Financial Counselor
Crestwyn Behavioral Health
Purpose Statement Responsible for accurate, timely and complete documentation regarding insurance verification, billing and collections. Education/Experience/Skill Requirements High school diploma or equivalent required. Three or more years' experience in related field required. Extensive knowledge and understanding of Commercial Insurance and Medicare/Medicaid required. Benefits Medical, Dental and Vision insurance Life insurance Short Term and Long Disability 401(k) retirement savings plan with company match FSA and HSA Employee Assistance Program Tuition Reimbursement Program Growth Opportunities Paid time off Essential Functions Responsible for auditing the admission packets and for the verification of benefits along with all patient demographic information in the patient accounting system. Financial counseling of patients and/or guarantors and collecting any out of pocket (deductibles, copays, exhausted days, etc). Provide information to the patient and/or guarantors regarding their benefits and financial obligations. Complete financial disclosure paperwork for patients that request assistance including verifying income and expenses. Complete adjustment forms for any charity or administrative adjustments for approval. Complete promissory notes for patients that request payment arrangements. Update daily the upfront collection log, charity log, and admin adjustment log. Review with BOD on a weekly basis. Gather and interpret data from system and understands appropriate course of action to take and initiates time-sensitive and strategic steps resulting in payment. Other Functions Perform other functions and tasks as assigned. Licenses/Designations/Certifications Not applicable Additional Regulatory Requirements While this job description is intended to be an accurate reflection of the requirements of the job, management reserves the right to add or remove duties from particular jobs when circumstances (e.g. emergencies, changes in workload, rush jobs or technological developments) dictate. We are committed to providing equal employment opportunities to all applicants for employment regardless of an individual’s characteristics protected by applicable state, federal and local laws. CRSTYN #J-18808-Ljbffr
- ...Financial Counselor The Financial Counselor helps patients understand and access financial assistance programs like Medicaid and sliding fee scales, assists with applications, and provides education on healthcare costs to ensure equitable access to care for vulnerable...SuggestedWork at officeMonday to Friday
- ...military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...SuggestedTemporary work
$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in‑services/training, quality...SuggestedContract workTemporary workWork experience placementWork at office- ...accurate documentation of insurance verification, billing and collections. You will audit admission packets, verify benefits, provide financial counseling to patients and guarantors, and manage various financial disclosures and logs to support timely payments. The role...Suggested
- ...Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of...SuggestedWork from homeFlexible hours
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- ...Fidelity Investments is seeking a Financial Representative to serve as the public face of the branch, delivering outstanding client service and helping build long‑lasting relationships. You will work toward FINRA Series 7 and 66 licenses while supporting daily front‑line...
- ...The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions; and to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and courteous support and assistance...Flexible hoursNight shift
- ...investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. Essential Duties And Responsibilities Develop and maintain a profitable...Full timePart timeWork at officeShift workDay shift
- ...A nationally recognized, Memphis-based RIA with over $2.7 billion in assets under management is seeking an experienced Financial Advisor to join its growing team. This is a rare opportunity to become part of one of the most respected firms in the region — known for its...Work at office
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
- ...presentations, and meeting performance targets while supporting the Relationship Management team within the assigned territory. The position requires a Bachelor’s degree or equivalent experience, 3–5 years in financial services, and FINRA licenses (6/63/65). #J-18808-Ljbffr...
- ...Overview Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations...Apprenticeship
$50k
...we're ready to help you achieve what's next. Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own... ...FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ Read More About Skills/Requirements Awards & Accolades At...Work at officeWork from homeHome officeFlexible hours- ...SUMMARY OF POSITION A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and managing investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients...Work at office
- ...Summary of responsibilities: As a financial advisor with Independent Bank, your responsibilities will include marketing your unique set of strengths and skills; targeting prospective clients; identifying client needs by analyzing their present income and asset situations...
- ...A prominent financial services firm in Germantown is seeking a dedicated Financial Consultant to develop personalized financial plans for clients. In this role, you'll conduct comprehensive financial analyses and guide clients through their financial decisions. The ideal...
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...Position Descriptions are not designed to list every aspect of a position but to serve as a general overview. Summary of Position A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
$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- ...Location : On site at location listed in job posting. Weekly Scheduled Hours : Monday - Friday 9-5 Overview As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will...Work at officeMonday to Friday
$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...Full timeContract workFor contractorsWork at office- ...Steve Womack State Farm seeks a Financial Services Representative to help individuals and families make smart financial decisions. You will guide clients through products that protect their future, build wealth, and manage risk with a consultative approach and relationship...
$55k - $75k
...A financial services provider based in Memphis seeks a qualified Financial Advisor to assist clients with investment strategies and goals. Ideal candidates will hold required licenses and have proven experience in business development. The role involves building client...- Direct message the job poster from Prudential Financial Business Development Manager at Prudential We are looking for experienced Advisors... ...Advisor - Southaven, MS (Memphis) Personal Financial Counselor; Memphis, TN Retirement Planning Associate - Retirement Benefits...Full timeInternship
- ...Perks Careers Advancement Opportunities Flexible Scheduling Competitive Compensation Job Summary We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their...Flexible hours
- ...Northwestern Mutual in Memphis, Tennessee, seeks College Financial Representatives for an internship to build a financial planning practice. Ideal candidates are full-time students, preferably juniors or seniors, who exhibit entrepreneurial spirit and strong time-management...Full timeInternshipLocal areaFlexible hours
- ...Truist Financial Corporation seeks a seasoned Wealth Advisor to collaborate with the Wealth Advisor and Investment Manager to deliver comprehensive financial and non-financial solutions for ultra-high-net-worth clients. You will interpret fiduciary documents, conduct client...
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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
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