Financial Counselor
Astera Cancer Care
Pacific Cancer Care has provided superior care for patients for nearly 50 years. We make every patient our priority. We are a family here at PCC, each member ofthe team cares deeply, often for a very personal reason, and that means a lot to our patientsWhy Join Us? Our team values the work components of every member to create a culture of people helping people and making a difference in our lives and those we serve.Job Description:Financial CounselorPacific Cancer Care (Monterey, CA)JOB DETAILS:LOCATION: Pacific Cancer Care - 5 Harris Ct, Monterey, CA 93940SCHEDULE: Full-Time | Monday–Friday | 8-Hour ShiftsSALARY RANGE: $28.00 – $40.32 per hourREPORTS TO: Director of Operational ExcellenceBENEFITS: Benefit-eligible position, including:Medical, dental, and vision insurancePaid time off (PTO)Retirement plan (401k)JOB DESCRIPTION SUMMARY:The Financial Counselor supports the Billing Department by assisting patients and families in understanding and managing their financial responsibilities for services received at Pacific Cancer Care. Key responsibilities include estimating out‑of‑pocket costs, preparing and presenting financial documentation, conducting patient interviews to review available assistance or payment options, and coordinating time‑of‑service collections by monitoring the daily schedule. The role also manages patient enrollment in financial‑aid programs, completes required follow‑up, and addresses billing‑related inquiries. The Financial Counselor performs additional billing duties as assigned and upholds all confidentiality requirements in accordance with HIPAA regulations.QUALIFICATIONS:Graduation from accredited High School required.Graduation from business school/college and/or business/billing courses helpful.Related experience and/or training in filingTwo (2) plus years related experience and/or training in basic accounting, particularly accounts payable.Demonstrated excellent people skills, verbal skills, and multi-tasking skills in a fast-paced environment.Computer/10 Key Adding Machine skillsTelephone skills.Customer service practices.OTHER SKILLS AND ABILITIES:Type 30-40 words/minuteMust be well organized and a self-starter.Must possess exceptional written and verbal communication skills.Ability to learn specific software as well as able to train others.Working knowledge of efficient filing systems, office machines and equipmentMake sound, independent decisions based on available data.Multitask and prioritize in accordance with changing deadlines and priorities.Ability to handle, use and respond to patients, phones, staff/MDs, vendors, and computers simultaneously.Speak clearly to be understood by patients, vendors, MDs, and staff.Maintain confidentiality/HIPPA.PHYSICAL FACTORS:The physical abilities required of this position may include the following:Vision sufficient to read handwritten, typed and computer documents throughout the shift.Speech and hearing sufficient to receive and communicate detailed information clearly by phone and in person.Motor skills sufficient to operate computer terminal, fax machine, copier, and telephone.Physical ability to reach, lift, and bend to retrieve and/or file materials.Physical ability to sit, stand or otherwise remain stationary at work post for long periods of time.Physical ability to walk hallways between departments.Physical ability to lift and carry 25 lbs.Physical ability to walk up and down one flight of stairs and between departments.ABOUT PACIFIC CANCER CARE:Pacific Cancer Care has provided superior care for patients for nearly 50 years. We make every patient our priority. We are a family here at PCC—each member of the team cares deeply, often for a very personal reason—and that means a lot to our patients. Our mission is to provide the highest quality of oncology and hematology services to our patients.Why Join Us? Our team values the work components of every member to create a culture of people helping people and making a difference in our lives and those we serve.This job description is intended to convey information essential to understanding the scope of the position and is not exhaustive. Duties, responsibilities, and qualifications may change as the needs of the practice evolve. #J-18808-Ljbffr Astera Cancer Care
$61k - $66.61k
Job Summary This position is located at the Cal Poly Solano Campus in Vallejo, California. Reporting to the Director of Financial Aid at the Cal Poly Solano Campus, this position supports the university’s efforts to retain and graduate students who need financial assistance...SuggestedHourly payFull timeWork at officeWork visa- A California university is seeking a Financial Aid Counselor to provide guidance to students and families throughout the financial aid process. This role involves reviewing applications, counseling on eligibility, and participating in outreach activities. Ideal candidates...SuggestedRemote job
$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor in California to provide financial counseling services to military members and their families through various formats including virtual counseling. This position requires a Bachelor’s degree along with specific certifications...Suggested$58.44k
...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...SuggestedContract workTemporary workWork experience placementWork at office$5,540 - $5,667 per month
Special Programs Coordinator and Financial Aid Counselor Job no: 558222 Work type: Staff Location: San José Categories: Unit 4 - APC - Academic Professionals of California, Probationary, Full Time, Student Services Job Summary Reporting to the Associate Director of...SuggestedFull timeWork experience placementSummer workInternshipWork at office- A public university in California is seeking a Financial Aid Counselor. This role involves providing essential support and guidance regarding financial aid to students and their families throughout the application process. The ideal candidate should have excellent communication...
$50k - $150k
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Financial Advisor to their LBW team in Valencia, CA. This is a hybrid role. This role is an excellent opportunity to earn additional compensation, referral...Work at officeLocal area- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$110k - $125k
Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm. Relationship-driven growth role with community...- A financial services organization seeks an Associate to provide expert financial advice. You will build a financial practice helping clients achieve clarity and make informed decisions. Responsibilities include establishing trust-based relationships and delivering tailored...
$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account Management...Temporary workMonday to FridayShift workDay shift- 2 days ago Be among the first 25 applicants Direct message the job poster from Thrivent 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....Full time
$70k - $80k
Role, Inc. is looking for a financial advisor to help clients achieve their financial goals. Responsibilities include building financial plans, recommending banking and investment products, and triaging client requests. Ideal candidates will have at least 1 year of experience...$45k - $100k
Job Overview Financial Advisor position at Edward Jones located in Sonoma County, CA. The role involves partnering with clients to help them achieve long‑term financial goals such as retirement, wealth building, estate planning, and education funding. As an advisor you...Work experience placementWork at officeHome office- A diversified financial services organization is seeking a Financial Advisor to provide expert financial advice and empower clients on their financial journeys. This role offers extensive training, flexibility in scheduling, and unlimited earning potential through commissions...
$50k - $150k
A leading insurance brokerage and consulting firm is seeking a Financial Advisor to join their team in California. The role is hybrid and involves managing client relationships, analyzing financial data, and creating tailored financial plans. Candidates should hold a bachelor...- Allstate Insurance Co. is seeking a Financial Specialist to build your own financial services practice supported by Allstate. You'll work with agency owners in your community to generate new business opportunities. The ideal candidate has at least 2 years of customer-facing...
- 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. As a Financial Advisor...Work at officeFlexible hours
$70k - $80k
Bank of America is seeking a dedicated individual in California to provide comprehensive financial advice and customized solutions to clients. In this role, you will meet with clients to develop financial plans and recommend suitable brokerage products. The ideal candidate...- ...Preferred Candidates While local candidates are preferred, remote candidates may be considered for this volunteer position. Purpose A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial...Local areaRemote work
- ...performer in sales, business development, or finance, looking to positively impact others and own your own book of business? If so, this Financial Advisor opportunity is for you! About the Company: Northwestern Mutual is a 168-year-old, Fortune 90 financial institution that...Full timeWork experience placement
$5,540 - $5,667 per month
Opt For Healthy Living is seeking a Special Programs Coordinator and Financial Aid Counselor to provide essential support related to financial aid programs and special student populations. This role involves advising students, managing financial aid processes, and collaborating...$24 - $27 per hour
...while residing in California, New Mexico, Florida or Massachusetts CIAT Location: San Diego, CA and Albuquerque, NM Reports to: Financial Aid Advising Manager Status: Non-exempt Employment Type: Full-time Summary Evaluates, approves, and awards financial aid to students...Hourly payFull timeWork at officeLocal areaRemote workWork from homeHome officeMonday to FridayFlexible hoursAfternoon shift$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The role includes triaging client leads, making... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses. Skills Account Management...Temporary workLocal areaMonday to FridayShift workDay shift- Connor Group, Inc. is seeking a Senior Consultant I for our Digital Solutions practice, emphasizing NetSuite deployments. Responsibilities include supporting consulting activities, delivering client support, customizing NetSuite environments, and documenting processes ...
- Logix Federal Credit Union is looking for a Business Banking Officer in California. The successful candidate will manage relationships with business members, promoting products and achieving sales goals. The role emphasizes strong analytical and communication skills while...
$89.61k - $138.9k
Business Banking Officer - Hybrid job at Logix Federal Credit Union, Valencia, CA. Job Overview The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal ...Work at officeWeekend workAfternoon shift$32.5 per hour
...reconciliations, analyzing variances and drawing conclusions from available data.* Support completion of monthly, quarterly, and annual financial statements and review of Key Performance Indicators* Assist with compilation and analysis of consolidated budgets and long-range...Full timeLocal areaImmediate startWorldwide- Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Santa Cruz, CA would allow you to join the Investment Program at BMO Bank as a...Local area
$87k - $162k
Overview Nationwide Financial is a Fortune 100 company with nearly $70billion in annual sales. This fully remote Financial Planner position supports our Retirement Solutions team and requires a CFP designation and FINRA 6, 63, 65 (or 7/66) and life insurance licenses. Candidates...Temporary workCasual workWork at officeRemote work
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