Wealth Management Specialist, Sr. jobs in Lubbock, TX

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)

M
Medical Records Specialist
  • MDBilling Specialist
  • Lubbock, TX FULL_TIME
  • Are you interested in a healthcare job that is in an environment where you can build relationships and make an impact on the patients you serve? If you, bring your exceptional communication and medical billing knowledge to your role as a Medical Records Clerk at MD Billing Specialist in Lubbock, TX.

    Here you will bring new energy to our medical billing department and work in an environment where you can develop professionally. Plus, you will enjoy a stable schedule that allows you to maintain a work-life balance that is rare among healthcare jobs.

    Specific Responsibilities of the Job:

    • Work closely with providers and staff to ensure timely billing processes.
    • Keeping inventory of all Medical Record Requests (Email)
    • Submitting Medical Records to requesting parties and insurance payers
    • Reviewing Medical Records and ensuring quality standards.
    • Accessing and maintaining EMR and Insurance Portals
    • Ensuring that Medical Records are submitted as needed and as soon as possible.
    • Working with billing team to ensure proper billing processes.
    • Ability to handle workload or daily productivity.
    • Responsible for providing support to the Billing Team.
    • Performs all other related duties as assigned.

    Skill Set:

    • Experience in EMR and Medical Record Workflow (preferred)
    • Knowledge in how to use multiple EMR systems (preferred)
    • Knowledge of Medical Documentation
    • Knowledge of Insurance Payer Portals
    • Knowledge of different Insurance Payers and Guidelines (preferred)
    • Experience in Medical Revenue Cycle and Medical Insurance appeal processes (preferred)
    • Ability to work quickly and accurately.
    • Ability to work independently with a high degree of attention to detail and reliable decision making.
    • Strong analytical skills.
    • High school diploma or GED

    Experience:

    • Medical Record/EMR Experience (Preferred)

    Job Type: Full-time

    Pay: From $17.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Employee assistance program
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 2 Days Ago

F
Delivery Driver/ Equipment Installer
  • Fitness Specialist
  • Odessa, TX PART_TIME,FULL_TIME
  • Job Summary: We are seeking a Fitness Delivery Driver/Equipment Installer to join our team. In this role, you will be responsible for installing and delivering fitness equipment for our clients. The s...
  • 15 Days Ago

E
Sr Specialist - Pipeline
  • Energy Transfer Family of Partnerships
  • MONAHANS, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 7 Days Ago

E
Sr Specialist - Environmental
  • Environmental - Energy Transfer Family of Partnerships Careers
  • MIDLAND, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 11 Days Ago

C
Sr Specialist - Corrosion Svcs
  • Corrosion Svcs - Energy Transfer Family of Partnerships Careers
  • FORT STOCKTON, TX FULL_TIME
  • Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device!Text ETP to 25000 to get started or apply through this w...
  • 11 Days Ago

H
Sr. Safety Specialist TX
  • Hi-Crush Services LLC
  • Big Spring, TX FULL_TIME
  • POSITION SUMMARYThe Sr. Safety Specialist assists the Regional HSE Manager within a region. The position provides support and guidance for the Region to ensure that the Company’s objectives are achiev...
  • 1 Day Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Wealth Management Specialist, Sr. jobs found in Lubbock, TX area

N
Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/16/2024 12:00:00 AM

N
Financial Professional
  • New York Life Insurance Company
  • Lubbock, TX
  • Financial Professional Must live within 300 miles of the Lubbock, TX area. Are you a leader who has the following traits...
  • 4/16/2024 12:00:00 AM

C
CNA - MedSurg
  • Covenant Health
  • Lubbock, TX
  • Description The Nursing Assistant II performs the duties of a CNA and Health Unit Coordinator or Monitor Tech as require...
  • 4/16/2024 12:00:00 AM

G
Dental Hygienist - choose your own schedule
  • GoTu
  • Lubbock, TX
  • Pay Range: $40-$70/Hour By using the GoTu app, you can find local temporary and permanent opportunities and get peace of...
  • 4/15/2024 12:00:00 AM

A
Nutrition Associate Manager (Registered Dietitian) - Lubbock ISD
  • Aramark
  • Lubbock, TX
  • Job Description Aramark Student Nutrition provides food and nutrition services to over 350 school districts in the U.S. ...
  • 4/15/2024 12:00:00 AM

C
Associate Certified Nursing Assistant - Palliative Care
  • Covenant Health
  • Lubbock, TX
  • Description The Certified Nursing Assistant performs basic patient care by assisting in the treatment and care of patien...
  • 4/15/2024 12:00:00 AM

T
INSURANCE SALES AGENT - REMOTE
  • The Prugar Agency
  • Lubbock, TX
  • The Prugar Agency protects families with Life, Whole Life, Mortgage Protection, Annuities, Index Universal Life, and mor...
  • 4/14/2024 12:00:00 AM

P
Remote Financial Position - Paid Training and Licensing
  • Primerica - Zanegardner Agency
  • Wolfforth, TX
  • Primerica has a 46 year track record of providing middle income families with low cost high value term life insurance ac...
  • 4/13/2024 12:00:00 AM

Lubbock (/ˈlʌbək/ LUB-ək) is the 11th-most populous city in the U.S. state of Texas and the county seat of Lubbock County. With a population of 256,042 in 2015, the city is also the 83rd-most populous in the United States. The city is located in northwestern part of the state, a region known historically and geographically as the Llano Estacado, and ecologically is part of the southern end of the High Plains, lying at the economic center of the Lubbock metropolitan area, which has a projected 2020 population of 327,424. Lubbock's nickname, "Hub City", derives from it being the economic, educat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$98,928 to $141,751
Lubbock, Texas area prices
were up 1.2% from a year ago