Financial Counselor 2
Methodist Health System
Financial Counselor II
Hours of Work: 8:30am-5:00pm
Days Of Week: Monday-Friday
Work Shift: 8X5 Day (United States of America)
Job Description: In this highly technical, fast-paced, and rewarding position, you'll collaborate with multidisciplinary team members to provide the very best care for patients. The primary purpose of the Financial Counselor II position is to collect accurate demographic, financial, and basic medical information from patients and/or their designee in a timely and professional manner.
Job Requirements:
- High school diploma or equivalent
- Some college preferred
- 2 years experience required; 1 year Admitting experience preferred
- 35 words per minute
Job Responsibilities:
- Communicate clearly and openly
- Build relationships to promote a collaborative environment
- Be accountable for your performance
- Always look for ways to improve the patient experience
- Take initiative for your professional growth
- Be engaged and eager to build a winning team
Methodist Southlake Medical Center is a 54-bed, acute care hospital serving Southlake, Keller, Grapevine, and northeastern Tarrant County in North Texas. Designed to expand as the community grows, we have 11 operating suites, two endoscopy suites, a diagnostic and interventional catheterization lab, and a newly expanded emergency department with 12 exam rooms. We provide a full complement of services, from emergency care and advanced surgery to imaging. We strive to have a diverse workforce that reflects the communities we serve and welcomes the skills and talents of all groups. Our reputation as an award-winning employer shows in the distinctions we've earned:
- 150 Top Places to Work in Healthcare by Becker's Hospital Review, 2023
- Top 10 Military Friendly Employer, Gold Designation, 2023
- Top 10 Military Spouse Friendly Employer, 2023
- Cardiac catheterization lab
- Robotic surgery capabilities
- SPECT/CT and nuclear medicine capabilities
$95k - $125k
...candidate's qualifications and experience. Makse Group is looking for a Senior Consultant to join our Workday Financials Practice. This role requires 2+ years of direct implementation experience across Workday Core Financials, Procurement, and Expense Management. Functional...Suggested- ...by Guardian Life and Park Avenue Securities), we understand that Financial Professionals continually evaluate opportunities to optimize... ...Advisor jobs in Southlake, TX . Dallas, TX $150,000.00-$500,000.00 2 weeks ago Bedford, TX $105,000.00-$250,000.00 1 week ago Wealth...SuggestedFull time
- ...approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role...SuggestedWork at office
- Dormont Manufacturing Co is seeking a Financial Counselor II in Southlake, Texas. In this technical role, you will gather demographic, financial... ...preference for some college education. Required qualifications include 2 years of experience and the ability to type 35 words per...Suggested
- ...and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative... ...essential functions. ~ High school diploma or equivalent education ~2 years of client sales and service experience ~ Experience with...SuggestedTemporary workWork at officeNight shiftWeekend work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified...Full timeContract workFor contractorsWork at office$45k - $100k
...anticipated to remain open for 30 days, from 23-Jun-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- ...Organization : Name DALLAS-FT WORTH TX Default: Location : City WESTLAKE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...Work at officeLocal area
- ...integrated precision medicine company. Summary of Position Inform Diagnostics is looking for an experienced Patient Financial Counselor who works well independently and supports their co-workers in running a successful revenue cycle and patient benefits department...Contract workWork experience placementWork at officeFlexible hours
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join... ...you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with...TraineeshipHome office- ...position involves cash handling, account opening, and promoting bank products. Candidates must possess a HS Diploma or GED and have 1-2 years of cash handling experience. Additionally, strong customer service and sales skills are essential. A sign-on bonus of $500 is offered...Relocation package
$70k - $80k
...Financial Planner (Colleyville, Texas) For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed...Temporary workWork at officeHome officeMonday to FridayFlexible hours$45k - $100k
...environment in the branch of mutual trust, respect, feedback and accountability. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed...TraineeshipLocal areaFlexible hours- At DFW Wealth Strategies, we partner with financial professionals to build successful and independent practices tailored to their vision. Backed by the expertise of Guardian Life, Park Avenue Securities, and Living Balance Sheet, we offer trusted products, reliable tools...Full timePart timeRemote work
- ...A leading financial services provider is seeking a Financial Advisor for the Advisor Development Program in Southlake, Texas. In this role, you will work with high-net-worth clients to identify needs, develop relationships, and provide investment recommendations. Candidates...Work at office
- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll collaborate closely with an...Work at office
$75k - $95k
...Fpa Analyst We're looking for a sharp, driven, and curious financial professional to join our Fpa team. This isn't your typical Fpa role... ...ability to distill insights into business recommendations 2+ years of relevant experience (CPA preferred for audit backgrounds...Work at officeFlexible hours3 days per week- ...Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~... ...documentation from borrower to include: ~30-day paystubs ~2 years tax returns ~ Last 2 years W2's ~ Award letters, disability...Contract workWork at officeMonday to Friday
$90k - $105k
...comprehensive benefits package to support your health, well-being, and financial future. Our offerings include medical, dental, and vision... ...in business field required – Finance/Economics/Accounting ~1-2 years of experience preferred ~ Qualified candidate will be highly...Live outWork at office- ...N.A. is seeking a Private Client Advisor to offer comprehensive financial planning and advice in Colleyville, Texas. The role involves supporting... ...meet their financial needs. Ideal candidates will have at least 2 years of experience in financial advisory roles, key financial...
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...valuablepossessionsso,we’remore than just a bit selective when it comes to hiring new team members. Job Summary The Senior Analyst, Financial Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making by delivering accurate, timely, and insightful...Local area
- ...sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal...Work at office
- ...an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Irving... ...this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree...Full timeTemporary workPart timeWork experience placementWork at office
- ...Senior Corporate Financial Analyst NextStep Recruiting has joined hands with a leading Technology Company as they are seeking to hire a Senior Corporate Financial Analyst to join their team. This is a fantastic time to join this remarkable team as they are experiencing...Local areaImmediate start
$75k - $80k
...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Locations & Salary Dallas‑Fort Worth Metroplex $75,000.00‑$80,000.00 (2 days ago) Addison, TX $95,000.00‑$115,000.00 (2 days ago)...Full timeLocal area- ...Transparency Salary Range: Not Available Application Deadline: 06/05/2026 Summary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry...
- ...strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Southlake, TX at the Southlake Park Village branch...Full timeTemporary workPart timeWork experience placementWork at office
$60 - $70 per hour
...of experience in technology risk or cybersecurity, with at least 2 years focused on AI/ML systems. Strong understanding of AI/ML... ...model governance, and security implications. Familiarity with financial industry regulations and risk frameworks (e.g., NIST, ISO 27001,...Work at office3 days per week- ...Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates Fort Worth, Texas;Southlake, Texas; Fort Worth, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor 2. Be the first to apply!
- financial planner Southlake, TX
- financial planning associate Southlake, TX
- financial advisor associate Southlake, TX
- jde finance consultant Southlake, TX
- financial advisor development program Southlake, TX
- finance associate Southlake, TX
- estate planning consultant Southlake, TX
- financial planning assistant Southlake, TX
- financial counselor Southlake, TX
- financial advisor Southlake, TX


