Current jobs related to Financial Counselor - Tampa - AdventHealth Tampa

  • Financial Aid Counselor

    7 days ago

    Tampa, United States Hillsborough Community College Full time

    Compensation Range: $21.28 - $33.39 Position Summary: Position Description: Counsel students, prospective students and parents on matters pertaining to Financial Aid. Must also be familiar with Federal Financial Aid processing requirements. During the absence of the Financial Aid Manager, will assist with the supervising of the Financial Aid office and...

  • Investment Counselor

    1 month ago

    Tampa, FL, United States Fisher Investments Full time

    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....

  • Portfolio Counselor

    1 month ago

    Tampa, FL, United States Fisher Investments Full time

    Are 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...

  • Student Loan Counselor

    2 weeks ago

    Tampa, FL , USA, United States Ultimate Medical Academy Full time

    Job Title: Student Loan CounselorAt Ultimate Medical Academy, we are committed to helping our students achieve their educational and career goals. As a Student Loan Counselor, you will play a critical role in ensuring that our students have the support they need to manage their student loans and achieve financial stability.Job Summary:The Student Loan...

  • Financial Consultant

    1 month ago

    Tampa, Florida, United States BrokerHunter Full time

    Investment Counselor OpportunityBrokerHunter is seeking a skilled Investment Counselor to work closely with high-net-worth clients. This role offers a unique opportunity to focus on providing exceptional client service without the pressure of cold-calling or prospecting.Key Responsibilities:Develop and maintain strong relationships with clients, educating...

  • Portfolio Manager

    5 days ago

    Tampa, Florida, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorAre you a financial advisor looking for a new challenge? Do you want to work with a reputable investment firm that values its employees? Fisher Investments is seeking a Portfolio Counselor to join our Private Client Group (PCG).As a Portfolio Counselor, you will be responsible for onboarding new clients,...

  • Portfolio Manager

    2 weeks ago

    Tampa, Florida, United States Fisher Investments Full time

    The OpportunityFisher Investments is seeking a skilled Portfolio Counselor to join our Private Client Group (PCG). As a key member of our team, you will serve as the primary point of contact for our high-net-worth clients, providing exceptional service and support to help them achieve their financial goals.As a Portfolio Counselor, you will be responsible...

  • Ethics Counselor

    2 weeks ago

    Tampa, Florida, United States Citigroup Inc Full time

    Job SummaryCitigroup Inc. is seeking a highly skilled and experienced Ethics Counsel to join its team. As an Ethics Counsel, you will play a critical role in supporting the company's mission of enabling growth and economic progress by fostering a principled culture of sound ethics, responsible conduct, and accountability.Key ResponsibilitiesEvaluate concerns...

  • Ethics Counselor

    2 weeks ago

    Tampa, Florida, United States Citigroup Full time

    Job SummaryThe Citi Ethics Office is seeking a highly skilled and experienced Ethics Officer to join our team. As an Ethics Officer, you will play a critical role in supporting Citi's mission of enabling growth and economic progress by providing resources for employees that foster a principled culture of sound ethics, responsible conduct, and accountability...

  • Portfolio Manager

    2 weeks ago

    Tampa, FL , USA, United States Fisher Investments Full time

    Unlock Your Potential as a Portfolio CounselorAre you a seasoned financial professional seeking a new challenge? Do you have a passion for sales, financial planning, and educating clients on investment strategies? Fisher Investments, a leading global investment firm, is seeking a talented Portfolio Counselor to join our Private Client Group (PCG).The...

  • Investment Portfolio Manager

    4 days ago

    Tampa, Florida, United States Fisher Investments Full time

    About the Role:Fisher Investments is seeking a skilled Investment Counselor/Financial Advisor to join our Private Client Group. As a key member of our team, you will be responsible for building trusting relationships with high-net-worth clients and educating them on our top-down portfolio strategy.Key Responsibilities:Proactively connect with clients on a...

  • Investment Portfolio Manager

    2 weeks ago

    Tampa, Florida, United States Fisher Investments Full time

    Unlock Your Potential as an Investment CounselorAt Fisher Investments, we're dedicated to bettering the investment universe. As an Investment Counselor, you'll play a vital role in delivering exceptional client service and building long-term relationships with our high-net-worth clients.The OpportunityAs a key member of our Private Client Group, you'll...

  • Portfolio Manager

    2 weeks ago

    Tampa, Florida, United States Staffing In Motion Full time

    Job OpportunityWe are seeking a skilled Portfolio Counselor to join our team at Staffing In Motion. As a key member of our financial services team, you will be responsible for managing short-term client relationships and converting warm leads into actual clients.About the RoleIn this role, you will work closely with our Portfolio Management and Financial...

  • Estate Planning Specialist

    1 week ago

    tampa, United States Right Executive Search, LLC Full time

    Estate Planning Specialist.Florida, Texas, and Washington. (multiple openings) Requires: 5+ years’ experience working in trust/estate planning field (wealth advisory, financial planning, or legal setting.) Our client is a respected, globally recognized investment firm with several Estate Planning positions available in office branch locations in Florida,...

  • Sales Manager II

    2 weeks ago

    Tampa, FL , USA, United States Service Corporation International Full time

    Job Title: Sales Manager IIAt Service Corporation International, we celebrate lives and celebrate our associates. We're seeking a highly skilled Sales Manager II to join our team.Key Responsibilities:Develop and lead a high-performing sales team to meet or exceed sales quotas and increase market share.Provide ongoing sales training and coaching to ensure...

  • Premier Banker I

    3 weeks ago

    Tampa, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Banker to join our team at Truist. As a Premier Banker, you will be responsible for serving as the primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint.Key ResponsibilitiesDevelop...

  • Portfolio Specialist

    4 days ago

    Tampa, Florida, United States Fisher Investments Full time

    About the Role:The Portfolio Counselor is a key position within our Private Client Group (PCG), where you will serve as the primary point of contact for our high-net-worth clients. Your primary responsibility will be to welcome and onboard new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments'...

  • PRN Patient Service Specialist- Florida Oncology Hematology

    1 week ago

    Tampa, United States American Oncology Network LLC Full time

    Location:Florida Oncology and HematologyPay Range:$16.72 - $27.86This position supports Florida Oncology and Hematology in Clearwater, FL.Why choose Florida Oncology and Hematology and American Oncology Network? •Shift: Per Diem, Weekdays, 8a-5p shift, NO nights, NO weekends, NO major holidays! •Competitive pay •401K Matching •AON's WellBeing...

  • Per Diem Patient Service Specialist

    3 weeks ago

    Tampa, United States American Oncology Network LLC Full time

    Location:Florida Oncology and HematologyPay Range:$16.72 - $27.86This position supports Florida Oncology and Hematology in Clearwater.Position Summary: The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, collecting their information and payments in addition to scheduling appointments...

  • Per Diem Patient Service Specialist

    2 months ago

    Tampa, United States American Oncology Management Company Full time

    Location: Florida Oncology and Hematology Pay Range: $16.72 - $27.86 This position supports Florida Oncology and Hematology in Clearwater. Position Summary: The primary responsibilities of Patient Services Specialist (PSS) to provide quality customer service by greeting the patient, collecting their information and payments in addition to scheduling...

Financial Counselor

2 months ago

Tampa, United States AdventHealth Tampa Full time

All the benefits and perks you need for you and your family:

Paid Days Off from Day One

Student Loan Repayment Program

Career Development

Whole Person Wellbeing Resources

Mental Health Resources and Support

Our promise to you:

Joining AdventHealth is about being part of something bigger. Its about belonging to a community that believes in the wholeness of each person, and serves to uplift others in body, mind and spirit. AdventHealth is a place where you can thrive professionally, and grow spiritually, by Extending the Healing Ministry of Christ. Where you will be valued for who you are and the unique experiences you bring to our purpose-minded team. All while understanding that together we are even better.

Schedule: Full Time

Shift : Monday-Friday 8am-5pm or 8am-4:30pm

The community youll be caring for: AdventHealth Tampa

AdventHealth Pepin Heart Institute, known across the country for its advances in cardiovascular disease prevention, diagnosis, treatment and research.

Surgical Pioneers the first in Tampa with the latest robotics in spine surgery

Building a brand new, six story surgical and patient care tower which will ensure state of the art medical and surgical car for generations to come

Awarded the Get With The Guidelines Stroke GOLD Quality Achievement Award from the American Heart Association/American Stroke Association and have been recognized as a recipient of their Target: Stroke Honor Roll for our expertise in stroke care. We have also received certification by The Joint Commission in collaboration with the American Stroke Association as a Primary Stroke Center.

The role youll contribute:

Under supervision, makes financial arrangements for patients with no insurance or poor insurance coverage. Collects required deposits from patients and their representatives when there is a financial responsibility due. Assists patients in obtaining financial assistance from federal, local and state agencies and charitable programs when a financial need is indicated. Ensures competency in ongoing training and education for the purposes of ensuring we stay acutely aware of changes. Actively participates in outstanding customer service and accepts responsibility in maintaining relationships that are equally respectful to all. Adheres to the Hospital Compliance Plan and to all rules and regulations of all applicable local, state and federal agencies and accrediting bodies.

The value youll bring to the team:

Protects financial standing of the AdventHealth West Florida Division by appropriately setting up payment arrangements with our uninsured patients (or those who have poor insurance coverage) their representative and arranging payments on deposits due.

Prepares, processes, and follow cases (or application packets) for all patients who request assistance on their hospital accounts to meet requirements for various charity programs, as well as alternative methods of account satisfaction through health care line of credit, state funded programs, etc.

Meets or exceeds upfront collection standards assigned to location of responsibility to ensure we protect financial standing of the hospital. Meets upfront and total collections by staying proactively involved with accounts from pre-registration, registration and until discharge.

Continue to work and stay closely involved with Case Management staff for aid in proper discharge planning and ensuring all financial assessments are clear, updated and thorough to support post-acute care financial needs.

Qualifications

The expertise and experiences youll need to succeed :

High School diploma or equivalent.

Two year of experience in Patient Financial Services, Customer Service, or Collections related area.

This facility is an equal opportunity employer and complies with federal, state and local anti-discrimination laws, regulations and ordinances. The salary range reflects the anticipated base pay range for this position. Individual compensation is determined based on skills, experience and other relevant factors within this pay range. The minimums and maximums for each position may vary based on geographical location.

Category: Patient Financial Services

Organization: AdventHealth Tampa

Schedule: Full-time

Shift: 1 - Day

Req ID: 24029773

We are an equal opportunity employer and do not tolerate discrimination based on race, color, creed, religion, national origin, sex, marital status, age or disability/handicap with respect to recruitment, selection, placement, promotion, wages, benefits and other terms and conditions of employment.