- Dana-Farber Cancer Institute (Methuen, MA)
- The New Patient Coordinator/Financial Counselor I(NPC/FC) is responsible for facilitating the new patient's appointment/care. These functions may include, but are ... newly booked, rescheduled, and cancelled new patient appointments to the network program nurse for new patient intake. **Financial Intake and Counseling** + Collect… more
- Bank of America (Boston, MA)
- …let's connect. Contact us to get more details about our Experienced Advisor Program , competitive compensation package, and how we can help you meet your career ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Possess excellent communication skills, both written and verbal… more
- Bank of America (Wellesley Hills, MA)
- …providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage of your journey, the Merrill Financial ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management… more
- PeopleReady (New Bedford, MA)
- …build strong relationships - both internally and externally + Embrace the Counselor Sales Process (CSP) as a selling methodology + Perform additional ... per year, Medical/Dental/Vision insurance, Company-matching 401(k) and Employee Stock Purchase Program , in addition to other programs and perks. More details about… more