- e CancerCare (Fresno, CA)
- …ethical practice, and common sense. Work closely with the Onsite Financial Counselor , Patient Navigator and front office staff to ensure smooth collection process. ... plans. Create training policies for financial counseling workflows Deliver monthly KPI's to manager on time for prior month. Manage and approve all team member… more
- Compass Family Services (San Francisco, CA)
- …or leadership experience + At least 2 years of experience working as case manager or counselor with families experiencing homelessness, or at risk populations + ... your second. Also paid holidays, sick time, family leave, and time off for education . + Insurance: health, dental and vision insurance are fully covered by Compass… more
- Bank of America (San Mateo, CA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management +… more
- Bank of America (Carlsbad, CA)
- …world specializing in goals-based wealth management, including planning for retirement, education , legacy, and other life goals through investment advice and ... as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus. + Obtained insurance licenses...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more