Financial Counselor
Coastal Fertility Specialists
Coastal Fertility Specialists is growing and has an immediate opening for a Financial Counselor who wants to make a difference in this world by helping couples with infertility start the family of their dreams. This is an incredibly rewarding career as over 95% of couples trying to conceive will do so with our help. The Role Of Financial Counselor Includes Ensuring all insurance and eligibility information is obtained and entered into the system in an accurate manner. Ensuring that prior authorizations are obtained prior to fertility treatments Conducting financial counseling with patients prior to fertility treatment, which includes patient financial obligations, billing practices and financing options. Collecting cycle deposits prior to fertility treatments Working closely with peers and communicating with a high level of professionalism. Possessing the skills to effectively utilize virtual counseling or other electronic modes of communication such as email, video conferencing and more. This is a fast paced position and an ideal candidate must have the ability to multi-task and prioritize their work. Candidates need a firm understanding of deductibles, coinsurance, and allowable amounts in order to calculate financial costs. At least two years of prior experience obtaining insurance information and communicating with individuals about sensitive matters in a medical office setting are preferred. This is a full time position in our Mt Pleasant office. This position offers a competitive salary with a robust benefits platform including health and dental insurance, life insurance, disability insurance, a 401K retirement plan and annual bonuses based on the quality of patient care delivered. Coastal Fertility Specialists consists of 5 offices and over 100 employees including 5 physicians, 20 RNs, and a complete embryology team all driven to be the best Reproductive Endocrinology practice in the southeast! We have won consecutive national patient satisfaction awards and have pregnancy rates in the top 10% of the country. Job Type: Full-time Benefits 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance #J-18808-Ljbffr Coastal Fertility Specialists
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...SuggestedFull timeLocal area
$18.65 - $19.9 per hour
...Certifications Tuition Reimbursement This position pays between $18.65 - $19.90 based on experience The Opportunity: The Financial Counselor (FC) role is responsible for the review of benefits and collection of bedded patient (inpatient, observation or bedded outpatient...SuggestedPrice workLocal areaRemote work- ...About the Role The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information....SuggestedFull timeWork at officeLocal area
- ...brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get: • Flexible branding — your identity, Prudential’s, or a hybrid...SuggestedFull timeFlexible hours
$100k - $200k
...: Mount Pleasant / Charleston, South Carolina Compensation: $100,000–$200,000 + quarterly bonus opportunities About Abich Financial Services Abich Financial Services is a growing financial planning firm dedicated to helping families retire with dignity and confidence...SuggestedFull timeWork at officeLocal area- ...Financial Advisor - Charleston, SC Our districts in Charleston, Summerville, Bluffton/Beaufort/Hilton Head are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively...Full timeWork experience placement
$65k
...Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a Benefits...Full timeFlexible hours- ...Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team,...Remote work
$61k - $119k
...Financial Advisor OpportunityBecoming 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...Full timeContract workFor contractorsWork at office- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...Full timeContract workFor contractorsWork at officeRemote work
- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the...Work at office
- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
$24 - $33.5 per hour
...life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs...Work at office$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- ...processing teller transactions as well as working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service...Work at office
- ...Financial Advisor - Charleston, SC Our districts in Charleston, Summerville, Bluffton/Beaufort/Hilton Head are seeking a highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor, you'll work collaboratively...Work experience placement
- ...Role \n \n \n The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. \...Work at officeLocal area
- South Carolina Federal Credit Union is currently seeking a Full-Time Financial Service Representative I to join our team of outstanding professionals at our North Mount Pleasant Financial Center in Mount Pleasant, SC. Are you passionate about helping others? Do you enjoy...Full timeNight shiftWeekend workDay shift
- Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting‑edge training and resources to help you succeed. You'll help people plan for their financial futures...Work at officeLocal areaFlexible hoursNight shift
- Organization : Name CHARLESTON SC Default: Location : City DANIEL ISLAND 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 needs;...Work at officeLocal area
- ...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hours
$100k
...Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentFull timeWork at officeLocal area- ...long‑term relationships with clients. The role partners closely with high–net‑worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
- ...focuses on providing comprehensive wealth management advice, building long-term client relationships, and delivering personalized financial strategies. Successful candidates should have over 5 years of experience, a strong track record in client acquisition, and hold...
- ...entities. \n Maintain general ledger accuracy and ensure transactions are recorded in accordance with U.S. GAAP. \n Prepare financial statements, supporting schedules, and workpapers for audits, tax filings, lender requirements, and fund reporting. \n Reconcile...
- ...Job Description Job Description Ready to launch a career with no income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust...Permanent employmentInternshipWork at office
- Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator...Work at officeHome office
- Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator...
- ...contribute to a mission-driven environment focused on accessibility, quality, and sustainable health outcomes. Role Description The Financial Business Consultant is a full-time, remote role responsible for delivering financial insight and advisory support to business...Full timeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- associate corporate finance Mount Pleasant, SC
- estate planning consultant Mount Pleasant, SC
- financial counselor Mount Pleasant, SC
- financial advisor associate Mount Pleasant, SC
- financial planning assistant Mount Pleasant, SC
- financial advisor Mount Pleasant, SC
- financial planner Mount Pleasant, SC
- jde finance consultant Mount Pleasant, SC
- finance associate Mount Pleasant, SC
- financial planning associate Mount Pleasant, SC





