Who We Are Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $1.8 billion of assets on behalf of our clients. We offer an outsourced family office experience for our clients that places us at the center of a client's financial

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourOrd, NE branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choic

The Financial Planning & Analysis Manager is responsible for collaborating with leaders to visualize, analyze, track and report on resource allocation in and across various Southern business units, departments and enterprises using Planning, Budgeting and Analysis toolsets. This role plays a pivotal role in Southern's financial decision making, budgeting, forecasting and

Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independ

Who We Are Founded by Matt Otto, CFP, AIF, over 25 years ago, The Otto Group joined Hightower Advisors in 2016. The partnership enabled our firm to provide a broad range of investment and wealth management services to our select group of clients, while acting as a true fiduciary. We believe that operating within a model focused on service rather than sales results in a bo

Coordinate the AXIS Specialty Insurance quarterly forecasts and actual results process in conjunction with actuarial and business partners Analyze and underwriting results and expenses, including analysis of trends, unexpected variances and monitor key performance indicators Prepare Financial MD&A and quarterly results presentation Prepare supplemental pack for quarterly

Responsible for providing general financial aid knowledge and overviews to new, continuing, and returning students. Develop, negotiate, and finalize student financial plans consistent with financial planning policies and procedures and with Federal/State regulations for awarding aid. Explain and guide students and parents through the application process. Counsel students

Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients

Mechanics Bank is currently searching for a full time Financial Services Officer to join our team at our Oakland Branch . In this role, you will be a k ey contributor to the sales performance of a Retail Branch. Supports senior production staff in ensuring branch and customer financial success, customer satisfaction, accurate performance reporting, and staff development.

Build and maintain a strong working relationship with an assigned group of current clients Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms Develop expertise in Adhesion's various value add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ pr

This role is responsible for the coordination of activity with fund companies, fund administrators and internal stakeholders ensuring the day to day operation of private investments goes smoothly. They are also responsible for supporting operating needs of licensed brokers and advisors (Principals, Senior Wealth Advisors & Wealth Advisors), including providing quality ser

Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed

Duties Provide executive level technical direction in the development and implementation of quality improvement policies and initiatives. Serves as an advisor to CCSQ and Agency senior leadership on policies, practices, and day to day operations. Initiates, establishes, and maintains cooperative and collaborative relationships with senior executives, departmental and cong

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourLakewood, CO branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much

Responsible for monitoring and collecting the financial responsibilities of our patients. The Financial Counselor must keep patients' insurance benefits up to date in OncoEMR and Centricity and view the patients' services for diagnosis and insurance coverage appropriateness. Also performs the daily tasks of Managed Care and Financial Counselor. QUALIFICATIONS High School