Current jobs related to Financial Counselor - dallas - Fisher Investments
-
Insurance Verifier/Financial Counselor
2 weeks ago
Dallas, Texas, United States Dallas Medical Center Full timeJob Title: Insurance Verifier/Financial CounselorOverview:Dallas Medical Center, a leading healthcare provider, is seeking a skilled Insurance Verifier/Financial Counselor to join our team. As a key member of our financial services department, you will play a crucial role in ensuring accurate patient liability determination and effective communication with...
-
Registration & Financial Counselor - PRN
5 days ago
Dallas, United States Parkland Memorial Hospital Full timeInterviews patients at the time of entry to advise the patient of the optimal funding program, begin eligibility determination, and assure that all Parkland patients are screened and qualified for assistance. MINIMUM SPECIFICATIONS Education: Associa Financial, Registration, Counselor, Patient Access, Healthcare
-
Personal Financial Counselor; Dallas, TX
2 weeks ago
Dallas, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
-
Financial Counselor I
5 months ago
Dallas, United States Methodist Health System Full timeHours of Work : 40 per week Days Of Week : Monday through Friday Work Shift : Job Description : Your Job: 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 1 position is to collect accurate demographic,...
-
Insurance Verifier/Financial Counselor
4 days ago
Dallas, Texas, United States Dallas Medical Center Full timeOverview:Dallas Medical Center, a leading healthcare provider, seeks a skilled Insurance Verifier/Financial Counselor to join its team. As a key member of our financial services department, you will play a crucial role in ensuring accurate patient liability determinations and effective communication of financial responsibilities.Responsibilities:Verify...
-
Financial Counselor
4 days ago
Dallas, Texas, United States Parkland Health and Hospital System (PHHS) Full timeParkland Health and Hospital System is seeking a skilled Financial Counselor to join our team. As a Financial Counselor, you will play a critical role in ensuring that patients receive the financial assistance they need to access quality healthcare.Key Responsibilities:Interview patients to determine their financial eligibility for government funding and...
-
Portfolio Counselor
2 months ago
Dallas, United States Fisher Investments Full timeAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a Portfolio Counselor in our New Client Conversion (NCC) group. If you are...
-
College Counselor
4 weeks ago
Dallas, Texas, United States Uplift Education Full timeJob Title: College Counselor - Uplift Williams HighUplift Education is seeking a highly motivated and experienced College Counselor to join our team at Uplift Williams High. As a College Counselor, you will play a critical role in supporting our students in their college search and application process.Job Summary:The College Counselor will be responsible for...
-
College Guidance Counselor
5 days ago
Dallas, Texas, United States Dallas Independent School District Full timeCollege Guidance Counselor RoleAt Dallas Independent School District, we are seeking a highly skilled College Guidance Counselor to join our team. The successful candidate will be responsible for building and sustaining a school-wide culture of attending college, coordinating student workshops and parent orientations/meetings for each grade level, and...
-
Dallas, Texas, United States Uplift Education Full timeCollege Counselor Job DescriptionUplift Education is seeking a highly skilled College Counselor to join our team. The successful candidate will be responsible for supporting the overall school and college counseling department's efforts to plan, implement, and evaluate comprehensive college admissions and matriculation programs.Key Responsibilities:Establish...
-
College Counselor
2 weeks ago
Dallas, Texas, United States Uplift Education Full timeJob Title: College Counselor - Uplift Williams HighUplift Education is seeking a highly motivated and experienced College Counselor to join our team at Uplift Williams High. As a College Counselor, you will play a critical role in supporting our students in their college search and application process.Job Summary:The College Counselor will be responsible for...
-
Financial Services Representative
4 days ago
Dallas, Texas, United States Methodist Health System Full timeJob Summary:As a Financial Counselor I at Methodist Health System, you will play a vital role in providing exceptional patient care by collecting accurate demographic, financial, and basic medical information in a timely and professional manner. Your primary responsibility will be to collaborate with multidisciplinary team members to ensure seamless patient...
-
Personal Financial Advisor
2 weeks ago
Dallas, Texas, United States Magellan Health Full timeJob SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive financial counseling services to military service members and their families. The successful candidate will work closely with installation and military branch Points of Contact (POC) to ensure the...
-
College Counselor: Uplift Williams High
5 days ago
Dallas, Texas, United States Uplift Education Full timeJob Title: College CounselorUplift Education is seeking a highly motivated and experienced College Counselor to join our team at Uplift Williams High School. The successful candidate will be responsible for supporting the overall school and college counseling department's efforts to plan, implement, and evaluate comprehensive college admissions and...
-
Dallas, United States Parkland Health and Hospital System (PHHS) Full timeInterested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission: the health and well-being of individuals and communities entrusted to our care. By joining Parkland, you become part of a...
-
Financial Counselor
5 months ago
Dallas, United States Parkland Health and Hospital System Full timeInterested in a career with both meaning and growth? Whether your abilities are in direct patient care or one of the many other areas of healthcare administration and support, everyone at Parkland works together to fulfill our mission: the health and well-being of individuals and communities entrusted to our care. By joining Parkland, you become part of a...
-
MAT Service Coordinator
5 days ago
Dallas, Texas, United States Nexus Recovery Center Full timeJob SummaryNexus Recovery Center is seeking a highly skilled and detail-oriented MAT Service Coordinator to join our team. As a key member of our Medication Assisted Treatment team, you will be responsible for coordinating services for MAT clients, maintaining accurate records, and ensuring seamless communication with medical providers and counselors.Key...
-
International Financial Services Associate
2 weeks ago
Dallas, Texas, United States Fisher Investments Full timeUnlock Your Potential as an International Client Services AssociateFisher Investments is a dynamic and inclusive organization that's changing the industry. As an International Client Services Associate, you'll join our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while developing...
-
Patient Access Representative I
1 month ago
Dallas, United States Scottish Rite for Children Full timeOur patients are our number one priority! We're committed to giving children back their childhood!Job Posting Title: Patient Access Representative ILocation: Dallas - HospitalAdditional Posting Details: Monday through Friday 8 a.m. to 4:30 p.m.Job Description: Duties/ResponsibilitiesManages a high volume of incoming and outgoing telephone callsResponsible...
-
Lead Intake
4 weeks ago
Dallas, United States University of Texas Southwestern Medical Center Full timeLead Intake Simmons Comprehensive Cancer Center Why UT Southwestern? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world-renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees....
Financial Counselor
2 months ago
Stop prospecting Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.
The Opportunity:
As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.
The Day-to-Day:
- Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
- Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
Your Qualifications:
- 2+ years of instilling trust and building client relationship within the finance industry
- Series 65 (we will help you obtain upon starting)
- Bachelor's degree or equivalent work experience
- A thoughtful consultative approach with an emphasis on client focus
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, fertility, family forming, and hormonal health assistance and back-up child, adult, and elder care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
