- Larson Financial Group, LLC (St. Louis, MO)
- …individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair ... proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for… more
- Larson Capital Management LLC (Chesterfield, MO)
- …real estate firm focused on creating long-term value through strategic investment , disciplined underwriting, and hands-on asset management. Our portfolio includes ... culture built on integrity, collaboration, and a commitment to excellence in every investment we make. Position Summary The Private Equity Analyst will play a key… more
- Intrua Financial, LLC (Houston, TX)
- …portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management ... Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio… more
- River Surgical Institute (12514) (Modesto, CA)
- …Center of Modesto is a facility in which physicians have an ownership or investment interest. This facility has 2 OR and 2 PR. Our state-of-the-art equipment allows ... Center of Modesto is a facility in which physicians have an ownership or investment interest. This facility has 2 OR's and 1 PR. Our state-of-the-art equipment… more
- USAA (San Antonio, TX)
- …income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and ... needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements… more
- Baylor Scott & White Surgicare Southlake (10811) (Southlake, TX)
- …upholding rigorous quality standards. Additionally, physicians have an ownership or investment interest in our facility, demonstrating our commitment to partnership ... and collaboration. Advanced Facilities: With 4 Operating Rooms and 1 Procedure Room, our state-of-the-art facility enables surgeons to excel in specialties including Orthopedics, ENT, Podiatry, Gastroenterology, General, and more. Professional Specialization:… more
- SurgCenter of Glen Burnie (11307) (Glen Burnie, MD)
- …of Glen Burnie is a facility in which physicians have an ownership or investment interest. This facility has 1 OR and 2 PR's. Our state-of-the-art equipment allows ... surgeons to perform procedures in the specialty areas of General Surgery, ENT, Podiatry, Orthopedics, Pain Management and Joint Replacement. The ideal candidate for this role will either have Ambulatory Surgery Center (ASC) leadership experience or hospital… more
- Rutland Regional Medical Center (Rutland, VT)
- …position will hold a supporting role within the board finance, investment , and audit committee. A strong understanding of healthcare reimbursement methodologies, ... cost reporting, and revenue recognition is essential to ensure accurate reporting and effective management of the organization's financial position. Minimum Education BS in Business, Accounting, or Finance. MBA highly desirable. Minimum Work Experience 5+… more
- Larson Financial Group, LLC (St. Louis, MO)
- …financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Track ... planning process milestones and follow up on action items Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Create thoughtful client \"touches\" to cultivate referrals Manage onboarding… more
- Larson Financial Group, LLC (St. Louis, MO)
- …include: * Running insurance illustrations * Constructing financial plans * Communicating investment advice based on recommendations of team * Track next steps in ... the planning process for clients * Working jointly with client service manager and operations team to ensure concierge client experience Requirements: Expectations: * Flexible schedule for meetings and client events * Ability to work with the Advisor to… more
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