Current jobs related to Financial Services Advisor - Brentwood, Tennessee - IVX Health


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Your key responsibilities will include:Providing outstanding financial advice to clientsServing the...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking an experienced Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleAs a Senior Financial Advisor at Edelman Financial Engines, you will play a critical role in helping our clients achieve their financial goals. With a focus on providing objective, fee-based advice and asset management, you will work closely with clients to understand their unique needs and develop personalized financial plans. Key...


  • Brentwood, Tennessee, United States Shoemaker Financial Full time

    Financial Services Career Opportunity About Shoemaker Financial Shoemaker Financial is an independent financial planning firm. Our team of experts provides tailored solutions to help clients achieve their financial goals. As a Financial Advisor, you will play a key role in evaluating clients' needs, creating strategies, and implementing recommendations...


  • Brentwood, Tennessee, United States Edelman Financial Engines Full time

    About the RoleWe are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a key member of our team, you will provide objective, fee-based advice and asset management to help our clients achieve their financial goals.Key ResponsibilitiesProvide outstanding financial advice and guidance to clientsEvaluate client...


  • Brentwood, Tennessee, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management client associates help clients pursue their life goals through a personal relationship with their advisory team...


  • Brentwood, Tennessee, United States Talently Recruiting Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Financial Services Coordinator to join our team at Talently Recruiting. As a key member of our financial services team, you will play a critical role in supporting our financial advisors and clients in achieving their retirement goals.Key ResponsibilitiesCoordinate with clients, advisors, and...


  • Brentwood, Tennessee, United States Stifel Financial Full time

    Job SummaryAs a Client Service Associate at Stifel Financial, you will provide administrative support to one or more Financial Advisors, assisting with the opening and maintenance of client accounts and records. Your duties will include a wide range of tasks, such as word processing, data entry, and client communication.Key ResponsibilitiesAssist Financial...


  • Brentwood, Tennessee, United States Talently Recruiting Full time

    Client Services AssociateAt Talently Recruiting, we're seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our advisors and clients in achieving their financial goals.Responsibilities:Coordinate with clients, advisors, and...


  • Brentwood, Tennessee, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement is a leading wealth management firm dedicated to delivering exceptional financial services to our clients. Our team of experts works tirelessly to provide personalized financial planning and investment management services to individuals and families nationwide.We are seeking a highly skilled Financial Advisor...


  • Brentwood, Tennessee, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesDevelop and maintain strong relationships with...

  • Service Advisor

    4 weeks ago


    Brentwood, Tennessee, United States Sonic Automotive Full time

    Job SummaryWe are seeking a skilled Service Advisor to join our team at Sonic Automotive. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key ResponsibilitiesSchedule service appointments and obtain necessary customer and vehicle information.Provide accurate and detailed written estimates...

  • Service Advisor

    4 weeks ago


    Brentwood, Tennessee, United States Sonic Automotive Full time

    Job SummaryWe are seeking a skilled Service Advisor to join our team at Porsche of Nashville, a Sonic Automotive family dealership. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key ResponsibilitiesSchedule service appointments and obtain customer and vehicle data prior to...


  • Brentwood, Tennessee, United States Wealth Enhancement Group Full time

    Financial Advisor AssistantWealth Enhancement Group is seeking a highly skilled Financial Advisor Assistant to join our team. As a key member of our financial planning team, you will work closely with our senior advisors to provide exceptional client service and support.Key Responsibilities:Maintain client communication regarding cash flow needs, portfolio...

  • Financial Planner

    1 month ago


    Brentwood, Tennessee, United States Vaco Full time

    Financial Planner Job DescriptionVaco is seeking a skilled Financial Planner to join our team in Brentwood, TN. As a Financial Planner, you will play a critical role in developing and implementing financial strategies that align with our organization's objectives.Key Responsibilities:Financial Analysis and Planning: Conduct thorough financial analysis,...

  • Relationship Manager

    4 weeks ago


    Brentwood, Tennessee, United States Principal Financial Group Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our team at Principal Financial Group. As a key member of our Customer Care area, you will develop deep relationships with advisors, plan sponsors, and third-party administrators in our 25M - 200M market space in the Memphis, TN area.Key ResponsibilitiesCollaborate with plan sponsors and...


  • Brentwood, Tennessee, United States Dynasty Financial Partners Full time

    Relationship ManagerDynasty Financial Partners is seeking a highly skilled Relationship Manager to join their team. As a key member of the Relationship Management Team, the successful candidate will be responsible for building and maintaining strong relationships with client firms, providing strategic guidance and support to drive business growth and...

Financial Services Advisor

2 months ago


Brentwood, Tennessee, United States IVX Health Full time
IVX Health - Financial Services Advisor Job Description

Location: Remote
Position Type: Full Time
Education Level: High School Diploma / GED
Travel Percentage: No Travel Required
Job Shift: Monday - Friday, regular business hours
Job Category: Revenue Cycle Management

About IVX Health:
IVX Health specializes in providing infusion and injection therapies for patients with complex chronic conditions. Our commitment to both patient and employee empowerment is reflected in our core values: Be Kind, Do What's Right, Never Settle, Make It Happen, and Enjoy the Ride.

Role Overview:
The Financial Services Advisor plays a crucial role in assisting IVX Health patients by clarifying financial responsibilities, evaluating payment capabilities, educating on financial assistance options, and guiding them through application processes.

Key Responsibilities:
  • Engage with patients to discuss insurance coverage
  • Provide estimates for patient financial obligations
  • Support patients in completing financial assistance applications
  • Establish payment plans
  • Maintain accurate documentation of interactions
  • Perform additional tasks as required
Benefits:
  • Flexible working hours
  • 401(k) retirement plan
  • Comprehensive Health, Dental, and Vision Insurance
  • Life and Accidental Death & Dismemberment Insurance
  • Short-Term and Long-Term Disability Coverage
  • Tuition Reimbursement Program
  • Employee Referral Incentives
Qualifications:
Essential Skills:
  • Strong communication abilities
  • Familiarity with medical terminology
  • Experience with various insurance plans
  • Customer service expertise
  • Effective problem-solving skills
  • Proficiency in office applications
Education & Experience:
  • High school diploma or equivalent
  • Minimum of 3 years in medical coding and billing
  • Understanding of medical practice management systems
Wage Range: $20 - $23.50 per hour

EEO Statement:
IVX Health is an Equal Opportunity Employer that promotes diversity and inclusion in the workplace. We do not discriminate based on any factors and value merit and qualifications in all employment decisions.