Financial Counselor
Baylor Scott & White Health
About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values Are We serve faithfully by doing what's right with a joyful heart. We never settle by constantly striving for better. We are in it together by supporting one another and those we serve. We make an impact by taking initiative and delivering exceptional experience. Benefits Immediate eligibility for health and welfare benefits 401(k) savings plan with dollar-for-dollar match up to 5% Tuition Reimbursement PTO accrual beginning Day 1 Note: Benefits may vary based upon position type and/or level. Job Summary The Financial Counselor performs financial clearance tasks like verifying insurance and providing price estimates. This role resolves disputed billing issues through patient interaction. It also serves as an expert in financial assistance policies and facility collections, and supports special projects. Essential Functions Of The Role Works closely with facility leadership to ensure all patients are financially cleared and screened. Conducts patient interviews to obtain demographic and financial data for registration, insurance verification, pre-certification and billing. Records accurate patient demographic information when reviewing previous accounts and accounts with future dates of service. Follows and acts on several complex system policies (financial assistance, limited plan, point of service, out of network, etc.) Obtains and screens guarantor financial information for financial assistance and or refers patient to appropriate resource for public assistance programs. Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements. Establishes payment arrangements for future and previous services. Reviews future schedule to ensure pre-authorization and pre-payments have been collected. Assists with contacting the physician's office and patient to ensure pre-authorization and referral requirements are met before the service date. Reviews and interprets explanation of benefits from payers. This helps patients and guarantors understand claims processing or denial of services. Key Success Factors 3 years of healthcare experience or education equivalency required. EMR experience strongly preferred. Bilingual (English/Spanish) preferred. Proven ability to problem-solve, perform critical thinking. Requires good listening, interpersonal and communication skills, and professional, pleasant and respectful telephone etiquette. Maintain a professional demeanor in a stressful and emotional environment. This includes crime, behavioral health, suffering patients, and life or death situations. Must exhibit high empathy and communicate well with patients and families during trauma. Demonstrate exceptional customer service skills. Demonstrates ability to manage multiple, changing priorities in an effective and organized manner. Excellent data entry, numeric, typing and computer navigational skills. Basic computer skills and Microsoft Office and Excel. Belonging Statement We believe that all people should feel welcomed, valued and supported. Qualifications EDUCATION - H.S. Diploma/GED Equivalent EXPERIENCE - 3 Years of Experience #J-18808-Ljbffr Baylor Scott & White Health
- ...become a fully integrated precision medicine company.Summary of PositionInform Diagnostics is looking for an experienced Patient Financial Counselor who works well independently and supports their co-workers in running a successful revenue cycle and patient benefits...SuggestedContract workWork experience placementWork at officeFlexible hours
$10k
...others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder role. The Opportunity...SuggestedWork at officeWork from home$10k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance...SuggestedWork experience placementWork at officeWork from home$45k - $100k
...Financial Advisor Opportunity 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 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$10k
...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity... ...universe. The Opportunity: As an International Investment Counselor, you are the voice of Fisher Investments to our clients in...SuggestedWork at officeWork from home- ...Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client... ...relevant client information, including background, financial situation, and conversations with clients Handling all questions...Work at officeWork from home
- ...Wealth Management Opportunity Our client is a nationwide well-respected financial planning and wealth management company offering solutions for financial professionals, tax professionals and CPA firms, looking to grow their business, offering services through its RIA...
$10k
...passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing... ...with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity...Work at officeWork from home- ...preparation of sales forecasts and budgeting processes in the North American region. Work closely with sales and operation teams to align financial plans with business objectives. Create strong business partnerships with various functions (Sales, Operations, Manufacturing, etc....
$85k - $130k
...LIFEBRANCH WEALTH PARTNERS Associate Financial Advisor LifeBranch Wealth Partners | Grapevine, TX BUILD YOUR CAREER AS A FINANCIAL ADVISOR LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking...Private practiceWork at officeLocal area- ...Associate Financial Advisor This job posting is anticipated to remain open for 30 days, from 18-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...Full timeTemporary workFlexible hours
- * Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Desire to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you’ll need Required...Monday to Friday
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Flexible hoursShift workWeekend workDay shift
- ...in the specified location(s).This Finance Manager opportunity is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners within the Advisor Services enterprise. This role combines both financial planning...Full timeWork at office
- ...qualifications earned after September 30, 2018 Required FINRA licenses must be obtained and maintained for continued employment Enhanced financial fitness and criminal background standards SAFE registration required at the time of employment Ability to meet LO/CFPB...Work experience placementImmediate start
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- GameStop is seeking an EPM Analyst to join our SAP support team. The role focuses on FCCS and PBCS, working with FP&A and accounting. You will oversee data integrity, reporting, and end-to-end EPM implementations, including off-hours support as needed. The position demands...
$75k - $80k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week- ...Financial RepresentativeThe 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 solutions...Work 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...Work at officeWork from homeHome officeFlexible hours- Teller Position At FrostIt's about being kind because kindness is the best currency.Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving...Monday to Friday
$60k - $80k
...Currently, we have a Credit Analyst opportunity with a growing community Bank. The Credit Analyst supports front-end deal vetting, financial spreading, annual-review discipline, early-warning analysis, and recurring and ad hoc reporting. The Credit Analyst...Temporary work- Teller I Application Deadline: 26 September 2026 Department: 3353-Colleyville Employment Type: Full Time Location: Colleyville, Texas Compensation: Depends on Experience Description GENERAL SUMMARY: Provides quality service and develops long...Full timeTrial periodMonday to FridayFlexible hoursShift workNight shift
- ...specified location(s).Schwab’s Asset Liability Management and Market Risk Modeling team develops and maintains models that inform financial planning, market risk management, hedging strategies, capital stress testing, and balance sheet decisions across our banking, broker...Full timeWork at office
- ....The Asset Liability Management and Market Risk Modeling team within Corporate Treasury develops and maintains models that inform financial forecasting, market risk measurement, capital stress testing, and balance sheet strategy. As a Manager, ALM & Market Risk Modeling...Full timeWork at office
- ...cybersecurity practices, data considerations, third-party dependencies, emerging technologies, and related risk implications in a large-scale financial services environment.Demonstrated ability to influence, negotiate, and align priorities across first-line technology teams, second...Full timeWork at office
- ...the U.S. without employment-based immigration sponsorship, now or in the future. Ever wondered how data-driven insights shape financial decisions at leading companies? As a Business Planning Analyst at Spectrum, you’ll help drive smarter budgeting and expense...Work at officeLocal areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial planning assistant Grapevine, TX
- financial planner Grapevine, TX
- financial advisor associate Grapevine, TX
- finance associate Grapevine, TX
- financial planning associate Grapevine, TX
- estate planning consultant Grapevine, TX
- financial advisor Grapevine, TX
- financial consultant Grapevine, TX
- financial Grapevine, TX
- finance financial Grapevine, TX


