Financial Counselor
REACH Fertility PLLC
ESSENTIAL FUNCTIONS Present and discuss with patients all financial aspects available. Demonstrate a thorough knowledge and understanding of patient billing and collection policies and procedures, explaining account payment and settlement processes. Prepare estimates for services covered in part by insurance plans, collect amounts not covered by insurance prior to services being rendered. Prepare cost estimates and payment options for patients based on provider outlined treatment plan(s). Assist patients with the application process to secure finances from available programs for credit/payment options. Verify and review insurance benefits, acquiring prior authorization for any necessary services for patients prior to services being rendered and correctly documenting that authorization in the Practice Management System. Collect co-pays, deductibles, and procedure and treatment service costs. Complete insurance benefit verifications for new patients or those whose insurance plans have changed. Monitor all accounts for all patients undergoing IVF procedures. Conduct daily activities within the appropriate ethical and legal guidelines as defined by company policy. Complete appropriate paperwork for patient/insurance billing. Respond to requests for information and assistance in a cooperative manner within the appropriate time frame. Demonstrate, encourage, and develop collaborative working relationships with all customers. Other duties as assigned. #J-18808-Ljbffr
- ...Description Carolina Neurosurgery and Spine Associates is seeking a Full-Time Financial Counselor for our Charlotte office. About Us Carolina NeuroSurgery & Spine Associates (CNSA), established in 1940, is one of the largest and most highly respected neurosurgical private...SuggestedDaily paidFull timePrivate practiceWork at officeMonday to Friday
- ## Financial CounselorApplylocations: Charlotte, NCtime type: Full timeposted on: Posted 5 Days Agojob requisition id: R-0000023291Carolina... ...we serve.**Job Description:****Job Title:** Financial Counselor **Department:** Revenue Cycle Management **Location:** Carolina...SuggestedWork at office
- The Independent Educational Consultants Association in Charlotte, North Carolina, is seeking a Full-time Financial Aid Officer to manage and support financial aid processing while collaborating with various campus partners. This role requires a high school diploma, experience...SuggestedFull timeWork at office
- ...Months Per Year: 12 Essential Duties and Responsibilities: Manage daily, weekly, and monthly reports associated with the Office of Financial Aid, involving but not limited to awarding, residency, unusual enrollment, and semester enrollment Support the review and...SuggestedPermanent employmentFull timeWork at office
$58.44k
...Personal Financial Counselor This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...SuggestedContract workTemporary workWork experience placementWork at office- ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...
$61k - $119k
...Overview 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 advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$75k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Work at office- ...community, build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose,...Contract workFor contractorsWork at office
- Position Details Position Type/Duration of Assignment: 12 month CTH Must have an active Series 7 License A minimum of one year of brokerage client support experience Phone-based client interaction experience, as Case Advisors will communicate directly with clients regarding...For contractorsWork at officeWork from home
- ...Financial Representative 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 needs; and recommending and selling the corresponding financial...Work at officeLocal area
- Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC page is loaded## Financial Advisor - Brokerage Group - Mooresville/Charlotte, NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00792## Primary Office Location:35...Work at office
$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication...$60k - $90k
A leading financial services organization is looking for an Internal Advisor Consultant in Charlotte, North Carolina. This role involves building strategic partnerships with financial advisors, maintaining client relationships, and driving sales in a defined territory....- ...candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: CHARLOTTE As a Financial Representative, you will work with current and prospective...
- ...buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better....Shift workDay shift
$74.3k - $90k
Financial Planner The Financial Planner job within the TIAA Central Advice Group (CAG) writes and supports financial planning for wealth management advisors, financial advisory consultants and other client-facing associates. This role creates high‑quality, accurate, and...Work experience placementShift work$55k - $75k
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment...Local areaMonday to Friday$65k - $80k
Responsibilities Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals from existing clients....Work experience placementWorldwide$55k - $75k
Navy Federal is seeking a financial consultant to provide personalized financial services and help clients achieve their goals. The role includes conducting seminars, managing client accounts, and ensuring compliance with regulations. Applicants should have a Bachelor’s...$55k - $75k
Navy Federal Credit Union in Matthews, NC is seeking a financial consultant to provide basic financial consulting services to members. This role involves establishing and nurturing relationships, conducting seminars, and offering investment advice to clients. The ideal...- Northwestern Mutual in Charlotte, North Carolina is seeking individuals for a fulfilling career in financial planning. Candidates will provide clients with tailored financial plans and support to achieve their financial goals. With in-depth training and a strong support...
$61k - $250k
Northwestern Mutual in Charlotte, North Carolina, is seeking motivated individuals for the Financial Advisor position. This role allows you to build personalized financial plans and grow your client base through community connections and referrals. As a Financial Advisor...- As an industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s Retirement Company™ and its mission to make a secure financial future possible — one person, one family, one institution at a time...Local area
- ...where changing and impacting someone else’s life for the better is also life‑changing for you - personally, professionally, and financially. Financial Planning with Northwestern Mutual Are you looking for more fulfillment from your career? Are you experiencing some career...Work experience placement
- Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...
- ...services. Make suitable investment recommendations to clients based on knowledge of individual client goals, objectives and current financial standing. Provide timely execution of both buy and sell orders. Properly process check deposits and security deposits in a...Local area
$1,000 per week
Financial Representative - Western & Southern Life Financial Representative - Western & Southern Life - Charlotte Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated...Full timeRelocation package- Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive...Work at officeRemote workRelocationMonday to Friday
- ...features. Direct message the job poster from 1847Financial - New Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847Financial, grounded in the legacy of Penn Mutual since 1847, is a national...Full timeRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- senior financial advisor Charlotte, NC
- project finance associate Charlotte, NC
- international financial advisor Charlotte, NC
- financial planner Charlotte, NC
- senior wealth advisor Charlotte, NC
- financial planning associate Charlotte, NC
- financial advisor associate Charlotte, NC
- associate financial representative Charlotte, NC
- jde finance consultant Charlotte, NC
- financial advisor development program Charlotte, NC

