Conseiller patrimoine
Location
France
Posted
64 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Conseiller patrimoine
CMO PATRIMOINE
Nous recherchons un Conseiller en Gestion de Patrimoine (CGP) / Conseiller en Investissements Financiers (CIF) indépendant, passionné par la finance et le conseil patrimonial. En tant que professionnel indépendant, vous accompagnerez vos clients dans l’optimisation de leur patrimoine et la réalisation de leurs projets financiers, en toute indépendance et avec un large choix de solutions. Vos missions Vos missions : - Analyser la situation patrimoniale, fiscale et financière des clients. - Élaborer des stratégies patrimoniales adaptées aux besoins et objectifs des clients. - Conseiller sur les placements financiers, assurances-vie, produits d’épargne, immobilier, retraite et prévoyance. - Développer votre portefeuille clients et entretenir une relation de confiance durable. - Suivre les évolutions réglementaires et fiscales pour garantir un conseil conforme et optimal. Vos compétences Profil recherché : - Titulaire du statut CIF ou motivation à l’obtenir. - Volonté d’apprendre et intérêt pour la finance, la gestion de patrimoine et le conseil. - Forte orientation client, sens de l’écoute et pédagogie. - Autonomie, rigueur et esprit entrepreneurial. - Capacité à travailler en toute indépendance tout en collaborant avec nos partenaires. Avantages Nous offrons : - Un environnement professionnel stimulant et flexible. - Accès à des outils performants de suivi et d’analyse patrimoniale. - Formation continue et accompagnement pour le développement de votre activité. - Un nombre important de partenaires de qualités. - Rémunération attractive et évolutive selon vos résultats. - Possibilité de développer votre activité à votre rythme, tout en bénéficiant d’un soutien professionnel. Merci d’envoyer votre CV à cmo.patrimoine@gmail.com. Nous vous recontacterons dans les 48h après réception de votre CV.
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Closer AI - vendedor de parcerias
ABC Financial ServicesABC Fitness is the #1 software provider for fitness businesses of any size, all around the world. Supporting 30K clubs, 650K coaches, 40M members, and processing more than $12B in payments every year, ABC Fitness provides scalable, data-driven solutions to simplify club management and engage members and clients. From personal trainers, boutique studios, and gyms, to international franchise health clubs, ABC Fitness will move your business forward through technology and industry insights. Innovation is at the center of everything we do, across ABC Glofox, ABC Ignite, ABC Trainerize, and ABC Evo. Let's make your fitness vision a seamless reality, together.
Junte-se à ABC Fitness e faça parte de uma cultura tão ambiciosa quanto autêntica. Vamos transformar o futuro do fitness — juntos! Nossos Valores Best Life Acreditamos que um grande trabalho começa com grandes pessoas. Por isso, nossa cultura é construída com base no respeito, na confiança e no sentimento de pertencimento. Criamos um ambiente inclusivo onde cada membro da equipe pode trazer sua autenticidade para o trabalho — porque perspectivas diversas impulsionam a inovação e geram impacto significativo. Mentalidade de Crescimento Somos realizadores, pensadores e sonhadores. Na ABC Fitness, o seu crescimento é o nosso investimento. Por meio de aprendizado contínuo, mentoria e oportunidades de desenvolvimento profissional, capacitamos você a alcançar novos patamares — pessoal e profissionalmente. One Team Desde o primeiro dia, você fará parte de uma equipe que colabora, celebra e se importa. Agimos com rapidez, apoiamos uns aos outros e nos divertimos ao longo do caminho. Porque quando você prospera, todos prosperamos. INTRODUÇÃO Buscamos um(a) Closer de Parcerias IA para atuar na linha de frente da comercialização de soluções de Inteligência Artificial, trabalhando com múltiplos parceiros estratégicos (tecnologia, plataformas, integrações e serviços). Esse papel é altamente estratégico e orientado a números: você será responsável por estruturar propostas, analisar viabilidade econômica, otimizar conversões e fechar negócios complexos com base em dados, métricas e ROI. O QUE VOCÊ FARÁ - Atuar como Closer de Parcerias IA, conduzindo negociações B2B de soluções tecnológicas e produtos baseados em Inteligência Artificial. - Identificar, qualificar e priorizar oportunidades comerciais com base em dados, métricas e potencial financeiro. - Analisar a viabilidade econômica das parcerias. - Conduzir apresentações comerciais com foco em valor, impacto financeiro e retorno sobre investimento (ROI). - Estruturar propostas comerciais, contratos e modelos de parceria orientados a performance. - Gerenciar e otimizar o funil de vendas no CRM (HubSpot), acompanhando taxas de conversão, ciclo de vendas e previsibilidade de receita. - Trabalhar em conjunto com marketing, produto e parceiros para criação de estratégias de crescimento baseadas em dados. - Monitorar KPIs comerciais, forecast de vendas e resultados financeiros. - Reportar resultados de forma analítica, propondo melhorias contínuas nos processos comerciais. O QUE VOCÊ PRECISA - Experiência mínima de 2 anos em vendas B2B, parcerias estratégicas ou negociação de soluções tecnológicas. - Perfil fortemente analítico e numérico, com facilidade para interpretar dados, métricas e indicadores de performance. - Raciocínio lógico e matemático para análise de preços, margens, ROI e viabilidade comercial. - Experiência com CRM (preferência por HubSpot; PipeDrive ou Salesforce também são considerados). - Capacidade de conduzir negociações consultivas, complexas e orientadas a valor. - Comunicação clara, objetiva e baseada em argumentos técnicos e financeiros. - Organização e disciplina para gestão de pipeline e previsibilidade de resultados. O QUE SERIA UM DIFERENCIAL - Experiência com Inteligência Artificial, SaaS, tecnologia ou produtos digitais. - Vivência em ambientes data-driven ou empresas orientadas a métricas. - Conhecimento em modelos de negócio B2B, marketplaces ou parcerias estratégicas. - Experiência no mercado fitness, wellness ou tecnologia aplicada a serviços. - Inglês ou Espanhol em nível intermediário ou avançado. O QUE TEMOS PARA VOCÊ: - Empresa orientada por propósitos, comprometida em ajudar a mudar a vida das pessoas por meio da tecnologia, com uma cultura de valores focada em Melhor Vida (#bestlife), Um Time (#oneteam), Mentalidade de Crescimento (#growthmindset). - Dias de Desconexão - uma vez por trimestre, fazemos uma pausa coletiva e aproveitamos um dia de folga juntos ao redor do mundo. #oneteam - Plano de saúde, odontológico e de vida. - Auxílio-refeição - para ser usado tanto em supermercados quanto em restaurantes. - Auxílio para home office - você pode precisar de ajuda com suas contas de internet. - Aplicativo de assinatura de acesso a academias. - Parceria educacional com ótimos descontos em faculdades, escolas de inglês e outros. - Empréstimo consignado pago diretamente através do seu salário. - EAP - fornecemos assistência psicológica, jurídica e financeira quando você precisar. Sempre. - Acesso a descontos com nossos parceiros, como Dell, Microsoft e muitos outros. - E mais! - tantos benefícios que nem conseguimos listar todos aqui! Na ABC Fitness, não desenvolvemos apenas tecnologia — construímos comunidades e transformamos vidas. Aqui seu trabalho tem importância, o seu crescimento é apoiado e a sua voz é ouvida. Valorizamos talentos diversos e incentivamos você a se candidatar, mesmo que não atenda a todos os requisitos. COMPROMISSO DA ABC COM DIVERSIDADE, EQUIDADE, PERTENCIMENTO E INCLUSÃO A ABC é um empregador que oferece igualdade de oportunidades, comprometido com a diversidade, a equidade e a inclusão. Nosso objetivo é criar um ambiente de trabalho em que cada colaborador, cliente e parceiro se sinta valorizado, inspirado e capacitado para alcançar seu máximo potencial. Para nós, inclusão não é apenas a coisa certa a fazer — é uma prioridade estratégica para os negócios. Saiba mais em abcfitness.com. Sobre a ABC Fitness A ABC Fitness é a fornecedora nº 1 de software para empresas de fitness de todos os portes, em todo o mundo. Com mais de 30 mil clubes, 650 mil treinadores, 40 milhões de membros e processando mais de US$ 12 bilhões em pagamentos por ano, a ABC Fitness oferece soluções escaláveis e orientadas por dados para simplificar a gestão de clubes e engajar membros e clientes. De personal trainers, estúdios boutique e academias, até grandes redes internacionais de saúde e bem-estar, a ABC Fitness faz o seu negócio avançar por meio de tecnologia e insights da indústria. A inovação está no centro de tudo o que fazemos, em soluções como ABC Glofox, ABC Ignite, ABC Trainerize e ABC Evo. Vamos tornar a sua visão de fitness uma realidade perfeita — juntos. Saiba mais em abcfitness.com #LI-REMOTE
Job Summary: The Clinical Psychologist provides Behavioral Health coverage determination for utilization management to ensure members receive appropriate and medically necessary care in the most cost-effective setting. Essential Functions: - Assume responsibility for the overall safety of patients with a BH diagnosis - Serve as the clinical lead in developing and implementing evidenced based clinical policies and practices - Participate in regulatory/accreditation reviews - Assume key role in quality improvement initiatives, case management activities and member safety activities (i.e. incident management) - Oversight and quality improvement activities associated with case management activities - Provide guidance to BH orientation and network development/ recruitment in conjunction with provider relations, value-based contracting, support of episodes of care and full integration of BH services - Assist in the review of utilization data to identify variances in patterns, and provide feedback and education to MCP staff and providers as appropriate - Represent CareSource as the primary clinical liaison to members, providers and State agencies - Support of regulatory and accreditation functions (e.g. CMS, State, NCQA and URAC) and compliance for all programs - Participate in the development, implementation and revision of the clinical care standards and practice guidelines ensuring compliance with nationally accepted quality standards - Participate in the development, implementation and revision of the Quality Improvement Plan and corporate level quality initiatives - Collaborate with market/product leaders to help define market strategy - Community collaborative participation - Participate in the evaluation and investigations of cases suspected of fraud, abuse, and quality of care concerns - Provide cross-coverage for Behavioral Health Medical Directors and/or markets, as needed - Support staff by providing training, clinical consultation, and clinical case review for members including Medical Advisement meetings - Perform any other job related instructions, as requested Education and Experience: - Completion of an accredited clinical psychology program is required - Successful completion of a doctoral internship program in psychology is required - Minimum of three (3) years of clinical practice experience is required - Managed care medical review/medical director experience is preferred Competencies, Knowledge and Skills: - Basic Microsoft Word skills - Excellent communication skills, both written and oral - Ability to work well independently and within a team environment - Ability to create strong relationships with Providers and Members - Previous Institute for Healthcare Improvement (IHI) or equivalent training participation is preferred - High ethical standards - Attention to detail - Critical listening and systematic thinking skills - Ability to maintain confidentiality and act in the company’s best interest - Ability to act with diplomacy and sensitivity to cultural diversity - Decision making/problem solving skills - Conflict resolution skills - Strong sense of mission and commitment of time, effort and resources to the betterment of the communities served - Ability to analyze healthcare data from a variety of sources to evaluate physician practice patterns - Leadership experience and skills Licensure and Certification: - Current, unrestricted license to practice psychology in state of practice as necessary to meet regulatory requirements is required - MCG Certification is required or must be obtained within six (6) months of hire Working Conditions: - General office environment; required to use general office equipment - May be required to work evenings/weekends - May be required to travel in-state to fulfill duties of position Compensation Range: $94,100.00 - $164,800.00CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package. Compensation Type (hourly/salary): Salary Organization Level Competencies - Fostering a Collaborative Workplace Culture - Cultivate Partnerships - Develop Self and Others - Drive Execution - Influence Others - Pursue Personal Excellence - Understand the Business This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds. #LI-SW2
Job Summary: The Clinical Psychologist provides Behavioral Health coverage determination for utilization management to ensure members receive appropriate and medically necessary care in the most cost-effective setting. Essential Functions: - Assume responsibility for the overall safety of patients with a BH diagnosis - Serve as the clinical lead in developing and implementing evidenced based clinical policies and practices - Participate in regulatory/accreditation reviews - Assume key role in quality improvement initiatives, case management activities and member safety activities (i.e. incident management) - Oversight and quality improvement activities associated with case management activities - Provide guidance to BH orientation and network development/ recruitment in conjunction with provider relations, value-based contracting, support of episodes of care and full integration of BH services - Assist in the review of utilization data to identify variances in patterns, and provide feedback and education to MCP staff and providers as appropriate - Represent CareSource as the primary clinical liaison to members, providers and State agencies - Support of regulatory and accreditation functions (e.g. CMS, State, NCQA and URAC) and compliance for all programs - Participate in the development, implementation and revision of the clinical care standards and practice guidelines ensuring compliance with nationally accepted quality standards - Participate in the development, implementation and revision of the Quality Improvement Plan and corporate level quality initiatives - Collaborate with market/product leaders to help define market strategy - Community collaborative participation - Participate in the evaluation and investigations of cases suspected of fraud, abuse, and quality of care concerns - Provide cross-coverage for Behavioral Health Medical Directors and/or markets, as needed - Support staff by providing training, clinical consultation, and clinical case review for members including Medical Advisement meetings - Perform any other job related instructions, as requested Education and Experience: - Completion of an accredited clinical psychology program is required - Successful completion of a doctoral internship program in psychology is required - Minimum of three (3) years of clinical practice experience is required - Managed care medical review/medical director experience is preferred Competencies, Knowledge and Skills: - Basic Microsoft Word skills - Excellent communication skills, both written and oral - Ability to work well independently and within a team environment - Ability to create strong relationships with Providers and Members - Previous Institute for Healthcare Improvement (IHI) or equivalent training participation is preferred - High ethical standards - Attention to detail - Critical listening and systematic thinking skills - Ability to maintain confidentiality and act in the company’s best interest - Ability to act with diplomacy and sensitivity to cultural diversity - Decision making/problem solving skills - Conflict resolution skills - Strong sense of mission and commitment of time, effort and resources to the betterment of the communities served - Ability to analyze healthcare data from a variety of sources to evaluate physician practice patterns - Leadership experience and skills Licensure and Certification: - Current, unrestricted license to practice psychology in state of practice as necessary to meet regulatory requirements is required - MCG Certification is required or must be obtained within six (6) months of hire Working Conditions: - General office environment; required to use general office equipment - May be required to work evenings/weekends - May be required to travel in-state to fulfill duties of position Compensation Range: $94,100.00 - $164,800.00CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package. Compensation Type (hourly/salary): Salary Organization Level Competencies - Fostering a Collaborative Workplace Culture - Cultivate Partnerships - Develop Self and Others - Drive Execution - Influence Others - Pursue Personal Excellence - Understand the Business This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds. #LI-SW2
Elementary School Counselor
Stride, Inc.Stride, Inc., formerly known as K12 Inc., is a leading provider of personalized online education programs and services, including customized tutoring, online ed
Job Description Certified Support Staff focuses on promoting student success by responding to identified needs through implementation of a comprehensive programs and services that help guide all learners in their academic success, personal and social development, and career and college planning and readiness. Bachelor’s degree, 0-1 year of related professional experienceRequired Certificates and Licenses: Missouri School Counselor Certification Required Endorsement: Elementary School Counselor Residency Requirements: Must reside in Missouri - This position is remote and strongly prefer candidates that reside in Missouri. May consider candidates that reside in surrounding states. Utilizing leadership, advocacy and collaboration the School Counselor promotes student success by providing preventive services and responding to identified needs through implementation of a comprehensive school counseling program that helps guide all learners in their academic success, social and emotional development, and career and college planning and readiness. K12, a Stride Company, believes in Education for ANY ONE. We provide families with an online option for a high-quality, personalized education experience. Students can thrive, find their passion, and learn in an environment that encourages discovery at their own pace. Passionate Educators are needed at the Stride K12 partner school, Colorado Preparatory Academy (COPA). We want you to be a part of our talented team! The mission of Colorado Preparatory Academy (COPA) is to provide an exemplary individualized and engaging educational experience for students by incorporating school and community/family partnerships coupled with a rigorous curriculum along with a data-driven and student-centered instructional model. Student success will be measured by valid and reliable assessment data, parent and student satisfaction, and continued institutional growth within the academic community. Join us! This is a full-time position. Ability to work independently, typically 40+ hours per week is required. Ability to maintain a professional home office without distraction during workday, typically 9-5 (or 8-4) or as defined by the school. ESSENTIAL FUNCTIONS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties. - Helps all students: - Plan for postsecondary options (enroll in education, enlist in military option, employ in work force) - Apply academic achievement strategies - Manage emotions and apply interpersonal skill - Focuses students and families on college and career readiness; - Meets quarterly with all students on caseload to review graduation plan and post-secondary options; - Delivers classroom instruction based on student success standards; - Reviews transcripts and other academic documentation for new and returning students; - Works collaboratively with teaching staff to develop a four (4) year graduation plan and audits student schedules for candidacy for graduation as determined by school and state policies; - Assist students in course placement including recommendations on Advanced Placement (AP) and pathways to challenge and enrich student learning opportunities; - Analyzes student data and develops data-driven programs for intervention action plans; - Provides short-term counseling to students and referrals for long-term support, as necessary; - Provides a support system that strengthens the efforts of teachers, staff, and parents; - Supports standardized testing program; parent education; and staff development; - May advocate for students at individual education plan meetings and other student-focused meetings; - Focuses students and families on goal setting and academic planning for college and career readiness; - Ability to travel up to 20% of the time for face-to-face professional development, student testing, and/or as required by the school. MINIMUM REQUIRED QUALIFICATIONS: - Bachelor's degree AND - Three (3) years of experience in counseling and/or advisement - School Counselor License - Ability to clear required background check OTHER REQUIRED QUALIFICATIONS: - Proficiency in Microsoft Office Suite, Web-based search engines, and database systems - Flexible schedule; Ability to travel as needed - Master’s degree in school counseling - Experience with distance learning - Advanced coursework in counseling and administration DESIRED QUALIFICATIONS: - Experience as a teacher - Experience in a customer service environment. - Experience with Local, State, and Federals laws and mandated reporting - Experience in a charter school environment preferred - Experience with state career planning systems, Pathfinder, or other career planning platforms/tools Compensation & Benefits: Stride, Inc. considers a person’s education, experience, and qualifications, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee’s salary level. Salaries will differ based on these factors, the position’s level and expected contribution, and the employee’s benefits elections. Offers will typically be in the bottom half of the range. - Exempt (salary): Post annual salary We anticipate the salary range to be $44,452.00 - $55,565.00 - $66,678.00 Eligible employees may receive a bonus. This salary is not guaranteed, as an individual’s compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - This is a virtual role The above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is “at-will” as governed by the law of the state where the employee works. It is further understood that the “at-will” nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer. Job Type Regular The above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is “at-will” as governed by the law of the state where the employee works. It is further understood that the “at-will” nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer. If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you can request the appropriate accommodation by contacting stridecareers@k12.com. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Stride, Inc. is an equal opportunity employer. Applicants receive consideration for employment based on merit without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or any other basis prohibited by federal, state, or local law. Stride, Inc. complies with all legally required affirmative action obligations. Applicants will not be discriminated against because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.


