Wealth Management Specialist, Sr. jobs in Waterloo, IA

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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RN-Risk Management Specialist
  • UnityPoint Health
  • Waterloo, IA OTHER
  • Overview

    Risk Management Specialist

    Allen Hosptial - Waterloo, IA

    Full-time, 8am-4:30pm

    Risk Management Specialist provides coordination of the UnityPoint Health-Waterloo Region/Market Risk Management Program. Supports the risk management department and risk management program while performing standard, advanced and confidential work. Under the direction of the Director of Risk management and/or Manager of Risk Management, provides and assists with Risk Management activities including receipt, review, evaluate event reports, education, investigate risk management concerns, medical device reporting, coordination/reporting occurrences of concern to Manager and Administration, perform risk assessments as delegated. As directed, other responsibilities related to Risk management may be assigned to this staff member to include but not limited to supports of claims and insurance processes for insured providers.


    Responsibilities
    • Recommends, presents, assists with educational programs related to risk management for associates, volunteers, students.
    • Analyzes, prepares and presents risk management reports.
    • Special studies, investigations, etc. as indicated and directed by manager.
    • Assures compliance with DNV standards, state and federal regulations regarding risk management
    • Coordinates medical device and product recall reporting program and submits information to Director/Manager.
    • Assists with the management of the event report monitoring system. Identify high risk, problem prone factors. Provide consultation for risk reduction techniques.
    • Reviews and revises risk management, standard operation procedures and/or policies/procedures. This includes both general and departmental specific.
    • Investigates incidents of potential liability concerns.
    • Reports significant occurrences to director/manager.
    • As directed prepares forms for financial reimbursement/payment for injuries occurred on Allen property.
    • Occasionally available for consultation and/or investigation during “off duty hours.
    • May assist with the investigation components of a Root Cause Analysis (RCA).
    • Develop and maintain administrative office procedures and systems including telephone triage, filing systems, scheduling, document processing and distribution/routing systems, integrity of department shared drive content and processes, and memorialization of risk management activities.
    • Maintains current and accurate Risk Management legal files.
    • Accept, log and disseminate subpoenas received on behalf of the Medical Center and insured providers. Coordinate contact with relevant parties and facilitates communication necessary to respond to subpoenas.
    • Facilitate obtaining data reports and providing risk management analytics for trending and risk assessment prioritization.
    • Assist with developing presentations specific to risk management activities.
    • Maintain, revise and update risk management TEAMS site for content and timeliness of material posted.
    • Notifies Revenue Integrity when patient accounts need adjustment.
    • Provides technical support for new and current users of Event Reporting system.
    • Assists with coordinating lawsuits administratively, including processing summons, complaints, interrogatories, production requests, deposition scheduling, discovery requests and other attorney requests as needed.
    • Serves as a member of the Corporate Risk Management team and RL User Team.
    • Assists with Regulatory investigations as directed and associated action plans in conjunction with Compliance team.
    • Assists with Risk Assessments as directed.

    Qualifications
    •  Graduate of an accredited nursing program. 
    • 5 years’ experience in clinical nursing. Three years previous risk management experience preferred.
    •  RN Current licensure in good standing to practice as a Registered Nurse in the state of Iowa. 
    • Flexibility with schedule.
    • Knowledge of general clinical aspects of patient care.
    • Able to assess complex issues, strong analytical and problem-solving skills, and exhibit good judgement
    • Strong time management skills.
    • Close attention to detail.
    • Knowledge and understanding of hospital and other relevant policies and procedures related to patient care and safety.
    • Knowledge of healthcare delivery system.
    • Knowledge of software applications including but not limited to Microsoft Word, PowerPoint, Excel and Outlook.
    • Must have accurate word processing/computer skills.
    • Must have excellent verbal/written communication skills, analytical skills, and must exhibit good judgement.

    Why UnityPoint Health?

    • Commitment to our Team – For the second consecutive year, we're proud to be recognized as a  Top 150 Place to Work in Healthcare  by Becker's Healthcare for our commitment to our team members.
    • Culture – At UnityPoint Health, you matter. Come for a fulfilling career and experience a  culture  guided by uncompromising values and unwavering belief in doing what's right for the people we serve.
    • Benefits – Our competitive Total Rewards program offers benefits options that align with your needs and priorities, no matter what life stage you’re in.
    • Diversity, Equity and Inclusion CommitmentWe’re committed to ensuring you have a voice that is heard regardless of role, race, gender, religion, or sexual orientation.
    • Development – We believe equipping you with support and  development opportunities  is an essential part of delivering a remarkable employment experience.
    • Community Involvement – Be an essential part of our core purpose—to improve the health of the people and communities we serve.

    Visit  https://dayinthelife.unitypoint.org/  to hear more from our team members about why UnityPoint Health is a great place to work.


    • Area of Interest: Nursing;
    • FTE/Hours per pay period: 1.0;
    • Department: Risk Management;
    • Shift: Full-time, Daytime hours;
    • Job ID: 143944;
  • 2 Days Ago

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Supply Management Specialist
  • Entegee
  • Waterloo, IA FULL_TIME
  • Summary: Seeking a Supply Management Specialist to lead purchasing processes and manage supplier relationships for a drivetrain division.Requirements:Bachelor's degree in Business or Supply Chain Mana...
  • 1 Month Ago

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(565) Quality Supply Management Specialist
  • Staff Finders Technical of Oregon
  • Waterloo, IA CONTRACTOR
  • Tactical Supplier Quality EngineerYour Responsibilities As an OFP Tactical Supplier Quality Engineerfor John Deere Waterloo Drivetrain Operations located in Waterloo, Iowa, you will….Will gain exposur...
  • 18 Days Ago

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Management Internship
  • Menard, Inc Career Center
  • WATERLOO, IA PART_TIME
  • Part-Time Make BIG Money at Menards! Extra $3 per hour on Weekends Store Discount Profit Sharing Exclusive Discounts for gyms, car dealerships, cell phone plans, and more! Flexible Scheduling Dental P...
  • 12 Days Ago

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Management Trainee
  • Denver Mattress - Denver Mattress
  • Waterloo, IA FULL_TIME
  • Jump Start Your Career Today with our Sales Manager Training Program! Whether you are just starting your career path or looking for a change, our training program will help you learn sales and personn...
  • 1 Month Ago

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Sr Software Engineer
  • Jobot
  • Waterloo, IA FULL_TIME
  • Job DetailsGrowing Healthcare Company with great benefits!!!!This Jobot Job is hosted by: Garrett MathisonAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Sa...
  • Just Posted

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0 Wealth Management Specialist, Sr. jobs found in Waterloo, IA area

Waterloo is a city in and the county seat of Black Hawk County, Iowa, United States. As of the 2010 United States Census the population decreased by 0.5% to 68,406; the 2016 Census estimates the population at 67,934, making it the sixth-largest city in the state. The city is part of the Waterloo – Cedar Falls Metropolitan Statistical Area, and is the more populous of the two cities. According to the United States Census Bureau, the city has a total area of 63.23 square miles (163.76 km2), of which 61.39 square miles (159.00 km2) is land and 1.84 square miles (4.77 km2) is water. The average el...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist, Sr. jobs
$102,916 to $147,466
Waterloo, Iowa area prices
were up 0.8% from a year ago