Wealth Management Specialist, Sr. jobs in Gainesville, FL

Wealth Management Specialist, Sr. 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, Sr. 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, Sr. 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. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Case Management Specialist - Case Management
  • Bravera Health Seven Rivers
  • Crystal, FL FULL_TIME
  • The Case Management Specialist is responsible for obtaining inpatient/observation authorizations for commercial payers. Provides clinical updates to commercial payers and communicates discharge planning updates when requested. Initiates Peer to Peer discussions with Insurance companies as appropriate. Provides administrative and clerical support to the Case Management Director and Case management team including assisting with audits, reports, and data collection. Assists in the coordination of daily activities and projects. Coordinates the flow of information between the Case Managers, Admitting, Business Office and insurance companies. Maintains denial log and works with the Shared Service Center regarding denial management. Participates in data collection projects and compiles data for presentation to Director, CFO, CEO and Physicians Committees. Manages the EQH process to ensure authorizations are obtained. Demonstrates a working understanding of federal and state regulations, departmental policies, particularly those related to discharge planning and utilization review

    Responsible for operational oversight of the CM Department , including but not limited to: Answers telephones, coordinates meetings, maintains filing systems and logs and schedules appointments as needed.. Orders all departmental supplies via Lawson system. Serves as a mentor to Patient Navigator.

    Manages the authorization and approval process for all Non-Medicare payers. Works with CM’s to ensure patients are in the appropriate level of care, so as to maximize facility reimbursement. In direct contact with payers to ensure initial clinical documentation is received and provides additional information when requested

    Manages the Concurrent review process for all insurances to ensure updated reviews are provided and additional days are authorized. Provides retro-reviews upon request.

    Maintains current knowledge on insurance plans and reimbursement mechanisms. Revises insurance contact list as needed and provides copies to all staff when revisions are made.

    Conducts secondary audit via Cerner Rev Cycle prior to account close-out and verifies critical components are met; and discharges are documented. Corrects any/all discrepancies prior to closing out account. 6. Monitors and provides clinical documentation to payers for labor and delivery admissions.

    Completes PACT audits for Medicare and Medicare Advantage claims

    Manages the denial process. Prior to denial, as a last resort, works directly with payers to provide requested documentation and/or coordinate P2P’s. Provides denial and clinical documentation to corporate appeals team. Tracks and trends denial data by entering into Cerner “Rev Cycle”, and provides to senior management for process improvement opportunities.

    Gathers, analyzes, and interprets, in various formats, department data and reports this information to the Dir CM and senior management. This data is used for process improvement opportunities and is a direct correlation of our HCAHPS scores.

    Maintains Revenue Cycle Work list and works with CM Director to ensure that all items are completed. Communicates with PAU (Pre-Arrival unit), SSC and billing/registration departments regarding patient accounts.

    Reviews accounts for possible adjustments due to non-payment and/or denials and coordinates with CBO to adjust and rebill.

    Communicates downgrades, changes, and/or corrections on patient accounts to SSC-Sarasota, Coding, and Billing to ensure claims are billed correctly to avoid penalties.

    Manages the EQH process for the newborn babies to ensure authorizations are obtained. Enters clinical information and obtains authorization for all retrospective reviews.

    Assist with concurrent insurance reviews when needed.

    Attends monthly staff meetings and Departmental /Administrative huddles as requested by CM Director.

    Attends monthly Denial Meetings, takes notes and completes minutes.


    • Education: High School Diploma required. Associates or Bachelor's Degree preferred
    • Experience: Minimum 1 year administrative experience required. Medical office, hospital, or insurance authorization experience preferred.


    Experience

    Required
    • 1 year(s): Minimum 1 year administrative experience required. Medical office, hospital, or insurance authorization experience preferred.

    Education

    Required
    • High School or better
  • 1 Month Ago

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Hotel Night Auditor
  • SR COMPANIES LLC
  • Crystal, FL OTHER
  • Job Details Job Location: Best Western Crystal River Resort - Crystal River, FL Salary Range: Undisclosed DescriptionQualificationsQualifications: *Essential Function To perform this job successfully,...
  • 4 Days Ago

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Breakfast Attendant
  • SR COMPANIES LLC
  • Crystal, FL OTHER
  • Job Details Job Location: Best Western Crystal River Resort - Crystal River, FL Salary Range: $11.00 - $12.00 Hourly Job Shift: Day Job DescriptionSummary: Responsible for enhancing and improving the ...
  • 5 Days Ago

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Hotel Barista
  • SR COMPANIES LLC
  • Crystal, FL OTHER
  • Job Details Job Location: Best Western Crystal River Resort - Crystal River, FL Salary Range: Undisclosed DescriptionQualificationsRequirements and skills Previous work experience as a Barista or Wait...
  • 5 Days Ago

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Hotel Laundry Attendant
  • SR COMPANIES LLC
  • Crystal, FL OTHER
  • Job Details Job Location: Best Western Crystal River Resort - Crystal River, FL Salary Range: Undisclosed DescriptionQualificationsQualifications: To perform this job successfully, an individual must ...
  • 6 Days Ago

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Hotel Night Auditor
  • Sr Companies Llc
  • Inverness, FL FULL_TIME
  • Summary: Responsible for enhancing and improving the SRHM / [Hotel Name] experience by providing outstanding service to our guests. Demonstrates and promotes SRHM’s core value of the Golden Rule which...
  • 11 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Gainesville, FL area

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Independent Insurance Claims Adjuster in Gainesville, Florida
  • MileHigh Adjusters Houston Inc
  • Gainesville, FL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Palatka, Florida
  • MileHigh Adjusters Houston Inc
  • Palatka, FL
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
  • Department Of The Treasury
  • Gainesville, FL
  • Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Rsch Regulatory Analyst III
  • University of Florida
  • Gainesville, FL
  • Rsch Regulatory Analyst III Job no: 531248 Work type: Staff Full-Time Location: Main Campus (Gainesville, FL) Categories...
  • 4/22/2024 12:00:00 AM

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Director, Financial Aid Operations
  • Santa Fe College
  • Gainesville, FL
  • Salary: $62,016.00 Annually Location : Northwest Campus, Gainesville Job Type: Full-Time Job Number: 23-0298R2 Division:...
  • 4/21/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Gainesville, FL
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/19/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Gainesville, FL
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/19/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Gainesville, FL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/18/2024 12:00:00 AM

Gainesville is located at 29°39'55" North, 82°20'10" West (29.665245, −82.336097), which is roughly the same latitude as Houston, Texas. According to the United States Census Bureau, the city has a total area of 62.4 square miles (161.6 km2), of which 61.3 square miles (158.8 km2) is land and 1.1 square miles (2.8 km2) is water. The total area is 1.74% water. Gainesville's tree canopy is both dense and species rich, including broadleaf evergreens, conifers, and deciduous species; the city has been recognized by the National Arbor Day Foundation every year since 1982 as a "Tree City, USA". Gain...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$100,258 to $143,656
Gainesville, Florida area prices
were up 1.5% from a year ago