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
- ...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
- ...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
$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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...SuggestedWork at officeShift workDay shift
$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...SuggestedFull timeWork 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- ...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
$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
- Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...Flexible hours
$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$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- ...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...Work at 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
$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 area$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- ...Wealth Advisor Position 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 values define...Work at office
- ...Northwestern Mutual is offering an internship program for College Financial Representatives in Boca Raton, Florida. The program provides guidance and resources to build a financial planning practice. Interns will learn to prospect clients, develop business strategies,...Full timeInternshipFlexible hours
- ...opportunity commensurate with outcomes Life insurance Retirement plan including a company-funded pension and PFGF Position Overview As a Financial Planner you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions....Work from homeFlexible hours
- Offensive Security Analyst II at JM Family Enterprises is responsible for designing, building, and scaling offensive security capabilities through adversary‑focused testing, attack simulation, and the development of custom tooling and automation.They will support transformation...Full timeLocal area
- ...committed to obtaining their CFP. The ideal candidate will have a robust background in preparing complex client deliverables and financial models, bringing 2+ years of dedicated experience within an RIA or family office setting. Responsibilities Construct sophisticated...Work at office
- ...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...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...
- ...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...
- ...experienced advisor or on their own. This position is designed for individuals who are passionate about helping clients achieve their financial goals, eager to grow professionally, and interested in learning more about investment strategies, financial planning, and...Contract workWork at officeRemote work
$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- ...A leading financial services firm in Pompano Beach is seeking a motivated individual to deepen its customer base through proactive sales and exceptional service. You will manage customer experiences, driving loyalty and revenue by identifying financial solutions tailored...
- ...SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...Temporary workWork at officeMonday to Friday
- ...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
- ...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
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