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Accounting / Finance Jobs
Full Time
4/22/2025
Charles Town, WV 25414
(42.5 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 08-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
5/1/2025
Rockville, MD 20850
(17.4 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
Laurel, MD 20723
(17.8 miles)
DescriptionAre you ready to apply your analytical expertise to help shape the future of benefits at a leading research institution Do you have a keen interest in understanding how changes in the benefits landscape affect strategic planning and financial management Can you navigate complex data to drive decision-making and improve benefits administration and financial forecasting If so, we are looking for someone like you to join our team at APL as the Financial Manager in the Business, Construction & Facilities Department (BCFD).In this critical role, you will manage lab-wide benefits plans and ensure financial integrity. You'll lead budgeting, forecasting, and financial analysis efforts, aligning with APL’s financial policies and objectives.Key Responsibilities:Financial Planning & Analysis: Lead comprehensive financial modeling, forecasting, and budgeting for all lab-wide benefits. Perform variance and trend analysis to support strategic decisions.VEBA Trust & Benefits Accounting: Manage the VEBA Trust, ensuring accurate financial oversight and compliance with accounting standards.Audit & Compliance: Coordinate audit activities and ensure adherence to GAAP, ERISA, and other regulatory standards.Collaboration & Reporting: Collaborate with Talent Services, Accounting, and consultants to enhance financial reporting and process efficiencies.Executive Reporting: Prepare and deliver regular financial updates and analysis on the Lab’s benefits planning data to the CFO, supporting strategic decision-making. QualificationsRequired Qualifications:Bachelor’s degree in Finance, Accounting, Economics, or related field.At least 3 years of experience in financial analysis, particularly in benefits or compensation.Advanced proficiency in financial modeling and Excel.Familiar with financial ERP systems and data visualization tools.Knowledge of VEBA Trust and benefits accounting preferred.Experienced with external audits and financial compliance reporting.Hold US Citizenship or permanent resident status, as required to access APL’s facilities and networks, subject to applicable laws.Preferred Qualifications:Master’s degree in Finance, Business Administration, or related field.Demonstrated success in process improvement and financial operations automation.Knowledge of HR and benefits administration systems.#LI-KW1 About UsWhy Work at APL The Johns Hopkins University Applied Physics Laboratory (APL) brings world-class expertise to our nation’s most critical defense, security, space and science challenges. While we are dedicated to solving complex challenges and pioneering new technologies, what makes us truly outstanding is our culture. We offer a vibrant, welcoming atmosphere where you can bring your authentic self to work, continue to grow, and build strong connections with inspiring teammates.At APL, we celebrate our differences of perspectives and encourage creativity and bold, new ideas. Our employees enjoy generous benefits, including a robust education assistance program, unparalleled retirement contributions, and a healthy work/life balance. APL’s campus is located in the Baltimore-Washington metro area. Learn more about our career opportunities athttp://www.jhuapl.edu/careers.All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, physical or mental disability, genetic information, veteran status, occupation, marital or familial status, political opinion, personal appearance, or any other characteristic protected by applicable law.APL is committed to providing reasonable accommodation to individuals of all abilities, including those with disabilities. If you require a reasonable accommodation to participate in any part of the hiring process, please contact.The referenced pay range is based on JHU APL’s good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level with consideration for internal parity. For salaried employees scheduled to work less than 40 hours per week, annual salary will be prorated based on the number of hours worked. APL may offer bonuses or other forms of compensation per internal policy and/or contractual designation. Additional compensation may be provided in the form of a sign-on bonus, relocation benefits, locality allowance or discretionary payments for exceptional performance. APL provides eligible staff with a comprehensive benefits package including retirement plans, paid time off, medical, dental, vision, life insurance, short-term disability, long-term disability, flexible spending accounts, education assistance, and training and development. Applications are accepted on a rolling basis. Minimum Rate$62,900 Annually Maximum Rate$180,300 Annually
Full Time
5/1/2025
Alexandria, VA 22206
(33.8 miles)
Overview: Are you a detail-oriented accountant with strong organization skills As a Project Accountant, you will play a crucial role in preparing and analyzing financial data, ensuring the financial health of our projects. You will collaborate with industry experts and committed teams to contribute to insightful financial reporting but also drive the success of our projects.Flatiron and Herzog will partner to build the Franconia-Springfield Bypass. This rail bridge that will allow passenger trains to crossover the freight tracks in order to serve stations on the opposite side of the rail corridor. It will reduce congestion for both freight and passenger trains.Apply now and transform your career with us. What you will be doing: Prepare project journal entries and reconciles cost reports for one or more projects. Compile and analyze project pay forms to meet deadlines and ensure accuracy. Track insurance and bond information for all subcontractors. Assist in month end closing, budget rearrangements, and budge revisions as directed by project team. Set up cost codes and cost types for project needs. Support field personnel timecard entry, certified payroll and reporting as needed. Enter equipment time entry and reconcile equipment accruals for project needs. Support accounts payable and onsite invoice entry to track project expenses and payments. Works with project personnel to expedite payment and resolves issues. What we are looking for: 2+ years of construction field accounting experience or training preferred. Bachelor’s degree preferred. Strong organization and attention to detail required. Strong time management and self-prioritization skills required. Verbal and written communication skills. Takes personal ownership over tasks and asks for help, when needed communicate effectively with others. Why work for us: Some of the benefits you may be eligible for as an employee are:Comprehensive compensation package and paid time off programIndustry leading 401(k)/RRSPMedical/Extended Health Care, Dental, Vison and/or Provincial MedicalWellness benefits & Employee Assistance ProgramTuition Reimbursement ProgramWe are an EEO/AA/ADA/Veterans employer. Salary Min: USD $75,000.00/Yr. Salary Max: USD $85,000.00/Yr.
Full Time
5/1/2025
Westminster, MD 21157
(15.6 miles)
Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing outstanding service and convenience to our members, helping them save on the products and services they need for their families and homes. The Benefits of working at BJ’s• BJ’s pays weekly•Eligible for free BJ's Inner Circle and Supplemental membership(s)*• Generous time off programs to support busy lifestyles* o Vacation, Personal, Holiday, Sick, Bereavement Leave, Jury Duty• Benefit plans for your changing needs* o Three medical plans**, Health Savings Account (HSA), two dental plans, vision plan,flexible spending • 401(k) plan with company match (must be at least 18 years old)*eligibility requirements vary by position**medical plans vary by locationJob SummaryResponsible for serving as support to the Asset Protection Supervisor to maintain workflow and count processes. Operating a forklift and working in tandem with all Inventory control team members to provide exceptional member shopping experience by conducting, organizing, and validating inventory counts, sorting damaged and RTV, reducing salvage, obtaining return authorizations from vendors and re-wrapping sellable merchandise. Works cross functionally within departments to complete related merchandise counts and inventory control responsibilities. Team Members:Carry out job functions and responsibilities as assigned. Support the application of club policies, procedures, and compliance. We strive for flawless execution and hold ourselves accountable.Acts with honesty and integrity and lead with the member in mind to address all concerns and to escalate any concerns, as appropriate.Ensure a safe and positive environment for our members and each other.Embrace inclusion and diversity, by working together with collaboration and respect. Work as a team to achieve goals. Move with speed and agility in everything we do. Innovate and adapt so we can move as fast as the world around us. Maintain a friendly and positive attitude. Members:Deliver service excellence through all points of contact.Resolve and deescalate to address every member concern. Ensure a safe and positive environment and experience for the members. Daily commitment to GOLD Member StandardsGreet, Anticipate, Appreciate (GAA)Fast, Friendly Full, Fresh, CleanClub Standards: Work as a team to deliver GOLD club standards daily. Work with commitment and pride to deliver GOLD- Grand opening look dailyAll items stocked and promotional plans executedMaintain visible accurate signageClean and organized, inside and outKnow your Business:Understand how to access and read production and/or financial performance reporting for your departmentSee the connection between consistent execution and the positive impact it can have on the businessMajor Tasks, Responsibilities, and Key AccountabilitiesProvides members with prompt and courteous service and assistance. Maintains high standards of safety, service, and sanitation for members and team members. Works with speed and accuracy to facilitate organized processes. Accurately processes damaged or defective merchandise by following appropriate salvage, donation, vendor return, reverse logistic, hazardous waste and destroy procedures. Obtains return authorizations from vendors, processes vendor chargebacks, and packages and ships merchandise returns based on vendor return policies. Works proactively with department teams to track, plan, coordinate and execute department inventory counts control county cycles as prescribed by Home Office within assigned deadlines.Follow count processes and procedures. Maintains the correct stock / inventory status for all damaged, defective, and returned merchandise. Assesses breakage logs associated with leaking, spoiled and broken merchandise and processes merchandise out of inventory. Processes freezer and dairy damages. Understands the company’s community / donation programs and administers salvage and donation merchandise orders. Conduct daily club safety walks, escalate findings to Asset Control Inventory SupervisorSupports Inventory Control Count Team in executing count processing as assigned.Review daily return reports, processes merchandise recalls, and processes tire and battery returns. Ensures that the AFS and release dates are followed. Ensures that the books are stocked, and that the execution of book returns are completed in partnership with the RICS. Processes the 945/948/950’s in partnership with the AP SpecialistRe-wraps sellable merchandise using appropriate seal and shrink-wrap packaging guidelines. Ensures the department is organized and clean. Follows established safety, filing organization, and lock-up standards. Completes and maintains necessary training and annual safety re-certifications to effectively operate a forkliftMaintains all club policies and procedures. Performs other duties as assigned, including working in other departments as needed. Regular, predictable, full attendance is an essential function of this job. QualificationsMust successfully complete required training and certification processes. Effective communication, interpersonal, and computer skills. Forklift experience preferred. At least 18 years of age. Environmental Job ConditionsMost of the time is spent moving about on hard surfaces. Frequently requires bending, climbing, crawling, pulling, reaching, stooping, and climbing ladders/step stools. Frequently requires lifting objects up to 30 pounds. May require lifting and moving heavy and/or awkward objects more than 30 pounds with assistance. Requires using a pallet jack to pull and push pallets. Exposure to both indoor and outdoor temperatures, as well as occasional exposure to extreme temperatures in freezers and coolers. Frequent exposure to hazardous material. In accordance with the Pay Transparency requirements, the following represents a good faith estimate of the compensation range for this position. At BJ’s Wholesale Club, we carefully consider a wide range of non-discriminatory factors when determining salary. Actual salaries will vary depending on factors including but not limited to location, education, experience, and qualifications. The pay range for this position is starting from $15.75.
Full Time
4/17/2025
Arlington, VA 22203
(31.7 miles)
Do you want to be part of an innovative and rapidly growing business Amazon Web Services (AWS) is seeking a someone who can apply their business development and program management skills join the Private Pricing Programs and Experiences (3PX) team housed within the Global Deal Strategy and Programs (GDSP) organization. You will be working closely across internal teams in a highly visible role, focused on driving growth and scale of the Private Pricing program.Key job responsibilitiesThis is a new role under our Private Pricing Investments pillar of 3PX, a team conceived from the belief that many current and future AWS customers can realize more value from cloud by deepening their relationships with AWS Private Pricing program. The Private Pricing Investments pillar focuses on improving governance of the investments, ensuring the right type of investment, and amount are invested to drive joint outcomes for Private Pricing customers. The pillar also looks to streamline and simplify the end to end process from both external and internal customers perspectives. In this role, you will refine mental models and operationalization plan around investments. You will be responsible for leading experiments on investment opportunities, and driving down defects in the process. The outcomes you will deliver are accelerated investment decision-making, clarity on investments impacts to AWS, and enhanced customer experience. You will do this work in close partnership with GDSP-wide teams that own the program experience (e.g. VoC, Channel Services, Product Management and Analytics & Growth, SCE) and AWS-wide teams impacted by your work (e.g. Sales, Product Management).• Develop and enhance Private Pricing Investments Mental Models • Develop and implement standardized process and procedures for existing Private Pricing Investments to drive more efficient internal operations and drive consistent application across the organization• Lead projects or experiments to derive recommendations from data and Voice of Customer (VoC) • Establish scalable mechanisms to measure effectiveness and ROI of programs and track defects to drive continuous improvement • Write data-backed documents to gain alignment with cross-functional stakeholder management and senior stakeholders across GDSP and AWSA day in the lifeThe ideal candidate will need to be endlessly curious about the Private Pricing program with AWS enterprise customers. Candidates must demonstrate ability to roll-up their sleeves to dive deep into details, take ownership as an individual contributor to deliver quick wins, make data-driven & high-judgement decisions, and drive alignment across stakeholder teams. You must thrive in an ambiguous environment, be self-driven and enjoy working cross-functionally to influence internal teams at all levels (e.g. senior leaders). Finally, it is critical that you are excited to help build a customer-obsessed model for the next phase of Private Pricing’s growth.About the teamThe Private Pricing team is instrumental in driving deal strategy, structuring, negotiations, and execution of private deals. Private Pricing deals consist of large, strategic, or highly competitive commercial agreements with customers.Why AWS Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneered cloud computing and never stopped innovating that’s why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.Diverse ExperiencesAmazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.Work/Life BalanceWe value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which is why we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home, there’s nothing we can’t achieve in the cloud.Inclusive Team CultureHere at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusion that empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversations on Race and Ethnicity (CORE) and AmazeCon conferences, inspire us to never stop embracing our uniqueness.Mentorship and Career GrowthWe’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.BASIC QUALIFICATIONS- Experience managing programs across cross functional teams, building processes and coordinating release schedules- Experience developing strategies that influence leadership decisions at the organizational level- Experience interpreting data and making business recommendations- Bachelor's degree- 7+ years of leading complex initiatives, deriving priorities from data and anecdotes, building requirements, managing stakeholders and driving resultsPREFERRED QUALIFICATIONS- Experience with technology transformation initiatives- Experience in B2B tech salesAmazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you’re applying in isn’t listed, please contact your Recruiting Partner.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $133,200/year in our lowest geographic market up to $220,200/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.
Full Time
4/22/2025
Ashburn, VA 20166
(29.9 miles)
Overview: With over 150 years of experience,and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets.The commercial CoolSys Estimator Engineer (CES) for CoolSys Energy Solutions isresponsible for researching construction bid opportunities and delivering proposals for new and existing clients within the Northern Virginia (NOVA) market. The Construction Estimator Engineer will report directly to the Director of NOVA. #HVAC #salesWHY JOIN USWe understand that hiring great people is the foundation of everything we do. Our employee benefits packages include:Competitive pay $80,000 to $110,000Medical, Dental, Vision and Prescription coveragePaid vacation and holidays401(K)matchLife insurance, AD&D and long-term disabilityTuition reimbursementOpportunities availablenationwideEmployee discountson vehicles, hotels, theme parks, select cell phone bills and so much morePet InsuranceLegal Plan, and ID Theft Protection Responsibilities: SALE ENGINEER ESSENTIAL FUNCTIONS • Solicit and close construction contracts for commercial, industrial, and institutional facilities. Target annual billings will be discussed based on progression in the role. • Develop and manage a portfolio of clients as directed by the Director of NOVA. • Respond to Construction RFP requests within the assigned market. • Estimate and prepare all proposals, detailing anticipated costs, labor requirements, subcontracts, and materials. • Interact with internal support personnel as well as field staff. • Facilitate job kick-off meetings and surveys with client and company personnel. • Oversee all projects sold and act as the Company’s primary client contact during and after construction. • Support and respond to all customer retention activities or concerns Qualifications: ADDITIONAL RESPONSIBILITIES• Assist with strategic planning throughout the year to foster the growth of the office. • Offer input on operational procedures for continuous improvement of our product offering. • Maintain and store all proposals, estimates, quote logs, and customers’ contact information on company servers. • Pursue continuing education credits and programs as required to remain current on new technologies, controls, and equipment. • Develop and maintain positive community relations/image through involvement in civic and trade organizations, business groups, and other key contacts. • Represent the company at industry functions and forums throughout the year.j Perform other job-related duties as assigned or as needed. EDUCATION AND EXPERIENCE • Mechanical Engineering degree or business degree preferred • 3+ years in the commercial HVAC industry preferred • Broad knowledge and understanding of commercial HVAC equipment and systems. KNOWLEDGE, SKILLS, AND ABILITIES• Able to prioritize and plan work activities and use time efficientlyComputer literacy, including strong proficiency in MS Word, Excel, Outlook, internet research, and other software applications. • Heavy emphasis on organizational skills with attention to detail, written, verbal, and interpersonal communication skills. • Demonstrated ability to multi-task • Must be a team player and self-starter. • Able to use logic and reasoning to identify strengths and weaknesses of solutions and approaches to problems. • Conduct yourself professionally, ethically, and morally, reflecting well upon yourself and MEC2. PHYSICAL AND MENTAL JOB REQUIREMENTS • Must have the ability to lift up to 50 pounds • Typical office conditions • High level of confidentiality of company projects and policies • High level of professional conduct both internally and externally with clients and vendors WORKING CONDITIONS • Travel to job locations. • May be subjected to inclement weather and hazardous working conditions at job site Join Us: Today, there are 26 different companies that make up the CoolSys family of brands.Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth!Connect with usonFacebookand Twitter.Coolsysis an EEO/AA Employer. All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristicsare encouraged to apply. Pre-employment background screening (criminal andMVR for driving positions) anddrug testing are required for all positions.Coolsyswill consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.
Full Time
5/1/2025
Lanham, MD 20706
(28.0 miles)
Location: Individual may be based near the Astound New York market, including Princeton, New Jersey, Connecticut, and surrounding areas. Mostly remote position, but may need to commute into the local office as needed on an intermittent basis. Astound Broadband, the sixth-largest cable operator in the United States, is a leading supplier of cutting-edge technology and communications servicesand applicants like you make it all possible. To develop your career, we provide one-on-one training and coaching, a supportive work environment and the opportunity to represent a superior telecommunications company. Additionally, we offer a robust benefits package, including rewards, recognition and employee discounts to ensure your continued success. With us, you’ll stay empowered to do your best work by creating astounding possibilities for local communities and beyond. Position Overview: The Sr Accountant (I or II) is responsible for the day-to-day tasks associated with maintaining Accounting operations. The Sr Accountant (I or II) will play a critical role managing payroll, benefits and commission arrangements and account reconciliations. The role requires strong analytical skills and knowledge of accounting principles. A Day in the Life of the Sr. Accountant (I or II): Execution of monthly and quarterly close, ensuring accurate results are delivered on time for reporting in accordance with US GAAP.Implement database to automate commission calculations through Spiff.Prepare journals, account reconciliations and perform fluctuation analysisOwnership over commission arrangements.Support quarterly review and annual audit requirements related to specific areas of responsibility and help develop/refine accounting processes and procedures.Work cross functionally with Finance, Legal, AP, and various business owners on policies, processes, and help drive key system initiatives and improvements.Participation in special projects, system enhancements or ad hoc analyses.Other duties as assigned. What You Bring to the Table: For Sr. Accountant II: 3+ years of Accounting experience is requiredFor Sr. Accountant II: Minimum 2 years of Big 4 audit experience is requiredFor Sr. Accountant I: 1 - 2 years of Accounting experienceFor Sr. Accountant I: 1 - 2 years of Big 4 audit experience is requiredPrior experience with month-end close procedure is a plusExperienced with major ERP systems (Great Plains, blackline Spiff etc)Strong analytical, communication and written skills with the ability to convey clear and concise thoughts and ideasAbility to effectively communicate to all levels of management and to adapt quickly as business needs evolveProficient in the utilization of all the Microsoft Office Suite programs, including, but not limited to MS Word, PowerPoint, Outlook and Excel Required Education: Bachelor’s degree in Accounting is required.CPA certification is required. We're Proud to Offer a Comprehensive Benefits Package Including: 401k retirement plan, with employer matchInsurance options including: medical, dental, vision, life and STD insurancePaid Time Off/Vacation: Starting at 80 hours per year, and increases based on tenure with the organizationFloating Holiday: 40 hours per yearPaid Holidays: 7 days per yearPaid Sick Leave: Astound allows a number of paid sick hours per calendar year and varies based on state and/or local lawsTuition reimbursement programEmployee discount program *Benefits listed above are for regular full-time position Base Salary: The base salary range for this position is $85,000- $100,000 annually plus opportunities for bonus and benefits. The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities. Sr. Accountant I: $85,000 - $90,000 (annually)Sr. Accountant II: $90,000 - $100,000 (annually) Our Mission Statement: * Take care of our customers * Take care of each other * Do what we say we are going to do * Have fun Diverse Workforce / EEO: Astound Broadband is proud to be an Equal Opportunity Employer and we are dedicated to cultivating a diverse, equitable and inclusive workplace where employees feel valued, respected and empowered. Discrimination of any kind has no place here. We are dedicated to providing equal opportunities for all employees and applicants, regardless of race, color, religion, sex, pregnancy, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity or expression, genetic information, military, veteran status, and any other characteristic protected by applicable law. We strive to create a culture that celebrates our differences and promotes fairness and inclusivity in all aspects of our business. FCO (For San Francisco Candidates Only): Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. CCPA Employee Privacy Policy (For California Candidates Only):https://www.astound.com/wp-content/uploads/2023/09/CCPA-Employee-Privacy-Notice.pdfEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Full Time
4/13/2025
Bethesda, MD 20814
(23.1 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityThe base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
Full Time
5/1/2025
Takoma Park, MD 20913
(36.0 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 24-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
Full Time
5/1/2025
Owings Mills, MD 21117
(16.4 miles)
DIRECTOR-PATIENT FINANCIAL SERVICES Owings Mills, MD PRACTICE DYNAMICS, INC. BUSINESS OPERATIONS Full-time - Day shift - 8:00am-5:00pm Management & Supervisory 89172 $48.73-$77.97 Experience based Posted:YesterdayApply NowSave JobSaved SummaryPOSITION SUMMARY:**This is a hybrid position. When onsite, the director will have office space in our LBH Corporate Center in Owings Mills, MD.The Director for Patient Financial Services (PFS) will oversee revenue cycle and KPIs, and associated team members supporting practices underLifeBridge Health Medical Group (LBHMG). Directs policies, procedures and work processes with appropriate controls to effectively manage cashflow and accounts receivables and achieve industry-leading Key Performance Indicators (KPIs). Leads Hybrid Work from Home revenue cycle functions in the achievement of Service Level Agreement (SLA) expectations for professional billing services provided for LifeBridge Health providers and Partners. Assigned revenue cycle functions may include charge capture integrity, invoice follow up, EDI and Claims Submission, denials management and treasury/cash Application. The Director also has chief or subordinating responsibility for working with the IT department, AthenaIDX and other vendors to drive efficiencies into all aspects of the operations, including Health Plan set up, TES edits, claims processing, billing and collections and Data Informatics. The Director assists with overall business planning, budgeting, performance improvement, trend analysis, evaluation, and enhancement of the Company’s services. PFS professional billing services are performed by Practice Dynamics, Inc, (PDI), LifeBridge Health’s medical billing company.Reporting to the PDI Chief Operating Officer, the Director oversees and maintains best-in-class revenue cycle performance that is valued and respected at all levels of LBH.ESSENTIAL FUNCTIONS:Directs and Leads:Strategically directs the PDI revenue cycle operations, providing day-to-day supervision, ensuring performance aligns with the LBH/PDI strategic plan.Builds, develops team and performs to meet Service Level Agreement (SLA) expectations.Leads, coaches, develops and retains high-performing teams that employ best-in-class practices to achieve maximum revenue cycle outcomes.Oversees and directs the work of the teams, ensuring ongoing performance management that establishes accountability for efficient work completion and measures both quality and productivity of work completed by associates and by the medical billing company overall. Provides guidance and feedback to direct reports. Develops goals, objectives, and measurement standards for the departments.Manages hybrid and remote work arrangements.Manages workload requirements efficiently using available staffing resources. Performs ongoing staff quality assessment to assure maximum quality and productivity.Manages Cash Flow:Leads revenue cycle efforts that achieve cash flow targets and best-in-practice KPIs.Defines a clear strategic plan for the revenue cycle function, focusing on ensuring revenue cycle management and operational compliance, that aligns with the Company’s strategic priorities, policies and short- and long-term goals. Ensures accurate, timely and compliant completion of all processes including invoice follow up, claims submission, posting of insurance and patient payments; collection of outstanding balances to include placement with collection agencies, bank deposits, payment posting and cash reconciliation and appeals management.Directs and manages accounts receivable (AR) activities to ensure accounts are collected appropriately and timely from insurances and patients.Establishes work priorities and performance expectations for the teams.Develops policies, procedures and standards to support effective billing and collection practices.Monitors and maintains all patient financial service systems including Enterprise Task Manager (ETM), AthenaIDX EDI services, etc. Provides performance feedback and ongoing training to staff to ensure effective collection activities and maximization of ETM.Ensures a compliant program is in place for deductions from revenue including contractual adjustments, controllable adjustments, discounts/other write-offs and refunds. Periodically reviews adjustments, write-offs and refunds and specifically approves large balance write-offs to ensure appropriate receivables reduction.Communication:Communicates regularly priorities, goals, standards, expectations and performance feedback to COO, internal teams, PDI management team, practice and partner leadership and other appropriate stakeholders.Establish and maintain effective working relationships with practices, partners and staff. Provide exceptional customer service.Effectively communicates team and organizational strategies and goals to team "just in time" or through regular team meetings. Timely discusses and resolves operational and individual employee issues that impact quality, productivity, and accomplishment of goals. Actively encourages, recognizes and rewards performance improvement and innovation. Tracks the status of previously identified issues and recommendations for improvement.Interfaces with billing and practice staff and Information Systems regarding process changes and technology needs. Screens and validates enhancement requestsDiscusses payor issues with staff and assures timely communication of payor and managed care contract information to staff.Meets virtually with physicians and practice management staff monthly (or as needed) to discuss revenue cycle performance resulting from functions such as charge lag and billing denials, to identify and resolve billing related operational issues, and to monitor customer satisfaction. Communicates as often as needed to make billing operations run efficiently.Evaluates and Monitors:Measures and monitors billing performance through establishment and tracking of KPIs.Ensure appropriate internal controls are in place. Oversee client billing performance on practice and service line basis. Identify areas for additional training and improvement; provides solutions.To recognize and correct areas for improvement, reviews billing reports to diagnose issues and develops plans for resolution. Provides feedback on results to management and staff. Provides immediate notification to practice management when practice could take action to resolve issues that affect overall performance results.Provides problem solving assistance and participates in large department projects.Achieves goals identified for but not limited to Gross Collection Rate, Collections, Days Revenue Outstanding, Percent of A/R Balances Aged > 90 and 120 Days, Controllable Write-offs, Bad Debt and Credits.Stays aware of and reports factors affecting practice productivity, especially charge performance and determines impact on budget performance; and provides monthly strategic operations reporting regarding success in these areas and plans to attain objectives.Maintains billing and accounts receivable metrics at goal for assigned specialties based on practice specific indicators and tracks progress. Monitors provider, practice and PDI performance against goals, identifying and explaining reasons for both positive and negative variances.Innovation and Performance Improvement:Leverage emerging technologies to streamline revenue cycle processes.Establishes best-in-class processes and utilizes existing technology and internal and external resources to drive efficiencies into the Company’s revenue cycle practices, enhancing the deployment of new technologies, processes, and data analytics. Collaborates with the IT department and external vendors to replace manual tasks with automation through use of agents, bots and other available technologies.Leads team performance improvement and problem-solving discussions and financial implementations projects, conducts root cause analysis for complex billing issues and to recognize and correct areas for improvement. Using internal and external benchmarking data, leads identification of opportunity areas.QUALIFICATIONS AND REQUIREMENTS:Basic professional knowledge; equivalent to a Bachelor's degree; working knowledge of theory and practice within a specialized field.5-7 years of experience.Additional InformationAs one of the largest health care providers in Maryland, with 13,000 team members, We strive to CARE BRAVELY for over 1 million patients annually. LifeBridge Healthincludes Sinai Hospital of Baltimore, Northwest Hospital, Carroll Hospital, Levindale Hebrew Geriatric Center and Hospital and Grace Medical Center, as well as our Community Physician Enterprise, Center for Hope, Practice Dynamics, and business partners: LifeBridge Health & Fitness, ExpressCare and HomeCare of Maryland.Practice Dynamics, Inc., or PDI, was established in 1996 as the medical billing company for LifeBridge Health. PDI provides comprehensive professional billing services for hundreds of physicians and non-physician practitioners rendering services at Sinai Hospital, Northwest Hospital, Levindale Hebrew Geriatric Center & Hospital, Grace Medical Center and Carroll Hospital. PDI excels in both primary care and multi-specialty billing. Share:Apply Now
Full Time
4/4/2025
Reston, VA 20190
(29.7 miles)
Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Purpose of Your RoleWorking in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.The Expertise We’re Looking ForPrevious success in building relationships, uncovering needs and recommending solutionsFINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hireKeen ability to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain oneThe Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsBeing coachable, collaborative, and curious are your "go to" attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, you take initiative and exceed customer expectationsExtensive knowledge of investment solutionsOur Investments in YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!The Value You DeliverYour integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsSupporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their futureEffectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skillsYou have a steadfast commitment to your clients while making a positive impact in the communityCertifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Full Time
4/7/2025
Olney, MD 20830
(12.3 miles)
Job OverviewThis job posting is anticipated to remain open for 30 days, from 29-Apr-2025. The posting may close early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.We'll give you the support you need. Our team will be there every step of the way, providing:Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.Salary for the first five years as you begin to build your practice²A firm-provided branch office in the communityBranch office support to help lighten the load so you can focus on your clientsA support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.You can also expect...No ceiling to your earning potential and growth, and your compensation is tied to the effort you put inA compensation package that includes opportunities for commissions, profit sharing and incentive travelThe flexibility that you need to balance your personal and professional lives - the best of both worldsA culture of continuous improvement and professional developmentKey Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.Compensation:We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.New Financial Advisors CompensationSupplemental Starting Salary Range $45,000 - $100,000Read More About Job OverviewSkills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would make you a successful financial advisor An interest in financial services/markets and how they workLove of learning and challenges, including determination to succeedSkilled in long-term relationship buildingComfortable in your ability to think criticallyPassion for new opportunitiesCan you see yourself...Learning to be a financial advisor through our comprehensive training program Delivering personalized investment and financial solutions to your clients Taking ownership of your business's growth and success Meeting professional and personal objectives as they relate to building your practice Working in and positively impacting your local community Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industryFinancial services and/or sales experienceFinancial services registration, licensing, or certificationProfessional and/or military career progressionLicensing:SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.FINRA registrations required within three months. State insurance licenses will be required.As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.Read More About Skills/RequirementsAwards & AccoladesAt Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesRead More About Awards & AccoladesAbout UsJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA
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