The Lead Advisor will partner with the Managing Director, Business Development Officer (BDO) in the development and management of clients, including investment advisory, financial planning, and estate and tax planning.
Compensation
The starting salary is $120,000.00 to $150,000.00 and will include variable compensation.
Responsibilities
Partner with the BDO to support new business development opportunities by attending prospective client meetings and events sponsored by custodian partners.
Develop strategies to provide a high-quality client experience, with the goal of assisting the BDO in building their practice through referrals and additional funding from existing clients.
Prepare customized investment proposals in coordination with the BDO and effectively communicate those proposals to clients.
Provide financial planning advice, utilizing the eMoney financial planning platform and other tech stack resources to assist clients with their financial planning needs.
Provide comprehensive wealth management to high-net-worth clients, ensuring personalized service and attention to their unique financial goals and needs.
Requirements
Bachelor’s degree from an accredited college or university with an educational background in finance or economics
Perform high quality ultrasound procedures in strict accordance with currently approved practices, assist radiologists with ultrasound-guided biopsies, and monitor patient well-being during exams.
Compensation
Pay Range: $32.00-$40.00 per hour
Responsibilities
Perform high quality ultrasound procedures in strict accordance with currently approved practices as outlined in department policy and procedure manuals, complying with all applicable federal, state, local and other regulatory requirements.
Assist radiologists with ultrasound-guided biopsies and procedures if needed.
Understand the methods used to generate ultrasound data and the theory and operation of the instruments that detect, display, and store the acoustic information generated in clinical examinations.
Monitor patient's well-being during exams; recognizes patient discomfort or medical problems and takes appropriate action.
Demonstrate competency regarding the need to safeguard patient property and Patient Health Information.
Travel to Radiology Regional various outpatient medical office setting as needed.
Perform high quality MRI exams on incoming patients.
Assure patient safety by adhering to company policies and established protocols.
Administer contrast as needed, in a safe and effective manner.
Understand and use TR, TE, flip angel, slice thickness, acquisitions, field of view and other adjustments and factors on the equipment in order to produce high quality images.
Requirements
Nice to have: At least one year of diagnostic imaging experience
Support front‑house and back‑house operations in a high‑volume retail environment, including greeter, runner, cashier, phone answering, and stockroom organization.
Compensation
The compensation range for this position is 17.00 USD - 20.00 USD. Our offer will be based on your relevant experience and work location.
Responsibilities
Act as greeter, runner, cashier, and phone operator
Understand and execute operational policies and procedures
Pack and unpack shipments
Organize the stock room to support product flow and smooth store operation
Ultrasound TechnologistNewRadNet, Inc. · Phoenix, US