13 wealth planner jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Location: 300 Nibco Parkway, Elkhart Indiana Job Summary The Senior Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high-net worth & ultra-high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, complex estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.   Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.   Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Site: Mass General Brigham Incorporated   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Schedule: This is a float position that would be onsite mainly at Mass General Hospital and Brigham and Women's Hospital. The Occupational Health Office Coordinator (OC) reports into the Office Manager for the Occupational Health Clinic. The OC is being responsible for providing daily support for the administrative operations and functions in the clinic. The OC supports patient scheduling and the general administrative support for...

Are you excited by the idea of joining a world-class organization at the intersection of higher education and business? As the professors’ administrative assistant, Faculty Support Specialists provide valuable tactical and administrative help to our faculty in support of Harvard Business School's mission to educate leaders who make a difference in the world. Reporting to a Manager of Unit and Faculty Support the Faculty Support Specialist (FSS) supports faculty with complex administrative duties related to their teaching, research, and other responsibilities. An FSS will act as a seamless extension of the faculty they support and will work closely with other Faculty Support Specialists across ten academic units, as well as with their manager. Faculty Support Specialists also work with and assist peers on activities that support teaching, research, finance, and other departments. Responsibilities Include:  Build trust and collaboration by being present on-site and engaging...

Launched in 2022, the Digital Data Design Institute at Harvard (D^3) is a global research center that provides research-driven insights, accessible to anyone in the world, on using AI and digital technologies to advance business and society. Founded on the premise that AI technology is only half the answer and that businesses must also revamp their processes to harness AI’s potential, the Institute is made up of an unbiased, multidisciplinary team of researchers and scientists, business leaders, and entrepreneurs. D^3 consists of numerous Harvard and Harvard Business School (HBS) faculty and produces cutting-edge research into the changes in the business landscape as a result of AI and digital transformation. The Program Assistant will provide project and administrative support to a new and ambitious research program between the Digital Data Design Institute at Harvard (D^3) and an established industry partner to advance research on digital transformation and artificial...

Site: The General Hospital Corporation   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.   The McCance Center for Brain Health in the Neurology Department at Massachusetts General Hospital (MGH) is an interdisciplinary research center with the mission to promote healthy brain aging and prevent neurodegenerative disease through innovative research. We focus on clinical trials for Alzheimer’s Disease therapies including natural, drug, and lifestyle interventions. We are in an exciting phase of growth that includes launching a single site trial of a...

Site: Brigham and Women's Faulkner Hospital, Inc.   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Summary Under the supervision of the Nursing Director and as a member of the Unit Based Patient Care Team, the unit secretary performs a wide range of secretarial duties and coordinates unit/floor procedure to ensure professional and efficient operation of the department in providing quality patient care. Performs the following duties to support unit operations and coordination of resources including but not limited to,...

Site: Brigham and Women's Faulkner Hospital, Inc.   Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.     Job Summary Summary Under the supervision of the Nursing Director and as a member of the Unit Based Patient Care Team, the unit secretary performs a wide range of secretarial duties and coordinates unit/floor procedure to ensure professional and efficient operation of the department in providing quality patient care. Performs the following duties to support unit operations and coordination of resources including but not limited to,...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Position Summary: Under general supervision of the Administrative Director, assigned manager or designee, and in collaboration with physicians and other care providers, provides secretarial and administrative support to one or more individuals in a clinical environment. Utilizes specific knowledge of medical terminology. Job Description: Essential Duties & Responsibilities including but not limited to : 1) General Medical Office Functions: § Maintains physician and midlevel clinic schedules on a daily/weekly/monthly basis. § Processes and monitors provider time away and ensures that the information is captured in all required systems. § Answers a high volume of telephone calls in a professional manner and takes responsibility for appropriate dispositions and follow through on all phone calls. Accurately identifies those patients requiring immediate...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Under the general supervision of the Practice Manager or Coordinator and in collaboration with the providers, works collaboratively to perform a wide variety of tasks associated with checking in and out of patients, registering patients and scheduling appointments. This administrative role will have a direct impact on patient satisfaction by providing empathetic and efficient interaction with patients and families, and serve as a resource to other front desk colleagues. Answers telephone calls promptly while identifying themselves and the practice. Takes clear messages, determines call backs for clinicians and other office staff. Registers all new and established patients upon arrival. Verifies patient information such as demographics, collects co-payments and updates all required information where needed. Collects outstanding balances when needed....

The Executive Assistant reports to the Director of Finance and Operations for HALC.  As a member of the HALC team the Executive Assistant provides a wide range of complex administrative support duties for the CEO and the HALC team. The Executive Assistant anticipates daily needs, works independently with minimal supervision in an environment of multiple and sometimes conflicting priorities, handles confidential information, anticipates, and resolves a wide variety of issues, and supports the day-to-day administrative operations of the department. Job-Specific Responsibilities: Provides a wide range of complex administrative support duties including full day-to-day calendar management, meeting scheduling, filing, organizing, assisting with presentation materials, drafting communication, and printing. Prepares detailed and accurate meeting materials, including advance briefing materials. Regularly handles sensitive and confidential information. Assists with documents (Word,...