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.

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

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

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.