Wealth Management Specialist jobs in Macon, GA

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

S
Chronic Care Management Specialist
  • Southeast Medical Group P.C.
  • Macon, GA FULL_TIME
  • Description

    Is it your passion to help patients improve their health and manage their chronic conditions? As our practice continues to grow, we have a need for additional staff to engage our complex patients with multiple chronic conditions between office visits to help them stay on track.

    The Chronic Care Management Specialist is responsible for overseeing the care of patients with chronic illnesses, collaborating with healthcare providers, and implementing care plans to optimize patient health and well-being. The candidate will serve approximately 350 patients at the clinic(s) assigned.

    The Specialist must have one of the following: 

    - LPN Licensure strongly preferred

    - Nationally recognized Medical Assistant (MA) certification or Licensed Practical Nurse (LPN) certification. 

    - EMT-B, EMT-I, or EMT-P License from NREMT or GA State Board of EMS. 

    *Certifications will need to be provided prior to hiring.

    Requirements

    • Duties:
    • Conduct comprehensive assessments of patients with chronic illness to understand their medical history, current health status, and healthcare needs.
    • Develop individualized care plans in collaboration with patients, their families, and healthcare providers. The care plan must be shared with the overseeing provider.
    • Set goals and objectives for managing chronic conditions and improving overall health.
    • Coordinate and facilitate communication among healthcare providers, specialists, and support services to ensure a seamless continuum of care.
    • Monitor and track patient progress, adjusting care plans as needed.
    • Provide education to patients and their families about their chronic conditions, treatment options, medication, and lifestyle modifications.
    • Empower patients to actively participate in their own care and self-management
    • Connect patients with community resources, support groups, and other services that can enhance their overall well-being
    • Assist with navigating insurance coverage and financial assistance programs.
    • Maintain accurate and up-to-date patient records, including electronic health records (EHRs) to ensure continuity of care and compliance with regulations.
    • Collaborate with interdisciplinary healthcare teams, including physicians, nurses, social workers and other healthcare professionals, to optimize patient outcomes.
    • Participate in quality improvement initiatives to enhance the effectiveness and efficiency of chronic care management services.
    • Timely and proper communications with healthcare providers of any urgent health-related needs, medication refills, and appointment requests communicated by the patient.
    • Respects patient confidentiality at all times and treats patients with courtesy and respect.

    Required Skills:

    • Outstanding communication skills, both written and verbal.
    • Strong interpersonal skills.
    • Relevant clinical experience, particularly in chronic care management.
    • Familiar with relevant regulations and compliance standards.
    • Computer skills including data entry functions, the use of Allscripts or other various EHRs, and various software programs.
    • Time management skills.
    • Thrive in a team environment with the ability to establish and maintain effective working relationships with patients, caregivers, fellow team members, and healthcare professionals.
    • Self-motivated.
    • Ability to organize and manage competing priorities.
    • Ability to problem solve and show good judgment.
    • Knowledge of medical terminology.
    • Ability to react calmly and effectively in emergency situations.
    • Minimum requirement of a high school diploma or GED equivalent.

    Preferred, not required, skills:

    Proven work experience as a care manager or similar role.

  • 17 Days Ago

G
Project Management Specialist I
  • GovStrive LLC
  • Dublin, GA FULL_TIME
  • Title: Project Management Specialist I Location: Dublin Shared Services Center, Dublin, GA We are looking for a passionate, experienced professional who is ready to advance their career to the next le...
  • Just Posted

S
Chronic Care Management Specialist
  • Southeast Medical Group
  • Macon, GA FULL_TIME
  • DescriptionIs it your passion to help patients improve their health and manage their chronic conditions? As our practice continues to grow, we have a need for additional staff to engage our complex pa...
  • 1 Month Ago

N
Material Management Specialist- Journeyman
  • NANA Regional Corporation
  • Warner, GA OTHER
  • Work Where it Matters RiverTech, an Akima company, is not just another federal professional solutions contractor. As an Alaska Native Corporation (ANC), our mission and purpose extend beyond our excit...
  • 1 Month Ago

A
Warehouse Specialist
  • American Freight Management Company
  • Macon, GA FULL_TIME
  • Job Type: Full Time, Part Time Warehouse Specialist Requirements: High School Diploma or equivalent preferred Warehouse experience is a plus, but not required for consideration Maintain a positive att...
  • 21 Days Ago

C
Equipment Specialist
  • Credence Management Solutions, LLC
  • Warner, GA FULL_TIME
  • Overview Credence Management Solutions, LLC (Credence) is seeking an Equipment Specialist at the journeyman level to support our U-2 Intelligence, Surveillance, Reconnaissance/ Special Operations Forc...
  • 4 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Wealth Management Specialist jobs found in Macon, GA area

Macon (/ˈmeɪkən/), officially Macon–Bibb County, is a consolidated city-county located in the state of Georgia, United States. Macon lies near the geographic center of the state, approximately 85 miles (137 km) south of Atlanta, hence the city's nickname "The Heart of Georgia." Located near the fall line of the Ocmulgee River, Macon is the county seat of Bibb County and had a 2017 estimated population of 152,663. Macon is the principal city of the Macon metropolitan area, which had an estimated population of 228,914 in 2017. Macon is also the largest city in the Macon–Warner Robins Combined St...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$67,019 to $107,047
Macon, Georgia area prices
were up 1.5% from a year ago

Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
February 09, 2020
Wealth Management Specialist in Huntington, WV
So, always ask about the services a wealth management firm offer.
January 28, 2020
Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
January 07, 2020