- AdventHealth (Shawnee, KS)
- …appropriate for the healthcare industry and non-profit organizations. Serves as the financial counselor /advisor for the organization. The CFO plans, organizes, ... finance or accounting * Minimum of five (5) years in a senior financial management position EDUCATION AND EXPERIENCE PREFERRED : * Master's degree in… more
- AdventHealth (Manchester, KY)
- …organization while maintaining compliance with overall policies. The executive is the financial counselor /advisor for the organization. The CFO plans, organizes, ... skills including motivating, communicating, and conflict resolution . Highly advanced financial skills **_EDUCATION AND EXPERIENCE PREFERRED :_** . Master' s… more
- Truist (Norcross, GA)
- …CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor , or ChFC(R) - Chartered Financial Consultant(R) 4. Completion ... market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- Tufts Medicine (Lowell, MA)
- …and volume are posted in compliance with department guidelines. 8. Provides Financial Counselor contact information to patients qualifying for state-sponsored ... Ability to work at Saints Campus in Lowell is also highly preferred . **Requirements:** Availability to conduct 1 full-time week of full time training/orientation… more
- Dana-Farber Cancer Institute (Brighton, 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 ... of equivalent experience may substitute for degree. Bachelor's degree preferred . + Minimum of one years of financial... preferred . + Minimum of one years of financial experience in a hospital or ambulatory setting. +… more
- T. Rowe Price (Owings Mills, MD)
- …the development and delivery of personalized and comprehensive Retirement Income & Financial Plans for advisor clients to present to their end clients. The ... by maintaining current knowledge of new investment advice capabilities, financial planning tools, and financial education resources....Acts as a resource for colleagues with less experience Preferred : + FINRA Series 7 & 66 & Chartered… more
- Aegon Asset Management (GA)
- …and time-management skills. + Ability to quickly learn new systems/technology. Preferred Qualifications: + Certified Financial Planner (CFP) Working Conditions: ... than a century ago, we were among the first financial services companies in America to serve everyday people...+ Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification… more
- Sharp HealthCare (San Diego, CA)
- … **Other Qualification Requirements** + Covered California Certified Enrollment Counselor Certification preferred . **Essential Functions** + Collaboration and ... leadership in all aspects of the Self Pay Revenue Cycle including Financial Counseling efforts and Public Resource Referrals while in production. Assumes… more
- Sutter Health (Castro Valley, CA)
- …responsible party and collects deposits or deductibles as required. Immediately notifies Manager/ Financial Counselor concerning admissions that do not meet the ... Processes pre-admission and admissions. Reviews hospital admissions to ensure accurate financial and demographic data and documentation have been obtained and… more
- Hartford HealthCare (Hartford, CT)
- …for accurate billing information. * Assesses the need to refer self-pay patients to Financial Counselor . * Verifies and collects patient financial liability ... years of relative experience, applicable knowledge, and proficiency scope. Financial responsibilities include obtaining patient personal information via registration/admissions,… more