Creativeone Wealth Jobs in Usa

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

• Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
• Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
• Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
• Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
• Bachelor’s degree or equivalent combination of education and experience required
• Required to pass the Series 65 (we provide robust training and support once you start)
• A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays 
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.

The Day-to-Day:

• Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
• Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
• Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
• Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

• 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
• Bachelor’s degree or equivalent combination of education and experience required
• Required to pass the Series 65 (we provide robust training and support once you start)
• A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

• 100% paid medical, dental and vision premiums for you and your qualifying dependents
• A 50% 401(k) match, up to the IRS maximum
• 20 days of PTO, plus 10 paid holidays 
• Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Department: 62384400 Allina Health Group Mercy Specialty Center Shift: Hours: 40 Contract: Non-Union-NCT Weekend Rotation: None Job Profile Summary: Shape the Future of Pelvic Health Care! We are looking for a skilled and compassionate Physician Assistant to join our leading Urogynecology team. In this role, you?ll provide comprehensive patient care, collaborate with specialists, and support innovative treatments that improve quality of life. Enjoy a team-based environment, advanced technology, and a balanced schedule with no overnight shifts?all while making a meaningful impact across the Twin Cities. Job Description:

Principle Responsibilities

• Completes comprehensive patient assessments and determines diagnosis and treatment of illness.
• Multidisciplinary team approach to treat complex conditions.
• Provides surgical assistance in OR for vaginal, laparoscopic and robotic-assisted surgeries
• System-wide referral source spanning the twin cities and outlying areas.
• Works collaboratively with patients to improve their health and well-being.
• Excellian, our EMR, is a software product from Epic and is considered one of the most comprehensive systems in the nation.

Job Requirements

• Master's degree completion of accredited Physician Assistant program
• Certification as Physician Assistant - NCCPA National Commission
• Licensed Physician Assistant - MN Board of Medical Practice required upon hire
• Ability to obtain and/or maintain MN DEA certification and National Provider Identifier (NPI)
• Ability to meet criteria/qualifications for Credentialing and hospital privileges, if applicable
• BLS Tier 3 - required within 180 days of hire
• Minimum 1 year PA experience preferred
• Laparoscopic experience preferred

Physical Demands Medium Work*: Lifting weight Up to 32 lbs. occasionally (*Allina Safe Patient Moving Policy), Up to 25 lbs. frequently

Additional Job Description:

At Allina Health, you have an entire urogynecology health care team dedicated to your overall well-being ? body, mind and spirit. Your team includes board-certified urogynecologists (MDs), physician assistants (PAs), nurses and clinical staff who are focused on providing specialized care that meets your unique needs in a supportive, reassuring environment.

Practice Details:

• Location: Primary site is Eden Prairie & Abbott Northwestern with ability to cover multiple sites including, but not limited to Mercy Hospital, Abbott, and Lakeville Specialty Clinic.
• Setting: Clinic and OR setting
• Schedule: Full-time schedule with OR time

About the Location:

Allina Health Eden Prairie Clinic

775 Prairie Center Drive Eden Prairie, MN 55344

Allina Health Eden Prairie Clinic is staffed by experts in a variety of specialties all focused on your health and wellness.

About Allina Health:

A major regional health system. With a team 27,000 strong, Allina Health operates 12 hospitals, more than 60 clinics, and 100+ specialty care sites. Learn More

Commitment to communities. Allina Health has a 140-year connection to our diverse communities. We make a difference through local health initiatives, volunteerism, and revitalization efforts in the places where we operate. Learn more

Pay Range: Pay Range: $55.24 to $76.43 per hour The pay described reflects the base hiring pay range. Your starting rate would depend on a variety of factors including, but not limited to, your experience, education, and the union agreement (if applicable). Shift, weekend and/or other differentials may be available to increase your pay rate for certain shifts or work. Benefit Summary:

Allina Health believes the best way to provide safe and compassionate care for our patients is by nurturing the passion of those who care for them. That?s why we devote extraordinary resources to help you grow and thrive ? not only as a professional but also as a whole person. When you join our team, you have access to a wealth of valuable employee benefits that support the total well-being ? mind, body, spirit and community ? of you and your family members.

Allina Health is all in on your well-being. Because well-being means something different to everyone, our award-winning program provides you with the resources you need to help you navigate your personal journey. This includes up to $100 in well-being dollars, dedicated well-being navigators, and many programs, activities, articles, videos, personal coaching and tools to support you on your journey.

In addition, Allina Health offers employee resources groups (ERGs) - voluntary, employee-led groups that serve as a resource for members and organizations by fostering a diverse, inclusive workplace aligned with the organization's mission, values, goals, business practices, and objectives. Allina Health also engages employees in various community involvement and volunteering events.

Benefits include:

• Medical/Dental
• PTO/Time Away
• Retirement Savings Plans
• Life Insurance
• Short-term/Long-term Disability
• Paid Caregiver Leave
• Voluntary Benefits (vision, legal, critical illness)
• Tuition Reimbursement or Continuing Medical Education as applicable
• Student Loan Support Benefits to navigate the Federal Public Service Loan Forgiveness Program
• Allina Health is a 501(c)(3) eligible employer

Benefit eligibility/offerings are determined by FTE and if you are represented by a union.

This facility is seeking a Pathology Physician

for locum tenens support as they look to fill a current need.

Details & requirements for this opportunity:

• Schedule: As soon as credentialed. 2 weeks per month
• Job Setting: Hospital
• Types of Cases:  General surgical pathology and cytopathology
• Credentialing Timeframe: 90 days
• Active New York State License required
• Must be Board Certified in Anatomic Pathology

AMN Healthcare is a digitally enabled workforce solutions partner focused on solving the biggest challenges affecting healthcare organizations today. We offer a single-partner approach to optimize labor sources, increase operating margins, and provide technologies to expand the reach of care.

This facility is seeking a Rheumatology Physician for locum tenens support as they look to fill a current need.

Details and requirements for this opportunity:

· Schedule: Monday through Friday Clinic hours between 7am and 5pm

· Practice Setting: outpatient

· Type of cases and required procedures: General Rheumatology cases, approximately 18 patients per day Annual clinic volume: Approximately 2000 visits

· Electronic Medical Record (EMR): EPIC

· Certifications required: Board Certified

· Licensure required:

?

AMN Healthcare is a digitally enabled workforce solutions partner focused on solving the biggest challenges affecting healthcare organizations today. We offer a single-partner approach to optimize labor sources, increase operating margins, and provide technologies to expand the reach of care.

This facility is seeking an Anesthesiology Physician for locum tenens support as they look to fill a current need.

Details & requirements for this opportunity:

• Monday-Friday 7am-3:30pm
• Independent, no supervision
• Electronic Medical Records (EMR): to be determined
• Board Certification required
• Number of operating rooms: To be determined
• license required

AMN Healthcare is a digitally enabled workforce solutions partner focused on solving the biggest challenges affecting healthcare organizations today. We offer a single-partner approach to optimize labor sources, increase operating margins, and provide technologies to expand the reach of care.

Transfer Agent / Customer Service Rep

Duration: 3+ Years Contract

Location: Hartford, CT 06103 (Onsite)

Pay Rate:

This will be on w2 with full benefits plus bonus.

Client Note:

We are looking for a customer service representative with strong call center background in Healthcare, Banking, Financial or Insurance domain

Responsibilities:

Deliver first class inbound customer service in every single contact as part of our Fund Services operations.

Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.

Exceptional analytical and problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to customer inquiries and issues.

Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations

Document all customer interactions, inquiries, and recommendations accurately and maintain comprehensive records in accordance with regulatory requirements and company policies.

Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.

Assist the managers with deep dive discussions and remediation of top pain points to help improve performance.

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and coordinate service delivery.

WHO WE ARE

TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.

WHAT SETS US APART

• Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months.
• Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel
• Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, Broadridge, Motive Partners and Tectonic Ventures.
• World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

OUR VALUES

• Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
• Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
• I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

ROLE OVERVIEW

We are looking for a Head of Product for our AI financial assistant for the workplace, , designed to provide personalized financial and benefits guidance for employees and growth for advisors. You will own the technical and production vision from architecture through delivery, including direct responsibility for engineering direction across AI, LLM systems and platform architecture. You will report directly to the CEO and shape company strategy, platform investment and technical direction in order to create magic for our customers.

PROJECTS

• AI Agent Orchestrator: Design and delivery of multi-agent systems coordinating planning, reasoning, execution and tool use.
• Human-in-the-Loop Collaboration: Architect systems with a clear separation of automation vs advisor or employee decision making for compliance and trust.
• LLM Systems and Model Engineering: Purpose-tuned models for financial services to handle complex, multi-turn interactions with actionability in low-latency environments.
• Enterprise Platform and Integration: Integrate with enterprise CRMs, data warehouses, identity systems and legacy financial platforms.

WHAT YOU’LL DO

• Live and breathe the product. Own all aspects to launch new products and features with a highly detailed and thoughtful testing approach.
• Direct engineering and LLM teams across platform development, AI systems, and production infrastructure.
• Define and prioritize technical roadmaps, including model strategy, platform architecture, and system scalability.
• Establish engineering and AI quality bars, including evaluation, testing, monitoring, and reliability.
• Ensure systems meet enterprise requirements for security, compliance, auditability, and data segmentation.
• Act as a technical leader across the organization, raising the bar for execution and decision-making.

WHAT YOU’LL BRING

• 7+ years of hands-on experience in product management with a track record shipping AI systems that operate reliably under real-world constraints
• Experience directly leading and influencing senior engineers and AI/LLM specialists
• Strong understanding of LLM behavior, failure modes, hallucination mitigation, and evaluation techniques
• Ability to manage the product roadmap from scratch through to production.
• Swift, high-quality decision making informed by data but not paralyzed without it.
• Ability to plan for future work while maintaining the current delivery with rapidly changing priorities.
• Resilience and adaptability - experience working at early-stage startups is a plus.

COMPENSATION RANGE

$150,000 - $200,000 USD

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Please see more details on our privacy practices in our Privacy Notice here.

Core Requirements:

• Bachelor’s degree in Engineering, Operations Management, or a related field.
• 15+ years of progressive leadership experience in plant or production management.
• Strong background in automotive or complex manufacturing environments.

Preferred Requirements:

• MBA degree
• Experience leading greenfield launches, major reforms, or large-scale capacity expansions.

This position will be responsible for leading all manufacturing operations for an advanced automotive production facility, with full accountability for safety, quality, delivery, cost, and productivity.

CiresiMorek is a collective of seasoned professionals, each bringing a wealth of experience and a personal touch to all our engagements. With over 3,500 searches and more than 2,000 Operations placements, we are more than just headhunters; we are industry insiders, advisors, and diligent architects behind every successful placement.

Responsibilities:

• Lead plant operations with full accountability for safety, quality, delivery, cost, and production performance.
• Execute lean production strategies to optimize efficiency, reduce waste, and achieve volume and cost targets.
• Oversee planning and execution of new product launches from validation through full production ramp-up.
• Manage plant budgets, capital investments, and cost-control initiatives aligned with strategic objectives.
• Champion safety, quality, environmental compliance, and sustainability across all operations.
• Build, develop, and lead a high-performing organization while fostering a culture of continuous improvement, accountability, and integrity.

Confidentiality is guaranteed. Applications require a resume/CV with contact information.

Learn more about us at CiresiMorek.