Wealth Management Specialist, Sr. jobs in Las Cruces, NM
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)
Recently Added Wealth Management Specialist, Sr. jobs
Records Management Specialist
- The Village at Northrise - Desert Willow I
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Las Cruces, NM
FULL_TIME
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Genesis HealthCare is one of the nation's leading providers of healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. We are changing how care is delivered by bringing together people like you -- passionate, highly skilled and motivated to make a difference. Join Genesis as a Records Management Specialist where you will be responsible for the maintenance, storage and security of all written and electronic records in accordance with federal and state regulations and our records management program. In addition, you will be accountable for accurate and current diagnostic coding to ensure appropriate billing of patient care. Position Highlights *Reports to the Center Executive Director *Maintain forms/office supplies inventory as well as the diagnosis list/sheet in the electronic system. *Perform ICD coding in consultation with Nursing/Clinical Reimbursement Coordinator (CRC) - RN. *Create medical record for all newly admitted patients/residents *Conduct routine audits of medical records upon admission and throughout patient/resident stay, to monitor compliance with policies regarding documentation, physician visits, and timeliness. *Obtain all appropriate departmental and physician signatures on patient/resident discharge charts within 30 days of patient/resident discharge. *Process medical records requests. *Maintain inactive records in accordance with policy. Why Genesis? We improve the lives we touch through the delivery of high-quality healthcare and everyday compassion! *We Care Deeply about YOU! Guided by our Core Values, Code of Conduct and Ethics program, we foster a culture of care and compassion. We focus on improving the quality of care through creativity and innovation, honesty and integrity in all we do. *We Develop YOU! We provide career ladders, education and training opportunities so you can build a long and successful career with Genesis. *We Appreciate YOU! We value your contributions to the Genesis mission and vision and instill an environment of teamwork and enjoyment in working together. We recognize and celebrate our shared successes. *We are Committed to YOU! We know you are the vital link between Genesis, our patients and residents! We inspire you to be your best self. *We Protect YOU! We take great pride in meeting or exceeding CDC and CMS standards. SHARESMR2
Qualifications: *High school degree or equivalent required. *College degree strongly preferred or commensurate experience required. *Certification in ICD coding or working knowledge of ICD coding required. *Certification in Records Management (CRM), Registered Health Information Administrator (RHIA) or Registered Health Information Technician (RHIT) credentials strongly preferred or at least 3 years of experience with records management preferred. *Must possess a working knowledge of applicable state and federal regulations regarding health information management, retention and disclosures, including HIPAA. *Knowledge of medical and anatomical terminology as well as computer programs and coding for diagnosis required. *To protect the health and safety of our patients, residents, employees, family members, and the communities we serve, Genesis has implemented a universal COVID-19 vaccination requirement for employees, care partners and onsite vendors.
Requisition Number: 428112
Pay Target:
Associate
Three Years - 14 Days Ago
Lawn Specialist
- TruGreen - Lawn Specialist - El Paso, TX
-
La Mesa, NM
FULL_TIME
- TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in El Paso, TX At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruG...
- 22 Days Ago
Office Specialist
- TruGreen - Lawn Specialist - El Paso, TX
-
La Mesa, NM
FULL_TIME
- Immediate Openings in El Paso, TX At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. Average income is $850 - $1,200 per week* - Based on hourly rate ...
- 22 Days Ago
Lawn Specialist
- TruGreen - Lawn Specialist - El Paso, TX
-
Vado, NM
FULL_TIME
- TruGreen is Hiring Residential Lawn SpecialistsImmediate Openings in El Paso, TX At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruG...
- 23 Days Ago
Specialist, Medical Office
- TruGreen - Lawn Specialist - El Paso, TX
-
La Mesa, NM
FULL_TIME
- Immediate Openings in El Paso, TX At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. Average income is $850 - $1,200 per week* - Based on hourly rate ...
- 22 Days Ago
Online Performance Specialist
- TruGreen - Lawn Specialist - El Paso, TX
-
La Mesa, NM
FULL_TIME
- Immediate Openings in El Paso, TX At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. Average income is $850 - $1,200 per week* - Based on hourly rate ...
- 22 Days Ago
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0 Wealth Management Specialist, Sr. jobs found in Las Cruces, NM area
Remote Insurance Agent
- Dorr Agency
-
Las Cruces, NM
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/19/2024 12:00:00 AM
Remote Insurance Agent
- Dorr Agency
-
El Paso, TX
- Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
- 4/19/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Las Cruces, NM
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/19/2024 12:00:00 AM
Assistant Branch Manager & Management Hire
- Under Armour
-
Sunland Park, NM
- Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
- 4/19/2024 12:00:00 AM
Deputy Director Regulatory Compliance
- City of Las Cruces, NM
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Las Cruces, NM
- Nature of Work Plans, coordinates, and manages the daily operations of the Utilities Department Regulatory Compliance Li...
- 4/18/2024 12:00:00 AM
Bilingual Financial Services Representative
- MCI Careers
-
Las Cruces, NM
- LOCATION: Las Cruces, NM JOB TYPE: Full-Time & Part-Time PAY TYPES: Hourly + Bonus SALARY: $12.50 / hour BENEFITS & PERK...
- 4/16/2024 12:00:00 AM
Deputy Director Regulatory Compliance
- City of Las Cruces New Mexico
-
Las Cruces, NM
- Plans, coordinates, and manages the daily operations of the Utilities Department Regulatory Compliance Line of Business ...
- 4/16/2024 12:00:00 AM
Entry-Level Financial Services Agent (Part-Time)
- MCI Military Recruitment
-
Las Cruces, NM
- POSITION OVERVIEW: ENTRY-LEVEL FINANCIAL SERVICES AGENT (PART-TIME) We are hiring customer service agents to support inb...
- 4/16/2024 12:00:00 AM
About Las Cruces, New Mexico
Las Cruces is the seat of Doña Ana County, New Mexico, United States. As of the 2010 census the population was 97,618, and in 2017 the estimated population was 101,712, making it the second largest city in the state, after Albuquerque. Las Cruces is the largest city in both Doña Ana County and southern New Mexico. The Las Cruces metropolitan area had an estimated population of 213,849 in 2017. It is the principal city of a metropolitan statistical area which encompasses all of Doña Ana County and is part of the larger El Paso–Las Cruces combined statistical area.
Las Cruces is the economic and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$95,937 to $137,466
Las Cruces, New Mexico area prices
were up 2.5% from a year ago
were up 2.5% from a year ago