Financial Counselor
Connecticut Institute For Communities, Inc. (CIFC)
CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
Whether you are an experienced Certified Application Counselor (CAC) or have a passion for helping patients navigate healthcare coverage, we encourage you to apply. Candidates who are not currently CAC certified are welcome to apply. CIFC Health will provide the training and support necessary to obtain Certified Application Counselor certification after hire.
Position Summary
The Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. This position provides education, application assistance, and ongoing support to ensure patients receive the resources and services available to them.
Key Responsibilities
- Screen patients and determine eligibility for:
- Access Health CT
- HUSKY Health (Medicaid)
- CIFC Health's Sliding Fee Discount Program
- Guide patients through health insurance and financial assistance application and enrollment processes.
- Collect, verify, and evaluate household income and supporting documentation to determine eligibility.
- Maintain accurate, timely, and confidential records of patient interactions, eligibility determinations, and applications.
- Collaborate with registration, billing, clinical, and administrative staff to ensure insurance coverage and sliding fee status are accurate and up to date.
- Stay informed of changes to healthcare regulations, Access Health CT, HUSKY Health, and guidance from the Connecticut Office of the Healthcare Advocate.
- Educate patients on available healthcare coverage, financial assistance programs, and community resources.
- Empower patients to become informed advocates for their healthcare needs.
- Participate in ongoing training and professional development.
- Share knowledge and best practices with team members to ensure exceptional patient service and regulatory compliance.
Qualifications
Required:
- High school diploma or equivalent.
- Strong customer service, communication, and interpersonal skills.
- Excellent organizational, problem-solving, and time-management abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in Microsoft Office Suite and other computer applications.
- Ability to maintain confidentiality and handle sensitive financial information with professionalism.
- Ability to obtain Certified Application Counselor (CAC) certification after hire. CIFC Health will provide the required training and support.
Preferred
- Current Certified Application Counselor (CAC) certification.
- Associate's degree in Accounting, Human Services, Social Work, Public Health, Business Administration, or a related field.
- Experience with healthcare eligibility, Medicaid/HUSKY Health, Access Health CT, insurance enrollment, financial counseling, or patient registration.
- Knowledge of healthcare financial assistance programs, income verification, and eligibility determination.
- Experience working in a Federally Qualified Health Center (FQHC), community health center, hospital, or healthcare setting.
- Bilingual in Spanish and/or Portuguese.
Competitive compensation commensurate with licensure and experience; comprehensive fringe benefits package including 70% employer covered healthcare coverage; retirement program; generous paid time off and 13 paid holidays.
CIFC Health is a NACHC approved site, eligible for the submission of loan forgiveness applications, including the PSLF Public Service Loan Forgiveness program.
Closing Date: Open until filled
Compensation details: 18-22 Hourly Wage
PId898a65f79de-26289-41051499
- ...dedicated to achieving optimal wellness for the communities we serve. We are currently recruiting for a Full Time bilingual Financial Counselor for our location in Bridgeport, CT. POSITION SUMMARY The Financial Counselor is a member of a healthcare team...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...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the Bridgeport market. This role offers access to a robust...SuggestedWork experience placement
$43 per hour
...Description We are seeking an ambitious, business-minded individual to join our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families, and business owners achieve their financial goals through comprehensive...Suggested- ...Financial Solutions Advisor - Southern CT. Market Cheshire, Connecticut;Danbury, Connecticut; Fairfield, Connecticut; New Canaan,... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills: Account Management...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...Fidelity Investments seeks a Wealth Planner to guide high-net-worth clients through tailored financial roadmaps, growing, managing, and protecting assets with integrated investment, retirement, tax, and protection planning across generations. This high-touch role builds...
$65k - $80k
...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 Advisory Account...Temporary workMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$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$58.5k - $70k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Sikorsky Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated...Work at officeLocal area$204.5k - $340.9k
...computers and relevant software packagesEducation and Experience Preferred:MBA (Master’s degree in Business Administration)Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (...Full timeWork experience placement- ...Herzing University is seeking a Financial Aid Advisor to assist a diverse student population with financial aid processes and funding options. The role includes providing onboarding support and growth opportunities through Career Pathways. Successful candidates will...Remote work
- ...Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Hartford, Connecticut;Farmington, Connecticut; Mystic, Connecticut; Springfield, Massachusetts; New Haven, Connecticut; Fairfield, Connecticut To proceed with your application, you...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k - $100k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...Work at office- Citi in Bridgeport, CT seeks an entry-level Universal Banker to assist in sales and service activities in coordination with the customer service team. You will help foster customer relationships and support daily branch operations. You will assist in basic account openings...
- ...review of daily NAVs prepared by an external fund administrator. Support the Fund Controller in reviewing quarterly and annual GAAP financial statements prepared by the fund administrator. Coordinate with external auditors to ensure audits and quarterly reviews are...
$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- ...we help clients Protect, Preserve, and Grow their wealth. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who...Temporary work
$61k - $119k
...Financial Advisor Opportunity 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...Work at office- ...Job Description As a Financial Representative you will build long‑lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to...
$45k - $100k
...anticipated to remain open for 30 days, from 23-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift work- ...Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
- ...insurance (health, dental, vision) and 401K. What you will be doing: Service account relationships by providing financial advice and counsel to customers and prospective customers. Call on potential and existing customers to develop new business...Local area
- Job Description Commercial Loan Officer Commercial Loan Officers work to help business owners obtain funds needed to fund their businesses, purchase property, equipment, and more. The right individual will need to meet with business owners face-to-face to...
- ...Job Description Office Location: Bridgeport, Texas, United States. ESSENTIAL FUNCTIONS Processes financial transactions promptly and accurately. Strictly adheres to all bank policies and procedures. Prioritizes client demands. Provides impeccable customer service. Communicates...For contractorsWork at officeFlexible hours
$80k
...Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Advisor to lead our network of offices into an exciting new phase of growth and success. Our passion for community support is...InternshipSeasonal workWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours- Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping others change theirs! We have an immediate opening for a highly motivated, analytical individual...Immediate start
- ...Officer position at the company should have a Bachelor’s degree or equivalent, with a minimum of 10 years' of work experience in financial/credit analysis and lending. Management experience is essential, with a preference for candidates who have a background in loan workouts...Work experience placement
$175k
...submitted for approval meet sound underwriting standards and do not pose a greater-than-acceptable risk. Establish and analyze financial metrics of the Bank's loan portfolio for adherence to regulatory guidelines and analyze credit portfolios to pinpoint potential areas...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- associate corporate finance Fairfield, CT
- financial planning assistant Fairfield, CT
- financial advisor associate Fairfield, CT
- wealth advisor Fairfield, CT
- financial planning administrator Fairfield, CT
- financial advisor Fairfield, CT
- financial counselor Fairfield, CT
- finance associate Fairfield, CT
- estate planning consultant Fairfield, CT
- financial planning associate Fairfield, CT


