Finance Consultant Salary at Neora Llc BETA

Job Description Job Description Career Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to help clients achieve their financial goals. New York Life and its affiliates are dedicated to prudent financial management, high-quality products and impeccable service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and

Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. InTouch Credit Union is a not-for-profit community credit union with branches in three states: Texas, Nevada, and Michigan. While our charter was originally granted in 1974 to serve Electronic Data Systems (EDS) employees in the Dallas area, ITCU now serves 93,030 members across the U.S. as well as more than 20 countries around the world and encompasses assets of $1,042,128,209. As our brand promise says, we are committed to creating positive value propositions by delivering money management tools and financial services through high-quality, proven digital systems at competitive prices." We are dedicated to working for you and your financial well-being! A few minutes of your time to open an account will provide a lifetime of benefits to you, your family or your

Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations. How You Will Contribute: Oversight of monthly financial reports Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts. Participate in prospective client finalist presentations to represent the Brown & Brown financial strategy Performing demographic analysis, claims reviews, and other projects on pros

**JOB SUMMARY** The Financial Counselor is responsible for performing financial clearance functions, including but not limited to, verifying insurance eligibility and benefits, ensuring authorizations and providing price estimates. This position facilitates resolution in disputed billing issues which require intense interaction with patients. This position also serves as subject matter expert in financial assistance policies, facility point of service collections and provides support on special projects. **SHIFT AND SCHEDULE** Full Time: Monday to Friday: 8:30 am to 5:00 pm **ESSENTIAL FUNCTIONS OF THE ROLE** + Works closely with facility leadership to ensure all patients are financially cleared and screened. + Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing. + Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service. + Follows

Financial Advisor Location: Remote, U.S.A. Job Type: Full-Time Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Advisor to our dynamic team! At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Key Responsibilities Your day-to-day work will focus on: Meeting with clients to understand their financial goals, risk tolerance, and unique challenges. Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization. Regularly reviewing and adjusting financial plans to reflect clients' evolving needs

SUMMARY The Financial Analyst will report directly to the Vice President of Financial Planning & Analysis and actively partner with him/her, the FP&A Senior Analyst, the Accounting team, and other functions to perform financial analyses to help drive strategic decision-making and profitable growth for Buff City Soap. KEY RESPONSIBILITIES Report on and analyze sales, financial and operational data Develop annual financial budgets and period results reports Create regular forecasts based on actual performance against budget Create financial models based on analyses to support organizational decision making Develop financial plans and reports for various functional stakeholders Analyze industry and competitive trends and make recommendations based on those trends Develop automated reporting and forecasting tools for more efficient use of data Performs other related duties as assigned BASIC & PREFERRED QUALIFICATIONS Bachelor's degree in Economics, Finance, Accounting, or related disciplin

Overview: Youre going to want to be a part of the Dallas Regional Medical Center Team!!! As a member of Prime Healthcare, we offer incredible opportunities to expand your horizons and be a part of a community dedicated to making a difference. We are a 202- bed acute hospital accredited by the joint Commission that offer a wide range of medical services including 24/7 emergency care, cardiology, wound care, surgical services, cardiac catheterization, and imaging. The hospital is the on Certified Stroke Center, Accredited Chest Pain Center and labor and Delivery unit in the area. In addition, Dallas Regional is the only Trauma Center for 13 miles and was the first accredited Geriatric Emergency Room in Dallas County. The hospital os a recipient of Healthgrades Patient Safety Excellence Awards, 15 Healthgrades Five-Star rating over the past three years. We offer: Competitive compensation Generous benefit plan: medical, dental, vision and 401k Substantial PTO Continuing education opportuni

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 2300 W White Ave Ste 105, McKinney, TX This job posting is anticipated to remain open for 30 days, from 10-Feb-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you.