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
- ## Financial Aid CounselorApplylocations: Green Centertime type: Full timeposted on: Posted Yesterdayjob requisition id: R0003785Summary:The Financial Aid Counselor provides and supports the vision and mission of the university and the Office of Financial Aid (OFA) by establishing...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
- ...About the Role As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships...SuggestedWork from homeVisa sponsorshipFlexible hours
- ...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained your insurance licenses.SkillsAccount ManagementAdvisoryClient...SuggestedTemporary workWork at officeRotating shift
$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- ...advancement Training & development Vision insurance Ready to turn your experience into something more meaningful? Barish Financial of Northwestern Mutual is guided by a mission to provide financial guidance that empowers individuals and organizations to achieve...Temporary workWork at officeVisa sponsorshipFlexible hours
- ...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 who...Full timeTemporary workWork at officeFlexible hours
$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- …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?...
$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...Full timeContract workWork experience placementWork at officeRelocation$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- 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
- ...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
- 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...
$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- About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful...Full timeFlexible hours
- Barish Financial of Northwestern Mutual is seeking a Financial Planner to join a mission-driven team delivering personalized insurance solutions and comprehensive financial planning. You will build long-term client relationships, understand their needs, and guide them toward...
$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...$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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,...Contract workTemporary workWork experience placementWork 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 officeWork from homeVisa sponsorshipFlexible hours
$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 Boca Raton, FL. Financial Advisors are based within a bank branch and...Full timeTemporary workPart timeWork experience placementWork at office
- ...advances to personal injury victims and their families. Our mission is to provide much-needed liquidity to an underserved market, giving financial means for victims to pursue a fair settlement. We have built an organization driven by excellence and are looking for people who...
- ...Our client, a consumer products organization, is seeking an FP&A Analyst to lead financial planning, forecasting and business performance analysis initiatives. This person will be tasked with developing financial models, preparing budgets and forecasts, analyzing operating...
$20.53 - $34.23 per hour
...service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Expected Work Hours 40 Job Description Responsibilities include but are not limited to: Focus on growing existing customer...Full timePart time$18.32 - $23.27 per hour
...Financial Clearance Associate Outpatient-Rehab & Imaging, Patient Access Baptist Health is the region's largest not-for-profit healthcare organization, with 12 hospitals, over 29,000 employees, 4,500 physicians and 200 outpatient centers, urgent care facilities and...Work at office- ...complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedbackLead...Full timeWork experience placement
$70k - $160k
YOUR IMPACT As a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra...Full timeTemporary workPart timeApprenticeshipWork experience placementWork at office- Corebridge Financial is seeking a Financial Advisor to offer personalized retirement and financial planning for clients and families. You can set your own schedule and build a career on your terms. Responsibilities include meeting with clients, utilizing company tools,...Remote job
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