Financial Solutions Advisor

About the RoleThis position is responsible for providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment...

About the Role:The Small Business Financial Advisor is responsible for building strong advisory relationships with small business clients, typically those with annual revenues exceeding $1 million. The ideal candidate will have a strong background in financial sales and service, with the ability to create new ideas and execute action plans to achieve...

Job SummaryElevate Patient Financial Solutions is seeking a highly skilled Bilingual Patient Advocate to join our team. This exciting opportunity will be based at Banner Desert Medical Center in Mesa, Arizona.Key ResponsibilitiesConnect uninsured hospital patients with programs that cover their medical expenses.Act as a liaison between patients, hospital...

Position Overview: Financial Solutions Advisor This role is centered around delivering tailored financial guidance and strategies to clients, assisting them in achieving their financial aspirations. Key responsibilities encompass assessing client requirements, directing clients to suitable services, engaging in discussions regarding their financial...

Financial Advisor Role Overview This role focuses on delivering tailored financial guidance and solutions to clients, assisting them in achieving their financial aspirations. Key responsibilities encompass assessing client requirements, directing clients to suitable services, engaging in discussions about their financial objectives, formulating financial...

Job SummaryThe Patient Financial Advocate will play a crucial role in connecting uninsured hospital patients with programs that cover their medical expenses. This position requires strong communication and problem-solving skills to effectively liaison between patients, hospital facilities, and government agencies.Key ResponsibilitiesScreen uninsured hospital...

About Eclipse SolutionsWe are a leading provider of digital infrastructure solutions for medium-sized businesses in Rhineland-Palatinate, Hesse, and North Rhine-Westphalia. With over 15 years of experience, we offer a wide range of services, from consulting and planning to procurement, installation, operation, and maintenance.Job DescriptionWe are seeking a...

About the RoleWe are seeking a highly experienced and strategic leader to join our Global Solutions team as a Senior Director, Solutions Architecture. As a key member of our leadership team, you will be responsible for leading a team of experts in Data, IT Asset Management, and Financial Operations to deliver exceptional customer experiences.Key...

About Velocity Solutions: As a forward-thinking financial services firm, we provide expert advice and support to our clients. We are innovative and established as a leader in the industry, and as financial pioneers on the path to the future. Our vision: Financial solutions in all areas - without complexity, uncertainty, and risk.What do we...

About the RoleWe are seeking a highly experienced and strategic leader to join our Global Solutions team as a VP, Solutions Architecture & Advisory. As a key member of our leadership team, you will be responsible for leading a team of experts in Data, IT Asset Management (ITAM), and Financial Operations (FinOps) across our core platforms of Snow Atlas and...

Job Title: VP, Solutions ArchitectureAt Flexera, we're transforming the software industry, and we're looking for a talented VP, Solutions Architecture to join our team. As a key member of our Global Solutions leadership team, you'll be responsible for leading a team of experts in Data, ITAM, and FinOps across our core platforms of Snow Atlas and Flexera...

About This RoleThis is a challenging and rewarding opportunity to join the Bank of America team as a Financial Solutions Advisor. As a key member of our team, you will be responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.Key ResponsibilitiesWork with clients to plan their short and...

About the Role:As the Executive Director, Solutions Architecture & Advisory at RightScale Inc., you will lead a team of experts in Data, IT Asset Management, and Financial Operations, overseeing the customer journey from start to finish. Your strategic thinking and proven leadership skills will drive efficiency, inspire your team, and ensure an exceptional...

About eVisiteVisit is a pioneering healthcare technology company dedicated to making healthcare accessible to everyone, everywhere. Our mission is to empower hospitals and healthcare systems with our industry-leading virtual care technology, enabling them to deliver superior patient care efficiently.Role OverviewAs the Director of Enterprise Solutions at...

About eVisiteVisit is a pioneering healthcare technology company dedicated to making healthcare accessible to everyone, everywhere. Our mission is to empower hospitals and healthcare systems with our industry-leading virtual care technology, enabling them to deliver superior patient care efficiently.Role OverviewAs the Director of Enterprise Solutions at...

Job OverviewThe Boeing Company is seeking a Financial Analyst Manager (Level K) to oversee the Defense Financial Analysis Management team. This role is pivotal in managing the financial performance of our Government Sustainment initiatives.Key Responsibilities:Lead a team of financial analysts to ensure effective financial execution.Oversee budget management...

Financial Solutions Advisor Overview This role focuses on delivering tailored financial guidance and strategies to clients, assisting them in achieving their financial aspirations. Key responsibilities encompass assessing client requirements, directing clients to suitable services, engaging in discussions regarding their financial objectives, formulating...

Senior Financial Advisor at FartherCompany Overview: Farther is an innovative Registered Investment Advisor (RIA) that combines talented financial professionals with cutting-edge technology to create a tailored wealth management experience.The founders of Farther are pioneers in the private wealth sector, blending traditional financial advisory practices...

Senior Financial Advisor at FartherCompany Overview: Farther is an innovative Registered Investment Advisor (RIA) that combines talented financial professionals with cutting-edge technology to create a tailored wealth management experience.The founders of Farther bring a wealth of experience from the private wealth sector, blending traditional financial...

About the Role:The Small Business Financial Advisor is responsible for building strong advisory relationships with small business clients, typically those with annual revenues exceeding $1 million. The ideal candidate will have a strong background in financial sales and service, with the ability to create new ideas and execute action plans to achieve...