Lead Advisor Jobs in Usa

8,553 positions found — Page 5

Principle Advisor, Procedural Areas - CSP
✦ New
Salary not disclosed
Job Description

Description

Principal Advisor, Central Sterile Processing (System‑Level Strategic Leader)

Reporting directly to the Senior Director of Perioperative and Procedural Services, the Principal Advisor for CSP serves as the system's senior subject‑matter expert and strategic leader for this procedural domain. In this capacity, the leader will functions as an enterprise‑level authority responsible for establishing standard practices, policies, and procedures for daily operations. The role also provides oversight and input into the system capital replacement plan and operational KPIs. Additionally, this role leads accreditation readiness efforts and partners closely with the Quality Institute to ensure continued compliance across all UH locations. Operating within a matrixed structure, this role provides dotted‑line guidance to local operational leaders and manages a small, focused team responsible for delivering systemwide initiatives
A Brief Overview

The Principal Advisor, Procedural Areas serves as a clinical and strategic subject matter expert and resource across the health system, providing expert consultation, strategic guidance, and performance oversight for the assigned procedural areas of expertise, such as Central Sterile Processing/High Level Disinfection (CSP/HLD), Operating Rooms (OR), Endoscopy, and Cath/Interventional Radiology (IR) Labs. This role supports standardization, quality improvement, and regulatory compliance across all facilities, working collaboratively with local leaders to drive excellence in patient care, operational efficiency, and staff development. This position holds dotted-line authority to influence and support local managers and directors, aligning practices with system-wide goals, although the depending on the area, they may have direct reports. This position will develop and implement standardized departmental policies, procedures, and quality objectives. The position will also gather, analyze, and share key performance indicators (KPIs) across the system to support transparency, promote accountability, and drive continuous improvement at both the local and system levels. Additionally, this position will lead the creation and maintenance of a system-wide education and competency plan in collaboration with others.
What You Will Do

* Key Responsibilities:
* System-Level Leadership & Strategic Oversight: Serve as the system-wide clinical expert for assigned procedural specialty (CSP/HLD, OR, Endoscopy, Cath/IR) based on evidence based best practices, protocols, and technological advancement to enhance patient safety, workflow efficiency and clinical outcomes.
* Collaborate with local leaders to standardize workflows, optimize scheduling, and improve throughput and resource utilization.
* Serve as a liaison between system leadership and local procedural teams, translating enterprise-wide strategy into operational execution. Assist local leaders to translate strategic goals into operational practices across facilities.
* Lead or support initiatives to improve efficiency, safety, and patient outcomes (e.g., turnover time, block utilization, scope management, radiation safety), by utilizing process improvement initiatives using Lean, Six Sigma, or PDSA methodologies.
* Depending on the assigned procedural area, this role may include direct reports and associated people management and local budgetary responsibilities.
* Policy Development & Standardization
* Develop, review, implement, and maintain system-wide policies, protocols, and standard operating procedures related to assigned area of expertise. Partner with local leadership to support training, ensure consistent application, and monitor compliance across all sites.
* Ensure alignment with current regulatory and accreditation standards (e.g., AORN, DNV, JCAHO, AAMI, CMS, ACC). Support local leaders in preparing for surveys, audits, and inspections, ensuring alignment with standards and documentation requirements.
* Promote consistent application of best practices across all sites, including technology integration, including electronic health records (EHR), image management systems, and inventory systems.
* Training, Education & Competency
* Assist in design and deliver ongoing education programs, competency assessments, and professional development plans throughout system.
* Provide subject matter expertise for local leaders during staff onboarding and ongoing professional development activities.
* Act as a subject matter expert in regulatory standards and clinical technologies.
* Quality Improvement & Data Analysis
* Analyze system-wide performance data, audit results, and dashboard metrics to identify trends and improvement opportunities. Monitor and analyze key performance indicators (KPIs) such as volume trends, case mix, supply costs, radiation exposure, and outcomes.
* Collaborate with local teams and system leadership to develop and implement targeted quality improvement initiatives. Support audit activities and review documentation accuracy to ensure compliance with safety and quality standards.
* Participate in or lead root cause analyses and process improvement initiatives
* Regulatory & Compliance Support
* Stay current with evolving regulatory requirements and industry standards. including infection control, safety, and documentation standards.
* Serve as the internal resource for regulatory and accreditation readiness, supporting local managers in compliance efforts.
* Review and revise system-wide recommendations based on regulatory updates.
* Resource & Inventory Management
* Provide expert advice on system-wide capital equipment, instrumentation, supply chain strategies.
* Support budget planning and procurement efforts in collaboration with system and local hospital leadership.

Additional Responsibilities

* Participate in system-wide committees, task forces, and strategic initiatives.
* Foster a culture of safety, learning, and clinical excellence.
* Ensure adherence to PHI and confidentiality standards.
* Perform other duties as assigned.
* Performs other duties as assigned.
* Complies with all policies and standards.
* For specific duties and responsibilities, refer to documentation provided by the department during orientation.
* Must abide by all requirements to safely and securely maintain Protected Health Information (PHI) for our patients. Annual training, the UH Code of Conduct and UH policies and procedures are in place to address appropriate use of PHI in the workplace.

Qualifications

Education

* Bachelor's Degree Nursing, Healthcare Administration, Cardiovascular Technology, Radiologic Technology, or related field (Required)
* Master's Degree MSN, MHA, MBA, or related (Preferred)

Work Experience

* Minimum of 7-10 years of clinical and operational leadership experience in sterile processing (Required)
* 3+ years system-level or multi-site experience, preferably in a matrixed organization. (Required)

Knowledge, Skills, & Abilities

* Strong analytical and data interpretation skills. (Required proficiency)
* Excellent communication, facilitation, and relationship-building abilities. (Required proficiency)
* Ability to influence without direct authority and navigate complex organizational structures. (Required proficiency)
* Deep understanding of regulatory and accreditation standards. (Required proficiency)

Licenses and Certifications

* Active clinical license or certification (e.g., RN, RCIS, RCES, ARRT, CRCST, CSPDT, CER,CIS) required based on specialty. (Required)
* Specialty certifications (e.g., CNOR, CVRN, CEPS, Lean Six Sigma) (Preferred)
* Preferred Certifications: Certified Sterile Processing Manager (CSPM) or Certified Healthcare Leader (CHL).

Physical Demands

* Standing Occasionally
* Walking Occasionally
* Sitting Constantly
* Lifting Rarely up to 20 lbs
* Carrying Rarely up to 20 lbs
* Pushing Rarely up to 20 lbs
* Pulling Rarely up to 20 lbs
* Climbing Rarely up to 20 lbs
* Balancing Rarely
* Stooping Rarely
* Kneeling Rarely
* Crouching Rarely
* Crawling Rarely
* Reaching Rarely
* Handling Occasionally
* Grasping Occasionally
* Feeling Rarely
* Talking Constantly
* Hearing Constantly
* Repetitive Motions Frequently
* Eye/Hand/Foot Coordination Frequently

Travel Requirements

* 50% Hybrid/remote with regular onsite presence required. Up to 50% travel across system hospitals and procedural areas. Flexibility to adjust schedule to support early procedures or late meetings as needed.
Not Specified
Technical Support Advisor - Work from Home
✦ New
17.31
None, NC, WFH 1 day ago
Job Description

It's fun to work in a company where people truly BELIEVE in what they are doing!

We're committed to bringing passion and customer focus to the business.

Join Us as a Technical Support Advisor!

Location: Remote Call Center

Join Us as a Technical Support Advisor!

Are you passionate about delivering exceptional customer experiences? Do you thrive in a fast-paced call center environment, solving technical problems and guiding customers through their challenges? If you have a love for customer service and a knack for technology, we want you on our team!

What You'll Be Doing:

Customer Service Excellence:

  • Handle customer inquiries via phone, delivering tailored solutions to technical issues.


  • Communicate clearly and effectively, both verbally and in writing, ensuring each interaction exceeds expectations.


Technical Support & Troubleshooting:

  • Diagnose, troubleshoot, and resolve issues related to iOS, macOS, smartphones, tablets, or PCs.


  • Use multiple systems to research and deliver efficient, real-time solutions.


Adaptability in Communication:

  • Connect with a diverse range of customers by adjusting your communication style to meet their needs.


  • Recognize and respond to verbal and non-verbal cues to provide an enhanced support experience.


Team Collaboration:

  • Collaborate with fellow advisors to share expertise , solve problems, and achieve team goals.


What We're Looking For:

Customer Service Focus:

  • Experience in customer-facing roles, such as in a call center or support environment (volunteer or academic experience counts too!).


Technical Enthusiasm:

  • A solid understanding of iOS, macOS, smartphones, tablets, or PCs-and a passion for troubleshooting.


Resilience Under Pressure:

  • Stay professional and composed in high-pressure situations, even when faced with criticism or setbacks.


Learning & Growth Mindset:

  • Open to feedback and coaching, with a drive to continuously improve and excel.


What You Bring:

  • Proven experience in customer support or technical assistance , ideally in a call center setting.


  • Strong verbal and written communication skills.


  • Problem-solving abilities with a flexible, adaptable approach to challenges.


  • Confidence in navigating multiple software tools and systems to resolve issues.


  • A self-motivated attitude with effective time management skills.


What You'll Get:

Competitive Pay:

  • $17.31 per hour, with opportunities for performance-based incentives.


Comprehensive Benefits:

  • Full health insurance package, including medical, dental, and vision coverage.


Cell Phone Perks:

  • $25/month per line for unlimited phone, text, and data (restrictions may apply).


Training and Growth:

  • Paid training to set you up for success.


  • Career advancement opportunities with a globally renowned leader in technology innovation.


Referral Bonuses:

  • Earn ongoing bonuses for referring new employees through our Referral for Life Program.


Supportive, Inclusive Environment:

  • Thrive in a dynamic virtual work environment with a team that's dedicated to your success.


  • Enjoy a culture that values diversity-we are an Equal Opportunity Employer, welcoming individuals with disabilities and veterans.


Remote Work Requirements

  • Private Workspace: A quiet, dedicated workspace with no distractions.
  • Ergonomics: A comfortable desk setup with all necessary equipment.
  • Internet: A reliable internet connection with a minimum of 20 Mbps download and 10 Mbps upload speed.
  • Ethernet Connection: Must be hardwired; Wi-Fi is not acceptable.


Why You'll Love Working Here:

At VXI, we value your contributions and commitment. Joining us means becoming part of a supportive, innovative team that champions continuous learning and career development. Whether you're driven by curiosity, passion, or technical expertise , you'll find the perfect space to grow and succeed with us.

Ready to Take the Next Step?

Apply today to become a Technical Support Advisor and help us create extraordinary customer experiences!

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Remote working/work at home options are available for this role.
permanent
Physician / Administration / New Jersey / Permanent / System Director, Physician Advisor Program
✦ New
Salary not disclosed
New Jersey 1 day ago

System Director, Physician Advisor Program Reports To: Chief of Hospitalist Medicine Location: System-Level Position (serving all 12 acute care hospitals within RWJBH) Position Summary: The System Director, Physician Advisor Program provides strategic and operational leadership for RWJBH???s Physician Advisor services across all 12 hospitals.

permanent
Physician / Administration / Louisiana / Permanent / System Director, Physician Advisor Program
✦ New
🏢 RWJBarnabas Health
Salary not disclosed

System Director, Physician Advisor Program Reports To: Chief of Hospitalist Medicine Location: System-Level Position (serving all 12 acute care hospitals within RWJBH) Position Summary: The System Director, Physician Advisor Program provides strategic and operational leadership for RWJBH???s Physician Advisor services across all 12 hospitals.

permanent
Onsite Dedicated Workplace Consultant / EAP Counselor (Per Diem) - Beaverton, OR
✦ New
🏢 Optum
Salary not disclosed
PORTLAND, OR 1 day ago
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

The Onsite Dedicated Workplace Consultant/EAP Counselor is a professional position responsible for providing onsite and/or virtual services to either a dedicated customer or customers in our overall book of business. Responsibilities range from assessment and referral, individual consultations, management consultations, training, and critical incident response. An Onsite EAP Counselor/Dedicated Consultant may also provide consultation to HR, program managers and supervisors on workplace and organizational issues.

The Onsite Dedicated Workplace Consultant/EAP Counselor is a professional position responsible for providing dedicated services to either a specific customer or customers in our overall book of business. Responsibilities range from assessment and referral, individual and management consultations, training, and critical incident response. An Onsite EAP/Dedicated Consultant may also provide consultation to HR, program managers and supervisors on workplace and organizational issues.

**This is a per diem role for a total of 6 hours per week (hours are guaranteed). Position is non-exempt status and paid on an hourly basis. **

Work Location: Beaverton, OR

Evening Hours: Wednesday & Friday: 4:00pm - 7:00pm PST.

Primary Responsibilities:

- Conduct solution focused on consultations: helping clients define goals, plan action and gain insight
- Assess and refer to appropriate programs and services including but not limited to: Worklife, behavioral health, substance abuse/chemical dependency and community-based resources
- Assist with referrals for members needing ongoing/additional services
- Provide limited follow-up care monitoring (following up with employees and/or providers to ensure the safety of employees, continuation of treatment, etc.)
- Provide manager consultation services on a variety of work-related issues such as performance management, trauma impacting the workplace, organizational change, individual employee crisis intervention, coaching, and Work-life issues
- Provide crisis intervention and management support in response to Critical Incidents/Disruptive Events
- Conduct on-site or virtual training or educational support group services for managers and employees (e.g. wellness seminars, Health fairs, Lunch & Learns)
- Participate in monthly 1 on 1's, team meetings, and other customer meetings as required
- Utilize UHG computer to accurately and thoroughly document member contact/case documentation accessing appropriate clinical case management system (s) within departmental time frame
- Follow internal ethical and regulatory privacy policies such as HIPAA, maintain confidentiality and private health information of members. Follow state and federal licensing practices
- Other projects assigned by manager

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

- Masters / Doctoral degree in a recognized behavioral health discipline
- Current, unrestricted license at the independent practice level for the state of Oregon
- 3+ years of experience conducting individual sessions as a fully licensed behavioral health clinician
- Computer hardware and software proficiency required with proficiency with all MS Office applications
- Proven solid written and verbal communication skills
- Proven solid organizational skills with the ability to manage stressful situations and multiple competing priorities
- Reside in the state of Oregon

Preferred Qualifications:

- CEAP or CEAP qualified
- Training in EAP, workplace, and organizational dynamics
- EAP experience with emphasis on behavioral health, wellbeing, chemical dependency, and workplace issues
- Experience conducting presentations and webinars
- Understanding or experience in short term solution focused interventions
- Proven solid interpersonal skills required and the ability to work effectively among different levels of management and personnel

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $28.94 to $51.63 per hour based on full-time employment. We comply with all minimum wage laws as applicable.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and 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, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
Not Specified
Retirement Community Sales Advisor (Hiring Immediately)
✦ New
Salary not disclosed
Ann Arbor, Michigan 10 hours ago
Employment Type:Full timeShift:Day ShiftDescription:

Glacier Hills is seeking a  Sales Counselor for its community in Ann Arbor, MI. Glacier Hills is a Trinity Health Senior Communities (THSC) member, one of the nation’s largest, multi-institutional Catholic healthcare delivery systems, with over 40 communities in multiple states. From our amazing residents and guests who live and stay in our communities, to our colleague-centric culture, you’ll find an environment that fosters a diversity of career options and promotes career growth within the greater Trinity network. 

 

What Perks and Benefits Can You Look Forward to? 

  • Paid holidays and generous Paid Time Off (PTO) 

  • Opportunity to get paid daily – through DailyPay 

  • Up to $4,000 in tuition reimbursement annually! 

  • Discounts with major vendors; AT&T, Verizon, Ford Motor Company, General Motors, Quicken Loans, AND MORE! 

  • Day-1, low-cost medical, dental, and vision insurance plans. Enjoy lower-cost medical services when you visit facilities within the Trinity Health network. 

  • Fast response interview times and job offers! 

Sales Counselor - Full Time 

The Marketing and Sales Counselor is responsible for generating leads and selling apartments to prospective residents utilizing marketing and sales techniques as required. 

General responsibilities: 

  • Interact with prospective residents – conducting interviews and following up on sales leads. 

  • Actively pursues prospects through work performed inside and out of the office including networking, holding visits and luncheons, telephone follow-up, prospecting etc. 

  • Plans and participates in sales presentations for office and in-home appointments. 

  • Meets with customers, discusses features of community and pre-qualifies customers for sale. 

  • Completes all sales and application paperwork and ensures that forms are completed thoroughly and accurately. Ensures that corrections are made quickly on any paperwork containing omissions or errors and resolves sales issues to expedite move-ins. 

Minimum Qualifications: 

  • Bachelor’s degree with direct sales management selling experience in apartment sales, retirement living sales and/or leasing sales. 

  • Proven track record in “closing the deal” in apartment leasing, retail and/or retirement living communities 

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

permanent
Sales Counselor - Life Plan Community (Hiring Immediately)
✦ New
🏢 Trinity Health Senior Communities
Salary not disclosed
Ann Arbor, Michigan 10 hours ago
Employment Type:Full timeShift:Day ShiftDescription:

Glacier Hills is seeking a  Sales Counselor for its community in Ann Arbor, MI. Glacier Hills is a Trinity Health Senior Communities (THSC) member, one of the nation’s largest, multi-institutional Catholic healthcare delivery systems, with over 40 communities in multiple states. From our amazing residents and guests who live and stay in our communities, to our colleague-centric culture, you’ll find an environment that fosters a diversity of career options and promotes career growth within the greater Trinity network. 

 

What Perks and Benefits Can You Look Forward to? 

  • Paid holidays and generous Paid Time Off (PTO) 

  • Opportunity to get paid daily – through DailyPay 

  • Up to $4,000 in tuition reimbursement annually! 

  • Discounts with major vendors; AT&T, Verizon, Ford Motor Company, General Motors, Quicken Loans, AND MORE! 

  • Day-1, low-cost medical, dental, and vision insurance plans. Enjoy lower-cost medical services when you visit facilities within the Trinity Health network. 

  • Fast response interview times and job offers! 

Sales Counselor - Full Time 

The Marketing and Sales Counselor is responsible for generating leads and selling apartments to prospective residents utilizing marketing and sales techniques as required. 

General responsibilities: 

  • Interact with prospective residents – conducting interviews and following up on sales leads. 

  • Actively pursues prospects through work performed inside and out of the office including networking, holding visits and luncheons, telephone follow-up, prospecting etc. 

  • Plans and participates in sales presentations for office and in-home appointments. 

  • Meets with customers, discusses features of community and pre-qualifies customers for sale. 

  • Completes all sales and application paperwork and ensures that forms are completed thoroughly and accurately. Ensures that corrections are made quickly on any paperwork containing omissions or errors and resolves sales issues to expedite move-ins. 

Minimum Qualifications: 

  • Bachelor’s degree with direct sales management selling experience in apartment sales, retirement living sales and/or leasing sales. 

  • Proven track record in “closing the deal” in apartment leasing, retail and/or retirement living communities 

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

permanent
Sales Counselor - Life Plan Community - Career Growth Opportunities (Hiring Immediately)
✦ New
🏢 Trinity Health Senior Communities
Salary not disclosed
Ann Arbor, Michigan 10 hours ago
Employment Type:Full timeShift:Day ShiftDescription:

Glacier Hills is seeking a  Sales Counselor for its community in Ann Arbor, MI. Glacier Hills is a Trinity Health Senior Communities (THSC) member, one of the nation’s largest, multi-institutional Catholic healthcare delivery systems, with over 40 communities in multiple states. From our amazing residents and guests who live and stay in our communities, to our colleague-centric culture, you’ll find an environment that fosters a diversity of career options and promotes career growth within the greater Trinity network. 

 

What Perks and Benefits Can You Look Forward to? 

  • Paid holidays and generous Paid Time Off (PTO) 

  • Opportunity to get paid daily – through DailyPay 

  • Up to $4,000 in tuition reimbursement annually! 

  • Discounts with major vendors; AT&T, Verizon, Ford Motor Company, General Motors, Quicken Loans, AND MORE! 

  • Day-1, low-cost medical, dental, and vision insurance plans. Enjoy lower-cost medical services when you visit facilities within the Trinity Health network. 

  • Fast response interview times and job offers! 

Sales Counselor - Full Time 

The Marketing and Sales Counselor is responsible for generating leads and selling apartments to prospective residents utilizing marketing and sales techniques as required. 

General responsibilities: 

  • Interact with prospective residents – conducting interviews and following up on sales leads. 

  • Actively pursues prospects through work performed inside and out of the office including networking, holding visits and luncheons, telephone follow-up, prospecting etc. 

  • Plans and participates in sales presentations for office and in-home appointments. 

  • Meets with customers, discusses features of community and pre-qualifies customers for sale. 

  • Completes all sales and application paperwork and ensures that forms are completed thoroughly and accurately. Ensures that corrections are made quickly on any paperwork containing omissions or errors and resolves sales issues to expedite move-ins. 

Minimum Qualifications: 

  • Bachelor’s degree with direct sales management selling experience in apartment sales, retirement living sales and/or leasing sales. 

  • Proven track record in “closing the deal” in apartment leasing, retail and/or retirement living communities 

Our Commitment

Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings. By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by federal, state, or local law.

permanent
Private Wealth Advisor
Salary not disclosed
Seattle, WA 3 days ago

Private Wealth Advisor – Seattle, WA

Represented by Addison Group | Wealth Management Firm


Addison Group is partnering with a highly respected Seattle-Bellevue area wealth management firm that provides holistic financial planning and investment advisory services to high-net-worth individuals, families, and business owners. The firm is seeking a Client/Wealth Advisor to join their growing team and deliver exceptional client service through personalized financial and strategic guidance. Excellent opportunity to get your foot in the door in wealth management and advisory.


Responsibilities:

  • Serve as a trusted advisor to clients, developing tailored financial and wealth management strategies.
  • Review client portfolios and provide strategic investment ideas and planning aligned with client objectives and risk tolerance.
  • Prepare and participate in client and financial advising meetings, supporting relationship management and client engagement.
  • Collaborate with internal tax, estate, and investment specialists to ensure comprehensive client solutions.
  • Ensure immediate execution of wires, trades, and investment transactions with accuracy and compliance.
  • Prepare client presentations and customized wealth management solutions, and present financial planning and strategy recommendations to clients.
  • Create ad hoc financial analyses, reviewing cash flow, projections, and liquidity needs to support client decision-making.
  • Analyze complex financial data, tax implications, and portfolio performance to identify opportunities and risks.
  • Prepare and present financial plans, investment proposals, and performance reviews.
  • Maintain strong client relationships through proactive communication, follow-up, and ongoing portfolio monitoring.


Qualifications:

  • Minimum 3 years of experience
  • CPA license highly preferred, or CFP (or in progress).
  • Stable experience in public accounting, tax, or advisory.
  • Strong understanding of financial statements, cash flow, investment principles, and tax concepts.
  • Professional and excellent interpersonal skills, analytical, and have a client-first mindset.
  • Bachelor’s degree in Accounting, Finance, or a related field.


Our client offers:

$120,000 to $135,000 base salary range dependent on experience, plus discretionary bonus, and equity. Medical, dental, vision 401K match, PTO, and paid holidays.


  • Hybrid in-office schedule. Downtown Seattle.
Not Specified
Licensed Professional Counselor (Virtual)
✦ New
🏢 Headway
Salary not disclosed
" Licensed Professional Counselor (LPC)
Wage: Between $120-$131 an hour
Licensed Professional Counselor — Are you ready to launch or expand your private practice? Headway is here to help you start accepting insurance with ease, increase your earnings with higher rates, and start taking covered clients sooner. It's all on one free-to-use platform, no commitment required.

About you
● You're a fully-licensed Professional Counselor at a Master's level or above with LPC, LPCC, LCPC, LCPCS, LPCC-S licensure (accepted on a state by state basis), a valid NPI number, and malpractice insurance.
● You're ready to launch a private practice, or grow your existing business by taking insurance.
About Headway
Your expertise changes lives. Taking insurance makes it accessible to those who need it most. Every mental health provider who goes in-network with Headway supports people who'd otherwise be forced to choose between paying out of pocket, or not getting care at all. We make that process seamless — empowering you to accept insurance with ease, so you can do what you do best. So far, we've helped over 50,000 providers grow their practices, reaching countless people in need.
How Headway supports providers
- Start taking insurance, stress-free: Get credentialed for free in multiple states in as little as 30 days and start seeing covered clients sooner.
- Built-in compliance : Stay compliant from day one with audit support and ongoing resources.
- Expansive coverage: Work with the plans that most clients use, including Medicare Advantage and Medicaid.
- Increase your earnings: Secure higher rates with top insurance plans through access to our nationwide insurance network.
- Dependable payments: Build stability in your practice with predictable bi-weekly payments you can count on.
- Built-in EHR features : Manage your practice in one place with real-time scheduling, secure client messaging, end-to-end documentation templates, built-in assessments, and more.
- Free continuing education : Nurture your long-term professional goals and earn CEUs with complimentary courses on Headway Academy.
How Headway supports your clients
● Increased access: Headway makes it easier for your clients to get the care they need at a price they can afford through insurance.
● Instant verification: Clients can easily check their insurance status and get the care they need without disruption.
Please note: At this time, Headway can't support mental health professionals that aren't fully licensed. If your application was rejected for incomplete licensure, you're welcome to reapply once you have a valid license.
"
Not Specified
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