Financial Counselor
$20 - $26 per hourPinnacle Fertility
Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor , you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience. We are seeking a Financial Counselor to join our dedicated team at Pinnacle Fertility - Oregon. This is a full-time, remote position working Monday through Friday from 8:00 AM-5:00 PM Pacific Standard Time (PST). Candidates residing in the state of Oregon must be able to work onsite at our Downtown Portland location. Key Responsibilities Maintain patient accounts by updating personal, financial, and insurance details. Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations Obtain and enter referrals, authorizations, and predeterminations. Verify benefits/eligibility and determine procedure deposits. Review financial history, collect balances, and escalate unresolved issues. Submit daily charge entries for processing. Obtain waivers for patients without proper benefits or authorization Review loan programs with patients lacking insurance benefits. Serve as a liaison to resolve billing issues with the billing team. Collaborate with the clinical team to communicate accurate financial obligations. Assist with additional administrative tasks and projects as needed. Position Requirements Education & Experience: High school diploma required. 1-3 years of experience in a patient-facing front desk, insurance verification, or customer service. Minimum of 1 year of experience working in a fully remote capacity. Skills: Expertise in financial counseling, billing, coding, and insurance. Proficient in claims, authorizations, and collections, Strong multitasking, communication, and organizational skills. Ability to discuss financial matters clearly and empathetically. Flexibility: Must be able to work regular hours aligned with Pacific Standard Time (PST). Hourly Rate: $20.00 - $26.00 per hour (Final offer based on experience, skills, and qualifications). Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process. Diversity & Inclusivity at Pinnacle Fertility At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
$19.03 - $25.69 per hour
...our patients and community members to positively impact our mission of making communities healthier ® Position Summary: A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging...SuggestedHourly payFull timeWork at officeLocal areaImmediate startShift workWeekend workDay shift$80k - $105k
...others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder role. The Opportunity...SuggestedWork at officeWork from home$80k - $135k
...Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments... ...service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance...SuggestedWork experience placementWork at officeWork from home$80k - $135k
...in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher... ...service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity...SuggestedWork experience placementWork at officeWork from home- ...Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to day operations of Financial Aid in compliance with all policies related to internal and external financial aid requirements. Essential...SuggestedCasual workLive inWork at office
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...
- ...Advisor Talent | Strategic Leader | Advisor Recruiter| Board Member | Financial Services Advisor Ally | Connector | About the Company Your experience is valuable to us – and we know you have options. But we offer something the competition simply can’t: our unique business...Work at officeWork from homeHome office
$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed products and services...Part timeLocal area$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...Full timeContract workFor contractorsWork at office$10k - $49.99k
...Alternate titles: Financial Advisor Trainee Seattle Insurance Agent Career Washington Wealth Management Career Bellevue Location: Seattle, WA Bellevue, WA Tacoma, WA Spokane, WA Vancouver, WA Everett, WA Kent, WA Renton, WA Olympia, WA Bellingham, WA Employment Type: Independent...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$29.39 - $44.09 per hour
...is $29.39 - $44.09 We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset....Hourly pay16 hoursFull timeImmediate startRemote work- ...Responsibilities This full-time Financial Advisor role is located in Vancouver, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role requires...Full timeContract workRemote work
- ...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
- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development to help...Contract workFor contractorsFlexible hours
$45k - $100k
...26. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...excellent career opportunity for you. WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help...
- ...Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
$80k - $105k
...We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. The ideal candidate is a technically strong...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...Work at officeWork from homeHome officeFlexible hours$90k - $110k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: •...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses....Immediate start
$72k - $110k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity...Work at officeImmediate start- ...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
- ...providing comprehensive investment solutions and retirement planning while effectively building and nurturing client relationships. Holds necessary FINRA licenses and is capable of presenting complex financial solutions to a knowledgeable client base. #J-18808-Ljbffr...
- ...wealth management firm dedicated to enriching the lives of over 80,000 households nationwide. Since 1997, we have pursued personalized financial planning and investment management through team‑based Roundtable and UniFi processes, surpassing standard industry practices....Full timeFlexible hours
$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting...Hourly payFull timeWork experience placementDay shift- Job Overview A law firm seeks a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in Portland, OR. The associate will engage in structuring, negotiating, and documenting secured and unsecured debt finance transactions, sponsor-backed...
$87.4k - $123.4k
...Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- ...J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have...
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