Financial Planning Associate
Johns Hopkins Medicine
Financial Clearance Coordinator The Johns Hopkins Health System Corporation (JHHS) is a not-for-profit organization, academically based health system, dedicated to providing the highest quality patient health care in the treatment and prevention of human illness. What awaits you: Room for growth Medical, Dental, and Vision Insurance. 403B Savings Plan w/employer contribution. Paid Time off & Paid holidays. Employee and Dependent Tuition assistance benefits. This is a full time remote role. Applicants residing in MD, VA, DC, PA, DE and FL will be considered. Position Summary: Reporting to the Financial Clearance Manager/or Supervisor, the Financial Clearance Coordinator will be responsible for all administrative and financial components of financial clearance. Some of the financial components consist of pre-registration, insurance verification, pre-certification, and patient financial information. The position is also responsible for informing the patient/guarantor of all financial liabilities and documenting pertinent information into appropriate systems. The position requires integral communication with patients, insurance companies, department administrators, physicians, and other departmental staff to ensure the ideal patient experience. The Financial Clearance Coordinator works as a team member and positively accepts change throughout the Health System while establishing relationships at all facilities and be familiar with each institution's computer environment and payer contracts as needed. Education: High School Diploma or equivalent Knowledge: Knowledge of medical and insurance terminology Knowledge of medical insurance plans; especially manage care plans Requires ability to understand, interpret, evaluate, and resolve basic customer service issues. Knowledge of the Johns Hopkins Health System or other Healthcare related policies and procedures, preferred. Skills: Intermediate in Microsoft Office Requires excellent verbal, communication, telephone etiquette, interviewing, and interpersonal skills to interact with peers, superiors, patients, families, members of the healthcare team and external agencies. Requires intermediate analytical skills to resolve problems and provide patient and referring physicians with information and assistance with pre-registration and registration issues. Ability to perform with attention to detail and accuracy Ability to multitask and prioritize work Ability to demonstrate and convey a favorable image of the organization and conform to proper standards of professional dress, attitude, and demeanor. Requires high level of professionalism in both appearance and presentation Required Licensure Certification, etc: Certification on host systems as appropriate. Certification to be obtained during introductory 90 day probationary period Successful completion of departmental training program and all related competency assessments. Coding Certification is a plus Work Experience: 1-2 years related medical office, hospital, or similar customer service environment Salary Range: Minimum 20.52/hour - Maximum 33.88/hour. Compensation will be commensurate with equity and experience for roles of similar scope and responsibility. In cases where the range is displayed as a $0 amount, salary discussions will occur during candidate screening calls, before any subsequent compensation discussion is held between the candidate and any hiring authority. The Hospital reserves the right to modify employee schedules as needed. We are committed to creating a welcoming and inclusive environment, where we embrace and celebrate our differences, where all employees feel valued, contribute to our mission of serving the community, and engage in equitable healthcare delivery and workforce practices. Johns Hopkins Health System and its affiliates are drug-free workplace employers. Johns Hopkins Health System and its affiliates are an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity and expression, age, national origin, mental or physical disability, genetic information, veteran status, or any other status protected by federal, state, or local law.
$50k - $75k
...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...Responsibilities Provide guidance on insurance, investments, and retirement planning. Leverage company-provided marketing tools and industry...SuggestedRemote workFlexible hours$98.5k - $146k
...advisors, institutions, and retirement plan sponsors. We take an active, independent... ...the right thing for our clients and our associates is good business. With a career at the firm... ...greater depth and breadth around the financial advice we provide our clients with. This...SuggestedWork experience placementLocal areaRemote work1 day per week$47.5k - $54k
...Position Title Financial Aid Counselor Description The Financial Aid Counselor is responsible for counseling and advising current and prospective... ...‑time employment. Life and disability insurance. Retirement plans (including the choice of joining the pension plan)....SuggestedFull timeWork at officeMonday to Friday- ...Position Title Financial Aid Counselor Summary Possesses comprehensive knowledge of federal... ...and Finance to resolve student issues. Plan and conduct financial aid workshops, information... ...as assigned. Serve as a backup to the Associate Director in functions such as importing...SuggestedWork at officeLocal areaFlexible hoursAfternoon shift
$61k - $119k
...Financial Advisor (Career Changers Encouraged to Apply) Financial Advisor (Career Changers... ...clients achieve their goals through financial planning. As a financial advisor, you will: Grow... ....com Seniority level Seniority level Associate Employment type Employment type Full-...SuggestedFull timeContract workFor contractorsInternshipWork at office$100k - $150k
...York and Florida. We focus on the total financial well-being of select families that choose... ...will develop customized financial planning strategies, lead client meetings, and collaborate... ...advisors, paraplanners, client service associates, and our investment management team to...Full timeWork at officeRemote workFlexible hours- ...Benefits Awesome benefits, including generous paid time off and tuition assistance. Position Summary Reporting to the Supervisor, Financial Counseling Shared Services, this position effectively captures patient liabilities while providing financial counseling to patients...Work experience placementWork at officeLocal areaMonday to FridayFlexible hours
$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The role may involve triaging client leads, making referrals... ...to review financial and investment goals, building a financial plan, and recommending brokerage products. Completion of required...Work at officeShift workDay shift$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions are... ...center of our partnership. Edward Jones associates are seen, heard, respected, and... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Northwestern Mutual is seeking Financial Advisors to start as a financial representative focused on client-building and obtaining licenses... ..., with award-winning training programs to build a financial planning practice that focuses on planning, investment, insurance, and...Full timeFor contractors$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Registered Financial Advisor We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established... ...client relationships while delivering comprehensive financial planning, investment advisory services, and insurance solutions—...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...center of our partnership. Edward Jones associates are seen, heard, respected, and... ...monitor, and adjust the branch business plan to increase branch effectiveness and achieve...Work at officeWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Greater Baltimore, MD Market Baltimore, Maryland;Lutherville... ...investment goals, building a financial plan, and recommending brokerage products.... ...information on the in-office expectations associated with your role. These expectations are...Temporary workWork at officeShift workDay shift
- ...committed to helping members achieve long-term financial security. They are also inspired to give... ...to understand their investment and planning needs and to offer solutions using a... ...understands the risks, features and benefits associated with the solution Provide financial...Work experience placementLocal area
$45k - $50k
...Posting Details Position Description Posting Number 201201483P Position Title Financial Aid Advisor II Department Enrollment Management: Financial Aid Position Summary The Financial Aid Advisor II is responsible...Full timeWork at office$47.5k - $54k
...Position Overview The Financial Aid Counselor is responsible for counseling and advising current and prospective students and their families... ...Additional Benefits: Life and disability insurance Retirement plans (including the choice of joining the pension plan) Professional...Full timeMonday to Friday$80k - $117k
...advisors, institutions, and retirement plan sponsors. We take an active, independent... ...the right thing for our clients and our associates is good business. With a career at the firm... .... Grow your career with a top global financial firm with 80+ years of success in the industry...Work experience placementLocal areaRemote work1 day per week$65k - $85k
...Dormont Manufacturing Co is seeking a National Financial Solutions Advisor (FSA) in Cockeysville, Maryland, to guide beneficiaries in financial planning. This role involves managing client relationships, providing investment advice, and ensuring clients achieve their financial...$21.98 per hour
...Summary Join Our Team at Mercy Medical Center - Now Hiring a Financial Counselor in our Institute for Cancer Care! Mercy Medical... ...& wellness credit for eligible employees ~403(b) retirement plan with generous company match and "catch up" provision ~ Paid Time...Temporary workWork experience placementImmediate start- ...Your opportunity Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement...
$28.85 - $33.65 per hour
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...including termination. Responsibilities Works with clients to plan their short and long-term financial goals by building a...Hourly payTemporary workShift workDay shift- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...-based wealth management, including planning for retirement, education, legacy, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work at officeShift workDay shift
$61k - $119k
Becoming a financial advisor at Northwestern Mutual-Mid-Atlantic (ANNAPOLIS, BALTIMORE, ELLICOTT CITY, FREDERICK, HUNT VALLEY, YORK-PA... ...you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by...Work at office$70k - $80k
Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments strategies...Temporary workShift workDay shift- Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid Opportunities Available You've Built a Career... ...opportunities Long‑term enterprise value Succession planning support A collaborative and entrepreneurial culture Access to...Work at officeRemote work
- ...OWINGS MILLS Overview The purpose of the Financial Representative is to meet the needs of... ...market(s) and develops appropriate marketing plan to sell insurance and investment... ...experience working within a team composed of associates who are at various levels of experience....Work at officeLocal area
$55k - $95k
...employees. Company Profile Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities... ...in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan...Temporary workLocal areaWorldwide- ...About the job Financial Consultant (Remote) Achieve Balance and Impact with a Part-Time Financial Consulting Role About Us: We’re a trusted financial services company dedicated to helping clients build and protect their wealth. With licenses across the U.S., Canada...Extra incomePart timeRemote work
- ...Public Finance Associate Barnes & Thornburg LLP, an Am Law 100 firm with a nationally recognized Public and Project Finance practice,... ...frequent client interaction, and engagement with sophisticated financial products and complex credit structures and transactions. Responsibilities...Contract workLocal area
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