Financial Counselor
$18 - $23 per hourRochester Regional Health
Job Title: Financial Counselor Department: PRH BH Clinic Administration Location: Outpatient Mental Health - Evelyn Brandon Health Center, 81 Lake Avenue, Rochester, NY 14608 Hours Per Week: 40 Schedule: Full-Time, Day Shift, Monday to Friday, 8.30 am - 5.00 pm) Position Summary Works with patients to assure that they meet their financial obligations to Unity Health System. Provides accurate and complete registrations and other clerical duties to support to the Patient Access Department Key Responsibilities Develop and maintain the co-pay collection process in Patient Access Department. Continuously meet with patients to discuss their financial obligations and make sure that they have an understanding of options available to them to be able to secure payment. Complete Financial Assistance applications as needed and collect all necessary documentation. Act as a liaison between staff members, patients, and Patient Financial Services for any co payment issues. Update billing accounts as needed with new insurance/demographic information. Nursing Patient Care Only: Send out statements to patients that are unable to may payments at time of service and also for pre-registered Labor and Delivery patients to secure payment of co payment. Nursing Patient Care Only: Check Financial system for payments received. Responsible for compiling data for co-pay reporting monthly to Patient Financial Services. Nursing Patient Care Only: Serve as a resource for the Registration Specialists and assist with problems and education with POSC. Identify additional areas of opportunity to increase POS collections. Nursing Patient Care Only: Conducts accurate patient registration interviews. Verifies current demographic, insurance, physician information and enters required data in to computer system in accordance with financial and departmental guidelines. Obtains all medical/legal signatures. Nursing Patient Care Only:Verifies insurances using EasyLink, Excellus BC/BS, EEM. Etc. Documents appropriate eligibility and co-payment information in ERM Registration. Behavioral Health Only: Monitor patient billing accounts regularly to assess payment compliance. Reduce bad debts within assigned areas by goal and objective amounts. Behavioral Health Only: Assesses patient financial information to identify patients that may qualify for Financial Assistance or FHP. Initiate contact with Patients/Family members at the time of service when self pay balances are not made. Secure payment/payment arrangements. Interacts regularly with clinical staff regarding patients failing to meet financial obligations. Behavioral Health Only: Work monthly medicaid report and follow up on identified insurance changes. Must work with Medicaid Liaison team to monitor status of medicaid pending applicants. Behavioral Health Only: Responsible for compiling data for co-pay reporting monthly. Researches issues/problem related to cash flow/hospital receivable, developing and implementing plans as needed. Desired Attributes Continued Education in related field. Minimum Qualifications At least two years of experience with insurance verification. At least two years of registration experience. Required Licensure None. PHYSICAL REQUIREMENTS Sedentary - Sedentary roles are primarily office-based and require prolonged sitting (67-100% of the workday) with minimal physical effort and lifting limited to under 10 lbs. Fine motor skills are necessary for computer work, writing, and telephone use, supported by clear visual and auditory ability. Cognitive and emotional demands are high due to extended concentration, frequent interruptions, independent decision-making, and information processing. Although physical exposure is low, administrative areas within healthcare environments may occasionally involve contact with infectious agents. Some roles may require flexible hours, TB screening, or a valid driver's license. PAY RANGE $18.00 - $23.00 #J-18808-Ljbffr
- ...Description Job Objective At Roberts Wesleyan University, Student Financial Services comprises both Financial Aid and Student Accounts. The Student Financial Services Counselor is responsible for processing of financial aid and student account functions including counseling...SuggestedWork at office
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...SuggestedFull timeWorldwide
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...Suggested
$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...SuggestedLocal areaRemote workRelocation$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...SuggestedFull timeContract workFor contractorsWork at office$55k - $100k
...Financial Planner at Avior Wealth Management Welcome to Avior Wealth Management! Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an...Full timeWork at officeImmediate startRemote workFlexible hours$45k - $100k
...Financial AdvisorJoin 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-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
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..., NY JK Executive Strategies is partnering with a respected independent wealth management firm affiliated with Raymond James Financial Services to recruit a Managing Wealth Advisor. The firm combines the personalized service and entrepreneurial culture of an independent...Full time- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Full timeWork experience placementWork at officeLocal areaFlexible hours
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$83.96k - $111.96k
...based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours- ...platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$90k - $120k
Compensation: $90,000-$120,000 + performance-based incentives + full benefits + 4-day work week We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the...Work at officeRelocation- Fifth Avenue Financial is seeking a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance. Job Responsibilities: Build a portfolio of customers and offer financial advice tailored to their specific...
$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...Work at office$80k - $100k
Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay...Full timeWork at officeFlexible hours- Overview Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the...
$70k - $85k
...in search of a Paraplanner to join its team. We are seeking an experienced and detail-oriented professional to support the firm’s financial advisory team in delivering comprehensive, high-quality wealth management services. This individual will play a key role in...Full timeWork at office- ...Conduct legal research and due diligence on federal, state, and local tax laws. Support closings and coordinate with underwriters and financial advisors. Prepare closing and post‑closing documents and maintain transaction files. Participate in client meetings and contribute...Local areaFlexible hours
- ...highlight the energy, collaboration, and purpose behind their work, offering a strong foundation for anyone transitioning into a financial representative role. Our thriving office is located at: Suite 200, 1162 Pittsford Victor Road, Pittsford, NY 14534 Follow this link...InternshipWork at officeLocal areaFlexible hours
- ...combining style, performance, and comfort in every step. We're looking for a hands-on, part-time Finance Associate to support the financial operations of the business. This is a builder's role — you'll bring structure, rigor, and forward visibility to a business that's...Contract workPart timeFor contractorsRemote work
$235k - $310k
Overview The role focuses on transactional lending, with a preference for leveraged-lending matters. Responsibilities include drafting and negotiating commitment papers, term sheets, credit agreements, and security documents. The firm prefers candidates with experience...Permanent employmentFull timeContract workWork at office- ...People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are. At Modern Woodmen of America, we have passion and purpose. We believe in what...Flexible hours
- If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Mid-Corporate...Local areaFlexible hours
- ...Relationship Banker to represent our brand in branches and deliver hospitality-driven service. You will welcome clients, understand their financial needs, and offer thoughtful solutions using Chase’s technology tools. The role emphasizes relationship-building, product knowledge...
- ...seeks a Relationship Banker to deliver exceptional client experiences and build lasting relationships through hospitality and expert financial guidance. You will educate clients on digital banking, identify solutions, and collaborate with specialists while adhering to...Flexible hours
- ...Job Description Job Description Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending...Full timeWork experience placementLocal area
$85k - $145k
...Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payDay shift
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