Financial Counselor
$26.4 - $33 per hourSpire Orthopedic Partners
Job Details Level: Experienced Job Location: Stamford, CT 06905 Position Type: Full Time Education Level: High School or Equivalent Salary Range: $26.40 - $33.00 Hourly Travel Percentage: None Job Shift: Day Job Category: Health Care Who we are: Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most – patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. What you’ll do: Serves as a primary point of contact to investigate and determine the patient’s financial responsibility for services rendered and collect the patient’s responsibilities prior to scheduled procedures. Responsibilities/Duties: Confirms patient’s benefits to determine any patient responsibility prior to procedure, i.e., deductibles, co-insurance and copays. Both Professional and facility Outbound calls to patients to educate on financial responsibilities. Verifies insurance eligibility prior to services being rendered. Attempts to collect and post patient’s responsibility prior to procedure. Maintains documentation of all patient interactions in compliance with organizational standards. Maintains collection logs by practice for reconciliation purposes Collaborates with Practices and RC Leadership Collaborates with Surgical Coordinators to support prior authorizations, review for add-on procedures Addressing all Revenue Cycle Correspondences, including but not limited to, email, faxes, written, and internal Practice Management communications Other duties as assigned. Qualifications: High School Diploma or equivalent Previous experience in healthcare financial services and/or revenue cycle preferred. Strong knowledge of insurance identification and processes, billing procedures, and healthcare regulations. Strong communication skills, bilingual is a plus Strong problem-solving skills. Proficiency with electronic health record systems and Microsoft Office Suite. What we offer: Excellent growth and advancement opportunities Dynamic environment Access to a diverse network of practitioners Broad infrastructure of tools and programs to enhance the employee experience Competitive Compensation Generous PTO Benefits package: health, dental, vision, 401(k), etc. Equal Opportunity We are an equal-opportunity employer. Qualified Applicants are considered for positions and are evaluated without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex, or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances (referred to as "protected characteristics"). #J-18808-Ljbffr
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull time
$150k - $180k
...of the Best Places to Work in 2025, this Firm is among the world's largest asset managers. Due to recent growth, they are hiring a Financial Consultant in their Greenwich, CT, market, offering an extraordinary opportunity to step into a role where your expertise is...SuggestedFlexible hours- ...speak five languages, and are committed to making money a force for good. We are looking to hire a dynamic investment advisor with financial planning experience.Responsibilities include maintaining client relationships, managing portfolios, creating financial plans for...SuggestedWork at officeLocal areaRemote workFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office$125k
...Financial AdvisorOur client is a growing wealth management firm located in Darien, CT. They are seeking a Financial Advisor to join their team. Manage and grow a book of business under supervision while continuing to develop financial planning expertise.Core ResponsibilitiesLead...Suggested- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Full timeWork at office
$90k - $115k
...unique opportunity to become a subject matter expert in stock-based compensation accounting, equity reporting, and related tax and financial reporting matters within a rapidly growing global fintech organization. This individual will gain exposure to complex technical...Full timeWork at officeRemote work$105.4k - $207.8k
...and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long...Local areaVisa sponsorship$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...Local area- ...Thrivent Financial Advisor Meaningful 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...
- ...winning path and keep you there. Position OverviewWe are seeking a FP&A Analyst with approximately 5 years of experience to support financial planning, forecasting, and management reporting. This role will partner closely with Finance leadership and business stakeholders...
- ...fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Full timeWork at office
- ...Financial Advisor Trainee At Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the...Full timeTraineeship
- ...The firm has an excellent reputation and is held in high regard. RESPONSIBILITIES Contribute to company-wide and subsidiary-level financial analysis, partnering with multiple teams to support strong performance and alignment with strategic objectives. Lead core financial...
- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll collaborate closely with an...Work at office
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Senior Financial Advisor (Greenwich Market) – Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by a strong...Work experience placementLocal area
- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Greenwich market, supported by...Work experience placement
- ...from wherever you choose. What Makes This Role Special? As a Wealth Advisor, you'll have the opportunity to design personalized financial strategies that truly make an impact. Whether you're helping clients plan for retirement, invest wisely, or build generational...Full timeWork at officeRemote workFlexible hours
$120k - $195k
Posted: 07/10/2025 Location: Stamford, Connecticut, United States Salary: $120000 - $195000 Job type: Permanent Overview We're recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates...Permanent employmentLocal area$150k - $190k
NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree and...$116.2k - $229.1k
...as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions. This role supports finance transformation...Local areaVisa sponsorship$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship$94k - $104k
...you'll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role: The Senior Financial Analyst, Corporate FP...Permanent employmentWork at office$159k - $190k
...trusted advisor and primary contact for all client needs, providing strategic advice across investment management, wealth transfer, and financial planning. Develop a deep understanding of each client's goals, preferences, and family dynamics to deliver tailored strategies...Local areaMonday to Friday$95k - $100k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal area- ...support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role is ideal for someone who thrives in a fast-moving, relationship...Work at office
- ...support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role is ideal for someone who thrives in a fast-moving , relationship...Work at office
$24 - $30 per hour
...Patient Financial Services Associate MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $24.00 - $30.00 Hourly Level Experienced Position Type Full Time Job Shift Day Education Level High School or Equivalent Travel Percentage None Category Finance...Hourly payFull timeLocal areaShift work$105.4k - $207.8k
...and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long...Visa sponsorship
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