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Wealth Advisor, Financial Advisor, Life Insurance Sales, Life Insurance Planner, Fiduciary, IAR Representative, Annuity Salesperson, Financial or Insurance Wholesaler, Internal Financial or Insurance Wholesaler, Pharmaceutical Sales and more.
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Processes administrative and financial components of financial clearance including, validation of insurance/benefits, medical necessity validation, routine and complex pre-certification, prior-authorization, scheduling/pre-registration, patient benefit and cost estimates, as well as pre-collection of out of pocket cost share and financial assistance referrals.
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One financial advisor and one branch office administrator entirely focused on building client relationships. Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor.
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Financial reporting. + Demonstrates a thorough level of knowledge regarding process improvement in areas, such as shared service and outsourcing, finance transformation, performance management, financial systems optimization, and talent management.
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The CFO is a senior leader reporting directly to the Head of School (HOS) and is responsible for overseeing and managing all the school's financial activities. Lead the business office team in all day-to-day and strategic aspects of AACS accounting and financial reporting.
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Relationship Banker - Arbutus Financial Center. Manages financial center traffic, appointments, and outbound calls effectively. Experience in financial services and knowledge of financial services industry, products and solutions.
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The Strategic Enrollment Communications Manager is a critical part of Howard Community College's (HCC) Enrollment Services Division creating and overseeing recruitment, admissions, Records, Registration, & VA, Testing and financial aid communications.
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Required Skills - AA degree (or commensurate experience) is preferred, preferably within math or statistical areas- Experience in Workforce process reporting and analyzing workflow in order to draft procedure manuals and reporting of KPI-s.
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Pull financial reports/data from Agency systems such as FACTS, CMIS, EDSS, and CDW. Utilize established NSA acquisition and financial management policies, procedures, regulations and tools.
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Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.
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This program provides participants with opportunities for professional growth, including soft skills training, sales training, networking opportunities with exposure to industry leaders, and the acquisition of essential certifications, such as the S.A.F.E. Act Federal and State-specific licensing exams.
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Pull financial reports/data from government systems such as FACTS, CMIS, EDSS, and CDW. In lieu of a degree, Program Management Professional (PMP) certification, Certified Defense Financial Manager (CDFM), or DAWIA Level I in Business/Financial Management and three (3) years of directly related experience for a total of eleven (11) years of DoD/IC purchasing/finance experience or thirteen (13) years of combined DoD, IC and commercial purchasing/finance experience may be substituted.
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Requirements:Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Assist the Government Business Contract Management Offices with conducting End of the Year activities and the completion of the Actual data calls Enter requisitions in the national agency financial management system that include all necessary information and documentation.
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Title: financial reporting Company: Sic Standard Insurance Company in Annapolis Junction, MD
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