Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ

MARS Solutions Group is seeking a dynamic Customer Service Rep Client Interviews on Remote basis to join our Client's team. Our client, a leading financial services firm, provides an array of financial solutions, spanning wealth management, asset management, investment banking, and private equity. Fluent in Spanish Responsible for conducting client history telephone inter

Provides proactive support for the investment needs and questions of field financial advisors and Wealth Management Advisors. The investment consultant will be a key resource for field advisors and registered representatives and will be instrumental in facilitating their investment related client discussions. Carefully evaluate and recommend client investment solutions. C

Assist in the driving of KPIs for the Financial Planning and Consultation (FPC) team with your assigned target audience. Partner with the FPC leadership team to ensure alignment of objectives and establish expectations for assigned offices and advisors. Engage with advisors and staff in person to provide personalized coaching to master the software and the related process

Demonstrates an understanding of the Wealth Management Company (WMC) investment philosophy and process, and provides day to day administrative and operational support to effectively communicate the Private Client Services (PCS) capability to Wealth Management Advisors (WMAs) and their staff. Primary Duties & Responsibilities Creates security analyses utilizing Bloomberg,

Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, l

Calculates and provides patients with personalized estimates of their financial responsibility based on their insurance coverage prior to service. Communicates patient liability clearly and accurately while adequately explaining concepts such as deductibles, coinsurance, and/or copayments and how they may affect the cost of care. Explains how non covered and out of networ

Coordinates, compiles and reviews the operating and capital expenditure budgets, both annually and for long range planning to achieve desired goals and objectives. Develops and refines budgeting techniques to provide leadership with optimum financial control and planning tools. Provides consultation to operating departments on financial modeling and forecasting to establi