Financial Counselor
$55k - $65kExact Billing Solutions
Financial Counselor – Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact Billing Solutions Exact Billing Solutions is a unique team of revenue cycle management professionals specializing in the substance use disorder, mental health, and autism care fields of healthcare services. We have extensive industry knowledge, a deep understanding of the specific challenges of these markets, and a reputation for innovation. With our proprietary billing process, EBS is the oil that brings life to the engines of its partner healthcare companies. Recognition & Awards Inc. 5000, 2024 - Top 5 Fastest-Growing Private Companies in America (ABA Centers of America) EY Entrepreneur Of The Year® U.S. Overall Florida Trend Magazine - 500 Most Influential Business Leaders About the Role The Financial Counselor is responsible for evaluating and supporting the financial needs of patients and their families, particularly in cases involving financial hardship, lack of insurance, or underinsurance. This role involves developing individualized financial agreements, collecting deposits, facilitating access to financial assistance programs, and ensuring the proper execution and follow-up of payment arrangements. The Financial Counselor serves as a critical liaison between patient families and financial resources, helping to alleviate the financial burden associated with medical care. Key Responsibilities Review the financial situation of a patient's family due to hardships, no insurance or poor insurance coverage and create a tailored financial agreement plan based on their circumstances. Collect required deposits from patient's families and their representatives and assist with financial assistance agreements (payment plans) when there is a patient financial responsibility due. Assist patient families in obtaining aid with financial assistance from federal, local, state agencies and charitable programs when financial need is indicated. Review existing financial agreements to ensure they are being subsequently processed. Review and contact patient families of existing financial agreements that have been breached including stopped payments, failed credit card attempts, expired credit card, credit card reauthorizations needed and returned checks for clearance in accordance with the financial agreement in place. Qualifications High school/GED required; Bachelors preferred Attention to detail Ability to work effectively and cooperatively with others. Ability to create and maintain clear, organized, and comprehensive documentation. Expertise in computer software, such as MS Word, Excel, and Outlook. Willingness to submit to drug and background screenings. Benefits 21 paid days off (15 PTO days, increasing with tenure, plus 6 holidays) Flexible Spending Account (FSA) and Health Savings Account (HSA) options Medical, dental, vision, long-term disability, and life insurance Generous 401(k) with up to 6% employer match Seniority Level Associate Employment Type Full-time Job Function Customer Service Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Exact Billing Solutions by 2x Get notified about new Financial Counselor jobs in Deerfield Beach, FL. #J-18808-Ljbffr Exact Billing Solutions
- ...Summary: The Financial Aid Counselor provides and supports the vision and mission of the university and the Office of Financial Aid (OFA) by establishing and maintaining the highest level of customer service to Lynn students and parents. The Financial Aid Counselor...SuggestedWork at officeFlexible hoursNight shift
- ...Financial Solutions Advisor - E. Palmetto Area Boca Raton, Florida To proceed with your application, you must be at least 18 years... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills:...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained your insurance licenses.Skills:Account ManagementAdvisoryClient...SuggestedTemporary workWork at officeMonday to FridayRotating shiftDay shift
$70k - $250k
...As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry...SuggestedFull timeContract workWork experience placementWork at officeRelocation$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- A healthcare revenue cycle management firm is seeking a Financial Counselor in Deerfield Beach, FL. This full-time role focuses on evaluating patients' financial needs and creating tailored financial agreements to alleviate burdens. Candidates should possess attention to...Full time
- ...Career For professionals who have built successful careers but feel their earning potential is limited by their current role, the financial services industry can offer an opportunity to explore something different. We’re looking for motivated, accomplished individuals...Temporary workWork at officeFlexible hours
- ...advancement Training & development Vision insurance Ready to turn your experience into something more meaningful? Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional excellence and a strong culture of belonging. In 202...Work at officeVisa sponsorshipFlexible hours
- …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals?...
- ...Cetera Wealth Management Group, a leading network of independent firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your independence is your greatest asset. We’re not here to change how you...Full time
$61k - $250k
A financial services company in Boca Raton is seeking a Financial Advisor to help clients achieve their financial goals through personalized planning. Candidates should possess a Bachelor's degree and demonstrate strong relationship-building skills. Performance-based earnings...$130k - $150k
...yr - $150,000.00/yr Additional compensation types Annual Bonus and Stock options Our Boca Raton office in Florida is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the...Full timeWork at office- Northwestern Mutual is seeking aspiring financial advisors to start their own practice as financial representatives, focusing on client-building and obtaining licenses, supported by award-winning training and a path toward independent ownership. The role emphasizes comprehensive...
$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams.... ...CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™. Equal Opportunity Employer Edward Jones does not...Work at officeHome officeFlexible hours- Northwestern Mutual in Boca Raton, FL, is hiring Financial Representatives to build a client base and deliver personalized financial solutions. You will grow relationships, learn Northwestern Mutual products, and leverage industry training and mentors to succeed in your...
$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$200k - $225k
...serving. You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house...Work at office$58.44k
...Full time R00000069809 This position will provide personal financial services at assigned military installations. Primary... ...regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training,...Full timeContract workTemporary workWork experience placementWork at officeWork from homeHome office- ...The Opportunity Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social...Local area
$70k
...bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business...Full timeWork at office- ...workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Delray Beach. Financial Advisors are based within a bank branch and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Interested? Click HERE for more information. Our client is a boutique, CPA-owned, wealth management firm that leads with financial planning. Their team is known for a concierge-level, "like family" approach that sets them apart from larger firms. This role is designed...
- ...Job Description Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our...Work at office
- ...Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Striano Financial Group of Northwestern Mutual is proud to be recognized for both professional excellence and a strong culture of belonging. In 202...Work at officeVisa sponsorshipFlexible hours
$41.58k - $49.22k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Flexible hours- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...Temporary workWork experience placement
- Crowe is seeking a Temporary Financial Crime Audit & Testing Consultant in the United States. You will work on AML/BSA compliance projects for diverse financial institutions, applying internal audit and testing best practices. The role emphasizes collaboration, precise...Temporary work
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