Patient Financial Counselor
Insight Global
Patient Financial CounselorInsight Global is seeking a fully remote Patient Financial Counselor to support a Healthcare AI client. This is a part-time opportunity working 5–15 hours/week where candidates will leverage their financial counseling and patient access expertise to evaluate and improve AI-driven financial guidance strategies. This role is highly analytical and requires a strong understanding of insurance benefits, cost estimation, and financial assistance workflows. Laptop and equipment will be provided.Responsibilities:Review patient accounts and AI-generated financial counseling recommendations across cost estimation, benefits interpretation, financial assistance eligibility, and payment plan options.Assess the reasoning quality and accuracy of AI-generated out-of-pocket estimates, charity care / financial assistance determinations, and patient-facing payment guidance.Identify cases where AI recommendations diverge from sound financial counseling practice and explain why.Describe the reasoning patterns behind effective financial counseling to our product team to improve AI recommendations - including how to produce reliable estimates when benefits data is incomplete or conflicting, how to recognize charity care or assistance eligibility from indirect financial and social signals, which assistance programs apply in which situations, and how to frame difficult cost conversations in a way that is both accurate and empathetic.Critique presentations and provide subject matter expertise to our GTM team.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io.
$34.85 - $41.33 per hour
...pay range for this position is $34.85 - $41.33 per hour. The Financial Aid Office strives to enable all admitted students to take advantage... .... The Financial Aid Office (FAO) seeks a Financial Aid Counselor who, as part of a team, will provide direct support to prospective...SuggestedHourly payWork at office3 days per week- Stanford University’s Financial Aid Office seeks a Financial Aid Counselor to support prospective and current students and families with financial aid programs, policies and funding options. You will communicate complex information clearly and act as a main point of contact...SuggestedWork at office
- Magellan Federal is seeking a Personal Financial Counselor to provide financial services at military installations in California. The role includes delivering personal financial counseling directly to service members and their families, developing informative materials,...Suggested
$58.44k - $93.5k
Position Overview Title: Personal Financial Counselor, Moffett Federal Airfield, CA; Grade24. Responsibilities Provide personal financial counseling services to military service members and their families at military installations. Conduct one‑on‑one counseling, briefings...SuggestedContract workTemporary workWork at office$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Suggested- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...Flexible hours
- ...Financial Advisor OpportunityThis job posting is anticipated to remain open for 30 days, from 02-Jun-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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
$310k - $365k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...Full timeWork at officeRelocationRelocation package$94k - $109k
...career in FP&A.This is a hands-on role with significant involvement in the month-end close. You’ll spend most of your time supporting financial reporting, forecasting, and budgeting processes. If you're the kind of person who enjoys understanding how transactions flow...Full timeRemote work$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage products,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Account Management...Temporary workMonday to FridayShift workDay shift$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...Full timePart timeWork at office$70k - $80k
...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 workImmediate startMonday to FridayShift workDay shift- ...and Ion—have transformed how care is delivered for millions of patients worldwide.We’re a team of engineers, clinicians, and... ...here.Job DescriptionPrimary Function of Position: As the Senior Financial Analyst for Future Forward FP&A, you will be working to advance...Work at officeLocal areaWorldwideFlexible hours
$194.5k - $263.5k
Company OverviewIntuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that...Work experience placementWorldwide- ...department that offers comprehensive training and perioperative patient care, pain management, and critical care medicine as well as... ...accounting and finance functions. The position is responsible for financial for financial operations and reimbursement processes, financial...Full timeWork experience placementWork at office
$110k - $130k
...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,000 About The Job: In this dynamic role, you’ll collaborate with our FP&A team and project management leaders to drive financial strategy and execution. Your keen analysis will...Work at officeLocal areaRemote work- ...to-day workflows, data entry in Salesforce, and communication with custodians and clients to ensure timely delivery of services. The role requires 2–4 years in financial planning or related field, an undergraduate degree, and Series 65 within 120 days. #J-18808-Ljbffr...Work at office
$165k - $175k
...needs and achieving high levels of retention. Develop and communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. Serve as a secondary advisor for selected clients as needed. Onboard new...Local areaFlexible hours- About Vimo: Vimo is a national leader in state-based health insurance exchanges and safety-net transformations. We partner with state agencies across the country to expand access to affordable health coverage and modernize the delivery of essential human services,...
$220k - $250k
...Gen is seeking a Senior Director of Corporate FP&A in Mountain View, CA, to lead financial planning and analysis. This role will drive financial decision-making processes and enhance forecasting accuracy using advanced analytics. You will collaborate with executive teams...- ...career in FP&A. This is a hands‑on role with significant involvement in the month‑end close. You’ll spend most of your time supporting financial reporting, forecasting, and budgeting processes. If you're the kind of person who enjoys understanding how transactions flow...
$131.03k - $291.3k
We are looking for a Staff Security Analyst to take full ownership of our compliance architecture. You won’t just maintain compliance—you’ll scale and automate it to eliminate manual friction. In this role, you’ll manage our Information Security Management System (ISMS)...For contractors$260k - $365k
...venture lending transactions, leveraged buyouts, convertible notes, high-yield notes, investment-grade notes, and other structured financial instruments preferred ~ Strong academic credentials ~ Excellent drafting, analytical, verbal, and written communication skills...Full timeWork at office$250k
...clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships...Full time- ...and investor capital allocations.Support the quarterly and year-end close process, including preparing fund and management company financial statements.Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.Partner...
- ...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...
$28.56 - $37.36 per hour
...mission‑driven workplace where values and performance go hand in hand The Fremont Bank Way Full‑Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No‑Compromise Approach — we help clients get to "yes" Core Values: Go...Work at officeLocal areaFlexible hoursNight shift- Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...
$260k - $365k
...transactions, and leveraged buyouts. Work on offerings of convertible, high‑yield, and investment‑grade notes and other structured financial instruments. Collaborate with a team‑oriented, collegial group on high‑profile transactions. Provide practical legal...Flexible hours$260k - $365k
A professional services firm in Palo Alto is seeking a Corporate Finance Associate with 3–5 years of experience in debt capital markets and commercial finance. This role involves advising on credit facilities, working with technology companies, and providing legal guidance...
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