
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
2 - 10 employees
Founded 1998
💸 Finance
November 15

Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
2 - 10 employees
Founded 1998
💸 Finance
• Monitor and coordinate care plans: Actively oversee patient treatment plans, tracking progress, adjusting interventions as needed, and ensuring patients are consistently supported. • Patient education and engagement: Provide clear, thorough education about patients’ chronic conditions, treatment options, and lifestyle strategies that improve overall health and well-being. • Facilitate provider connections: Coordinate appointments, follow-ups, and referrals, ensuring patients are linked with the right healthcare professionals and services. • Maintain accurate patient records: Keep up-to-date records of patient health information, insurance details, and financial documentation to support care planning and reporting requirements. • Address patient concerns promptly: Respond to patient inquiries and urgent needs with empathy, professionalism, and problem-solving skills to ensure timely resolution. • Develop and assess interventions: Collaborate with care teams to create and refine health interventions tailored to patient needs, monitoring outcomes and adjusting plans as appropriate. • Collaborate across disciplines: Work closely with behavioral health specialists, disease care management teams, home health providers, social workers, and community-based organizations to ensure holistic, coordinated patient care.
• Certified Nursing Assistant (CNA) or Current Medical Assistant (MA-C) with appropriate professional experience • Active Nursing License (LPN/LVN) in good standing (compact preferred) • Healthcare diploma or equivalent preferred • At least 1 year of experience in chronic care management, case management, or a closely related field
• Opportunities for professional growth and skill development within a supportive remote care environment
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