Associate Wealth Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeHybridSeniorTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

Missouri

Posted

22 days ago

Salary

$70K - $80K / year

Seniority

Senior

Bachelor Degree

Job Description

Associate Wealth Advisor

Focus Partners Wealth

Title: Associate Wealth Advisor Location: St. Louis, MO Job Description: Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities - Develop, revise, and present financial plans through planning software - Knowledge of tax, estate, and insurance planning - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Mastery of technology stack offered, including CRM system and custodian websites - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - The ability to meet with clients in person. Some travel may be required Qualifications - Bachelor’s Degree - Series 65 or equivalent within 120 days of employment - 2+ years of financial service experience - Strong interpersonal skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Excellent analytical skills and attention to detail - Clean U4 This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-KT1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

Related Job Pages

More Financial Planning and Analysis Jobs

Financial Clearance Specialist

BrightSpring Health Services

BrightSpring Health Services is a leading provider of comprehensive home and community-based health services aimed at connecting patients with caregivers and su

Role Description The Financial Clearance Center (FCC) Specialist contacts insurance companies, branch operations, and patients to ensure accurate patient demographic and insurance information including insurance verification/benefits/authorizations, and the status of a used/remaining benefits. - Verifies eligibility and insurance benefits including but not limited to: - Confirming the status of used/remaining benefits using electronic and telephonic resources. - Communicating and identifying insurance plan to billing manager for system updates. - Obtains pre-certification, authorizations, and referrals to ensure managed care compliance for necessary services. - Fulfills notification requirements. - Partners and maintains working relationship with various departments throughout the organization, including Business HUB, Clinical Coordinators, and Branch Operations. - Provides patient education as needed on various topics including patient rights, regulatory requirements, and financial policies. - Prepares oral/written communications including periodic status updates. - Maintains documentation and notes in computer system regarding all conversations with patients, insurance company representatives, and pre-certification. - Supports BrightSpring Health’s Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, and other laws applicable to BrightSpring Health’s business practices. - Completes all required training, maintains active working knowledge of BrightSpring Health’s Code of ethics (LEGACY), and immediately follows reporting procedures related to compliance, incidents, HIPAA, and adheres to confidentiality obligations. - Maintains effective communication strategies and style with patients, insurance companies both verbally and in writing to ensure a positive overall internal/external customer service experience. Qualifications - HR Diploma/GED required; Preferred Associates Degree or BS/BA from accredited college. - 2+ years of experience in a role that interfaces with commercial or government insurance payers to verify medical coverage or to perform billing, collections or follow up activities on covered charges for patients. - Medical billing certificate/ medical insurance specialty certificate preferred. - Strong analytical skills to process admissions accurately and timely. - Demonstrated ability to navigate Web Based programs and Microsoft Office/including Excel. - Demonstrated ability to communicate effectively and to simplify complex information to all stakeholders in verbal and written form. - Ability and willingness to work cohesively in a team environment locally and across other departments and locations. - Demonstrate patience with a strong attention to detail. - Demonstrated ability to apply critical thinking skills, creativity, and a commitment to ensure that we meet the needs of stakeholders and patients. - Minimal travel, rarely or as needed. Company Description Rehab in Motion, an affiliate of Rehab Without Walls, is devoted to elevating the physical and emotional wellbeing of older adults through physical, occupational and speech therapies. Our team’s holistic approach integrates mindfulness-based interventions to address trauma, fostering increased independence, strength, and fall prevention. At Rehab in Motion, our tailored physical therapy and fun-filled exercise classes embrace the unique culture of every retirement or assisted living community we serve, because staying active and independent should be as enjoyable as it is beneficial. Our team excels in trauma-informed care, fostering a nurturing and empathetic environment for all clients. This approach ensures that each individual receives comprehensive care, incorporating support, evidence-based interventions, and an overall improved quality of life, leading to more favorable outcomes. For more information, please visit www.rehabwithoutwalls.com/rehab-in-motion . Follow us on Facebook and LinkedIn . Salary Range USD $15.00 / Hour

United States
$15 / year
Job Closed

Mortgage Underwriter

Tomo Mortgage

Tomo Mortgage is transforming the home-buying experience with a mission to make purchasing a home fast, simple, and enjoyable. Founded in 2020, the company spec

Title: Mortgage Underwriter Location: Remote - USA Department: Mortgage Operations Employment Type Full time Compensation - $85K – $100K • Offers Equity Job Description: Who We Are Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, Citi Ventures, NFX and Progressive Insurance, Tomo is poised to become one of the most valuable fintech startups of our generation. Mortgage Loan Underwriter Location: Remote, US Reports To: Head of Underwriting Type: Full-Time, Remote As a Mortgage Loan Underwriter, you will have the opportunity to join Tomo’s growing mortgage operations team! Leveraging established underwriting guidelines, you will evaluate borrower financial and credit information along with property valuations to inform lending decisions. Our underwriters will collaborate closely with all members of the operations team throughout the process to bring loans to closing, without having to speak directly to the borrower. We are looking for resourceful Underwriters who can make guidelines fit the borrower, not the borrowers fit the guidelines. Beyond producing high quality loans, our goal is to build a memorable experience that will ensure our customers enjoy the home buying process. With offices in Detroit, Seattle and New York City, we are quickly expanding in order to deliver a once-in-a-lifetime experience through a combination of technology and excellent service What You'll Do: - Underwrite and decision residential agency conforming mortgage loans - Verify and analyze all necessary financial information and documentation; ensure that loan files contain all necessary credit and legal documents - Review appraisal reports to identify and resolve any discrepancies discovered within - Perform thorough analysis of applicant's income and expense data, asset documentation, credit reports, and property valuations in order to affirm borrower qualifies for loan - Calculate qualifying ratios, determine creditworthiness; provide risk opinions - Maintain proactive review of pipeline What Makes You a Great Fit: - 7+ years of experience underwriting Fannie Mae and/or Freddie Mac - Knowledge of Desktop Underwriter (DU) & Loan Prospector/Loan Product Advisor (LP/LPA) - Understanding of the mortgage lending process - Ability to carry out loan calculations (DTI, LTV, etc.) - Ability to handle multiple files simultaneously - Strong written and verbal communication - Perform well in team environments - The drive to build something new - Leadership experience a plus Preferred Qualifications: - VA LAPP/SAR/DE Certifications - Experience working with Fannie Mae and/or Freddie Mac Employee Benefits We strive to anticipate your needs in order for you to be a healthy, motivated, and happy team member. We provide a variety of competitive benefits including (but not limited to): - Equity Ownership: All teammates receive stock options—we win together - Comprehensive Medical, Dental, and Vision plans for you and your dependents with some plans 100% covered - Work-life balance and a generous paid time off policy - In order to support teammates who become parents, Tomo Mortgage provides paid parental leave - 401(k) retirement plan

United States
$85K - $100.0K / year

Advanced Underwriter

WoodmenLIfe

WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families’ financial futures and leave a lasting legacy. As a purpose-driven, not-for-profit life insurance company, our commitment is to our members and the communities they call home. WoodmenLife is welcoming to all regardless of background and beliefs. WoodmenLife respects every associate’s unique perspective and contribution. We are committed to creating an environment that values differences and creates opportunities for growth, leadership, and service. This commitment includes providing equal opportunity in recruitment, employment and promotion, training, and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its employees live.

Role Description This position has a fully remote work schedule. WoodmenLife is looking to hire an Advanced Underwriter to join our team! In this role, you will evaluate applications for life insurance to determine insurability by investigating the applicant’s financial, medical, and non-medical background. You will be responsible for the final action of acceptance, modification, or declination due to risk within assigned approval limits. - Responsible for the accurate evaluation and processing of life insurance applications up to $1,500,000 from preliminary review to final risk assessment. - Underwrites new and inforce individual life insurance applications, simplified and Family Term Life applications within guidelines set for the issuance of policies as assigned. - Determines whether to accept, modify, or decline a risk within assigned approval limits. - Evaluates an individual’s medical history or physical condition, occupational/aviation/avocation hazards, financial background, insurable interest, insurance currently in force, and other pertinent information. - Analyzes the impact of decisions on inforce certificates and takes appropriate action. - Balances all decisions based on the risk/expense to WoodmenLife and the desire to issue business. - Communicates with various stakeholders to gather information and discuss underwriting actions. - Identifies potential fraud/misrepresentations and advises appropriate individuals/areas for further action. - Reviews and takes action on reinstatements and changes on existing policies as workload requires. - Researches complaints related to underwriting decisions and develops verbal and written responses. - Ensures that all work is completed within the department’s time service standards. - Processes second stamp review of assigned cases within approval limits. - Assists in the development and delivery of training to underwriters as assigned. - Develops and delivers presentations on pertinent topics as required. - Continually reviews and analyzes the workflow to provide efficient service and meet service level goals. - Makes recommendations for changes that enhance the process and improve customer service. - Assists team supervisor in evaluating lower level underwriters based on observations of cases reviewed, questions asked, and the underwriter’s general abilities. Qualifications - High School diploma or equivalent education/experience; college degree in a related field preferred. - Three to five years previous experience working in a medical field or as an underwriter in the insurance industry. - Knowledge and demonstrated experience using medical terminology, medical disorders, and their significance to life insurance is desired. - Excellent interpersonal skills demonstrated through critical thinking, conflict resolution, ability to problem solve and make sound decisions. - Ability to be self-motivated, work with high level of concentration, display a high attention to detail and reading comprehension. - Ability to organize and prioritize work in order to effectively meet deadlines in a high stress environment. - Ability to work across multiple operation systems. - Strong written and verbal communication skills with the ability to explain reasoning effectively. - Strong negotiation and presentation skills desired. - Ability to maintain confidentiality, sensitivity, and professionalism in difficult situations. - Ability to work effectively in a team environment and be seen by others as a leader. - Must possess the ability to provide co-workers with effective and constructive performance feedback. - Completion of LOMA 280, 290, 311, ALU 101 (ALU Certificate); and EKG class preferred. - The ability to provide seamless, trustworthy, attentive, and resourceful (S.T.A.R.) customer service. - Engages well with others and is passionate about providing an exemplary customer experience. Requirements - As part of WoodmenLife’s employment process, candidates will be required to complete a criminal background check, credit check (when required for position), fingerprint check (when required for position), drug screen, and reference checks. - Any offer of employment will be contingent upon successfully passing the above. Benefits - Comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more. Company Description WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families’ financial futures and leave a lasting legacy. As a purpose-driven, not-for-profit life insurance company, our commitment is to our members and the communities they call home. WoodmenLife is welcoming to all regardless of background and beliefs. WoodmenLife respects every associate’s unique perspective and contribution. We are committed to creating an environment that values differences and creates opportunities for growth, leadership, and service. This commitment includes providing equal opportunity in recruitment, employment and promotion, training, and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its employees live.

United States
$60K - $90K / year
CACI International logo

Oracle HCM Agency Deployment and Transition Lead

CACI International

Headquartered in Arlington, Virginia, with over 120 offices throughout Western Europe and North America, CACI International was founded in 1962 by businessman Herb Karr and program

Title: Oracle HCM Agency Deployment & Transition Lead Location: US VA Ashburn Remote Job ID 323749 Job Title: Oracle HCM Agency Deployment & Transition Lead Job Category: Project and Program Management Time Type: Full time Minimum Clearance Required to Start: None Employee Type: Regular Percentage of Travel Required: Up to 25% Type of Travel: Continental US Job Description: The Opportunity: CACI is seeking an HCM Agency Deployment and Transition Lead to support a large-scale federal HCM modernization program. This initiative will implement Oracle Fusion Cloud HCM as the standardized human capital management platform for approximately federal civilian employees across numerous agencies. In this role, you will plan and execute the migration of federal agencies from legacy HR systems to Oracle Fusion Cloud HCM under agency transition (Agency Transition), managing the full deployment lifecycle for agencies categorized by size and complexity. You will lead agency readiness assessments, cutover planning, go-live execution, parallel run coordination, hypercare support, and knowledge transfer to agency HR teams. Each agency deployment requires careful orchestration of data migration, integration activation, security configuration, user training, and operational readiness to ensure seamless transition with zero disruption to agency HR operations. This is a primarily remote position with up to 25% travel. Responsibilities: &bull; Lead end-to-end deployment planning and execution for agency transitions to Oracle Fusion Cloud HCM, managing timelines, resources, risks, and dependencies for agencies ranging from Small (<10k FTE) to Extra-Large (600k+ FTE) &bull; Conduct agency readiness assessments evaluating data migration preparedness, integration readiness, security configuration completeness, training completion, and organizational change management maturity before approving go-live decisions &bull; Develop detailed cutover plans including task sequencing, duration estimates, go/no-go decision criteria, rollback procedures, and communication plans for each agency migration event &bull; Coordinate parallel run activities where agencies operate simultaneously in legacy and Oracle Fusion HCM environments, managing data synchronization, discrepancy resolution, and validation checkpoints &bull; Orchestrate cross-functional deployment activities across data migration, integration, security, training, OCM, and functional configuration teams to ensure all workstreams converge for agency go-live readiness &bull; Manage hypercare support periods following agency go-live, coordinating enhanced support resources, monitoring system performance, tracking post-deployment defects, and ensuring rapid issue resolution &bull; Lead knowledge transfer sessions for agency HR teams covering day-to-day Oracle Fusion HCM operations, report execution, basic configuration maintenance, and incident escalation procedures &bull; Develop and maintain the agency deployment playbook incorporating lessons learned from each successive migration to continuously improve deployment efficiency and reduce transition risk &bull; Coordinate with government program leadership and agency stakeholders to establish deployment wave schedules, prioritize agency sequencing, and manage dependencies between agency migrations &bull; Track and report deployment metrics including milestone completion, defect rates, data quality scores, user adoption rates, and post-go-live operational stability for each agency transition &bull; Manage agency transition scope, schedule, and deliverables for assigned agency deployments, ensuring compliance with contract requirements and performance standards &bull; Manage a mid-size program sub-function or large project, establishing and implementing tactical and operational plans with significant impact on program results, owning the execution and operational direction with focus on mid-to-long-term strategies (2-5 years) &bull; Lead multiple teams including managers and supervisors, drive workforce and staffing plans for the assigned scope, coordinate proposal activities, and influence stakeholders outside the immediate project regarding policies, practices, and approaches that affect program delivery Qualifications: Required: &bull; Bachelor's degree in Project Management, Information Technology, Business Administration, or related field &bull; 11+ years of experience in IT project management or deployment management for enterprise system implementations &bull; 8+ years of experience leading ERP or HCM system deployments for federal government agencies, including multi-site or multi-agency rollout experience &bull; Demonstrated experience managing full deployment lifecycles including readiness assessments, cutover planning, go-live execution, parallel runs, and hypercare support &bull; Experience managing deployment programs with multiple concurrent agency or site migrations requiring cross-functional team coordination &bull; Strong stakeholder management skills with experience briefing senior government leadership (GS-15/SES equivalent) on deployment status, risks, and decisions &bull; Knowledge of federal HR systems and operations sufficient to understand the impact of system transitions on agency HR service delivery &bull; Proficiency with project management tools (Microsoft Project, Jira, Smartsheet) and Agile/SAFe delivery frameworks &bull; Must be able to obtain and maintain a Public Trust clearance (US Citizenship required) &bull; Additional experience may substitute for degree Desired: &bull; Project Management Professional (PMP) certification &bull; 13+ years of experience managing large-scale IT system deployments across federal agencies &bull; SAFe certifications (SAFe Agilist, SAFe Program Consultant, or SAFe Release Train Engineer) &bull; Direct experience with federal HR system migrations (e.g., PeopleSoft to cloud HCM, legacy HRIS consolidation, shared-service center transitions) &bull; Experience with ITIL service transition practices and organizational change management frameworks (Prosci/ADKAR) &bull; Knowledge of Oracle Fusion Cloud HCM deployment best practices including environment management, configuration migration, and tenant administration &bull; Understanding of Oracle Cloud technology ecosystem including Oracle Fusion Cloud HCM, Oracle Integration Cloud (OIC), and Oracle Cloud Infrastructure (OCI) as it relates to program delivery and governance What You Can Expect: A culture of integrity. At CACI, we place character and innovation at the center of everything we do. As a valued team member, you&rsquo;ll be part of a high-performing group dedicated to our customer&rsquo;s missions and driven by a higher purpose &ndash; to ensure the safety of our nation. An environment of trust. CACI values the unique contributions that every employee brings to our company and our customers - every day. You&rsquo;ll have the autonomy to take the time you need through a unique flexible time off benefit and have access to robust learning resources to make your ambitions a reality. A focus on continuous growth. Together, we will advance our nation's most critical missions, build on our lengthy track record of business success, and find opportunities to break new ground &mdash; in your career and in our legacy. Pay Range: There are a host of factors that can influence final salary including, but not limited to, geographic location, Federal Government contract labor categories and contract wage rates, relevant prior work experience, specific skills and competencies, education, and certifications. Our employees value the flexibility at CACI that allows them to balance quality work and their personal lives. We offer competitive compensation, benefits and learning and development opportunities. Our broad and competitive mix of benefits options is designed to support and protect employees and their families. At CACI, you will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off benefits. The proposed salary range for this position is: $78,700 - $165,200 CACI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, age, national origin, disability, status as a protected veteran, or any other protected characteristic.

Virginia
$78.7K - $165.2K / year