days per week. The Accounts Payable/Payroll Specialist will be responsible for the following: Processes accounts payable, including recording invoices, payment of invoices and filing Runs manual checks as needed for payroll or reimbursement purposes Processes cash receipts, compiles and makes deposits Records bank, credit card and other platform deposits by income source Maintains accounting files Maintains and reconciles petty cash Processes payroll Assists in general ledger reconciliation Requirements for the Accounts Payable/Payroll Specialist include: 2+ years of accounting experience in AP and payroll Proficient in Microsoft Excel
to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform.
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience
A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs.
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients
and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important.
Our are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand.
Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.
While you build relationships here, you will also be building your career! We believe in being #Different Together. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or interactionual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
The base salary range for this position is $55,000 - $75,000 per year. -Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. - -We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. -These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
-Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner - / CFP- - - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.
-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Controller, Billing, Cost, and Rate Clerk, and Home Buyer s Consultant and others in the Accounting and Finance to apply.
poor client experience and a low ceiling on the number of clients a wealth manager can support. Savvy is a technology driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters quality time with clients.
We are able to grow rapidly by hiring/acquiring wealth managers with existing books of business and supercharging them with our software to make them dramatically more efficient and provide a better digital experience for them and their clients. We are a team of former founders and operators who have started and sold two companies and bring over two decades of experience from Brex,
Facebook, Airbnb, Uber, Door Dash, and Square. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of A-list executives from the wealth management industry.
The Role The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. In this high-impact role, you will operate in a very dynamic environment as an active wealth manager with clients where you will be responsible for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified high net worth prospective clients. You will
also work closely with the Product Development and M&A teams to shape the future roadmap of Savvys advisor technology platform, vet and convince other top wealth managers to join Savvy, and train new staff.
What You'll Do Develop new client relationships and support Business Development efforts. Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives. Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans. Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations. Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time. Advise the Product Development team on your or your clients pain points in effectively getting things done in order to build the best technology platform tailored to your needs.
Support the Growth team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform. What We're Seeking Must Have 10+ years of investment advisory experience An existing client book of business that you actively advise today Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) Excited by more ownership and the opportunity to have a meaningful impact Excited to work in the Fintech industry Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously Nice to have Past professional experience at a technology company BS or MS in an analytical or technical degree Experience working with clients whose assets are in excess of $1 million Depth of knowledge in at least one key area of financial planning Experience working with financial planning software Excellent organizational, analytical, critical thinking, communication and social skills, a proactive approach to problem solving, and take immediate ownership of your work allowing you to think big, adapt quickly, and act fast Benefits We Provide Access to best in class medical, dental, and vision plans Unlimited PTO + paid company holidays Solo 401(k) NYC office with breathtaking views in the heart of Manhattan Competitive total compensation package comprised of Revenue Participation and Equity Lunch, dinner, and snacks provided in the office Access to Teledoc ($0/visit telemedicine, 24/7 availability, family included) Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies Access to Health Advocate (Answers questions about plans, claims, and bills, Coordinates care, Books appointments, Family included)
to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities.
What does diversity, equity, and inclusion mean to Plante Moran? It means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. Plante Moran enjoys a " Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our "
principally in-person" model. ' We believe that face-to-face interactions are critical for individual and team development, though we're highly supportive of leveraging opportunities to work from home for focused, quiet time when needed.
Your role. Your work will include, but not be limited to: Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, and management buyouts Prepare detailed financial analysis to assist clients evaluating acquisition decisions Participate in client meetings and site visits while interacting with top-level management to acquire and backss important information for financial analysis Develop and review
financial forecasts Assist with development and review of financial reports to determine quality of historical earnings and assets and liabilities to be acquired Assist in preparing proposals and engagement letters The qualifications.
Bachelor's Degree in Accounting or Finance Preferred Certifications: CPA Minimum 3-5 years of experience in a Transaction Advisory services practice, an Audit or Consulting practice, or Investment Banking Percentage of Completion accounting (POC) or Over Time Revenue Recognition experience preferred Frequent travel throughout the region, with approximately 20% overnight travel Our difference. We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine's "100 Best Companies to Work For.
" At Plante Moran, we live by the Golden Rule, fostering a relatively " jerk-free" culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence. Apply now. Make your mark. This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. Plante Moran is committed to a diverse workplace.
We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive.
#LI-LS1#LI-Hybrid Colorado's Equal Pay for Equal Work Act (SB 19-085) Click here Salary Class Salary Colorado Equal Pay for Equal Work Act (SB 19-085) Information Compensation is commensurate with technical skills and experience and is provided in accordance with the CO Equal Pay for Equal Work Act. Compensation information posted is based on a position being located in the state of CO. Please review position location for applicable geographic location. Colorado monthly base range is as follows: $7,583.33 to $10,875.00 We are pleased to offer eligible staff a robust benefits package.
Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a balance fund, 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff.
A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.
treatment/procedure being scheduled when necessary. Requirements: 1. Balancing and reconciliation of time of service patient payments. 2. Submit authorization requests/follow up on requests with insurance companies for all MRIs, surgeries and injections. 3.
Upon receiving the anticipated surgical procedure codes from the surgeon, verifies insurance coverage, obtains pre- authorization, and communicates with the involved parties regarding benefit eligibility and other financial issues. 4. Notifies patients and practitioners of any services requested and/or referred that are not authorized by insurance. 5. Process and enter account payment information and adjustments into computer daily.
6. Answer patient billing questions both over the phone and in person. 7. Receives and resolves customer account problems and discrepancies. 8. Pre-collection of payments from patients on all procedures.
9. Review chart notes and submit claims to insurance companies for all office visits. 10. Notifies patients and practitioners of any services requested and/or referred that are not authorized by insurance. 11. Maintains timely, complete documentation and record keeping to ensure accurate continuity of patient care. 12. Other duties as assigned. Education: High school diploma or GED is required. A college degree is preferred. Experience: Requires a minimum of 2 year of billing experience.
Orthopedic or medical setting preferred. Previous experience in pre-authorization/pre-certification and processing of health insurance claims preferred.
Performance Requirements: Knowledge: 1. Knowledge of insurance and third-party payers. 2. Knowledge of basic coding, including CPT and ICD-9 coding. 3. Knowledge of current Medicare Compliance, OSHA, and HIPAA regulations. 4. Knowledge of rules, regulations, procedures, and work performed in the assigned area. Skills: 1. Excellent written and verbal communication skills and strong customer service skills. 2. Strong basic mathematical skills with a high degree of organization. Abilities: 1. Ability to establish/maintain cooperative working relationships with staff and providers.
2. Ability to communicate effectively and in a professional manner with patients using interpersonal skills. 3. Ability to communicate effectively and in a professional manner with all staff, managers and physicians. 4. Ability to prioritize, multi-task and work well in a fast-paced setting. Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, telephones and calculator. Work Environment: Position is in a well-lighted office environment. May be exposed to contagious diseases and other patient-related conditions.
Physical Requirements: Combination of sitting, standing, bending, light lifting and walking. Requires a full range of body motion including manual and finger dexterity and hand-eye coordination. Requires corrected vision and hearing to a normal range. Requires the ability to manage stressful situations. Occasional stress from varying demands. COVID-19 considerations: We follow CDC recommendations for a safe working environment. Masks, hand sanitizer and social distancing. COVID-19 vaccination required to be considered for this position Company Paid Benefits Employee HDHP Plan Basic Life/AD&D -Guardian16 days of PTO per year7-7.5 paid holidays per year EAP401(k) Safe Harbor Contribution Benefit Options Requiring Employee Contributions-- Medical-- HSA and FSA-- Dental-- Vision-- Short-Term Disability-- Voluntary Life and AD&D-- Flex Spending Accounts-- General Purpose Healthcare FSA-- Optional Protection Benefits (Accident, Hospital Indemnity, Cancer Care and Critical Illness Insurance)-- 401K 1.
Balancing and reconciliation of time of service patient payments. 2. Submit authorization requests/follow up on requests with insurance companies for all MRIs, surgeries and injections.
3. Upon receiving the anticipated surgical procedure codes from the surgeon, verifies insurance coverage, obtains pre- authorization, and communicates with the involved parties regarding benefit eligibility and other financial issues. 4. Notifies patients and practitioners of any services requested and/or referred that are not authorized by insurance. 5. Process and enter account payment information and adjustments into computer daily. 6. Answer patient billing questions both over the phone and in person. 7. Receives and resolves customer account problems and discrepancies.
8. Pre-collection of payments from patients on all procedures. 9. Review chart notes and submit claims to insurance companies for all office visits. 10. Notifies patients and practitioners of any services requested and/or referred that are not authorized by insurance. 11. Maintains timely, complete documentation and record keeping to ensure accurate continuity of patient care. 12. Other duties as assigned. Education: High school diploma or GED is required. A college degree is preferred. Experience: Requires a minimum of 2 year of billing experience. Orthopedic or medical setting preferred.
Previous experience in pre-authorization/pre-certification and processing of health insurance claims preferred. Performance Requirements: Knowledge: 1. Knowledge of insurance and third-party payers. 2. Knowledge of basic coding, including CPT and ICD-9 coding. 3. Knowledge of current Medicare Compliance, OSHA, and HIPAA regulations. 4. Knowledge of rules, regulations, procedures, and work performed in the assigned area. Skills: 1. Excellent written and verbal communication skills and strong customer service skills. 2. Strong basic mathematical skills with a high degree of organization.
Abilities: 1. Ability to establish/maintain cooperative working relationships with staff and providers. 2. Ability to communicate effectively and in a professional manner with patients using interpersonal skills. 3. Ability to communicate effectively and in a professional manner with all staff, managers and physicians. 4. Ability to prioritize, multi-task and work well in a fast-paced setting. Equipment Operated: Standard office equipment including computers, fax machines, copiers, printers, telephones and calculator. Work Environment: Position is in a well-lighted office environment. May be exposed to contagious diseases and other patient-related conditions.
Physical Requirements: Combination of sitting, standing, bending, light lifting and walking. Requires a full range of body motion including manual and finger dexterity and hand-eye coordination. Requires corrected vision and hearing to a normal range. Requires the ability to manage stressful situations. Occasional stress from varying demands. COVID-19 considerations: We follow CDC recommendations for a safe working environment. Masks, hand sanitizer and social distancing. COVID-19 vaccination required to be considered for this position Company Paid Benefits Employee HDHP Plan Basic Life/AD&D -Guardian16 days of PTO per year7-7.5 paid holidays per year EAP401(k) Safe Harbor Contribution Benefit Options Requiring Employee Contributions-- Medical-- HSA and FSA-- Dental-- Vision-- Short-Term Disability-- Voluntary Life and AD&D-- Flex Spending Accounts-- General Purpose Healthcare FSA-- Optional Protection Benefits (Accident, Hospital Indemnity, Cancer Care and Critical Illness Insurance)-- 401KCompensation details: 18-27 Hourly Wage PI06edd25db0ef-25660-30161155
Holiday pay for company designated holidays Overview Good people, working with good people, for our common good. Sound good? Ke HE-a natural, organic, specialty and fresh food distributor-is all about " good" and is growing, so there's never been a more exciting time to join our team.
If you're enthusiastic about working in an environment with a people-first culture and an organization committed to good living, good food and good service, we'd love to talk to you! Primary Responsibilities The Quality Control Auditor performs quality control (QC) functions, including checking pallets for construction integrity, identifying mispicks and misplaced cases. Quality Control Associate
will also work with selectors to correct all errors and rebuild pallets. Why work for Ke HE? Full-time Pay: $19/hr + $1/hr for working in cooler Schedule: 9am start, Sun-Thurs PAID WEEKLY!
Benefits in only 30 days!401(k)Dental Insurance Health Insurance Life Insurance Paid Time Off Tuition Reimbursement Vision Insurance Employee Stock Ownership (you will receive shares of company stock) Essential Functions Review individual orders to determine correct quantities, packing, and general accuracy of selected orders. Complete required level of QC sampling, and required load audit forms. Consult with appropriate Supervisor regarding any problems identified in the QC process including quality
issues not meeting standards and/or potential safety issues. Ability to coach selectors on job quality and efficiency.
Other duties and special projects as requested. Must maintain good attendance. Maintain safe work practices. Maintain safeguards of confidential company information. Minimum Requirements, Qualifications, Additional Skills, Aptitude High School Diploma or GED required. A minimum of one (1) year experience in QC role and/or product knowledge required. Must be proficient with MS Office. Qualifications / Additional Skills / Aptitude: Ability to communicate well with internal customers and management. Ability to efficiently work independent of direct supervision.
Excellent attention to detail. Must be resourceful and well organized with an ability to work on multiple projects with minimal supervision. Physical Requirements: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to carry, lift and/or move up to 75 pounds. The associate is required to sit. The associate is frequently required to stand, walk, and climb.
While performing the duties of this position, the associate is subject to a warehouse environment where temperatures can vary from very cool to very warm. The associate is also exposed to outside weather conditions. The noise levels in the work environment are typically low to moderate.
commercial product development, and distribution. Summary This role will investigate, review and approve or decline domestic and international credit applications and credit orders within delegated authority in accordance with established policies, practices and procedures.
Key Responsibilities Evaluates status of selected Accounts Receivable collections, then takes necessary and authorized actions. Call past due accounts and make arrangements for payment of past due invoices. Maintains accurate records of all Accounts Receivable transactions. Takes direction from senior staff and develops technical skills. Investigates, reviews and recommend credit lines on new and existing customers
while working within departmental guidelines, procedures and policies. Knowledge of accounting practices - research and problem solving to ensure payments are posted correctly.
Ensure invoices/credit memo/reinvoice are posted to the correct accounts for resolution. Typical Education Bachelor's degree (B. A. or B. S. ) from 4 year college or university Relevant Experience Handle customer and internal relations diplomatically and firmly when required. Conduct business affairs with uncompromising honesty. Required Certifications Other Information Extraordinary customer service skills are a high priority in this job; those skills include acting as a liaison between customers, sales force
and management. Must reside or be willing to relocate to Loveland, Colorado.
Job Requisition ID: 16294Travel Required: Less than 10%Location(s): SGS Office - Loveland Country: United States Wage range or rate of pay: $50-55k Plus annual incentive plan eligibility The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. Attractive total rewards package that includes: Medical, dental, vision coverage 401(k) savings plan Paid Family Building Leave Generous Paid Time Off - Eligible employees may accrue up to 160 hours in year 1 10 Paid Holidays Relocation Assistance Program (where applicable) Education Assistance Benefits details available at The J.
R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, interaction, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, interactionual orientation, military or veteran status, marital status, or any other protected status.
to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform.
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience
A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs.
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients
and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important.
Our are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand.
Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.
While you build relationships here, you will also be building your career! We believe in being #Different Together. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or interactionual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
The base salary range for this position is $55,000 - $75,000 per year. -Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. - -We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. -These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
-Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner - / CFP- - - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.
-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Controller, Home Buyer s Consultant, and Bookkeeper and others in the Accounting and Finance to apply.
to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
Join us! Job Description: This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM.
This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities
to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
--- Collaborates effectively to get things done, building and nurturing strong relationships. --- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
--- Is confident in identifying solutions for new and existing clients based on their needs. --- Communicates effectively and confidently, and is comfortable engaging all clients. --- Has the ability to learn and adapt to new information and technology platforms. --- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). --- Applies strong critical thinking and problem-solving skills to meet clients' needs.
--- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. --- Efficiently manages your time and capacity. --- Focuses on results, while acting in the best interest of the client. --- Can be flexible to work weekends and/or extended hours as needed. You'll be more prepared if you have (desired skills): --- Experience in financial services and knowledge of financial services industry, products and solutions. --- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
--- Six months of cash handling experience. --- Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40
off and a 401k with company match The Company: Paleovalley is a health-conscious snack and supplement company.
We are committed to making delicious, high-quality products that do not cut corners. We source from organic farmers using regenerative agricultural practices.
Our goal is to support our customers with better alternatives to the health-damaging junk foods and synthetic supplements lining the grocery store shelves. Wild Pastures is on a mission to transform the meat industry. We deliver 100% grass fed, pasture-raised, environmentally-regenerative beef, chicken and pork and sustainably caught, wild seafood directly to our customers’ doors. We have incredibly high standards
for our meat – all being raised in the USA by small-scale family farmers on lush pastures free from any and all chemicals. The Opportunity: The Staff Accountant will be responsible for supporting the accounting function across the Paleovalley and/or Wild Pastures organization.
The Staff Accountant will prepare, analyze, and review financial statements using accounting principles, support accounts payable and accounts receivable, and perform financial forecasting and benchmarking. They will review financial statements for completeness, accuracy, and compliance, and will prepare and maintain financial records to track the organization's assets, liabilities, profit and loss, tax liabilities,
and other related financial activities. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Performs financial forecasting, reviews financial benchmarking, and creates and manages budget. Reconciles cash disbursement accounts, supporting payroll, customer accounts, and other financial accounts; manages accounts receivable collections. Verifies and/or completes payment of invoices associated with accounts payable and ensures payments are charged to the appropriate accounts. Performs general cost accounting and other related duties for the organization. Maintains the general ledger.
Codes invoices, reconciles accounts, and closes the monthly books. Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit. Communicates regularly with bankers and accountants. Assists with filing tax forms with federal, state, and local government agencies. Reviews monthly balance sheets, income statements, and profit and loss statements prepared by the bookkeeper. Coordinates with software vendors to maintain accounting software systems; recommends updates to enhance the accounting software. Manages the purchasing and invoicing system.
Maintains knowledge of acceptable accounting practices and procedures. Performs other related duties as assigned. Competencies: Excellent verbal and written communication skills. Excellent organizational skills and attention to detail. Knowledge of general financial accounting and cost accounting. Understanding of and the ability to adhere to generally accepted accounting principles. Ability to correctly prepare tax reports. Proficient with Microsoft Office Suite or similar software, including Excel and/or Google Sheets Proficient with accounting software, including Quickbooks Online or equivalent.
Required Education and Experience: At least 5 years of related accounting experience required. Preferred Education & Experience: Bachelor's degree from a regionally accredited institution in Accounting, or a related field, preferred. Experience in forecasting and benchmarking preferred. Experience in e-commerce, especially with multi-state entities, preferred. Experience with health food companies or agriculture would be a plus. Knowledge of and/or Fulfil. io is a plus. Work Environment and Physical Demands: This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies that weigh up to 10 pounds, and to bend and stand as necessary.
Position Type/Expected Hours of Work: This is a full-time position during regular business hours. Occasional evening and weekend work may be required as job duties demand. Travel: This position does not require travel. Work Authorization/Security Clearance (if applicable): The employee must be authorized to work in the United States. #LI-remote EEO Statement: Paleovalley and Wild Pastures are an equal opportunity employer. Employment and processes, including decisions to hire, promote, discipline, or discharge, are based on merit, competence, performance, and business needs.
We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, interactionual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. E-Verify: Paleovalley & Wild Pastures participate in E-Verify, the federal program for electronic verification of employment eligibility. Powered by Jazz HR
