<h3>Job Description</h3>
At Whitman, Requardt &amp; Associates, LLP, we are "People Focused and Project Driven". We have been in business for more than 105 years and we are known for our quality work and quality employees. This is your chance to join our team - help us to understand today’s needs and develop plans to improve the movement of people and goods!
We are currently seeking a Transportation Planner in our office in Baltimore, Maryland. Assignments may include conducting a variety of transportation and land use studies, freight plans, multimodal corridor studies, and active transportation plans as well as public engagement for complex transportation projects.
Responsibilities:
Support transportation planning projects throughout the region, conduct public outreach and engagement, support ongoing and new projects using GIS and data analytics, research and report writing
Position may include working at client site(s).
Requirements:
<ul>
<li>Bachelor’s degree in planning or a related discipline</li>
<li>AICP certification or ability to obtain AICP certification within one year of date of hire</li>
<li>5 - 10 years of experience in multimodal transportation and land use planning; a graduate degree may be substituted for a portion of this experience</li>
<li>Experience and interest in public and stakeholder outreach</li>
<li>Superb writing and oral communications skills</li>
</ul>
Benefits:
WRA recognizes that employees play an important role in its success. Our commitment to full-time employees is reflected in the comprehensive benefits package we offer:
<ul>
<li>Flexible work schedule options</li>
<li>Competitive salary</li>
<li>Leave accrual and paid holidays</li>
<li>Healthcare benefits</li>
<li>Group Life Insurance, as well as additional optional life Insurance, short and long term disability insurance</li>
<li>Flexible spending accounts for medical and dependent care reimbursement</li>
<li>401(k) Retirement Plan</li>
<li>Tuition Reimbursement</li>
<li>Employee Assistance Program</li>
<li>Parental and maternity leave benefits</li>
</ul>
WRA is an equal opportunity/affirmative action employer and complies with all applicable anti-discrimination laws.
Applicants must be currently authorized to work in the United States on a full-time basis without the need for employment-based visa sponsorship now or in the future. WRA will not sponsor applicants for U.S. work visa status for this opportunity. (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)
***** Not accepting resumes from 3rd party recruiters for this position *****
 Position # 1750

Transportation Planner - Mid-Level

<h3>Job Description</h3>
GENERAL JOB DESCRIPTION
The Wealth Advisor will be responsible for supporting and implementing MAI’s full-service approach to working with clients in our Advisor Referral Program (ARP). This individual will manage, or assist in managing client relationships from investment management, financial planning, and client communications perspectives. In addition, they will develop referrals through our partner firms and drive additional business for MAI.

MAJOR DUTIES AND RESPONSIBILITIES
<ul>
<li>Consistently and proactively engage with clients and their immediate families.</li>
<li>Develop strong product knowledge and client relationship management skills.</li>
<li>Regularly monitor and rebalance client portfolios to adhere to IPS guidelines.</li>
<li>Drive business results through referral partners, COI” s, and existing client relationships.</li>
<li>Acquire, develop, and retain assets within existing client base.</li>
<li>Introduce clients to other team members or 3rd party professionals when more complex needs present themselves such as estate, tax, and insurance matters.</li>
<li>Participate in Investment and Alternative Investment group discussions to stay abreast on company-wide thinking and opportunities. </li>
<li>Develop referrals through our partner firms.</li>
<li>Enter and maintain data in eMoney, CRM and other internal systems.</li>
</ul>

EXPERIENCE/CREDENTIALS
<ul>
<li>Bachelor’s degree in business or related field.</li>
<li>5-7 years’ experience in an RIA/Investment Management Firm or other type of Financial Services.</li>
<li>Certified Financial Planner (CFP) required.</li>
<li>CFA or CPA a plus.</li>
<li>Additional Wealth Management certifications, designations, or licensing a plus.</li>
<li>Proficient in building business plans and executing to achieve results.</li>
<li>Experience using E-Money and other financial planning software and tools.</li>
<li>Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook).</li>
</ul>

COMPETENCIES
<ul>
<li>Working knowledge of the full range of wealth management topics and solutions.</li>
<li>High attention to detail.</li>
<li>Strong written and verbal communication skills.</li>
<li>Critical thinking skills to assess clients’ current financial position and evolving needs or requirements.</li>
<li>Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.</li>
<li>Knowledge of investments and macroeconomics as they relate to clients’ investment goals and objectives.</li>
<li>Ability to work in both entrepreneurial and team-based environments. </li>
<li>Maintains absolute confidentiality of client information and safeguards client and firm data; maintains high ethical standards in all practices. </li>
</ul>

FEATURED BENEFITS: 
<ul>
<li>Medical Insurance</li>
<li>Dental Insurance</li>
<li>Vision Insurance</li>
<li>401(k)</li>
<li>Health Savings Account</li>
<li>Paid Maternity Leave</li>
<li>Paid Parental Leave</li>
<li>Tuition Reimbursement</li>
</ul>

Wealth Advisor

Overview
Provides care management through a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet member's health needs through communication and available resources, while promoting quality cost-effective outcomes. Maintains members in the most independent living situation possible; ensures consistent care along entire health care continuum by assessing and closely monitoring members' needs and status. Provides care management services and authorizes/ coordinates services within a capitated managed care system. Communicates and collaborates with primary care practitioners, interdisciplinary team and family members.
Compensation:
$70,200.00 - $87,700.00 Annual
What We Provide
<ul>
<li>Referral bonus opportunities     </li>
<li>Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays   </li>
<li>Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability    </li>
<li>Employer-matched retirement saving funds   </li>
<li>Personal and financial wellness programs    </li>
<li>Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care   </li>
<li>Generous tuition reimbursement for qualifying degrees   </li>
<li>Opportunities for professional growth and career advancement    </li>
<li>Internal mobility, generous tuition reimbursement, CEU credits, and advancement opportunities </li>
</ul>
What You Will Do
<ul>
<li>Assesses, plans and provides intensive and continuous care management across acute, home, and long-term care settings. Develops and negotiates care plans with members, families and physicians.</li>
<li>Assesses a person’s living condition/situation, cultural influences, and functioning to identify the individual’s needs; develops a comprehensive care plan that addresses those needs.</li>
<li>Assesses an enrollee’s eligibility for Program services based on his or her health, medical, financial, legal and psychosocial status, initially and on an ongoing basis.</li>
<li>Plans specific objectives, goals and actions designed to meet the member’s needs as identified in the assessment process that are action-oriented, time-specific and cost effective.</li>
<li>Implements specific care management activities and or interventions that lead to accomplishing the goals set forth in the plan of care.</li>
<li>Coordinates, facilitates and arranges for long term care services in the home and community-based sites, such as adult day care, nursing homes, rehab facilities, etc. Arranges for on-going nursing care, service authorization and periodic assessment.</li>
<li>Collaborates and negotiates with interdisciplinary teams, health care providers, family members, and third party payors, as applicable, across all health settings to ensure optimum delivery and coordination of services to members.</li>
<li>Monitors care management activities, services, and members’ responses to interventions, to determine the effectiveness of the plan of care and the utilization of services.</li>
<li>Evaluates the effectiveness of the plan of care in reaching desired outcomes and goals; makes modifications or changes in the plan of care as needed.</li>
<li>Identifies trends and needs of groups in the community and plans interventions based on these identified needs.</li>
<li>Provides care management services across sites and collaborates with appropriate facility discharge planner and/or HCC when members are transitioned between settings.</li>
<li>Manages expenditures to ensure effective use of covered services within a capitated rate. Fiscally responsible in providing services based on members’ needs.</li>
<li>Provides social work services in accordance with NASW code of ethics, VNS Health policies, practices, and procedures.</li>
<li>Participates in outreach activities to promote knowledge of the Program and its services and to coordinate Program activities with outside community agencies and health care providers (e.g., community health screening, In Services).</li>
<li>Participates in the development of programs to meet the specialized needs of this selected patient population.</li>
<li>Documents services in accordance with Health Plans Community Care standards and Managed Long Term Care (MLTC) and Licensed Home Care Services Agency (LHCSA) regulations.</li>
<li>Participates in special projects and performs other duties as assigned.</li>
</ul>
Qualifications
Licenses and Certifications:
<ul>
<li>License and current registration to practice as a Licensed Social Worker in New York State preferred</li>
</ul>
Education: 
<ul>
<li>Master's Degree in Social Work required</li>
<li>Case Management Certification preferred</li>
</ul>
Work Experience:
<ul>
<li>Minimum of three years of Social Work experience required</li>
<li>Minimum of two years in a case management and/or community based environment preferred</li>
<li>Bilingual skills may be required, as determined by operational needs.</li>
<li>Clinical expertise in geriatrics, Long Term care and Managed care experience preferred</li>
</ul>

Social Work Care Coordinator

Overview
Provides care management through a collaborative process of assessment, planning, facilitation and advocacy for options and services to meet member's health needs through communication and available resources, while promoting quality cost-effective outcomes. Maintains members in the most independent living situation possible; ensures consistent care along entire health care continuum by assessing and closely monitoring members' needs and status. Provides care management services and authorizes/ coordinates services within a capitated managed care system. Communicates and collaborates with primary care practitioners, interdisciplinary team and family members.
Compensation:
$70,200.00 - $87,700.00 Annual
What We Provide
<ul>
<li>Referral bonus opportunities     </li>
<li>Generous paid time off (PTO), starting at 30 days of paid time off and 9 company holidays   </li>
<li>Health insurance plan for you and your loved ones, Medical, Dental, Vision, Life and Disability    </li>
<li>Employer-matched retirement saving funds   </li>
<li>Personal and financial wellness programs    </li>
<li>Pre-tax flexible spending accounts (FSAs) for healthcare and dependent care   </li>
<li>Generous tuition reimbursement for qualifying degrees   </li>
<li>Opportunities for professional growth and career advancement    </li>
<li>Internal mobility, generous tuition reimbursement, CEU credits, and advancement opportunities  </li>
</ul>
What You Will Do
<ul>
<li>Assesses, plans and provides intensive and continuous care management across acute, home, and long-term care settings. Develops and negotiates care plans with members, families and physicians.</li>
<li>Assesses a person’s living condition/situation, cultural influences, and functioning to identify the individual’s needs; develops a comprehensive care plan that addresses those needs.</li>
<li>Assesses an enrollee’s eligibility for Program services based on his or her health, medical, financial, legal and psychosocial status, initially and on an ongoing basis.</li>
<li>Plans specific objectives, goals and actions designed to meet the member’s needs as identified in the assessment process that are action-oriented, time-specific and cost effective.</li>
<li>Implements specific care management activities and or interventions that lead to accomplishing the goals set forth in the plan of care.</li>
<li>Coordinates, facilitates and arranges for long term care services in the home and community-based sites, such as adult day care, nursing homes, rehab facilities, etc. Arranges for on-going nursing care, service authorization and periodic assessment.</li>
<li>Collaborates and negotiates with interdisciplinary teams, health care providers, family members, and third-party payors, as applicable, across all health settings to ensure optimum delivery and coordination of services to members.</li>
<li>Monitors care management activities, services, and members’ responses to interventions, to determine the effectiveness of the plan of care and the utilization of services.</li>
<li>Evaluates the effectiveness of the plan of care in reaching desired outcomes and goals; makes modifications or changes in the plan of care as needed.</li>
<li>Identifies trends and needs of groups in the community and plans interventions based on these identified needs.</li>
<li>Provides care management services across sites and collaborates with appropriate facility discharge planner and/or HCC when members are transitioned between settings.</li>
<li>Manages expenditures to ensure effective use of covered services within a capitated rate. Fiscally responsible in providing services based on members’ needs.</li>
<li>Provides social work services in accordance with NASW code of ethics, VNS Health policies, practices, and procedures.</li>
<li>Participates in outreach activities to promote knowledge of the Program and its services and to coordinate Program activities with outside community agencies and health care providers (e.g., community health screening, In Services).</li>
<li>Participates in the development of programs to meet the specialized needs of this selected patient population.</li>
<li>Documents services in accordance with Health Plans Community Care standards and Managed Long Term Care (MLTC) and Licensed Home Care Services Agency (LHCSA) regulations.</li>
</ul>
For Palliative Care Only:
<ul>
<li>Understands and supports ability to cope with patients’ illness. Provides emotional, spiritual, and practical support for patient and family.</li>
<li>Reviews tools, programs and other resources for potential serious illness program appropriate patients and make referral as necessary.</li>
<li>Provides education to patients and their families to better understand patients’ disease and diagnosis.</li>
<li>Facilitates open discussion about treatment choices for patient’s illness (including difficult and complex choices) and management of symptoms.</li>
<li>Provides expertise in treatment of pain and other symptoms.</li>
<li>Participates in special projects and performs other duties as assigned.</li>
</ul>
Qualifications
Licenses and Certifications:
<ul>
<li>License and current registration to practice as a Licensed Social Worker in New York State preferred</li>
</ul>
Education: 
<ul>
<li>Master's Degree in Social Work required</li>
<li>Case Management Certification preferred</li>
</ul>
Work Experience: 
<ul>
<li>Minimum of three years of Social Work experience required</li>
<li>Minimum of two years in a case management and/or community-based environment preferred</li>
<li>Bilingual skills may be required, as determined by operational needs.</li>
<li>Clinical expertise in geriatrics, Long Term care and Managed care experience preferred</li>
</ul>

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