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Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo
Posted 5 days ago
This role, which performs all transactions typically associated with both the Teller Line and Platform, focuses on 100% client satisfaction while maintaining operational soundness and achieving market, branch and personal goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Receives checks and cash for depo
Posted 7 days ago
EisnerAmper
- New York, NY / Miami, FL / San Francisco, CA / 4 more...
Tax Director Real Estate At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to
Posted 8 days ago
The Financial Counselor works with patients/family members to secure payment of all self pay balances including deductibles and/or copayment amounts, and maintains Upfront Cash detail report. Job Duties/Responsibilities Assist with Obtaining required income documentation and forms for patients who qualify for Charity/Indigent Care. Makes necessary phone calls and generate
Posted 10 days ago
Provides financial information to clients, verifies accuracy and completeness of patient financial records prior to outpatient service, scheduled inpatient admission and/or inpatient discharge when the admission has been unplanned. Ensures that financial arrangements are completed according to the financial policies and procedures. Performs Quality Assurance reviews on re
Posted 10 days ago
Our Story As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry leading financial services firm managing approximately $100B+ in client assets and offering objective wealth management advice. Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, f
Posted 11 days ago
The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Sup
Posted 11 days ago
Advises and counsels students and parents regarding the financial aid process Analyzes and evaluates student financial needs Advises on availability of financial assistance Participates in outreach activities and presentations to students, parents, high school counselors, and the community in workshops and training sessions Attends professional workshops, meetings, and tr
Posted 12 days ago
Advises and counsels students and parents regarding the financial aid process Analyzes and evaluates student financial needs Advises on availability of financial assistance Participates in outreach activities and presentations to students, parents, high school counselors, and the community in workshops and training sessions Attends professional workshops, meetings, and tr
Posted 12 days ago
Surgery Partners
- Brentwood, TN / Memphis, TN / Birmingham, AL / 7 more...
Are you located outside of Nashville? If so, no worries! This role can be performed remotely, from anywhere within the states!! JOB TITLE Leave Advisor GENERAL SUMMARY OF DUTIES The Leave Advisor will be responsible for processing and administering leave requests and accommodations that arise under the Family and Medical Leave Act (FMLA), the Americans with Disabilities A
Posted 12 days ago
Advises and counsels students and parents regarding the financial aid process. Analyzes and evaluates student financial needs. Advises on availability of financial assistance. Participates in outreach activities and presentations to students, parents, high school counselors, and the community in workshops and training sessions. Attends professional workshops, meetings, an
Posted 12 days ago
Gartner
- Irving, TX / Fort Myers, FL
About the role The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client's business priorities, breakdown challenges, and identify the most effective ways to support the client in making the right decisions for t
Posted 13 days ago
EisnerAmper
- New York, NY / Iselin, NJ / Miami, FL / 6 more...
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t
Posted 14 days ago
EisnerAmper
- New York, NY / Iselin, NJ / Miami, FL / 6 more...
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t
Posted 14 days ago
Blue Cross and Blue Shield of North Carolina
- Chapel Hill, NC / Huntsville, AL / Phoenix, AZ / 24 more...
The Sr Financial Advisor leads and coordinates work efforts to provide divisional leadership teams with analytical insight, financial discipline and business outputs to actualize our financial strategy. Works collaboratively to build cross functional relationships and drive financial results. Functions as financial strategy leader with assigned business partners to create
Posted 15 days ago
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