- Wells Fargo (Charlotte, NC)
- …Group as part of Wealth and Investment Management (WIM). In this role, consultants support Financial Advisors fielding inbound and outbound calls on annuity and ... Consultants will build collaborative relationships with annuity companies and educate Financial Advisors on appropriate retirement strategies to support clients'… 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 ... within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- T. Rowe Price (Owings Mills, MD)
- …of new investment advice capabilities, financial planning tools, and financial education resources. The incumbent provides ongoing support to advisors ... budgeting, saving and spending analysis and Social Security claiming strategies. + Provides support to advisors when they update financial plans. This planner… more
- AdventHealth (La Grange, IL)
- …all financial assessments, eligibility, and benefits are updated and thorough to support post + care financial needs. Uses utmost caution that obtained ... financial responsibility and connects them with a financial + counselor if necessary + Performs...such as collections and cash reconciliation with accuracy in support of + the pre-established legal and financial… 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 ... the following Patient Access duties: Performs the administrative and financial -clearance duties necessary to facilitate the procurement of clinical services… 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 ... on a daily basis, including, but not limited to, providing financial counseling support , managing patient pre-authorizations, and obtaining signatures… 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, ... to the position control process . Maintain relations with external auditors and financial consultants . Support and enable Corporate Compliance **KNOWLEDGE AND… more
- Covenant Health Inc. (Crossville, TN)
- …are intended to increase efficiency and promote data integrity. + Notifies the Financial Counselor immediately upon scheduling or registering any potential self ... and surgical procedures. Accurate collection and data entry of the required financial and demographic information for all patients registered to our facility.… more
- Covenant Health Inc. (Tazewell, TN)
- …are intended to increase efficiency and promote data integrity. + Notifies the Financial Counselor immediately upon scheduling or registering any potential self ... and surgical procedures. Accurate collection and data entry of the required financial and demographic information for all patients registered to our facility.… more
- Covenant Health Inc. (Morristown, TN)
- …are intended to increase efficiency and promote data integrity. + Notifies the Financial Counselor immediately upon scheduling or registering any potential self ... and surgical procedures. Accurate collection and data entry of the required financial and demographic information for all patients registered to our facility.… more