in all medical settings and offer dozens of specialty programs. As an academic health system with residency and fellowship programs and a rehab-focused clinical quality team, we have a collaborative culture that is centered on learning with an emphasis on evidence based, patient-centered care. Rehab's continuing education program offers continuing education courses per year at no cost to employees. Responsibilities * Practice excellent telephone etiquette and active listening skills. * Identify insurances for all new patients that require information/notification from the site for new, continuing, and observation patients. * Document and track all communication with insurers, clinic staff, and patients. * Document each step taken in the process of acquiring benefits, prior authorization, or confirmation compensability determination. * Document pertinent information for therapist use in contacting insurance carrier if further authorization is necessary. * Enters referrals with all pertinent information into Epic referral entry. * Initiate process to establish company account for worker's compensation patients and all other insurances as needed. * Informs patients/clinic/caregiver of denials by insurance companies when pre-authorizing services. * Contact patients with insurance issues such as termed insurance. * Develop a list of key contacts at insurance companies and develop positive working relationships to facilitate ability to retro-authorize claims and increase reimbursement. * Assist in training new insurance staff * Acquire insurance referrals from PCC, if required by insurance. * Submit appeals to insurances for prior authorization, if needed. * Incorporate new changes in insurance verification and adapt to changes in volume of workload. Required Qualifications * 1 year experience in insurance verification/eligibility, financial securing, prior authorization, or related areas. * Experience with electronic health record software. Preferred Qualifications * Associate of Science * Vocational/Technical Training * Epic experience * Insurance/benefit verification experience * Referrals and/or prior authorization experience * Knowledge of medical terminology and clinical documentation review * 2 years of experience working insurance/benefit verification, financial securing, or related areas using an EHR in a healthcare organization * Knowledge of computer system applications, including Microsoft Office 365 Benefit Overview Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: ***************************************************** Compensation Disclaimer An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored. EEO Statement EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker

Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools. * Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines. * Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information. * Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations. * Estimates and collects copays, deductibles, and other patient financial obligations. * Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements. * Applies recurring visit processing according to protocol. * Performs duties otherwise assigned by management. Qualifications: Required: * High school diploma or equivalent required * One year experience in patient access, registration, billing or physician office Preferred: * One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification Equal Opportunity Employer of Minorities/Females/Disabled/Veterans Additional Information * Schedule: Full-time * Requisition ID: 25005267 * Daily Work Times: Standard Business Hours * Hours Per Pay Period: 80 * On Call: No * Weekends: No