Assist in performing all tasks necessary to achieve the organization's mission and help execute staff succession and growth plans.Train the Finance Unit and other staff on raising awareness and knowledge of financial management matters.Work with the President/CEO on the strategic vision including fostering and cultivating stakeholder relationships on city, state, and national levels, as well as assisting in the development and negotiation of contracts.Participate in developing new business, specifically: assist the CEO and COO in identifying new funding opportunities, the drafting of prospective programmatic budgets, and determining cost effectiveness of prospective service delivery.Managing the advertising and Marketing campaigns budgets.Monitors delivery of care by completing patient rounds; documenting care; identifying progress toward desired care outcomes; intervening to overcome deviations in the expected plan of care; reviewing the care plan with patients in conjunction with the direct care providers; interacting with involved departments to negotiate and expedite scheduling and completion of tests, procedures, and consults; reporting personnel and performance issues to the unit manager; maintaining ongoing communication with utilization review staff regarding variances from the care plan or transfer/discharge plan.

Provides investment advice primarily on fixed income, mutual fund, insurance, and annuity investment products. Advises clients and prospective clients with focus on analyzing goals, objectives and risk tolerance, to determine which investment products and services best meet the client's needs and then sells those products and services as appropriate. Also, responsible for the continued counsel and advice for accounts with existing clients. Highly organizedwith knowledge of essential systems, policy and procedures, and investment products and services including basic financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations . Maintain required licenses and ensures that appropriate continuing education requirements are met where needed.

Responsible for the day-to-day administrative, operations, compliance of a PCG branch with four or more registered associates within a Market/Complex. Provides leadership to expand revenue and client relationships. Maintains oversight of daily transaction activity within the branch and ensures compliance and regulatory requirements are met. Assist the Market/Complex Manager with management of the branch profit and loss statement, development of the branch business plan, and recruiting Financial Advisors for the branch. In addition, serves as a Financial Advisor for personal clients, providing financial advice consistent with the clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. Series 7, 9 and 10 (or equivalent) and 63 (or equivalent) licenses required and/or qualifying registration(s); Possess $500K book of business -Demonstrated leadership experience in a full service retail brokerage environment -Demonstrated track record of achieving or surpassing branch revenue targets -Demonstrated success in running and protecting branches as shown in Audit/Compliance history -Demonstrated experience growing Branch Revenues through Financial Advisor Development -Experience recruiting Financial Advisors