Developing customized comprehensive financial plans focused on cash flow, tax, investment strategy, retirement planning, estate planning, and risk management.

Possession of a valid drivers license is a requirement for the position. Identify and schedule specific targets and project number of contacts to be made;

*MUST* have at least one year of dental front desk experience. Answering phones and responding to patient correspondence; High school or equivalent (Preferred).

Master's degree in counseling, social work, or a related field required. Assesses bereavement needs of individuals experiencing grief and completes a risk

A minimum of five (5) years of human resources experience at the exempt level and an undergraduate degree in Human Resources management, business administration