Financial Consultant Salary in Dallas, TX

DescriptionAlvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services.The Healthcare Industry Group (HIG), a subsidiary of A&M, is an established leader known for delivering tangible results for healthcare c-suite executives, boards, private equity firms, investors, law firms and government agencies that are facing complex challenges. We are at the forefront of delivering transformational change to the healthcare industry. Our professionals advise our clients on financial, operational and market performance by assessing all aspects of their operations and providing comprehensive services, including analyzing revenue and financial information, conducting process reviews, identifying key business drivers, and managing risk and compliance issues. HIG also provides services such as revenue cycle management, mergers and acquisitions, compliance and regulatory, information technology and interim management.We are not your typical consulting firm. We are a group of entrepreneurial, results-oriented professionals who take a hands-on approach to solving our clients' problems. Our key differentiation in the marketplace is the combination of "know-how" and "do-how". What will you be doing? As a Consultant you will be working closely with healthcare clients on a range of complex assignments. You will work in a team environment while using your independent judgment and critical thinking skills to provide practical solutions and add value for our clients. The position is a unique opportunity to develop and grow key skills in the diverse and ever-changing Healthcare Industry. This role requires a flexible clear thinker with an aptitude for design and eye for "zero-defect" work. While this role is primarily client-facing and operational, the Associate will also be expected to support marketing, R&D and additional roles as the client may request it. Depending on the client project the responsibilities of an Associate may typically include: Building and maintaining financial and operational models to assess client performance. Forecasting cash flows, analyzing and managing liquidity. Planning and structuring financial transactions. Benchmarking internal and external data . Mapping out processes and managing both client and internal projects . Calculating operating losses and projecting savings . Performing analysis and developing reports and deliverables . Conducting operational data analysis to assist in development of KPI metrics . Participating in client interviews and capturing actionable items . Evaluating business operations and supporting performance improvement initiatives Preparing client-ready deliverables and presentations; assisting with making presentations to clients Conducting healthcare research Assisting with the development of presentations, pitch, and proposal content Our consultants possess a high aptitude for financial and operational analysis and will leverage their excellent written and verbal communication skills to work with senior leaders and clients. We are seeking someone to join our team with an entrepreneurial and collaborative mindset who works well with ambiguity and thrives in a fast-paced environment. As a Consultant you will have the opportunity to demonstrate your leadership, integrity and objectivity when interacting with clients at all corporate levels. Who will you be working with? You will be part of a team that is passionate about and known for delivering transformational change to the healthcare continuum through our consulting, advisory and interim management services in financial and operational performance improvement, strategy, merger & acquisition, and turnaround. How will you grow and be supported? As a Consultant within the Healthcare Indstry Group, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. As part of our team, you will collaborate with many experienced professionals who will provide you with developmental feedback and growth opportunities.We work with each of our employees to develop a customized career development plan to ensure you are matched with professional development opportunities that meet your unique needs and accelerate your development.We offer a variety of live and virtual training programs, access to best-in-class on-demand training, ongoing on-the-job coaching, a transitional coach to help you acclimate to the practice, and partnership with a mentor who will guide you through your career.Our Healthcare team prides itself on sustaining a culture that reflects our core values. We value integrity, quality, and objectivity in our work. We like what we do and with whom we do it. We embrace diversity, foster inclusiveness, and reward merit. We encourage and support our employees and communities through ongoing investments from leadership, social and networking events, peer-to-peer networks, Employee Resource Groups, volunteer opportunities and pro-bono work. We are committed to promoting an inclusive environment in which all can develop, grow, and be supported.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on the job training. Learn more about why A&M is a great place to work. What are we looking for? A minimum of three (3) years of prior work experience in healthcare, consulting, or healthcare industry such as healthcare banking, accounting, audit, private equity, managed care, health plans or healthcare operations with a healthcare focus BA/BS degree and/or MBA/MS in Accounting, Finance, or other related healthcare fields such as MHA or MPH Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications are a plus. Strong Microsoft Excel and modeling skills including the ability to prepare and maintain models such as financial and operational models. A strong understanding of accounting and finance including the ability to review and understand financial statements and disclosures; exposure debt and equity transactions is a plus. Working knowledge of the healthcare industry preferred . Advanced Microsoft PowerPoint and Word skills a must; experience with Tableau, SQL, SPSS, Power BI, Action O-I benchmarking, MGMA survey data ais a plus. Excellent verbal and written skills, with the ability to communicate with and present information to all levels of client personnel. Solid project management and organizational skills . Ability to conduct operational data analysis and synthesize information to assist in the development of reports and KPI metrics. Willingness and ability to travel as required. High energy individuals with a passion for healthcare and solving complex issues. Compensation Statement The annual base salary range is $90k - $115k, commensurate with experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Benefit Summary Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.

HilltopSecurities is currently looking to hire two Growth Consultants. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities' Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services to high net worth and institutional clients. Wealth Management Product solutions partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.Responsibilities:Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goalsAssist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.Participate in conference calls or appointments with the advisor and client.Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clientsMarkets holistic product and advisory services to Financial Advisors.Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.Maintain current knowledge of investment managers, product enhancements and industry trends.Assist with special projects and tasks as assigned.Qualifications:Bachelor's degree5 years or more of financial services experienceSeries 7 and Series 65 or 66 required.CFP Designation is highly desiredInsurance License or willingness to obtainStrong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.Must be able to provide complete and concise explanations of products to advisors and clients.Detail oriented with excellent organization skills, follow through skills and ability to multi-task.Excellent analytical, communication skills both verbal and written.Ability to work under pressure in a fast-paced and deadline-oriented environment.Strong computer skills required with experience in Microsoft Office.Previous experience making sales presentations to small groups.Travel will be required for training and client appointmentsPrior experience with the Envestnet platform, MoneyGuidePro, and Redtail a plusThe above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.About the Company:At HilltopSecurities, we believe in building collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.As a subsidiary of Hilltop Holdings, which also encompasses PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.

Senior Management Consultant Role ProfileAs a member of Neudesic's Business Transformation and Strategy Practice, you will be expected to contribute to the firm's growth and development in a variety of ways. Management Consultants and Senior Management Consultants lead and drive day-to-day interactions with client executives, stakeholders, and sponsors and fill a variety of consultancy roles depending on the client engagement.As a Management/Senior Management Consultant, you are responsible for and expected to contribute in many of the following areas:Key Responsibilities:Strategic Product Management:Oversee the End-to-End Product Strategy Process:Discovery: Conduct initial assessments to identify market needs and potential user bases. Employ stakeholder interviews, market surveys, and SWOT analysesDesign: Coordinate with business analysts, business architects, solution architects, and UX/UI designers using Design Thinking methods to ensure alignment between product designs and business goalsAlignment: synchronize the product strategy with the client's business strategy, overarching goals, and enterprise-wide needs. Ensure that all project elements are aligned with the client's objectives, promoting a cohesive and strategic approach across all departments and functionExecution (Build and Launch):Product Delivery: Collaborate with solution architects and developers on defining technical specifications and scope estimations. Maintain active involvement to ensure resources are realistically planned and allocatedBacklog and Business Analysis Management: Handle tasks such as user modeling, prioritization, and validation; conduct business analysisDesign Oversight: Provide continuous strategic direction to the design team to keep the product aligned with business objectivesAgile Project Management: Manage the build product phases using Agile methodologies, ensuring that development milestones are metLaunch Planning: Develop and coordinate launch strategies with product, business, marketing, sales, and customer support teamsGrowth (Monitoring and Enhancement):Performance Monitoring: Track product performance using analytics tools and review user feedback to identify improvement areasContinuous Improvement: Lead update cycles and enhancements based on user feedback and new market opportunitiesStrategic Opportunity Identification: Proactively identify gaps in the current product offerings and pinpoint new opportunities that could enhance the client's competitive edge and revenue potential. This includes proposing additional products or features that align with and advance the client's digital transformation journey, thereby fostering deeper integration and added valueMarket Analysis: Perform in-depth market and competitor research to inform strategic decisionsBusiness Model Development: Analyze and align business models with client goals through detailed mapping and financial structuringInnovation Leadership: Manage the entire product lifecycle to ensure continual evolution and competitivenessRoadmap Management and Go-to-Market: Develop product visions and roadmaps; execute go-to-market strategiesChange Management: Implement strategies for organizational change and product adoptionSales Enablement:Documentation and Strategy Formation: Create insightful documents and case studies, develop comprehensive business cases, and formulate robust sales strategies to effectively market Neudesic's capabilitiesOutcome-Oriented Technology Solutions: Link business outcomes directly to tailored technology solutions, ensuring that every proposed product or service clearly addresses specific client challenges or business goalsCustomized Solution Development: Develop customized solutions for unique client needs or business problems by deeply analyzing their operations and strategic objectives. This approach not only resolves immediate issues but also aligns with long-term business plansMarket and Client Expansion Insight: Proactively identify new areas of expansion, assessing gaps and opportunities within the market and among current clients. This includes recommending initiatives that enhance client competitiveness and exploring untapped markets for potential growthAdditional Skills, Competencies & Requirements:BA or BS degree from an accredited college or university required, MBA or similar preferred.5+ years of traditional management consulting experience preferred3+ years of experience at a leading consulting firm preferred (Accenture, Deloitte, PWC, EY, KPMG Capgemini, Booz Allen Hamilton, Point B, Slalom, etc.)Diversified functional skills and cross industry experienceFormal education & experience with Lean, Six Sigma, Systems Theory, Queueing Theory, or other preferredWorking understanding of Kotter and Prosci preferredDemonstrated understanding of Agile (iterative) and Waterfall (sequential) program managementDemonstrated financial and risk analysis competencyDemonstrated strategic planning and analysis competencyHighly effective problem solving and analytical skills (gathering, synthesizing and analyzing complex quantitative and qualitative data; experience analyzing and building business processes; utilizing relationship management tools)Dedicated willingness to meet crucial goals, objectives, and deadlinesReliable leadership abilities, accountability, and initiativeExcellent interpersonal and organizational skills, ability to handle diverse situations, multiple initiatives, and rapidly changing prioritiesShow intellectual curiosity and interest in learning about Neudesic practicesFor TX , the expected base salary range for this position is between $145,000 and $175,000. The salary range may be different if the successful employee is in a different state. This position is also eligible for performance bonuses. The actual compensation will be determined based on experience and other factors permitted by law.Accommodations currently remain in effect for Neudesic employees to work remotely, provided that remote work is consistent with the work patterns and requirements of their team's management and client obligations. Subject to business needs, employees may be required to perform work or attend meetings on-site at a client or Neudesic location.Neudesic is an Equal Employment Opportunity Employer:All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.Neudesic is an IBM subsidiary which has been acquired by IBM and will be integrated into the IBM organization. Neudesic will be the hiring entity. By proceeding with this application, you understand that Neudesic will share your personal information with other IBM companies involved in your recruitment process, wherever these are located. More Information on how IBM protects your personal information, including the safeguards in case of cross-border data transfer, are available here: https://www.ibm.com/us-en/privacy?lnk=flg-priv-usen

Position SummaryAvantax is seeking an Affiliate Growth Consultant who will play a key role in delivering wealth management services to firms and driving results for CPA firms and Avantax. The role of the AGC is to work directly with affiliate CPA firms to grow their wealth management business. The AGC guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach. Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.Essential Duties & ResponsibilitiesThe major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Wealth Management Growth:Be a driving force to execute the CPA firm's wealth management strategic vision, business plans, growth, and retention strategies in conjunction with Director, Affiliate Development and Director, Financial Planning Consultants. Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans, and recommended growth strategies.Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving Avantax best practices, identifying client opportunities, and coaching on client approach. Assess, diagnose, and present best practices & solutions to firms.Responsible for firm growth including a number of CPA firm producers and firm penetration. Plays a critical role in achieving net new asset targets for assigned firms.Share new ideas, educational or business-building initiatives, and projects that support NNA, inflows, new producers, firm sentiment improvement, and support greater retention.Must have a high degree of accountability and be a self-motivated individual who can manage their time and prioritize their workload in a fast-paced working environment.Client Development: Identify and qualify prospective clients; coach CPAs on a discovery process and an initial wealth management approach for prospective clients. Be proactive, knowledgeable, creative, and confident in order to coach and motivate CPAs to uncover and secure new wealth management prospects and opportunities. Drive firm adoption of the Avantax Planning Partners client development strategy and generate leads/opportunities from prospective clients. Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm's clients.Hosts regular educational sessions on their own or with other Avantax partners to inform CPAs on broad wealth management/planning topics.Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership, and other APP leaders.Conduct regular communication with firm leaders on progress and accountability, holding CPA firm and Avantax accountable for results.Drive adoption of marketing materials and campaigns to support firm client and prospect initiatives, engagement strategies, and communications plans.Firm Sentiment:Increase CPA firm retention and improve firm sentiment towards Avantax Planning Partners.Foster strong relationships with assigned CPAs as the face of Avantax Planning Partners.Proactively anticipate firm needs to provide solutions to drive change, and overcome challenges. Facilitate and communicate recommendations for resolution.Act as a business partner, consultant, and coach through regular, systematic communications including client development sessions, leader-to-leader calls, emails, and ongoing, frequent communication.Educate firms and advisors on new technology, system enhancements, webinars or training opportunities, compliance or regulatory reminders, and what teams or tools can provide greater information or answer questions.Travel to CPA firm based on segmentation and engagement model (~20% travel).Internal Collaboration:Build strong relationships across all Avantax teams by fostering collaboration.Act as a partner in connecting ideas, questions, or opportunities with internal team members and subject matter experts.Responsible for project management and integrating Avantax resources to ensure timely deliverables to the CPA firm for project completion.Education & ExperienceBachelor's degree (B.A.) from a four-year college or university preferred.At least 5 years of related financial services/planning experience and/or training.Demonstrated financial management and budgeting skills with the ability to make sound business decisions based on data and statistics.Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.Certificates, Licenses or Registrations: Series 65 and state insurance license, preferred.CFP preferred.Physical Demands & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with the company.#Avantax

DescriptionAlvarez & Marsal (A&M) is a premier independent global professional services firm specializing in providing turnaround management, restructuring, performance improvement and corporate advisory services.Our Life Sciences team provides a broad range of services for our clients. When our clients are experiencing distress or significant change, we are there to guide their stakeholders and executives through the challenging times. When our clients are experiencing tremendous growth and see great opportunities, we provide the resources and expertise to help them grow without organizational strain. Lastly, when our clients' business is stagnant, we provide the deep industry, market and financial expertise to move them towards profitability and growth.Our team understands the growing need for agility and linkages to ever-changing market dynamics. We therefore observe industry trends closely, including navigating how the industry builds closer relationships with patients, evolving commercial strategies and models, deploying services that go beyond medicine or devices, considering how new tools like AI and the cloud can be transformative, and, how R&D and the definition of targeted therapy is developing before the worlds' eyes.Our practice provides services across each pillar and support function of the enterprise including R&D, manufacturing, commercial, and business development to strategy, finance, IT and HR. We assist our clients by finding new routes towards productivity and growth, we help reduce costs and increase supply chain reliability and security, and we support our clients by finding new paths to engage their customers. What will you be doing? • Develop growth strategies that fuel expansion, explore adjacent markets, and identify untapped opportunities. Help clients understand their competitive edge and profitability across product lines. Craft pricing and reimbursement strategies that consider customer value, patient needs, cost structures, market dynamics, and product lifecycles. Evaluate business and operating models for growing product lines.SupporM&A activity through due diligence and post-merger integration. Identify and mitigate risks across all aspects of the business.• Partner with private equity clients to assess investments and support portfolio companies. Lead turnarounds for pharma, biotech, medtech, and life sciences service companies.As a senior associate on our team, you will work on the most interesting and challenging problems in the Life Sciences industry. Projects may involve analyzing pharmaceutical pipelines, conducting interviews with key players, creating data-driven insights, crafting compelling presentations, and streamlining workflows. You will be part of a team that is passionate about, and known for , delivering transformational change to the healthcare continuum. We are a group of entrepreneurial, action -, and results-oriented professionals who take a hands-on approach to solving our clients' problems and helping them reach their full potential. What are we looking for? Proven Problem-Solvers with Deep Life Sciences ExpertiseAt this level, you'll be a strategic consultant with a minimum of four years of experience tackling complex challenges within the life sciences sector. You're a quick study, able to seamlessly integrate into ongoing projects and drive impactful results.Sharp Minds Who Collaborate and LeadYour experience fosters a collaborative spirit, valuing diverse perspectives and fostering a supportive team environment. You thrive in a culture of intellectual challenge, where colleagues push each other to excel.Data-Driven Insights with a Global PerspectiveYour analytical prowess is evident. You have a proven track record of leveraging data to identify trends, assess risks, and develop innovative solutions. You understand the interconnectedness of the healthcare landscape and can create strategies that consider broader market dynamics.Client-Focused with a Results OrientationYour passion lies in driving real impact for clients. You possess excellent communication skills and can translate complex insights into actionable recommendations. You have a strong track record of delivering practical solutions that generate tangible value.Ambitious and AccomplishedYour accomplishments speak for themselves. You've built a network and a reputation for excellence within the life sciences industry. You're eager to continue your growth trajectory and make a significant contribution to our team.If you see yourself in this description, we want to hear from you! How will you grow and be supported? As a senior associate within the Life Sciences practice, you will have the opportunity to take your career to the next level by gaining invaluable industry experience while enhancing and expanding your skillset. Our team of experienced professionals will offer you developmental feedback and growth opportunities, allowing you to collaborate with experts and gain invaluable experience.We prioritize the growth and development of each employee. We take a personalized approach by working with you to create a customized career development plan that caters to your unique needs and helps you progress in your career. Our training programs are a mix of live and virtual sessions, and we also provide best-in-class on-demand training. We offer on-the-job coaching to facilitate your learning, assign a transitional coach to help you adjust to the work environment, and pair you up with a mentor who will guide you throughout your career journey.Alvarez & Marsal offers competitive benefits and opportunities to support your personal and professional development. Click to learn about our commitment to your well-being . A&M recognizes that our people drive our growth, and you will be provided with the best available training and development resources through formalized training and on-the-job training. Learn more about why A&M is a great place to work. Compensation Statement:The following are the annual base salary ranges, commensurate with experience: Associate $90-115k, and Senior Associate: $125-150k . In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Benefits Summary:Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-KG1

With a career as a Mercer human capital consultant, you will be helping companies of all sizes and across all industries solve their greatest challenges by designing and implementing workforce strategies to help them grow within their markets. We help organizations define and implement an employee experience that will make the right talent want to join, stay, and deliver their best performance.Mercer is seeking qualified candidates for the following position based in the Dallas or Houston office (hybrid role):Senior Principal Compensation/Rewards ConsultantWhat can you expect?Supporting companies in the design and execution of performance measurement and reward strategies that reinforce business objectivesDeveloping compensation strategies, philosophies, and programs that address clients' attraction and retention needs, and working with organizations to identify the financial and people factors that drive valueStructuring, directing, reviewing, and interpreting analyses performed by the project teamManaging day-to-day client relationships, expanding existing client relationships and developing new client relationshipsWhat's in it for you?A company with a strong brand, with deep experience developing solutions for today's and tomorrow's toughest challengesThe opportunity to contributeintellectualcapital and leadership as part of the global leader in human resources consultingA culture of internal mobility, diversity, inclusion, and collaborationFlexible work opportunities for work/life balanceCompetitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k, after one year of serviceWe will count on you to:Provide consulting services to senior management on a variety of remuneration issues, including competitiveness of pay,performance measurement, and governance and regulatory implicationsDesign short-term and long-term incentive programs that reinforce the clients' strategic objectivesProvide consulting services on broader Human Capital issues and/or market trendsCreate and/or review client deliverablesRecognize and identify business development/sales opportunities and support team's efforts to meet sales goalsWhat you need to have:Bachelor's degree requiredAt least10 years' experience in broad-based compensationExperience consulting with leading public and private companies in a variety of industries on compensation strategy development, competitive pay evaluation, pay/performance links, incentive program design (annual and long-term), equity strategy, change in control planning, mergers and acquisitions, board compensation and other issuesProven sales ability in recognizing sales opportunities and closing the dealWhat makes you stand out:MBAStrong business and financial acumenExecutive compensation/rewards strategies experience (i.e., Board of Directors level)Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with more than 85,000 colleagues and annual revenue of over $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit mercer.com. Follow Mercer on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected] McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Position SummaryAvantax Planning Partners is seeking a Financial Planning Consultant that will service a book of business provided by Avantax Planning Partners (APP). The Financial Planning Consultant will be responsible for growing this book over time through leads and referrals from CPAs affiliated with Avantax Planning Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the Financial Planning Consultant to focus on the financial needs of clients. The goal is to procure business for Avantax Planning Partners, by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. The Financial Planning Consultant has a wide array of solutions to offer clients, a few would include:Various Tax-Smart StrategiesFinancial PlanningRetirement PlanningInsurance OptionsEssential Duties & ResponsibilitiesBuild and maintain deep relationships and rapport with affiliate CPA firms.Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.Provide reports to clients, CPAs, and Avantax Planning Partners in a timely and accurate manner.Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.Provide analysis to company CPAs on investment, insurance, and annuity products as needed.Provide effective communication of financial concepts to clients and make recommendations.Maintain knowledge of industry developments and changes.Conduct workshops for clients as prospecting and servicing tools.Work toward continuous quality improvement.Stay current with changing technology, including software and financial programs.Uphold, support, and promote all company policies and procedures.Education & ExperienceTo perform this job successfully, the Financial Consultant must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.Bachelor's degree (B.A.) from a four-year college or university.Minimum of two years of related experience and/or training.Experience with MS Excel and Word, and the internet, required.Experience with a financial planning software program(s) preferred.Certificates, Licenses, Registrations:Required: FINRA Series 7/66, or 63/65 combo.Preferred: CFP certification.Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states.Completion of ongoing Continuing Education credits is required.A valid Driver's License is required.Physical Demand & Work EffortKeying/typing, standing, walking.Sitting for an extended period.Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.Compliance with company attendance standards.Comprehensive BenefitsWe offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.#Avantax

Hi,Synergy Technologies is a leader in technology services and consulting. We enable clients across the world to create and execute strategies .We help our clients find the right problems to solve, and to solve these effectively. We bring our expertise and innovation to every project we undertakePosition : Java Developer ( Frontend )Duration : ContractLocation : Johnston City, Rhode IslandRemote WorkLooking for Java Frontend developersNote : Client is looking Banking or Financial Domain Experience Consultant NeededCandidates should be strong in AngularJSCandidates should be strong in Spring boot.Note : Looking for consultant with over 10 + Years of Java Experience Must to have

Traylor Bros, IncNew Home Sales Consultant1266-356Junior Neighborhood Sales Partner position available at Rockwell Homes There was a time when families knew their neighbors. When a handshake sealed a deal. And when builders personally knew their homebuyers. Rockwell Homes wants to take you back to that time. RockWell Homes is a new homebuilder, proudly beginning our journey in Orlando, Florida. Though our company is new, our philosophy is old – build relationships and treat everyone well. We believe it is time to return to these basics. With over 20 years of homebuilding experience, working in multiple markets with some of the country's largest and smallest homebuilders, the Rockwell team is ready to create a different kind of homebuilding experience. RockWell homes feature unique, harmoniously blended streetscapes, designed to encourage interaction and connection. They are built for each family with the highest quality materials and thoughtful details. Rockwell communities are tight-knit and family-oriented. Neighbors know each other thanks to wide front porches and sidewalks that promote a community lifestyle. From our homeowners to our team members to our local business owners, we believe in building "community" in every sense of the word. RockWell customers are respected, involved, and well cared for, from day one. We guarantee that you will know us, and we will know you! We keep you informed throughout each step of the buying/building process, so you will always know what is going on while we build the house you will call home. RockWell team members are special. We only choose people who "get it,” who share in our passion for community, and for connecting with our customers and trade partners. We expect all of our team members to be good stewards in the community, treating everyone with respect and consideration. RockWell trade partners are true partners. We build solid, enduring relationships that serve our homeowners as well as our communities. We have their backs, and they have ours. What else can we ask for? New Homes Sales Consultant position available at RockWell Homes near Dallas TXJob Purpose:To become a trusted partner to our buyers and provide them with an extraordinary home buying experience from start to finish and beyond. Achieve and/or exceed monthly sales and closings goals outlined by the Division.Essential Job Functions:Achieve and or exceed sales and closings goals outlined by the Division.Must completely understand and effectively communicate all product offerings, building process, financing plans, and mortgage process to help guide prospective buyers.Arrive 15-30 minutes prior to opening, perform opening procedures and prepare for the day.Meet, greet, and build rapport with each person that comes through the door. Encourage each visitor to complete a guest registration card.Develop, practice, and deliver a strong sales presentation to prospective buyers consistent with company training.Schedule and attend all customer meetings and other business appointments.Visit and build relationships with Brokers and Realtors.Attend weekly meetings and all other mandatory company events.Perform a comparative market analysis (CMA) report each month and be knowledgeable of community competition.Stay up to date on all community information (i.e., schools, utilities, tax information, shopping, local employment centers and recreation areas) and all relevant City/community information.Consistently follow up with prospective buyers and maintain notes.Take ownership of community by ensuring that inventory homes and model homes are up to brand standards, walking each inventory home weekly and model home daily. Notify the appropriate team members if opportunities for improvement are needed.Broad knowledge of RockWell Homes and neighborhoods while being well-informed of the construction industry, technology, processes, trends, and developments.Adhere to sales and marketing as well as Company policies and procedures.Complete necessary paperwork, contracts, community reports, process forms on time to the best of your ability.Proactively connect with contracted buyers and help them feel confident in their new home purchase.Weekly meetings with Neighborhood Construction Managers. Contact buyers/Realtors on contract on a weekly basis to give updates on the status of their new home. Qualification Requirements:Must enjoy working in a fast-paced sales environment, with effective communication skills, detail oriented, highly organized, skilled in time management, high customer satisfaction, relationship builder and having our customer feel like a partner. Must have a positive, professional attitude, resilience, be able to adjust to rapidly changing priorities and be able to multitask. This position requires weekends.Educational/Experience Requirements:New home sales experience is preferred. Must have a High School Diploma.Compensation:Commission-Based on Sales closings against drawRequired Skills and Knowledge:Must be fluent in written and spoken English.Fluency in Spanish a plus.Ability to review, analyze and interpret information as well as trouble-shoot to solve problems.Knowledge of business English and ability to communicate patiently and professionally with both internal and external customers both orally and in writing.Computer literacy, proficiency in Outlook, Excel, Word, Power Point, and ability to learn new programs as needed.Ability to multi-task and prioritize several tasks without compromising quality of work or mission deadlines.Proven organizational skills in a high paced work environment.EEO Statement: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.Dallas, Texas, United StatesFull-Time/RegularPI241129947