Financial Counselor
Harbor Oaks
Overview Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities.This roleis responsible forinsurance verification, financial counseling, upfront collections, payment arrangements, andmaintainingaccuratepatient financial records. The ideal candidate combines strong financial counseling andcollectionsexpertisewith a genuine desire to help others. Because this is a patient-facing role within a behavioral health environment, we are seeking someone whodemonstrates compassion, empathy, patience, and emotional intelligence whileassistingpatients through challenging situations.Three years of collecting experience isrequiredfor thisrole,five years is preferred. Responsibilities Responsibilities Verify insurance benefits and audit admission paperwork for accuracy and completeness. Review and update patient demographic and insurance information in the patient accounting system. Counsel patients and guarantorsregardinginsurance coverage, benefits, out-of-pocket costs, and payment options. Collect deductibles, copays, coinsurance, and other patient balances. Complete financialassistanceapplications and verify income and expense documentation. Prepare charity care, administrative adjustment requests, and payment arrangements as needed. Maintain collection, charity, and adjustment logs and review activity with leadership. Analyze account information and takeappropriate actionto supporttimelypayment and reimbursement. Qualifications Qualifications High school diploma or equivalent required. 3+ years of experience in healthcare financial counseling, patient access, billing, ora relatedfieldrequired. Extensive knowledge of Commercial Insurance, Medicare, and Medicaidrequired.We are committed toprovidingequalemploymentopportunitiestoall applicantsforemploymentregardlessofanindividual'scharacteristicsprotected byapplicable state,federalandlocallaws. OAS01 #J-18808-Ljbffr
- Harboroaks in Chandler, AZ is seeking a Financial Counselor to help patients understand insurance benefits and financial responsibilities. The role includes verifying insurance, counseling on coverage, and documenting financial records with accuracy. The ideal candidate...Suggested
- ...Organization : Name PHOENIX AZ Default: Location : City GILBERT Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...SuggestedWork at officeLocal area
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...SuggestedWork at officeWork from homeHome officeFlexible hours$45k - $100k
...anticipated to remain open for 30 days, from 26-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$52k - $64k
...Company Name: Empower Job Description Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home- ...Responsibilities Support student success through Title IV funding and financial services Assist new and continuing students between their enrollment and graduation date to secure Title IV funding Handle all student outreach, advisement, document collection, file review...Remote work
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- ...DescriptionFinancial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings and liability...Full timeImmediate startFlexible hoursShift workDay shift
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account Management...Temporary workMonday to FridayShift workDay shift
- Northwestern Mutual is seeking a financial advisor to start a business-building practice focused on holistic financial planning. You’ll gain licenses and training, build a client network, and offer plans mixing investments, insurance, and retirement solutions. As a business...
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account Management...Temporary workMonday to FridayShift workDay shift
- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,...Ongoing contractFull timeWork experience placementWork at officeImmediate start
- ...participate in STEM OPT for this position.Job DescriptionConsults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently...Full timeTemporary workPart timeWork experience placementWork at office
$105.4k - $207.8k
...meaningful organizational change. Join us to empower clients to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead...Local areaVisa sponsorship$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...found it! Who You Are You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like...Work experience placementLocal area
- ...Northwestern Mutual is offering an internship for College Financial Representatives in Gilbert, Arizona, where students learn to build a financial planning practice. This role offers a flexible schedule, allowing students to balance their classes while gaining experience...InternshipFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$104k - $166k
ResponsibilitiesPeraton is currently seeking to hire an experienced Forensics / Malware Security Analyst for its Federal Strategic Cyber Group.Location: Chandler, AZ or Washington DC.Role & Responsibilities: You will support a 24x7 Security Operations Center (SOC) by conducting...Contract workCurrently hiringShift work- ...respected, valued and have an opportunity to contribute to the company’s success. Job ID: R225967 Location Gilbert, AZ Job Profile As a Financial Advisor within PNC Wealth Management, you will be based in a bank branch and work within a highly collaborative circuit of...Full timeTemporary workWork experience placementWork at office
- ...Associate Financial AdvisorThis job posting is anticipated to remain open for 30 days, from 25-Aug-2026. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 2...Temporary workFlexible hours
- ...at Gray Matter Logic are expected to bring vision and ambition to AI-enabled consulting delivery. About the Role As a Financial Consultant , you will start your consulting career where finance meets technology. You will help clients implement ERP solutions...Temporary workInternshipWork at officeRemote workFlexible hoursShift work
- ...affluent clients with a specific focus in the coveted Next-Gen retail space. Virtual Advisor operates out of US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone and via digital touchpoints. Our Financial...Worldwide
- Bank of America is looking for a Financial Advisor in Chandler, Arizona. This role involves providing clients with comprehensive financial advice and customized solutions to meet their investment needs. Responsibilities include building financial plans, recommending products...
$52k - $64k
A financial services company in Chandler, Arizona is seeking a Financial Consultant to assist customers with retirement planning. In this role, you will provide guidance on account options, especially for retirement savings goals. The position offers a competitive salary...Remote job- Overview The Participant Services Financial Solutions Advisor (FSA) engages clients in goals‑based conversations to provide education and guidance when they need us most. The role involves working within a contact center environment, leveraging the Bank of America and Merrill...Temporary workWork at officeShift workDay shift
- WealthBridge Financial Group is seeking financial advisors planning retirement to explore a book acquisition or continuation partnership that preserves client relationships and orderly transition timing. We offer confidential valuations, flexible deal structures, and a...Flexible hours
- Jobtailor in Gilbert, AZ seeks a proactive Retail Banking Sales Associate to engage customers, understand financial goals, and connect them with suitable solutions such as home equity loans, auto loans, personal loans, and mortgage referrals. You will manage a growing loan...
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