Financial Services Representative Salary in Georgia, USA

**Atlanta Local Candidates Only** Financial Representatives at Northwestern Mutual Atlanta help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs AnalysisAs a Northwestern Mutual Financial Representative:Build-Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.Influence- Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients' needs.Compensation & BenefitsCommission structure to support early developmentRenewable incomeBonus programs and expense allowancesSupport for insurance licensing, SIE, Series 6, Series 63, CFP®, and moreRetirement Package and Pension PlanMedical, Dental, Vision, Life Insurance and Disability Income InsuranceFamily PlanningYou could be right for this opportunity if you have:4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAre you ready to change your life and the lives of your clients? Apply now!About UsFor over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!Why join Northwestern Mutual: #90, Fortune 100 company (2021)Forbes' Best Employers for Diversity (2018-2020)Top 10 US Independent Broker-Dealers*#1 Amongst Life Insurers Most Admired Companies** for Financial SoundnessBest Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)$224 billion*** (retail investment client assets held or managed)*Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.** To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com*** Combined client assets of NMIS and NMWMC as of June 30, 2021Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.INCOME GROWTH OPPORTUNITY:Production Based + Bonus PotentialAverage vs Top 25%Year 1 | $52,000 - $106,000Year 3 | $103,000 - $202,000Year 5 | $139,000 - $289,000Year 10 | $234,000 - $490,000Year 15 | $341,000 - $790,000Beyond income, you'll also have access to a comprehensive benefits package:-Comprehensive medical insurance-Two pension plans-Life and disability insurance-Health care and dependent care reimbursement accounts-Sponsorship of Licensing/Credentialing-Multiple bonus compensation programs-Exceptional Income Potential-Leadership OpportunitiesAdditional locations: GWINNETT & ATHENS, GEORGIA

Who You'll Work WithIn our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.Job Title: Salesforce - FSC, Solution Architect, Senior PrincipalWho You Are: You are the Salesforce subject matter expert, responsible for client delivery, proposals, new business pursuits, recruiting, asset development, complex solutioning, and knowledge management.Responsibilities:Expertise and experience with FSC including configuration of the FSC PlatformExpert level understanding of various components of the Salesforce product suite, such as Sales, Service, Community, Marketing, and App CloudsTranslate business requirements into well architected solutions that best leverage the Salesforce.com platformLead technical design sessions; architect and document technical solutions aligned with client business objectives; identify gaps between client's current and desired end statesManage the technical delivery of custom development, integrations, and data migration elements of a Salesforce.com implementationManage technical scopes and client expectationsDemonstrate technical thought leadershipConduct code reviews for ongoing projects to ensure that code quality is at the highest level possible and appropriate design patterns are being usedProvides oversight and governance of all sold and managedSalesforce.comprojectsDrives business development with the proper information, tools, and subject matter expertise to sell engagements and provide detailed estimates within the offeringCoach and mentor junior technical resources; own responsibility for ongoing technical development of technical resources on Salesforce projectsInterview potential candidates Serve as a mentor/lead and people manger within the teamAbility to travel 20%Qualifications:10+ years of Consulting or Industry (Banking, Fins) experienceExperience and expertise with FSC, including configuration of the FSC PlatformMinimum 3 years of Salesforce platform experience (5+ years preferred)Proven ability to design and optimize business processes and integrate business processes across disparate systemsExpert understanding of multiple facets of the Salesforce.com product suite, such as Salesforce 1, Sales Cloud, Service Cloud, Marketing Cloud, Platform and the App ExchangeConfiguration experience using the Salesforce.com point-and-click developer interfaceAwareness of programmatic solutions on the Salesforce platform including Apex and VisualForceUnderstanding of the Salesforce.com data loader for data migration activities in Salesforce.comStrong background in design and development of enterprise systems as part of a complete software product lifecycleFamiliarity with agile software delivery methodologies such as ScrumDeep functional and technical understanding of SaaS, PaaS, IaaS and other Cloud Computing Services is a mustKnowledge of integration architecture as well as third-party integration tools and ETL (Such as Mulesoft, Informatica, Jitterbit etc. ) with Salesforce.comExcellent client-facing written and oral communications skillsActive Salesforce certifications or ability to achieve relevant certifications upon hireAbout Us Slalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In eight countries and 45 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includemeaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range for the Senior Principal role is $159,000-$217,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and AccommodationsSlalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. We will accept applications on an ongoing basis until a candidate is selected for the position.We will accept applications on an ongoing basis until a candidate is selected for the position.

We are looking for entrepreneurial minded individuals who are looking to build a business within the Financial Services Industry.Company Features:-Ability to be compensated highly in the highest paid industry-Personal Income-Passive Income-Expansion Income-Residual IncomeResponsibilities include:-Complete Our comprehensive training program where you will first obtain your Life Insurance License with the state.-Meet with prospective clients to understand their financial goals and design a comprehensive financial plan that meets their future goals.-Attend team meetings to further understand how to improve your business craft by learning from the best within our company.-Ability to build and scale your financial business by learning how to expand your own agency.Requirements-Obtain State License after onboarding- Attend all trainings

Title: Executive AssistantLocation: Alpharetta, GARemote/Hybrid/Onsite: OnsitePosition Type: ContractDuration: 6 Months +Rate: $27.00/hr-$30.00/hrRole OverviewThe ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations.ResponsibilitiesCalendar management for executivesAid executive in preparing for meetingsResponding to emails and document requests on behalf of executivesDraft slides, meeting notes and documents for executivesQualifications3+ years of experience as an Executive / Administrative AssistantFinancial Services Experience PreferredWillingness to work an 11AM - 8PM shiftProficient in Microsoft Office suiteExperience in managing multiple priorities, administrative coordination, and logisticsWell-organized, detail-oriented, ability to multi-task with great follow-up skillsStrong written and verbal communication skillsMultiple language fluency a plusIf you believe you're a suitable fit for this position, please apply directly with your most updated resume. Our organization values effective communication, although it's important to understand that we may not always be able to provide application updates to every candidate. If, following a review of your profile, we identify you as a potential match, a recruiter will contact you directly to discuss your candidacy.

At Slalom, personal connection meets global scale. Our vision is to enable a world in which everyone loves their work and life. We help organizations of all kinds redefine what's possible, give shape to the future-and get there.Slalom Atlanta is seeking a dynamic, outcome-focused Client Partnerto make a local impact and grow our Financial Services client portfolio. What You'll Do Slalom Atlanta seeks an experienced Financial Services leader to join its growing practice and help define and grow our presence in the Financial Services space. We're looking for a Client Partner who has experience building and managing a Financial Services book of business, is a coach and leader of people, and has expertise in Financial Services. This leader will drive the overall growth of the Financial Services business through a combination of business development, relationship management, industry expertise, oversight of delivery work, and consultant and overall thought leadership. At Slalom, Client Partners are closely engaged with their clients. They understand their client's strategies and objectives, environment, and industry. Our Client Partners proactively identify opportunities to help clients meet their objectives and to address obstacles and constraints by leveraging Slalom services and offerings. They are highly aware of the delivery work in which Slalom is engaged and work with the team to drive excellent delivery, and as a leader in the market, they ensure we exemplify Slalom's core values in our delivery and interactions with clients, recruits, and the overall market.Drive Results- Exhibit a relentless drive to realize goals and deliver excellent outcomes across complex engagements. Develop and execute effective sales strategies to drive business growth, expand market share, and meet or exceed revenue targets. Respond to critical escalated issues, understand priorities, and drive alignment across teams. Maintain oversight of work and deliverables to ensure client value. Provide Industry Leadership and Expertise- Demonstrate a deep understanding of trends and value drivers in Financial Services (across various Financial Services verticals), existing and emerging technology environments, and opportunities for transformation. Contribute to the Slalom brand, and knowledge capital, participate in key industry marketing efforts, and link current trends to an Atlanta-based market strategy.Bring other Slalom consultants along to learn about the industry and support client discussions as our local Financial Services expert. Develop and Manage Financial Services Accounts- Lead development of client-centric account strategies and Go to Market plans. Understand and contribute to our Financial Services business's financial health and P&L, from a revenue and utilization goals perspective. Drive $10+ million in annual revenue at priority clients in Financial Services. This is in collaboration with practices, key alliances, and other Slalom markets. Manage business and market development activities to generate sales pipeline. Relationship Management- Effectively connect and drive meaningful dialog with a CXO and VP level audience while engaging at all levels of an organization within Financial Services. Inspire trust and address client's priorities with speed and effectiveness. Self starter who can work effectively with a team in the areas of client relationship building and managing customer satisfaction. What You'll Bring 10+ years of Financial Services leadership experience within consulting and client management/leadership experience, ideally within a formal management/technology consulting environment The ability to effectively balance business development, contracting/negotiating, solutioning, client engagement, delivery excellence enablement, operations/financial management and team/people management all in a single role Experience within the Fintech Issuer, Provider and Service Provider space, as well Retail and Consumer Banking experience is preferred Creative solutions to the most complex challenges affecting Financial Services clients Well developed and transferable relationships within the Atlanta Financial Services industry Atlanta-based network within various Financial Services segments and clients Understanding of traditional Front, Middle and Back-office processes, tech, and operations Prior experience collaborating with strategic partners, with a focus on AWS, Salesforce, Google, Microsoft, Snowflake, Databricks, etc. to develop client solutions is preferred Demonstrated experience delivering high-impact consulting services, previous P&L and direct revenue responsibilities, and thought leadership Consistent track record of client and employee satisfaction Experience rallying teams, building community, and helping grow and expand a client portfolio The desire to work with a truly dynamic and exciting team, with a willingness to "roll-up your sleeves" to get things done Self-directed and motivated to continuously improve processes to exceed expectations and help promote a best-in-class organizationAbout UsSlalom is a purpose-led, global business and technology consulting company. From strategy to implementation, our approach is fiercely human. In six countries and 45 markets, we deeply understand our customers-and their customers-to deliver practical, end-to-end solutions that drive meaningful impact. Backed by close partnerships with over 400 leading technology providers, our 13,000+ strong team helps people and organizations dream bigger, move faster, and build better tomorrows for all. We're honored to be consistently recognized as a great place to work, including being one of Fortune's 100 Best Companies to Work For seven years running. Learn more at slalom.com. Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that includemeaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer additional benefits such as a yearly $350 reimbursement account for any well-being related expenses as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and AccommodationsSlalom is an equal opportunity employer and is committed to inclusion, diversity, and equity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process. #LI-BS9

Overview The Patient Services Representative Rehab is a proactive member of an interdisciplinary team of licensed and unlicensed care givers who ensure that patients, families and significant others receive individualized high quality, safe patient care. It is expected that all RN Clinical Nurses - are licensed, knowledgeable and uphold the practice of nursing as outlined by the Georgia Professional Nurse Practice Act and implements the Scope of Practice and Code of Ethics Standards put forth by the American Nurses Association. Schedule:Part Time Shift: Day Shift Level: 6+ years of experience Success Profile Find out what it takes to succeed as a Patient Services Representative Rehab: Collaborative Time Efficient Organized Critical Thinker Attention to Detail Compassionate Benefits that Reflect Your Contributions Your Pay A compensation program designed for fair and equitable pay. Your Future Secure your future with plans that also include an employer match. Plans and guidance for the future. Your Wellness Traditional healthcare benefits combined with progressive wellness programs to help you be your best self!. Your Joy Special and unique benefits and programs ensuring a balanced life and a workplace culture built on trust. Job Details Facility: Wellstar Pediatrics East CobbPediatric Part-TimeJob Summary:Functions in a customer service role and responsible for day-to-day operations of the front office area. This includes pre-registration/registration of new patients, scheduling, and general clerical support. Cross trained in all functions and processes of front desk to ensure the smooth operation of the Department. Local travel may be required.This job is typically the first point of contact and must ensure a pleasant compassionate and empathetic experience for patients and visitors. The Patient Representative interviews patients and/or their representatives to obtain complete and accurate demographic, financial and insurance information, required for billing and collecting patient accounts. Conducts intensive screening of all worker's compensation, Medicare, Medicaid and managed care patients for pre-certification requirements and provider service eligibility, prior to registration as applicable. Obtains all necessary customer consents/attestations.Maintains a working knowledge of insurance benefits and coverage verification. Coordinates the collection of estimated patient liabilities, including co-payments when applicable. Responds to customer requests and answers questions regarding various service and account information. Analyzes and rectifies customer concerns using established procedures. Uses computer to access and/or update customer confidential patient records.Must be competent in multiple clerical functions, including: answering multi-line phone system, registering returning and new patients accurately, prepare patient paperwork, verify commercial and government insurances, understand the breakdown of insurance benefits and when authorization may be required per payor requirements, able to review insurance benefits with patient, detail orientated to accurately update and maintain data entry into spreadsheets, maintain inventory of supplies and order when necessary, understand and work in EPIC and OP Rehab EMR System.Reviews and accurately verifies and post payments through EPIC and OP Rehab EMR. Follows WellStar and PAS policy for processing receipts, cash, and end of day closing of cash drawer. Must be able to effectively sort, organize, and maintain various documents to support front office functions and procedures. Refers patients to financial counselor to establish financial arrangements to reduce financial risk for WellStar, helping to ensure that WellStar is reimbursed for its services.Core Responsibilities and Essential Functions:Functions at a professional level during interaction with all customers and co-workers:- Receives requests for appointments from physician's offices and/or employers and makes the necessary pre-admission arrangements, referring to lists of dates allotted for scheduling, and advising physicians' office staff and patients of available dates.- Greet all guests with a positive and professional attitude.- Arranges to have patients escorted to procedure areas and/or assigned rooms.- Maintains confidentiality of patient information in accordance with WellStar policy and HIPAA regulations.- Presents a well-groomed and professional image. Must follow WellStar and Outpatient Rehab Dress Code Policy.- Answers incoming phone calls and routes to appropriate parties or addresses issues as directed.- Assists physicians (and their office staff) as well as patients to expedite scheduling, pre-registration, pre-certification and/or prior authorizations.- Maintains courteous and cooperative working relationships with patients/families, co-workers, management, physicians, other professionals, and the general public. Demonstrates the ability to tactfully handle difficult situations. Completes registration process per WellStar policy and regulatory standards.- Interviews each patient or representative in order to obtain complete and accurate demographic. Financial and insurance information, and accurately enters all patient information into the registration system.- Reads physician's orders to determine services requested and to assure order validity.- Obtains new medical record numbers for all new patients.- Obtains all necessary signatures and is knowledgeable regarding any special forms that may be required by patient's third party payor.- Documents thorough explanatory notes on patient accounts, concerning any non-routine circumstances clarifying special billing processes.- Re-verifies all information at time of registration process.- Understands and applies WellStar philosophy and objectives and Rehab and PAS policies and procedures, as related to assigned duties. Understands the outpatient registration processes. Works with IT/ EMR on troubleshooting Registration interface errors.- Maintains a working knowledge of the process to verify insurance coverage and benefits. Assist in verifying benefits as needed and all patients end of year. Professional and knowledgeable communication to patient regarding benefits. Completes all revenue collection efforts according to WellStar and PAS policy.- Contacts patients prior to initial visit to discuss co-pay and/or self-pay arrangements.- Collects the co-pay amount at each visit and provides a receipt to the patient.- Balances collection log and receipts at end of each business day.- Explains prompt payment discount policies to self-pay patients. Routes self-pay patients to financial counselor for financial arrangements of self-pay balances, as indicated.- Makes corrections and updates patient account information in computer as necessary.- Documents concise and understandable notes regarding self-pay and co-pay collection activity as indicated.- Timely communicates on all charge addendums. Works efficiently and accurately within designated time frame to ensure a continuity of information and patient flow.- Prepares charts for the clinic in a timely manner.- Consistently demonstrates the ability to organize work, recognize and establish appropriate work priorities, and complete work in a productive manner, without creating backlogs.- Maintains proficiency and accuracy in data entry skills.- Maintains a working knowledge of available information system capabilities and performs all system applications that are required.- Faxes, mails or otherwise provides medical information to referring physicians in a timely manner, as per departmental process.- Accurately provides information to medical record company as requested for review of claims, as per departmental process.- Effectively utilizes and daily maintains all office equipment, phone system and intercom system and PC.- Keeps management (Lead PSR, Clinic Supervisor, Admin) informed of all necessary information; reaches out for assistance as needed. Tracks financial/clinical statistical data as per departmental requirements, and functions in a clerical support role for department. (Typically, this is assigned to only one PSR when there are multiple PSRs in the same department. In that case, this staff member's other job responsibilities are reduced to accommodate for these tasks.)- Works EPIC work queues and reports daily per demands. Analytical skills to effectively complete all denials in a timely manner, collaborating with other departments as needed.- Prepares and maintains accurate statistics consisting of visits, new patients, procedures, revenue, patient satisfaction, etc. for the department.- Submits daily, weekly and/or monthly reports of statistical information to administration.- Utilizes Lawson or other method appropriately to maintain departmental ordering/inventory process.- Provides secretarial support to manager and clinical staff in a timely manner, maintaining appropriate confidentiality.- Records and maintains minutes of monthly minutes of monthly departmental meetings.- Maintains educational records for department, including entering educational information into Kronos Timekeeper.- Creates charts, forms, reports and other documents on PC.Required Minimum Education:High school diploma or equivalent RequiredRequired Minimum License(s) and Certification(s):Additional Licenses and Certifications:Required Minimum Experience:Previous employment record reflects "work stability", as indicated by an average work tenure for previous jobs of at least one (1) year. Required andMinimum 2 years of related experience in healthcare work setting, with exposure to front office responsibilities, insurance verification and insurance authorizations PreferredRequired Minimum Skills:Typing and data entry competency;Work with minimal direction after training;Basic computer skills;Insurance terminology and knowledge, pre-certification/authorization process, medical terminology and ICD 10 knowledge preferred;Familiarity with routine office equipment and Microsoft Office.Demonstrated professionalism, effective communication skills and active listening.Share the opportunity Mission, Vision & Values At a time when the healthcare industry is changing rapidly, Wellstar remains committed to exceeding patients' and team members' expectations, while transforming healthcare delivery.Our Mission To enhance the health and well-being of every person we serve.Our Vision Deliver worldclass health care to every person, every time.Our Values We serve with compassion We pursue excellence We honor every voice

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.As a Financial Services Professional, you will:Build a client base by growing relationships with your network and providing guidanceGain expertise through sponsored coursework and proprietary agent development trainingGuide clients through important financial decisions using the latest software and our expansive product portfolioPathways to develop your Financial Professional career including leadership, wealth management, and retirement planningWhat makes a great Financial Services Professional?The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integritySelf-motivation to connect with company provided sales leads and network with new clientsStrong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and othersWhat we offer:Highly competitive commission structure designed to grow with youPassive income opportunities and bonus programsFully paid insurance licensing, SIE, Series 6, Series 63, CFP®Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive yearFlexible in-office schedules once you complete your agent trainingProgressive advancement opportunitiesRetirement savings program and moreBankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

We are a distinguished retirement and financial planning firm based in Atlanta. As a registered investment adviser, we manage approximately $380 million for high net-worth individuals, families, and institutions. Our unwavering commitment to client success drives our growth, and we're assembling a remarkable team to build something exceptional-for our clients and our employees. In addition, our collaborative environment fosters professional development, innovation, and a shared sense of purpose. Join us as we shape the future of financial well-being!Our firm is looking to hire an Associate Wealth Advisor to support the Senior Wealth Advisors and to create and nurture long-term needs of firm clients, help to manage client relationships, and to actively participate in the advanced planning process. You will anticipate needs, resolve problems, and follow through on agreed upon deliverables. You will provide consistent, accurate and timely results with research, meeting preparation, meeting attendance and note-taking, reporting, analysis, as well as input and management of the financial plan. You will follow the highest standard of business and professional ethics, as well as legal and regulatory requirements. You are an excellent communicator that can grasp others needs and develop remarkable ways to fulfill them. You can move through your work efficiently while recognizing that the detail work in our business is critical. You have enough experience and/or common sense to know that the first answer isn't always the right one and you are incredibly resourceful and thoughtful in all your interactions. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. You are going to be tech savvy, an adopter of change and always willing to help. You are naturally curious, love organization and detail work. You have been in the business awhile and understand many, if not all, client situations, even when complex. Because of this, you are proactive and able to help clients and your advisors steer clear of landmines.Responsibilities & ActivitiesSenior Wealth Advisors with preparation of well-polished documentation and presentation materials for meetingsAttend and participate in meetings with prospects and existing clientsRecord meeting notes on topics covered, changes in client's needs, and action itemsSummarize meeting and schedule action items in contact management softwareComplete all action items utilizing firm processes and proceduresWork in conjunction with the Senior Wealth Advisors to deliver services to clientsWork with team to ensure all actions for clients are tracked and completedAssist with initiatives focused on value-add content delivered to clients Communicate and follow up regularly with clients, developing strong relationships and rapport with clients Coordinate financial plan development, including initial financial plan data entry, development and working with financial advisor to develop recommendationsCreate quarterly and/or annual client summaries of net worth, estate distribution, insurance, income tax, cash flow projections, and investmentsMonitor client financial plan and advise on changes that are necessaryOther special projects to support firm-wide process improvement and capabilitiesKnowledge, Skills, & AbilitiesBachelor's degree requiredFinancial services experience required; ideally in B/D or RIA environmentCompletion of CFP® coursework and/or intention to obtain CFP® designation within upon hireCompetency in investment and financial planning with proficient technical capabilitiesFamiliar with Orion, Eclipse, Schwab and industry-specific CRM platforms preferredAdvanced Microsoft Office skillsExcellent communication skills and a sense of urgencyExcellent customer service and administrative abilitiesCan-do attitude, enthusiastic, and a strong aptitude for learningThe ability to effectively prioritize workloads and complete tasks within well-defined guidelines and time constraints is essentialOrganizational skills and attention to detail are critical given the nature of paperwork, processes, and work, upon which both clients and the advisory dependThis person is an intelligent, analytical thinker with the ability to draw on a range of resources to ensure a high-quality outcome across the position's responsibilitiesUncompromising integrityIntellectual curiosity about technology and awareness of current trendsSuperior initiative and ability to maintain high levels of personal accountabilityCapacity for independence and self-motivation in a high-volume environmentStrong work ethic, deadline-focused, and positive attitudeCollaborative team player who believes in relentless customer satisfaction

Responsibilities:High net-worth tax complianceTax planningConduct tax researchPrepare deliverables for quarterly client meetingsSpecial projectsMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.Qualifications:2+ years public accounting experience with a focus on high net-worth individualsBachelor's degree in accounting or other related fieldCredit hours for CPA preferredCPA preferred, not requiredStrong and effective communicator

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamThis is the opportunity to be part of building something incredible alongside some of the most hard-working individuals in the market! You will be supported and surrounded by some of the brightest people in the industry. People who care about our customers and care about helping them achieve the results they seek.Our Solution Consulting team is a strategic partner to the sales organization and responsible for building a compelling vision of the Workday solution for our customers and prospects in some of the largest customers in the world. We take our culture as a key foundation to the way we work together and how we hold each other accountable.About the RoleWe are looking for a Solution Consulting Manager to lead a team of Enterprise Architects on our Office of the CIO (oCIO) team. If you are an experienced Solution Consulting leader or high performing individual contributor with domain expertise in enterprise technology, this is your chance to lead a world class team of Enterprise Architects. You and your team will work closely with Account Executives, Regional Sales Directors, and Sales Consulting Managers to cover active accounts in your territory. You will work with Sales to build pipeline and establish strong IT relationships with shared responsibility for meeting and exceeding new business growth targets.In addition to sales opportunity support, you will assist your team in growing their careers and drive collaboration and innovation across the entire oCIO Solution Consulting organization. This is your chance to lead a world class team of technology experts who are engaged in deep discovery and demonstrating the value of next-generation cloud-based Workday solutions across the dynamic financial services industries as well as to drive leadership of Workday's technology in the market.A key focus area for every Solution Consulting leader at Workday is to mentor and guide our team. Together, we will ensure the continual advancement of each team member in both skills and knowledge, enabling them to guide Workday's customers to outstanding business outcomes. If you're right for the job, your job satisfaction will be enhanced by seeing your team stretch and grow! This role is essential to Workday's long-term success.About YouBasic QualificationsManager4+ years in a sales-related role (Sales, Presales, Value Management, Customer Success, etc.) selling enterprise software2+ years experience leading people on deal strategy and supporting customer engagements Senior Manager6+ years in a sales-related role (Sales, Presales, Value Management, Customer Success, etc.) selling enterprise software4+ years experience leading people on deal strategy and supporting customer engagementsOther Qualifications:Consistent track record of successful partnership with SalesExperience in a fast-paced work environmentStrong critical thinking skills and execution capabilitiesConsistent overachievement of assigned goals and targetsAbility to self-impose ambitious goals, work on multiple projects simultaneously, and supporting multiple sales teamsSuccess in mentoring coworkers in ways that allowed them to learn new skills and achieve career goalsExperience cultivating a feedback-rich environment focused on performance and improvementA history of using data to support your decision-making processExperience with Enterprise software in the HCM and Financial space preferredExperience working with large volume Sales territories preferredAbility to travel up to 50%Workday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.GA.Atlanta Primary Location Base Pay Range: $156,800 USD - $235,200 USD Additional US Location(s) Base Pay Range: $156,800 USD - $235,200 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!