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
$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...SuggestedFull timeContract workFor contractorsWork at office$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- ...About the Role 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...SuggestedWork at officeFlexible hours
$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...SuggestedWork at officeHome officeFlexible hours- ...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...SuggestedFull time
$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- ...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
- ...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...Work at officeShift workDay shift
- ...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...
- 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
$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...- ...for 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 2025...Work at officeWork from homeVisa sponsorshipFlexible hours
- ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Account...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Chicago, IL 60654 353 North Clark Street Highland Park, IL 60035 610 Central Avenue Suite 200 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,...Local area
- ...Broward College is seeking a Financial Aid Advisor to assist with processing and managing financial aid for students. You will provide advice on eligibility, application processes, and financial aid packages while ensuring data accuracy. The ideal candidate has an Associates...
- ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
- 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
$70k
...of 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 partners...Full timeWork at office- ...Bank of America is hiring for the Financial Advisor position within the Merrill Advisor Development Program in Boca Raton, Florida. This role involves working with high-net-worth individuals to identify needs, build relationships, and deliver tailored investment recommendations...
- ...Professional Boca Raton, FL, US We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team members to...Full timeWork at officeImmediate start
- ...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
$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 areaFlexible hours$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- ...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
- ...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 officeWork from homeVisa sponsorshipFlexible hours
- ...high level of service and efficiency across the practice. The ideal candidate will have prior experience within wealth management or financial advisory services and be comfortable working directly with high-net-worth clients in both a client-facing and operational capacity...
- ...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
- ...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
- ...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Yesterdayjob requisition id: R155094**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...Flexible hours
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