Case Manager - LVN - ECM managing patient cases at Clinica Sierra Vista. Collaborating with Care Coordinators and Outreach Workers to ensure high - quality care.
About the role
- Senior Wealth Manager at TRPG building client relationships and providing comprehensive financial planning advice. Requires 5 years of industry experience and strong business development skills.
Responsibilities
- Source and acquire new clients to build business
- Use TRPG generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
- Follow up with prospective clients, maximize relationships, create referrals and referral partnership
- Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
- Develop and maintain a base of clients who value your input and guidance
- Work with clients to keep their financial plans current and aligned with their goals
- Maximize relationships, create referrals and keep SalesForce updated
- Research industry guidelines. Stay up to date with current events and market trends
- Comply with current policies and procedures for financial, investment, tax and insurance industry
Requirements
- At least 5 years of Financial Services industry experience
- At least 3 years of experience as a planning based Advisor
- FINRA Series 65 License or 7 and 66
- CFP designation is preferred
- Proficient in MS Office Suite and CRMs
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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