Current jobs related to Financial Advisor - Birmingham AL USA - Guidehouse


  • Tacoma, WA , USA, United States Advisor Employee Services Full time

    Lead Advisor OpportunityWe are seeking a highly motivated and experienced Lead Advisor to join our team at Advisor Employee Services. As a Lead Advisor, you will be responsible for providing exceptional financial planning and advisory services to our clients, while also building and maintaining strong relationships with them.Key Responsibilities:Develop and...


  • Birmingham, Michigan, United States Citizens Financial Group, Inc. Full time

    About the RoleAs a Private Client Financial Advisor at Citizens, you will play a crucial role in helping clients navigate their financial goals and objectives. You will work closely with clients to understand their investment and lending needs, and use your financial planning expertise to develop comprehensive analyses of their assets, income, liabilities,...


  • Tacoma, WA , USA, United States Puget Sound Financial Strategies Full time

    Lead Financial Advisor OpportunityPuget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice on...

  • Financial Advisor

    2 months ago


    Birmingham, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. Summary As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning...

  • Financial Advisor

    2 months ago


    Birmingham, United States First Horizon Advisors, Inc. Full time

    Job DescriptionLocation: On site at location listed in job posting.SummaryAs a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and...


  • Birmingham, Alabama, United States Farther LLC Full time

    {"title": "Senior Financial Advisor", "content": "Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member...


  • Birmingham, AL, USA, United States MavenCross Wealth Advisors, A private wealth advisory practice o Full time

    MavenCross Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a skilled Paraplanner to join our team.Job Summary:The Paraplanner will play a critical role in delivering exceptional client service experiences by assisting financial advisors with all aspects of financial planning and wealth management.Key...

  • Service Advisor

    2 weeks ago


    Birmingham, AL, USA, United States TalentLink Solutions Full time

    Job DescriptionWe are seeking a highly skilled Service Advisor to join our team at TalentLink Solutions. As a key member of our firm, you will work closely with our Lead Advisors to deliver exceptional client experiences and drive business growth.Key Responsibilities:Engage with clients to understand their financial objectives and concerns, and effectively...


  • Brodbecks, PA , USA, United States First Financial Federal Credit Union Full time

    Job Title: Senior Financial Planner and Investment AdvisorJob Summary:We are seeking a highly skilled Senior Financial Planner and Investment Advisor to join our team at First Financial Federal Credit Union of Maryland. As a key member of our Financial Dimensions department, you will be responsible for providing customized financial planning and investment...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor, where you will play a key role in helping our members achieve their financial goals.About the RoleThis is a full-time position that requires at least four years of experience advising individual...


  • Florida , USA, United States Trajan Wealth LLC Full time

    Unlock Your Potential as a Financial Advisor with Trajan Wealth LLCAt Trajan Wealth LLC, we're on a mission to provide exceptional financial and estate planning services to our clients. As a seasoned Financial Advisor, you'll have the opportunity to make a meaningful impact and build a successful career with our team.About the RoleWe're seeking a highly...


  • Florida , USA, United States Trajan Wealth LLC Full time

    Financial Advisor Opportunity at Trajan Wealth LLCTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), is seeking a seasoned Financial Advisor to join our team in the Orlando area.We pride ourselves on our commitment to excellence and fiduciary...


  • St. Petersburg, FL, USA, United States Raymond James Financial Incorporated Full time

    Job Summary:We are seeking a highly skilled Virtual Financial Advisor to join our team at Raymond James Financial Incorporated. As a key member of our team, you will be responsible for providing exceptional financial services to our clients, including investment advice, portfolio management, and customer support.Key Responsibilities:Coach and mentor less...


  • BIRMINGHAM, United States Citizens Full time

    DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances.  In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial...


  • Florida , USA, United States New York Life Full time

    Unlock Your Potential as a Financial Advisor with New York LifeAre you a skilled Financial Advisor looking to take your career to the next level in Orlando, FL, or expand your reach in the US? New York Life is seeking talented professionals like you to join our team of dedicated experts.As a Financial Advisor at New York Life, you'll have the opportunity to...

  • Financial Consultant

    3 weeks ago


    Birmingham, AL, USA, United States StoneX Group Full time

    Unlock Your Potential in Wealth ManagementAt StoneX Group, we're seeking a driven individual to join our team as a Financial Consultant. As a key member of our Private Client Group, you'll play a crucial role in connecting clients to the global markets and helping them achieve their financial goals.Key Responsibilities:Prospect and acquire new clients...


  • Timonium, MD , USA, United States First Financial Federal Credit Union of Maryland Full time

    Job Title: Senior Financial Planner and Investment AdvisorJoin our team at First Financial Federal Credit Union of Maryland as a Senior Financial Planner and Investment Advisor. This role is a key position in our Financial Dimensions department, responsible for providing customized financial planning and investment advice to our clients.Key...

  • Financial Planner

    3 weeks ago


    Red Hook, Brooklyn, NY, USA, United States Advisor Launch Lab Full time

    Financial Planner OpportunityAdvisor Launch Lab is seeking a skilled Financial Planner to join their team in Red Hook, NY. As a key member of the team, you will work collaboratively with clients to deliver exceptional financial planning services.ResponsibilitiesParticipate in client meetings, present financial plans, and facilitate the financial life...

  • Financial Consultant

    3 weeks ago


    Birmingham, AL, USA, United States StoneX Group Full time

    Unlock Your Potential as a Financial ConsultantAt StoneX Group, we're seeking a driven and ambitious individual to join our team as a Financial Consultant. As a key member of our Private Client Group, you'll play a vital role in connecting clients to the global markets and helping them achieve their financial goals.Key Responsibilities:Prospect and develop...


  • Birmingham, Michigan, United States Citizens Full time

    About the RoleCitizens is seeking a Private Client Financial Advisor to join our team. As a trusted advisor, you will work closely with clients to understand their financial goals and objectives, and provide tailored advice and solutions to help them achieve their goals.Key Responsibilities:Build and maintain strong relationships with clients to understand...

Financial Advisor

2 months ago


Birmingham AL USA, United States Guidehouse Full time

Job Summary:

The Inpatient Financial Counselor is a key member of the Guidehouse team, responsible for ensuring patients understand their insurance benefits and providing education on available assistance programs. This role requires excellent communication and customer service skills.

Key Responsibilities:

  • Visit patients to explain insurance benefits, including co-pays, deductibles, and covered services.
  • Provide education and information on available assistance programs for uninsured or underinsured patients.
  • Collaborate with healthcare teams to ensure seamless patient care.
  • Develop and maintain knowledge of medical terminology, insurance plans, and government programs.

Requirements:

  • High School Diploma/GED or 3 years of experience in patient financial counseling.
  • 1 year of hospital experience, medical office, or customer service.
  • Knowledge of medical terminology and insurance plans.

Preferred Qualifications:

  • Previous eligibility experience.
  • 1-3 years of experience in medical billing or hospital admittance.
  • Knowledge of private and government insurance plans.
  • Computer proficiency.
  • Working knowledge of processes for major insurance carriers, intermediaries, Medicare, and Medicaid.

What We Offer:

Guidehouse offers a comprehensive total rewards package, including competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance.
  • Personal and Family Sick Time & Company Paid Holidays.
  • Position may be eligible for a discretionary variable incentive bonus.
  • Parental Leave.
  • 401(k) Retirement Plan.
  • Basic Life & Supplemental Life.
  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts.
  • Short-Term & Long-Term Disability.
  • Tuition Reimbursement, Personal Development & Learning Opportunities.
  • Skills Development & Certifications.
  • Employee Referral Program.
  • Corporate Sponsored Events & Community Outreach.
  • Emergency Back-Up Childcare Program.

About Guidehouse:

Guidehouse is an Equal Employment Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, ancestry, citizenship status, military status, protected veteran status, religion, creed, physical or mental disability, medical condition, marital status, sex, sexual orientation, gender, gender identity or expression, age, genetic information, or any other basis protected by law, ordinance, or regulation.