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Private Client Financial Advisor
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Private Client Financial Advisor
3 days ago
Philadelphia, Pennsylvania, United States Citizens Full timeJob SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our wealth management group, you will be responsible for helping individuals and families achieve their financial goals through personalized financial planning and investment management.Key Responsibilities* Develop and implement comprehensive...
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Private Client Financial Advisor
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Private Client Financial Advisor
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Fiduciary Advisor III Position
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Financial Advisor
2 months ago
The Financial Counselor plays a crucial role in providing financial guidance and support to patients. This position involves offering comprehensive counseling on credit and debt management, as well as educating patients about their financial options.
Key Responsibilities- Assist uninsured or underinsured patients in exploring alternative coverage options.
- Conduct thorough insurance verification and eligibility assessments.
- Perform various administrative tasks, including sensitive clerical functions and complex problem-solving activities aimed at reducing the hospital's financial risk.
Education:
High School Diploma or Equivalent (Required)
Experience:
Minimum of 2 years in a financial counseling role or a similar position within a healthcare setting (Required)
At least 5 years of experience in a clerical capacity (Required)
Familiarity with hospital registration processes and third-party billing regulations (Required)
Proficiency in both Spanish and English is preferred.
Temple Health is a leading network of hospitals, specialty centers, and physician practices dedicated to advancing healthcare. Our mission is to combat diseases, innovate in medical science, and train future healthcare professionals.
We are committed to fostering a diverse workforce of over 10,000 individuals who create a safe and productive environment for patients, visitors, and colleagues.
Equal Opportunity CommitmentTemple Health is an Equal Opportunity Employer. We welcome applications from all qualified individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, or veteran status. We do not discriminate based on disability.
Our VisionAt Temple Health, we strive to set new benchmarks in the prevention, diagnosis, and treatment of significant health challenges. We invest in our employees' growth through ongoing development and leadership opportunities.