Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Counselor

Optimus Healthcare

Join a Team That Makes a Difference at Optimus Health Care! Are you passionate about providing high-quality, patient-centered care? Optimus Health Care—the largest provider of primary health care services in Fairfield County—is looking for dedicated professionals to join our team! With multiple locations in Bridgeport, Stratford, and Stamford, our mission is to be a lifelong health care partner, 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 responsible for working under the general direction of the Director. The responsibilities for this position are as follows: Responsible for verifying insurance benefits, assisting, and performing finance assessments for Medical, Dental and Behavioral Health. Provide case management for uninsured or underinsured patients referred to at the Center regarding their medical needs. Reviews, evaluates, and coordinates health insurance benefits available through public and private health coverage programs to ensure payment for scheduled clinic services. Provides support to registrars and other personnel to assure all payment options have been explored and available. Financial Counselor will be involved in pre-natal program identifying eligible pregnant women and enrollment in clinic and related hospital services. Job Qualifications / Requirements Education: Associate or bachelor’s degree preferred. Experience: Minimum 2-4 years’ experience in a medical office environment; experience with insurance billing, collections, and working knowledge of third-party payor procedures and practices in a medical office; experience with Windows applications, proficient use of computer, Microsoft Word, and Microsoft Excel. Strong communication, verbal and written and interpersonal skills. Ability to analyze and solve problems with limited assistance. Ability to maintain confidentiality. Have some familiarity with health care financial management systems and services. Knowledge of community resources. Some understanding of health services, insurance, business office operations, medical terminology. Must possess excellent customer service skills with a caring and understanding attitude. Language Skills: Knowledge and use of the English language Mathematical Skills: Basic math skills Reasoning Ability: Critical thinking, analytical and problem-solving skills Working For Optimus OHC provides a fun, fast-paced working environment, where our commitment to quality is present in every job function. Excellent health & welfare benefit options Competitive compensation Optimus and its caring, multi-lingual staff proudly serve our community in a patient-centered environment. To be part of our organization, every employee should share in Optimus’ vision, support our mission, and live our values. These values—outstanding, patient-centered, trustworthy, integrity, multicultural, understanding, and supportive—help guide what we do, as individuals and professionals, every day. Optimus is committed to providing equal employment opportunities to all applicants and employees as protected by applicable federal and/or state law. #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Bridgeport, CT vacancy
  •  ...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... 
    Suggested
    Hourly pay
    Full time
    Work at office

    Connecticut Institute For Communities, Inc. (CIFC)

    Fairfield, CT
    6 hours ago
  •  ...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... 
    Suggested
    Work experience placement

    M&T Bank

    Fairfield, CT
    6 days ago
  • $90k - $100k

     ...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 planning... 
    Suggested
    Work at office

    Strategies For Wealth

    Fairfield, CT
    22 hours ago
  •  ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan,...  ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fairfield, CT
    22 hours ago
  • $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... 
    Suggested
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fairfield, CT
    1 day ago
  •  ...Northwestern Mutual in Bridgeport, CT is looking for a Financial Advisor to join their team. This role involves helping clients achieve their financial goals through personalized financial solutions and insurance. As a Financial Advisor, you will engage with clients, develop... 

    Northwestern Mutual

    Bridgeport, CT
    5 hours ago
  • $70k - $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 insurance licenses Schedule Monday - Fridays and... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Fairfield, CT
    3 days ago
  •  ...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 planning... 

    WizeHire

    Fairfield, CT
    3 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Fairfield, CT
    3 days ago
  •  ...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 with LPL Financial... 
    Work at office
    Local area

    LPL Financial Holdings, Inc.

    Stratford, CT
    3 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Fairfield, CT
    4 days ago
  • $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 office
    Local area

    LPL Financial

    Bridgeport, CT
    22 hours ago
  •  ...M&T Bank Corporation is seeking a Financial Advisor for the Greater Bridgeport Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks across Retail, Business Banking, and Wealth partnerships... 

    M&T Bank

    Fairfield, CT
    5 hours ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Fairfield, CT
    3 days ago
  •  ...Servicing Financial Advisor Cornerstone Planning Group | Fairfield, NJ At Cornerstone Planning Group, we are a growth-oriented financial advisory firm committed to integrity, excellence, ownership, and delivering meaningful impact in the lives of our clients. As our firm... 
    Work at office
    Flexible hours

    Cornerstone Planning Group LLC

    Fairfield, CT
    3 days ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Fairfield, CT
    1 day ago
  • $18.5 - $23 per hour

     ...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank

    Stratford, CT
    22 hours ago
  • $21.5 - $26 per hour

     ...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration... 
    Hourly pay
    Flexible hours
    Weekend work

    Webster Bank group

    Stratford, CT
    1 day ago
  •  ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service... 

    Webster Bank

    Stratford, CT
    1 day ago
  •  ...Fifth Third is seeking a Retail Personal Banker I to join our financial center team. The role emphasizes consultative sales to identify and satisfy customers' financial needs, following a structured onboarding program with rotations in operations and Sales & Service. Successful... 

    Fifth Third

    Fairfield, CT
    5 hours ago
  •  ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by... 
    Temporary work
    Interim role

    gpac

    Bridgeport, CT
    1 day ago
  •  ...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... 

    REX Financial

    Fairfield, CT
    4 days ago
  •  ...Northwestern Mutual offers a path to becoming a financial advisor, starting as a financial representative focused on client-building and obtaining licenses. Award-winning training equips you with the education, skills, and development strategies to build a holistic financial... 

    Northwestern Mutual

    Westport, CT
    5 hours ago
  •  ...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 time
    Temporary work
    Immediate start

    Lincoln Technical Institute

    Shelton, CT
    4 days ago
  • $45k - $100k

     ...is 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milford, CT
    2 days ago
  •  ...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... 

    Northwestern Mutual – NYC

    Norwalk, CT
    1 day ago
  •  ...and fast-growing independent RIA located in Shelton, Connecticut. The firm has built a strong reputation by delivering personalized financial planning, investment management, tax planning, and high-touch service to individuals, families, and high-net-worth clients. This... 

    Advisor Talent Solutions

    Shelton, CT
    2 days ago
  • $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

    Unavailable

    Norwalk, CT
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC). Relevant insurance licenses. Skills Advisory; Account... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Norwalk, CT
    2 days ago
  •  ...Grow their wealth so they can enjoy a Rock Solid Retirement. 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
    Flexible hours

    Strategies For Wealth Management Ll

    Shelton, CT
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!