Role Description Primary Healthcare Centers is seeking a compassionate, organized, and patient-focused Referral Navigator to help patients access specialty care and services outside of our clinics. This role is ideal for someone who enjoys helping others, coordinating care, and building relationships with patients and healthcare providers. - Coordinate specialty appointments and diagnostic testing for patients. - Assist patients with scheduling, transportation, and financial resources. - Communicate with specialty offices and transmit referral documentation. - Track referrals and appointments within the electronic medical record system. - Follow up with patients and providers to ensure continuity of care. - Collaborate with providers, case managers, and care teams to support patient needs. Qualifications - Knowledge of Microsoft Word and Excel. - Basic understanding of medical terminology. - Strong communication and organizational skills. - Ability to maintain patient confidentiality. - Preferred: Referral coordination experience. - Preferred: Medical office experience. - Preferred: Experience with electronic medical records (EMR). Benefits - Dental insurance - Free uniforms - Health insurance - Paid time off - Parental leave - Training & development - Vision insurance - Wellness resources Company Description Primary Healthcare Centers is committed to revealing God's love through high-quality and accessible care for all. - Mission-driven organization committed to serving our communities. - Supportive and collaborative team environment. - Opportunity to make a direct impact on patient care. - Professional growth and development opportunities. - Potential remote work opportunities based on organizational needs.

• Design, build, ship, and maintain customer facing workflows and agentic automations • Own features end-to-end from technical design to launch and iteration • Collaborate with Product, UX, ML, and Sales to validate requirements and prototype quickly • Work with customers in finance domain • Develop interfaces that integrate with financial data sources and enterprise tools • Extend agentic platform capabilities for finance-specific requirements • Develop collaborative workspaces with access controls and data isolation • Own technical decisions balancing speed, quality, and user needs • Use AI actively while being accountable for quality and reliability

• Entwicklung und Verantwortung der strategischen Finanz- und Kapitalarchitektur des DEHIB im Rahmen der langfristigen Wachstumsziele • Aufbau, Bewertung und Weiterentwicklung von Businessplänen, Finanzmodellen und Szenarien für bestehende und neue Initiativen • Entwicklung einer nachhaltigen Investment- und Kapitalstrategie (Eigenkapital, Fremdkapital, Fördermittel, Co-Investments) • Vorbereitung und Begleitung von Gesprächen mit Investoren, Förderpartnern und Finanzierungspartnern • Beratung des Bundesvorstands bei Kapitalallokation, Wachstumsentscheidungen und finanziellen Risikoabwägungen • Aufbau von Governance-Strukturen für Beteiligungen, Tochtergesellschaften und verbundene Einheiten • Sicherstellung einer klaren finanziellen Trennung zwischen gemeinnützigen und wirtschaftlichen Aktivitäten

Role Description This is a launchpad for elite planners ready to shape the future of wealth. The Associate Financial Planner serves as the operational and strategic right hand to our Lead and Senior Planners and allows them to operate at the highest level. This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance. We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Senior Financial Planners to lead the charge. What Makes This Role Insanely Exciting - Revolutionize the Industry: This isn’t just about advising – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll be part of the financial planning process, enabling sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. - Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. - Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. - Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. Qualifications - Bachelor’s degree in Finance, Business, Economics, or related field. - 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment. - Real-world, hands-on experience is a must. - Strong proficiency in Microsoft Office Suite. - Able to master firm-specific tools quickly. - Passionate about using AI to drive efficiency. - Excellent verbal and written communication skills. - Alignment to Socha Capital’s core values and commitment to excellence. Requirements - Own your outcomes and thrive under pressure. - Ability to turn ambiguity into execution. - Proactive, ownership-driven mindset with the ability to anticipate needs. - Strong attention to detail. - Delivering the best solutions for clients requires keeping your eye on the little things. Benefits - Growth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion. - Remote Work, Unlimited PTO: Design your work to fit your life. - Strong Earnings Potential & Comprehensive Benefits: Competitive pay, health, 401(k) match, and all the essentials to take care of you and your family. - Mission-Driven Environment: We're not here to be average. We're here to build something extraordinary—and we're all in.