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
- ...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
$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- …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?...Suggested
- ...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
- 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
$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$80k - $110k
...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,...Full timeWork at officeVisa sponsorshipFlexible hours- ...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
- 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...
$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...- 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...
$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- ...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
- 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
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours$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$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- ...Description 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...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...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- ...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
$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$78k - $102k
...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...Full timeWork at officeVisa sponsorshipFlexible hours- ...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...
$76k - $193k
...insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Striano Financial Group of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career:...Work at officeLocal areaVisa sponsorshipFlexible 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...
- A financial services organization is seeking a Financial Advisor to join the Advisor Development Program. This role involves working with high-net-worth clients to identify financial needs and develop tailored investment strategies. The ideal candidate will hold relevant...
- 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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial Deerfield Beach, FL
- financial aid Deerfield Beach, FL
- financial banking Deerfield Beach, FL
- financial fraud Deerfield Beach, FL
- financial institutions Deerfield Beach, FL
- financial sales Deerfield Beach, FL
- finance financial Deerfield Beach, FL
- workday financials Deerfield Beach, FL
- senior financial analyst fp&a Deerfield Beach, FL
- mariner wealth advisors


