Wealth Management Specialist, Sr. jobs in Gastonia, NC

Wealth Management Specialist, Sr. develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist, Sr. keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist, Sr. follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist, Sr. work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Wealth Management Specialist, Sr. typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

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Utilization Management Appeals Specialist (Gastonia-Hybrid)
  • Partners Behavioral Health Management
  • Gastonia, NC FULL_TIME
  •  
     
     
     

    Competitive Compensation & Benefits Package!  

    Position eligible for – 

    • Annual incentive bonus plan
    • Medical, dental, and vision insurance with low deductible/low cost health plan
    • Generous vacation and sick time accrual
    • 12 paid holidays
    • State Retirement (pension plan)
    • 401(k) Plan with employer match
    • Company paid life and disability insurance
    • Wellness Programs

    See attachment for additional details. 

     

    Office Location:  Gastonia, NC (Hybrid - will need to come into the Gastonia office a minimum of 2 days per week)

    Projected Hiring Range:  Depending on Experience 

    Closing Date:  Open Until Filled

     

    Primary Purpose of Position:  

    This position is responsible for implementing and supporting the LME/MCO Medicaid and State appeals process.

     

    Role and Responsibilities:

     

    Implementation of MCO Medicaid and non-Medicaid Appeals Processes: 

    • Preparing, proofreading and verifying the accuracy of the LME/MCO notification letters to consumers/legal guardian/legal representatives and providers of reductions, suspensions, terminations or denials of services
    • Assisting consumers, legal guardians and/or legal representatives in completing appeal requests for the agency
    • Following federal, state and organizational policies
    • Receive, track and follow individual authorization appeals from initiation to completion
    • Work collaboratively with consumers/ legal guardian/legal representatives, providers, stakeholders, agency staff and others as necessary to ensure due process of authorization appeals
    • Monitor the assignment of the local reconsideration review process for each appeal
    • Document all contacts with consumer/guardian, reviewer and providers; and establish and maintain the denial and appeals records
    • Additional duties as needed to support and/or provide oversight of the appeals process in clinical operations and other organizational departments as deemed applicable

     

    Educate:  

    • Provide education, support and information to consumers, legal guardians, legal representatives and providers concerning and during the appeals process
    • Answer questions about appeals process and assist consumer, legal guardians, and legal representatives in completing appeals forms (Medicaid & Non-Medicaid)

     

    Liaison:   

    • Serves as a staff liaison for all consumers, legal guardians, legal representative, providers, community stakeholders and the agency staff regarding all adverse events
    • Responds to questions regarding authorization appeals in a timely manner

     

    Misc:  

    • Uses tact and diplomacy in communication with consumers, legal guardians, legal representatives, providers and others while working through the appeals process
    • Effectively works with other to ensure timeliness of appeals process

     

    Knowledge, Skills and Abilities:

    • Knowledge of Federal and State regulations on behavioral healthcare denials and appeals processes
    • National Accreditation knowledge specific to organization
    • Knowledge of medical records practices and recordkeeping practices, including electronic records and imaging/scanning processes
    • Knowledge in preparation for legal proceedings including mediation, administrative law courts and other legal processes
    • Knowledge of agency policies and procedures that pertain to duties
    • Knowledge of DMA and Division contracts specific to organization
    • Knowledge of service definitions and DMA clinical policy
    • Proficiency in Microsoft Office products (Word, Excel, Outlook, PowerPoint, etc.)
    • Ability to organize multiple tasks and priorities and to effectively manage numerous details
    • Ability to effectively and accurately manage projects from start to finish
    • Ability to understand and adhere to amendments and priorities at the State, Federal, Accreditation or contract level

     

    Education/Experience Required:  

    Bachelor’s Degree and two (2) years of Human Services/healthcare experience.  An equivalent combination of education and experience may be accepted.  

     

    Education/Experience Preferred:  

    Master’s Degree and two (2) years of Human Services/healthcare experience.

  • 6 Days Ago

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Director of Maintenance
  • SR COMPANIES LLC
  • Wylie, SC OTHER
  • Job Details Job Location: Sunflower Springs of Lake Wylie - Lake Wylie, SC Salary Range: Undisclosed DescriptionQualificationsQualifications: To perform this job successfully, an individual must be ab...
  • 23 Days Ago

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Treasury Management Support Specialist
  • PEOPLES BANK MASTER
  • Newton, NC OTHER
  • Job Details Level: Experienced Job Location: Corporate Office - Newton, NC Salary Range: Undisclosed DescriptionPosition Summary Responsible for the review and set up of business online and cash manag...
  • 11 Days Ago

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Work Management Specialist
  • Williams Electric Utility Services, LLC
  • Shelby, NC FULL_TIME
  • About Us At United Utility, we are at the forefront of the electric utility industry, providing comprehensive and innovative solutions that support power infrastructure investments across the United S...
  • 1 Month Ago

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Loan Specialist
  • Regional Management Corp
  • Hickory, NC FULL_TIME
  • Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.For over 35 years, our Team Members have been passionate about supportin...
  • 29 Days Ago

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Sr ID Access Mgmt Specialist
  • CaroMont Health
  • Gastonia, NC FULL_TIME
  • Job Summary: Manage the lifecycle of staff by ensuring that authorized users have the right access to company systems, data, and applications. Manage user identity lifecycle including onboarding, off ...
  • 9 Days Ago

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0 Wealth Management Specialist, Sr. jobs found in Gastonia, NC area

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Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/26/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/26/2024 12:00:00 AM

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Account Manager
  • Charlotte Division (KLM-CT)
  • Gastonia, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/25/2024 12:00:00 AM

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Client Support Analyst
  • PMMC
  • Charlotte, NC
  • Job Title: Client Support Analyst Reports To: Director – Revenue Cycle Operations Department: Account Management About T...
  • 4/25/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Fort Mill, South Carolina
  • MileHigh Adjusters Houston Inc
  • Fort Mill, SC
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/24/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Charlotte, NC
  • GET MORE OUT OF YOUR CAREER Choose a career where changing and impacting someone else’s life for the better is also life...
  • 4/23/2024 12:00:00 AM

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Performance Reporting Analyst
  • Baird
  • Charlotte, NC
  • Baird's Private Wealth Management Institutional Consulting Services (ICS) team engages with very large institutionalclie...
  • 4/23/2024 12:00:00 AM

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Financial Advisor
  • Cetera Investors
  • Charlotte, NC
  • Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book o...
  • 4/22/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$107,348 to $153,815
Gastonia, North Carolina area prices
were up 1.5% from a year ago