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Denver, CO
Hybrid opportunity - Onsite four days a week from; work from home on Friday.
Flexible start times: Start between 7:00AM and 8:00AM for an 8 hour shift.
Prepares monthly network payments and accruals for Comcast. Responsible for reconciling payments and accruals while also providing financial analysis, reporting, and general support for the Program Accounting Department. Preferably can manage time and workload independently.
Core Responsibilities:
· Manage final Invoice
· Process final construction invoice
· Monitors invoicing SLAs
· Releases Construction invoice line-item reservations
· Monitors non-invoiced / construction complete jobs
· Builds on the partnership between finance and construction
· Enabled consistent invoicing practice across the division
· Fewer points of contact for construction invoicing
Required Skills and Qualifications:
Nice to have:
<ul>
<li>Accounts payable/ Accounts Receivable experience.</li>
<li>Experience with SalesForce-P2</li>
</ul>
Organization: Talent Solutions RPO
Salary: $25-$28/Hr. 
Incentive (if applicable): Not Incentive Eligible
Benefits: ManpowerGroup offers a comprehensive benefits package to include Medical, Dental, Life insurance and Disability for Staff and Consultants, as well as 401K. 
ManpowerGroup is proud to be an equal opportunity affirmative action workplace. We celebrate diversity and are committed to providing an inclusive environment for all employees. Qualified applicants will receive consideration for employment without regard to race, religion, creed, color, national origin, citizenship, marital status, pregnancy (including childbirth, lactation and related medical conditions), age, gender, gender identity or expression, sexual orientation, protected veteran status, political ideology, ancestry, the presence of any physical, sensory, or mental disabilities, or other legally protected status.
A strong commitment is made by each employee and is necessary to ensure equal employment opportunity for all. ManpowerGroup is an inclusive workplace that will recruit, hire, train, and promote persons of all job titles, and ensure all other personnel actions are administered without regard to non-merit-based characteristics of individuals.
Reasonable accommodation during the interview process can be provided. Contact for assistance

Hybrid - Invoicing Specialist - Denver, Consultant

<h3>Job Description</h3>
Salary: $25- $28 Hourly/DOE
Mission Statement 
Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care!

AmeriPharma is a rapidly growing company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.

At AmeriPharma, you'll have access to:
<ul>
<li>Full benefits package including medical, dental, vision, life that fits your lifestyle and goals</li>
</ul>
<ul>
<li>Great pay and general compensation structures</li>
<li>Employee assistance program to assist with mental health, legal questions, financial counseling etc.</li>
<li>Comprehensive PTO and sick leave options</li>
<li>401k program</li>
<li>Plenty of opportunities for growth and advancement</li>
<li>Company sponsored outings and team-building events</li>
<li>Casual Fridays </li>
</ul>
Job Summary
As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to their prescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires a strong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program. Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner while adhering to compliance guidelines.

Duties and Responsibilities 
<ul>
<li>Patient-Centric Approach: Provide personalized support to address each patient's unique financial challenges</li>
<li>Detailed Analysis: Identify and analyze patient information to determine the best financial assistance solutions</li>
<li>Billing Expertise: Possess a deep knowledge of major medical and pharmacy billing, especially Medicare Part D program design</li>
<li>Copay Programs and Foundations: Familiarity with copay assistance programs and foundation support for patients</li>
<li>Critical Thinking: Find creative solutions to help patients access their prescribed medications</li>
<li>Efficiency: Efficiently manage your time and prioritize cases for maximum impact</li>
<li>Team Collaboration: Work both independently and collaboratively with intra and inter-departmental teams to ensure seamless patient care</li>
<li>Specialty Experience: Prior experience in a Specialty, Specialty Home Infusion pharmacy, or similar setting is essential</li>
<li>Therapeutic Knowledge: Prior experience with IG, Oncology therapies, and billing is highly preferred</li>
<li>Adaptability: Embrace new ways of thinking and process improvements to enhance patient outcomes</li>
</ul>

Required Qualifications
<ul>
<li>Strong knowledge of major medical and pharmacy billing</li>
<li>Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator highly preferred</li>
<li>Proficient knowledge with copay assistance programs and foundation support</li>
<li>Excellent communication and interpersonal skills</li>
<li>Ability to work under pressure and prioritize effectively</li>
<li>A proactive problem solver with a customer-centric mindset</li>
<li>Highly organized and detail-oriented</li>
<li>Proficiency in Microsoft Office Suite</li>
</ul>

Schedule Details 
<ul>
<li>In-Person (Orange, CA) </li>
<li>Monday-Friday 8:30am-5:00pm </li>
</ul>

Physical Requirements 
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.

EEO
The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or on the basis of disability or any other legally protected class.

Co-Pay & Financial Assistance Specialist

<h3>Job Description</h3>
Salary: $21 hour
Position Title:   Adult Emergency Financial Assistance Specialist

Department:  Contact Center
FLSA Classification:  Non-exempt  / Hourly
Supervisor:  Individual Service Supervisor
Status:  Full Time

MUST ALREADY LIVE IN THE TAMPA BAY, FL, REGION!

Position Summary: To provide information and referral service on health services programs in response to requests from clients without minor children who are in need. This may include direct referrals, warm transfer of calls, and screenings ion association with Pinellas County Human Services Individual Service Pool.
Essential Duties and Responsibilities include the following. Other duties may be assigned to meet business needs.
<ul>
<li> Answer incoming calls, e-mails and live chat requests from clients to provide information and referral service activities.</li>
<li> Provide facilitative counseling and crisis intervention to clients, as needed.</li>
<li> Assess 2-1-1 inquirer needs for wrap-around services, navigation and/or referral services according to AIRS Standards.</li>
<li> Request Pinellas County Human Services Individual Service Pool Services for 2-1-1 inquirers and provide supporting documentation as needed.</li>
<li> Arrange for the dispatch of services and/or products, individual services pool credit cards, information packages, brochures, etc. to 2-1-1 inquiries and other authorized parties.</li>
<li> Provide advocacy for clients through interacting and communicating with other agencies on behalf of the client towards resolving situations.</li>
<li> Conduct outbound follow-up calls for quality assurance, as needed.</li>
<li> Access, retrieve and input information in the TBIN Network database for each contact made.</li>
<li> Participate in quality review of department operations.</li>
<li> Participate in all team meeting and staff meetings.</li>
<li> Serve and participate in meetings, committees, community activities and outreach events as required.</li>
<li> Participate in proactive team efforts to achieve departmental and company goals.</li>
<li> Answer crisis and rape crisis phones and provide services according to 2-1-1 crisis and rape crisis contracts.</li>
<li> Follow all organization’s policies, practices, and procedures.</li>
</ul>

Qualification/Requirements:

<ul>
<li>Excellent verbal communication, customer service and time management skills.</li>
<li>Ability to read and interpret documents. Ability to write routine reports and correspondence.  Ability to respond to common inquiries or complaints from clients or members of the community.  Ability to effectively present information in one-on-one and small group situations to clients and other employees of the organization.</li>
<li>Ability to add, subtract, multiply and divide. Ability to problem solve and manage a variety of concrete variables in situations where only limited standardization exists.  Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.</li>
<li>Strong data entry skills.</li>
<li>Proficient personal computer skills including e-mail, recordkeeping, routine database activity, word processing, spreadsheet, graphics, etc..</li>
<li>Ability to handle multiple tasks simultaneously.</li>
</ul>

Education/Training/Experience
<ul>
<li> Bachelor’s Degree (B.A.) from four-year college or university; or one to two years related experience and/or training or equivalent combination of education and experience.</li>
<li> Six months to one year of related experience required.</li>
<li> AIRS I &amp; R, CIRCS-A on Aging Certification preferred; must acquire certification within two years of employment.</li>
<li> Health and human services background preferred.</li>
<li> Experience with federal, state and local government benefit programs preferred.</li>
<li> Call center experience preferred.</li>
<li> Bilingual (English/Spanish) preferred.</li>
</ul>

Physical Demands:  
Moderate physical activity performing somewhat strenuous daily activities of a primarily administrative nature.  Includes sitting and/or standing for extended periods of time with the ability to lift up to 10 lbs.

Manual dexterity sufficient to reach/handle items, works with the fingers and perceives attributes of objects and materials. 

Other:  
<ul>
<li> Level II Background Screen</li>
<li> Valid State of Florida Driver’s License</li>
</ul>

The above description is intended to describe the general content, identify the essential functions and the requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or requirements.




remote work

211 Adult Emergency Financial Assistance Program (AEFAP) Specialist

<h2>Why USAA?</h2>
Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special! 
<h2>The Opportunity</h2>
As an Intermediate Retirement Income Specialist you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to be in the office 5 days per week. After a successful 6 months, the option for a hybrid schedule will be available. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
<ul>
<li>Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.</li>
<li>Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plan. Documents relevant information as it relates to building a retirement income portfolio.</li>
<li>Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.</li>
<li>Develops and communicates appropriate retirement income strategies based on individual member needs. Provides retirement advice and strategies and understand the steps in creating an effective retirement income plan.</li>
<li>Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.</li>
<li>Motivates member to take action on recommendation(s) and overcomes objections using intermediate sales techniques and persuasion skills. Implements recommendation(s).</li>
<li>Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.</li>
<li>Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.</li>
<li>Integrate risk management tools, products, and strategies to create an effective retirement income plan.</li>
<li>May be expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns as needed.</li>
<li>Collaborates with team members to resolve issues and to identify appropriate issues for escalation.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>Active Group 1 Life &amp; Health license</li>
<li>Active, in good standing, and maintained FINRA 7 license</li>
<li>Active, in good standing, and maintained FINRA Series 66 (or 63 &amp; 65) license</li>
<li>Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.</li>
<li>1 year of financial industry and/or sales experience.</li>
<li>Experience delivering frequent written and oral communication.</li>
<li>Experience processing and analyzing information.</li>
<li>Experience fulfilling requests and meeting deadlines.</li>
<li>Experience resolving conflict and negotiating.</li>
<li>Experience multi-tasking in an operating systems environment</li>
<li>Successful completion of a job-related assessment may be required</li>
</ul>
What sets you apart:
<ul>
<li>2+ years of direct Annuity Sales Experience</li>
<li>Experience Working in an Inbound/Outbound Call Center</li>
<li>Retirement Income Certified Professional Designation (RICP)</li>
<li>US military experience through military service or a military spouse/domestic partner</li>
</ul>
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $59,070.00 - $112,920.00.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Intermediate Retirement Income Specialist

CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world.  We serve agriculture customers and consumers across the United States and around the world.  Most of our 10,000 employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture.
<h2>Summary</h2>
CHS is hiring a Senior AP/AR Specialist to join its finance team. The Senior AP/AR Specialist will provide day-to-day support for the business unit customers and vendors through the entire procure-to-pay process and, at the same time, seek process improvement efficiencies and understand corporate structures, business contacts, and stakeholders. The person in this role will also participate in special projects and other duties as assigned.
This is an onsite position based out of Cheyenne Wells, CO. 
#LI-WB1
<h2>Responsibilities</h2>
<ul>
<li>Address and resolve varied and complex escalated issues.  </li>
<li>Ensure timely and accurate invoicing and collection of money due to the company, and banking deposits.</li>
<li>Maintain accurate and complete client files/filing and make recommendations to improve the quality of invoicing and collection procedures.</li>
<li>Monitor processing of invoices and ensure timely payments.</li>
<li>Review client documentation to ensure proper systems set up and compliance with correct accounting procedures.</li>
<li>Ensure proper recordkeeping of purchases for use in tax preparation and periodic audits.</li>
<li>Train and provide guidance to Accounts Receivable/Payable team members; provide assistance as needed.</li>
<li>Maintain a process for tracking receipt of data and source documents.</li>
<li>Monitor and report on changes in payment standards.</li>
<li>Prepare and sort source documents and interpret data to be entered.</li>
<li>Contact preparers of source documents to resolve questions, inconsistencies or missing data.</li>
<li>Perform data entry in the Accounts Payable/Account Receivable System from source documents, complete necessary coding, confirm accuracy of data, and make necessary corrections.</li>
<li>Perform other duties and responsibilities as needed or assigned.</li>
</ul>
<h2>Minimum Qualifications (required)</h2>
<ul>
<li>2+ years of experience in Finance, Accounting, and/or AP/AR</li>
<li> High School diploma or GED </li>
</ul>
<h2>Additional Qualifications</h2>
<ul>
<li>Proficient in MS Office suite</li>
<li>Experience using automated financial and accounting systems</li>
<li>Strong communication skills, both verbal and written</li>
<li>Strong attention to detail and organization skills</li>
<li>Associate's degree in Finance, Accounting, Statistics, Economics, Business, Business Administration, or related field</li>
<li>Pre-employment screening is based on the job requirements and industry guidelines and may or may not be required for the position. If required, selected candidates must pass pre-employment screenings to include all or a combination of drug, criminal, motor vehicle check, physical requirements and FMSCA Clearinghouse.</li>
</ul>
CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications.
Benefits include medical, dental, vision, wellness programs, life insurance, health and dependent care savings accounts, paid time off, 401(k), pension, profit sharing, short- and long-term disability, tuition reimbursement and adoption assistance, subject to the eligibility requirements for each benefit plan.
CHS is an Equal Opportunity Employer/Veterans/Disability.

Specialist, AP/AR Senior

CHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world.  We serve agriculture customers and consumers across the United States and around the world.  Most of our 10,000 employees are in the United States, but today we have employees in 19 countries. At CHS, we are creating connections to empower agriculture.
<h2>Summary</h2>
CHS is hiring an Senior AP /AR Specialist to join its finance team. The Senior AP/AR Specialist will provide day-to-day support for the business unit customers and vendors through the entire procure-to-pay process and, at the same time, seek process improvement efficiencies and understand corporate structures, business contacts, and stakeholders.
 The person in this role will also participate in special projects and other duties as assigned.
<h2>Responsibilities</h2>
<ul>
<li>Address and resolve varied and complex escalated issues.  </li>
<li>Ensure timely and accurate invoicing and collection of money due to the company, and banking deposits.</li>
<li>Maintain accurate and complete client files/filing and make recommendations to improve the quality of invoicing and collection procedures.</li>
<li>Monitor processing of invoices and ensure timely payments.</li>
<li>Review client documentation to ensure proper systems set up and compliance with correct accounting procedures.</li>
<li>Ensure proper recordkeeping of purchases for use in tax preparation and periodic audits.</li>
<li>Train and provide guidance to Accounts Receivable/Payable team members; provide assistance as needed.</li>
<li>Maintain a process for tracking receipt of data and source documents.</li>
<li>Monitor and report on changes in payment standards.</li>
<li>Prepare and sort source documents and interpret data to be entered.</li>
<li>Contact preparers of source documents to resolve questions, inconsistencies or missing data.</li>
<li>Perform data entry in the Accounts Payable/Account Receivable System from source documents, complete necessary coding, confirm accuracy of data, and make necessary corrections.</li>
<li>Perform other duties and responsibilities as needed or assigned.</li>
</ul>
<h2>Minimum Qualifications (required)</h2>
<ul>
<li>2+ years of experience in Finance, Accounting, and/or AP/AR</li>
<li> High School diploma or GED </li>
</ul>
<h2>Additional Qualifications</h2>
<ul>
<li>Proficient in MS Office suite</li>
<li>Experience using automated financial and accounting systems</li>
<li>Strong communication skills, both verbal and written</li>
<li>Strong attention to detail and organization skills</li>
<li>Associate's degree in Finance, Accounting, Statistics, Economics, Business, Business Administration, or related field</li>
<li>Pre-employment screening is based on the job requirements and industry guidelines and may or may not be required for the position. If required, selected candidates must pass pre-employment screenings to include all or a combination of drug, criminal, motor vehicle check, physical requirements and FMSCA Clearinghouse.</li>
</ul>
CHS offers a competitive total rewards package. Compensation includes base wage and, depending upon position, may include other earnings such as bonus, incentives and commissions. Actual pay offered will vary based on multiple factors which may include, without limitation, experience, education, training, specialized skills and certifications.
CHS is an Equal Opportunity Employer/Veterans/Disability.

Specialist, AP/AR Senior (Grain Accounting)

<h2>Job Description:</h2>
<h2>Financial Consultant</h2>
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
<h2>The Purpose of Your Role</h2>
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
<h2>The Expertise We’re Looking For</h2>
<ul>
<li>Previous success in building relationships, uncovering needs and recommending solutions</li>
<li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li>
<li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li>
<li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li>
</ul>
<h2>The Skills You Bring</h2>
<ul>
<li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li>
<li>Being coachable, collaborative, and curious are your "go to" attributes</li>
<li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li>
<li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li>
<li>Extensive knowledge of investment solutions</li>
</ul>
<h2>Our Investments in You</h2>
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
<h2>The Value You Deliver</h2>
<ul>
<li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li>
<li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li>
<li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li>
<li>You have a steadfast commitment to your clients while making a positive impact in the community</li>
</ul>
The base salary range for this position is $55,000 - $75,000 per year.  
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   
We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.
<h2>Certifications:</h2>
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's working model</a> blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3.
 We welcome those with experience in jobs such as Residential Real Estate Agent, Accountant, and Payroll Specialist and others in the Accounting and Finance to apply.

Financial Consultant - Marin, CA

<h2>Why USAA?</h2>
Let’s do something that really matters.
At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special! 
<h2>The Opportunity</h2>
As a Mid-level Retirement Income Specialist, you will ensure the financial security of our membership by assessing member's current retirement income needs, providing advice, and making the appropriate recommendations based on member needs.
We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
<ul>
<li>Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls.</li>
<li>Asks questions to discover key information and retirement events and understands the role of annuities in a retirement income plans, as well as executive and retirement benefits for federal and military employees.</li>
<li>Documents relevant information as it relates to building a retirement income portfolio.</li>
<li>Uncovers and recognizes retirement events, understands and assesses the member's needs, financial situation, and goals and evaluates the factors to consider when determining an appropriate retirement age.</li>
<li>Develops and communicates appropriate retirement income strategies based on individual member needs.</li>
<li>Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.</li>
<li>Recommends relevant financial product and services and refers for solutions that they are not trained and/or licensed to recommend or fulfill.</li>
<li>Motivates member to take action on recommendation(s) and overcomes objections using advanced sales techniques and persuasion skills. Implements recommendation(s).</li>
<li>Familiar with the latest retirement strategy research and monitors legislative initiatives that may impact economy, society, and personal financial situation.</li>
<li>Educates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services.</li>
<li>Integrate risk management tools, products, and strategies to create an effective retirement income plan.</li>
<li>Expected to conduct outbound calls to follow up on products and services previously discussed and to actively engage in outbound call campaigns. Serves as a resource to less experienced team members on escalated issues of a routine nature.</li>
<li>Guides and influences less experienced team members.</li>
<li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li>
</ul>
What you have:
<ul>
<li>High School Diploma or General Equivalency Diploma required.</li>
<li>Required maintenance of Life/Health license.</li>
<li>Required maintenance of FINRA Series 7 license.</li>
<li>Required maintenance of FINRA Series 66 (or 63 and 65) license.</li>
<li>Must be able to successfully pass background check and meet all USAA and regulatory requirements. Additionally, applicant must have the ability to be licensed and registered in all required states and jurisdictions.</li>
<li>4 years of financial industry and/or sales experience.</li>
<li>Experience delivering frequent written and oral communication.</li>
<li>Experience processing and analyzing information.</li>
<li>Experience fulfilling requests and meeting deadlines.</li>
<li>Experience resolving conflict and negotiating.</li>
<li>Experience multi-tasking in an operating systems environment.</li>
<li>Experience participating in or leading teams.</li>
<li>Successful completion of a job-related assessment may be required</li>
</ul>
What sets you apart:
<ul>
<li>US military experience through military service or a military spouse/domestic partner.</li>
<li>3+ years of direct Annuity Sales Experience</li>
<li>Experience working in an Inbound/Outbound Call Center</li>
<li>Retirement Income Certified Professional Designation (RICP)</li>
</ul>
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $65,090.00 - $124,330.00.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Mid-Level Retirement Income Specialist

Hours

Shift Start Time:
Variable
Shift End Time:
Variable
Additional Shift Information:
0745-1645
Weekend Requirements:
As Needed
On-Call Required:
No
Hourly Pay Range (Minimum - Midpoint - Maximum):
$53.220 - $68.670 - $84.121
 
The stated pay scale reflects the range that Sharp reasonably expects to pay for this position.  The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. 
 
What You Will Do Assists patients, staff and physicians as needed to maintain a high level of efficiency of operations and customer service while providing quality care to a designated patient population. Assists the Patient Care Manager and Supervisor with the leadership of the Nursing and Patient Service Representative Staff.
Required Qualifications
<ul>
<li>Graduate of an accredited school of nursing.</li>
<li>3 Years RN experience in related clinic area.</li>
<li>California Registered Nurse (RN) - CA Board of Registered Nursing -REQUIRED</li>
<li>AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) - American Heart Association -REQUIRED</li>
<li>ACLS Certification (Advanced Cardiac Life Support) - American Heart Association -REQUIRED</li>
</ul>
Preferred Qualifications
<ul>
<li>Leadership experience and ambulatory care experience.</li>
</ul>
Essential Functions
<ul>
<li>Clinical skills
Nursing: Demonstrates advanced clinical skills in designated area as measured by providing direct patient care and successfully performing duties of the nursing staff in all areas of responsibility, technical expertise, and competence with the scope of practice. Acts as clinical resource for the designated areas of responsibility. Clinical expertise: Demonstrates strong nursing skill in the areas of assessment, planning, implementation, and evaluation of patient care. Demonstrates technical expertise and competency within scope of practice, acts as a clinical resource for the designated areas of responsibility. Partners with physicians to continuously learn and expand clinical knowledge base. Triage/Messages: Listens to patients, collects pertinent information and assesses patient’s needs, recognizes the urgency of the patients problem, offers advice and recommendations based on approved protocols or routes to physicians, schedule appoints. Assists in ensuring telephone messages are returned. Patient education: In partnership with physician’s requests, assists with developing patient education material or provides individual teaching as it applies to common problems within the designated area of responsibility. Front desk: Provides assistance to staff in resolving issues related to front desk responsibilities including scheduling and telephone management. Acts as a positive role model and ensures appropriate service delivery. Applications: Ensures compliance with established policies and procedures, and guidelines for Touchworks, IDX, Advanced Web and other applications. Other: participates in clinical projects as directed by the physician or manager.</li>
<li>Department efficiency and effectiveness Staffing: Ensures appropriate level of staffing (flex up and down) and assesses requests for time off (including breaks, late/early arrivals/departures and vacations.) Works with Staffing Specialist to ensure coverage and/or provide adequate alternatives. Maintains attendance records on staff and notifies Patient Care Supervisor or Manager of attendance and overtime compliance. Monitors level or staffing to ensure appropriate service delivery. API: Approves time and attendance and checks for accuracy bi-weekly. Monitors and tracks tardies, OT, no meals and no breaks and reports to supervisor. Daily organization/effectiveness: Ensures prompt and efficient return of messages in department. Monitors patient flow, physician schedules and completion of daily tasks in the department to ensure quality and service standards. Employee Certification: Organizes and maintains nursing licenses and staff certifications to ensure current validity. Policy &amp; Procedure: Monitors policy and procedure compliance within the department. Implements procedural changes, such as new protocols, and educates staff to changes. May sit on P&amp;P committees relevant to department function and front desk operations. Assures compliance with local and regulatory agencies. Enters authorizations and schedules surgeries and procedures in a timely and accurate manner. Financial: Maintains cost efficiency to achieve budget results in regards to supply orders, staffing and equipment. Other: Performs all other duties as required by Patient Care Manager. Displays a willingness to float and assist in other departments or at other sites.</li>
<li>Human resource management New Hires and orientation – Participates in or completes initial screening interview and schedules final candidates with Patient Care Supervisor or Manager and physician for final hiring decision. Completes paperwork and submits training calendar and skills roster with 90 days. Oversees orientation of new employees to assure appropriate clinical performance and service delivery. Staff training and development – Assists in scheduling and organizing clinical and technical in-services, customer service in services and mock codes. Corrective action: Promptly brings to the attention of the supervisor performance issues needing to be addressed. Works with the supervisor to follow corrective action process as delineated by Human Resources policy and procedure. Coaches and counsels as needed. Evaluations: Communicates performance expectations to staff, assesses developmental needs and initiates action plans to address issues and build skills. Maintains schedule of evaluation dates. Prepares, distributes, and collects pre-evaluation paperwork. Prepares and presents evaluation for Patient Care Supervisor’s review before the due date in the agreed upon period. Leadership: Consistently pro-active in team development and in problem solving to meet department goals. Actively and positively strives to implement department goals and support changes. Acts as a resource and role model for staff. Facilitates interdepartmental cooperation and teamwork. Adheres to Sharp Healthcare standards of conduct. Other: Performs all other duties as required by Patient Care Manager.</li>
<li>Quality assurance Educates staff about quality clinical and service standards. Coordinates Quality Assurance program for department. Tracks and trends compliance. Integrates team approach by delegating various QA responsibly to staff members and follow-up on compliance. Maintains continuous compliance of Quality Standards. Maintains QA book or data sheets on assigned departments. Brings any quality issues to the attention of the manager. Develops specific quality standards for assigned departments. Reviews reports and implements action plans to improve service standards. Monitors the department regularly to assure compliance with quality standards as measured. Compiles monthly QA results and employee chart audits.</li>
</ul>
Knowledge, Skills, and Abilities
<ul>
<li>I.V. proficient.</li>
</ul>
Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class
ACLS Certification (Advanced Cardiac Life Support) - American Heart Association; California Registered Nurse (RN) - CA Board of Registered Nursing; AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) - American Heart Association

Lead - RN - Sharp Rees Stealy - Oncology - Full Time - Days

Hours

Shift Start Time:
Variable
Shift End Time:
Variable
Additional Shift Information:
Weekend Requirements:
As Needed
On-Call Required:
No
Hourly Pay Range (Minimum - Midpoint - Maximum):
$61.825 - $79.774 - $97.723
 
The stated pay scale reflects the range that Sharp reasonably expects to pay for this position.  The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant’s years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices. 
 
What You Will Do Assists patients, staff and providers as needed to maintain a high level of efficiency of operations and customer service while providing quality care to a designated patient population. Responsible for supervising and coordinating operations of assigned departments. Provides direct patient care in the clinical setting. Acts as a patient and employee advocate, works cooperatively with physicians and assures communications with and among staff and managers in accordance with the Sharp Rees-Stealy mission and goals statements.
Required Qualifications
<ul>
<li>3 Years RN experience in related clinical area. </li>
<li> Leadership experience. </li>
<li>California Registered Nurse (RN) - CA Board of Registered Nursing -REQUIRED</li>
<li>AHA Basic Life Support for Healthcare Professional (AHA BLS Healthcare) - American Heart Association -REQUIRED</li>
</ul>
Preferred Qualifications
<ul>
<li>Bachelor's Degree </li>
<li> Management experience in ambulatory care. </li>
</ul>
Essential Functions
<ul>
<li>Budget development and adherence Develop and implement the budget for assigned departments. Maintain cost efficiency to achieve budget results in regards to supply orders, staffing and equipment. Monitors monthly trends and financial performance. Ensures equipment and personnel requirements are identified and included for budget consideration.</li>
<li>Department efficiency and effectiveness Staffing-Ensures appropriate level of staffing (flex up and down) and assesses requests for time off (including breaks, late/early arrivals/departures and vacations). Works with Staffing Specialist to ensure coverage and/or provide adequate alternatives. Maintains attendance records on staffing and ensures attendance and overtime compliance. Monitors level of staffing to ensure appropriate service delivery. Timecards-Collects time cards and checks for accuracy, prepares for approval and submits to payroll by deadline. Monitors and tracks overtime/NB. Employee Certification- Organizes and maintains nursing licenses and staff certifications to ensure current validity. Daily Organization/Effectiveness-Ensures prompt and efficient return of messages in the department. Monitors patient flow, provider schedules and completion of daily tasks in the department to ensure quality and service standards. Policy &amp; Procedure-Monitors policy and procedure compliance within the department. Implements procedural changes, such as new protocols, and educates staff to changes. May maintain policy and procedures manuals and/or sit on Policy and Procedure Committee relevant to department functions and front desk operations.</li>
<li>Human resource management New Hires and Orientation: Completes initial screening interview and involves appropriate provider(s) in final hiring decision. Completes paperwork and submits training calendar and skills roster within 90 days. Oversees orientation of new employees to assure appropriate clinical performance and service delivery. Staff Training and Development: Schedules and coordinates clinical and technical in-services, customer service in-services, mock codes and pharmacy fairs. Provide ongoing clinical and service support and supervision. Corrective Action: Coaches and utilizes corrective action with employees in a pro-active, legally acceptable manner compatible with company policy. Documents corrective action and communicates to manager as appropriate. Evaluations: Communicates performance expectation to staff, assesses developmental needs and initiates action plans to address issues and build skills. Maintains schedule of evaluation dates. Prepares, distributes and collects pre-evaluation paperwork. Accurately completes performance appraisals before the employee anniversary date, with clear documentation supporting rating. Leadership: Consistently pro-active in team development and in problem-solving to meet department goals. Conducts assigned departments meetings to assess and resolve needs, issues and foster ongoing communication/cooperation. Develops and implements action plans that address needs. Facilitates inter-departmental cooperation and teamwork; participates in committees, task forces, special activities or projects. Acts as a resource and role model for staff.</li>
<li>Quality assurance Educates staff about quality clinical and service standards. Integrates team approach by delegating various QA responsibilities to staff members and following-up on compliance. Maintains continuous compliance of Quality Standards. Maintains QA book or data sheets on assigned departments. Brings any quality issues to the attention of the manager. Develops specific quality standards for assigned departments. Reviews reports and implements action plans to improve service standards. Ensures instruction and compliance of departmental staff with daily/weekly/monthly QA requirements. Yearly average of assigned departments: 95%=Great, 94-90%= Good, &lt;90%=NI.</li>
<li>Technical skills Nursing-Demonstrates advanced clinical nursing skills in designated area as measured by providing direct patient care and successfully performing duties of the nursing staff in all areas of responsibility. Demonstrates technical expertise and competence, within the established scope of practice. Acts as clinical resource for the designated areas of responsibility. Clinical Expertise-Demonstrates strong nursing skill in the areas of assessment, planning, implementation and evaluation of patient care. Demonstrates technical expertise and competency within scope of practice, acts as a clinical resource for the designated area of responsibility. Partners with physicians to continuously learn and expand clinical knowledge base. Triage/ Messages-Listen to patients, collect pertinent information and assess patient's need, recognize the urgency of the patient's problem, offer advice and recommendations based on approved protocols or route to physicians, schedule appointments. Assist in ensuring telephone messages are returned. Patient Education-In partnership with provider's requests, assist with developing patient education material or provide individual teaching (explanation) in regards to common problems within the designated area of responsibility. Participate in clinical projects as directed by the physician or manager. AEHR - Demonstrate typing skills proficiency by: Using a keyboard, required to type proficiently and accurately; Have the ability to type a minimum of 30 words per minute with 0-2 errors; Have the ability to proof work. Front Desk - Provides assistance to staff in resolving issues related to front desk responsibilities including scheduling, cashiering and telephone management. Acts as a positive role model and ensures appropriate service delivery. Applications - Ensures compliance with established policies, procedures and guidelines for 0CM, BAR, Scheduling and other applications.</li>
</ul>
Knowledge, Skills, and Abilities
<ul>
<li>Proficient clinical skills, nursing judgment and IV skills.</li>
</ul>

Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class
Master's Degree; Bachelor's Degree in Nursing; Master's Degree in Nursing; California Registered Nurse (RN) - CA Board of Registered Nursing

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