Financial Advisor

3 weeks ago


Morristown, New Jersey, United States APN Software Services Inc Full time
Job Description

At APN Software Services Inc, we are seeking a skilled Financial Counselor to join our team.

Key Responsibilities:

Evaluates patients\u0027 ability to pay for services and creates payment arrangements as needed.

Utilizes the Epic estimator tool to provide estimates and collect upfront payments, deductible, and copays.

Interviews patients to determine eligibility for financial assistance and completes applications for charity care, Medicaid, and 501R.

Obtains insurance information and checks eligibility for active coverage.

Performs other general office tasks as assigned.

Requirements:

High School diploma or GED is required.

Charity Care experience, EOB experience, Medicaid experience, and upfront cash collection skills are preferred.

Bilingual candidates are encouraged to apply.

  • Morristown, New Jersey, United States A-Line Staffing Solutions Full time

    A-Line Staffing Solutions is seeking a skilled Patient Financial Advisor to join our team. As a Patient Financial Advisor, you will be responsible for evaluating patients' ability to pay for services and creating payment arrangements as needed.Key Responsibilities:Evaluates patients' ability to pay for servicesCreates payment arrangements via cash, check,...


  • Morristown, New Jersey, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity Investments is seeking a highly motivated and detail-oriented Branch Intern to join our Investor Center team. As a Branch Intern, you will provide exceptional customer service support to clients who call or visit the branch, while also gaining valuable experience in personal investing and financial planning.About the Role:This is an...

  • Compliance Associate

    3 weeks ago


    Morristown, New Jersey, United States Osaic Full time

    Compliance Opportunity in Financial ServicesOperations and Compliance AssociateLocation(s): Financial Services IndustryOsaic has adopted a hybrid work schedule, seeking candidates willing to work a split schedule between home and the office.Role Type: Full-timeSummary:We are seeking a detail-oriented Compliance Associate to join the team within the financial...


  • Morristown, New Jersey, United States Simon Quick Advisors Full time

    Position:Client Service AssociateSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners, and executives.We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same...


  • Morristown, New Jersey, United States Leap Brands Full time

    As a key member of the Leap Brands team, you will play a pivotal role in fund-level operations, financial analysis, and internal collaboration with portfolio companies.This role offers a unique opportunity to work across various aspects of private equity, contributing to the success of the fund and maximizing value within the portfolio.Fund-Level...

  • Investment Analyst

    4 weeks ago


    Morristown, New Jersey, United States Simon Quick Advisors Full time

    Job SummarySimon Quick Advisors is seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will be responsible for supporting the broader team in investment research, monitoring, trading, and strategy implementation processes. This role will involve a balance of macro, market, and manager research, as...

  • Compliance Associate

    3 weeks ago


    Morristown, New Jersey, United States Osaic Full time

    Compliance Associate RoleOsaic is seeking a detail-oriented Compliance Associate to join the team within Ladenburg Thalmann Asset Management.The Compliance Associate will have an integral role with LTAM, assisting with monitoring accounts, tracking and monitoring systematic withdrawals, restricted positions, pending distributions, and exceptions. They will...

  • Tax Director

    3 weeks ago


    Morristown, New Jersey, United States Alvarez & Marsal Full time

    The collaborative environment and engaging work at Alvarez & Marsal are guided by our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity.We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services.Our tax practice is unique in that we offer the opportunity to work...


  • Morristown, New Jersey, United States WSP USA Full time

    About the OpportunityThis is an exciting opportunity to join WSP USA as an Environmental Science Intern. As a member of our team, you will have the chance to gain hands-on experience in environmental science, working on real projects and collaborating with senior staff. Our Developing Professionals Network will provide you with mentorship, networking...


  • Morristown, New Jersey, United States WSP USA Full time

    Join Our TeamWe are a global leader in environmental consulting with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainability (CRS), and earth sciences.Our team of multidisciplinary professionals collaborate daily to protect and conserve natural landscapes, create firm foundations for communities to stand on,...


  • Morristown, Tennessee, United States A-Line Staffing Solutions Full time

    A-Line Staffing Solutions is seeking a detail-oriented and compassionate Patient Financial Advisor to evaluate patients' financial situations and determine their ability to pay for services.Key Responsibilities:Evaluate patients' financial situations to determine their ability to pay for services.Create and implement payment arrangements using cash, check,...


  • Morristown, Tennessee, United States Simon Quick Advisors Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Simon Quick Advisors. This role will support the Client Advisor team with day-to-day client needs and requests, ensuring seamless execution of all client-related tasks and requests.Key Responsibilities• Work closely with the advisor and analyst to...


  • Morristown, Tennessee, United States Simon Quick Advisors Full time

    Job SummaryThe Client Service Associate plays a vital role in supporting the Client Advisor team with day-to-day client needs and requests. This position requires strong organizational and communication skills, as well as the ability to prioritize tasks and manage multiple projects simultaneously.Key ResponsibilitiesWorks closely with the advisor and analyst...


  • Morristown, NJ , USA, United States Fidelity Investments Full time

    **Job Summary**We are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a Financial Planning Specialist, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve those goals.**Key Responsibilities**Build and maintain strong...

  • Sr BOA

    4 weeks ago


    Morristown, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Morristown, United States Simon Quick Advisors Full time

    Company: Simon Quick AdvisorsPosition: Client Service AssociateLocation: Morristown, NJCompany DescriptionSimon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk...


  • Morristown, United States Simon Quick Advisors Full time

    Company: Simon Quick Advisors Position: Client Service Associate Location: Morristown, NJ Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk...


  • Morristown, Tennessee, United States WSP Full time

    About the RoleWe are seeking a highly skilled Project Finance Specialist to join our team at WSP. As a Project Finance Specialist, you will play a critical role in the financial management of our projects, ensuring accuracy, efficiency, and compliance with company policies and industry standards.Key Responsibilities:Manage and analyze project costs and...


  • Morristown, NJ , USA, United States Equitable Services Full time

    About Equitable AdvisorsAt Equitable Advisors, we are driven by our mission to help our clients secure their financial well-being and provide them with the confidence to pursue long and fulfilling lives. We strive to deliver amazing customer experiences while building long-term relationships that emphasize trust, guidance, and technology to deliver...

  • Senior Tax Specialist

    4 months ago


    Morristown, United States Kroll Full time

    The Tax Senior Specialist primary emphasis will be on Federal and State income tax law encompassing such areas as Federal and state tax research, audits, tax accounting, domestic and global legal entity acquisitions, restructuring and reorganization, and strategic planning. He/She will assist in preparing and reviewing tax returns, along with the required...

  • Solutions Architect

    4 weeks ago


    Morristown, Tennessee, United States First-Citizens Bank & Trust Company Full time

    Job SummaryThis is a hybrid role that requires working both inside and outside of a company office. The Solutions Architect will lead architecture and technical design activities in support of specific solution development projects.Key ResponsibilitiesLead a team of associates on assigned solution development projects.Recommend technology solutions and...


  • Morristown, United States Kroll Full time

    The Director's primary emphasis will be to manage the ASC 740 process, including post diligence review of tax workpapers and purchase accounting for new acquisitions. The tax accounting process will support the Federal, State, and Foreign income tax return processes by providing a summary of open items that require further researching as well as track audit...

  • Sales Associate

    3 months ago


    Morristown, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...

  • Investment Analyst

    4 weeks ago


    Morristown, NJ , USA, United States Simon Quick Advisors Full time

    Job SummarySimon Quick Advisors is seeking a highly motivated and detail-oriented Investment Analyst to join our team. As an Investment Analyst, you will be responsible for supporting the broader team in investment research, monitoring, trading, and strategy implementation processes. This role will involve a balance of macro, market, and manager research, as...


  • Morristown, Tennessee, United States First Citizens Bank Full time

    Job SummaryThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.The Enterprise Architecture Lead will lead architecture and technical design activities in support of specific solution development projects. This role will work closely with business units and associates to identify...


  • Morristown, Tennessee, United States WSP Full time

    About the RoleWe are seeking a highly skilled Senior Water Resources Engineer to join our team at WSP. As a key member of our Water Team, you will be responsible for leading ecosystem restoration design projects that make a positive impact and improve the environment.Key ResponsibilitiesDesign a variety of projects, such as stream and wetland restoration...

  • Solutions Architect

    3 weeks ago


    Morristown, Tennessee, United States First-Citizens Bank & Trust Company Full time

    Job SummaryThis is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.The position leads architecture and technical design activities in support of specific solution development projects. Works closely with business units and associates to identify development of solutions that are...

  • Sales Associate

    3 months ago


    Morristown, United States Aaron's Full time

    We are Aaron's - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their full potential in a team-oriented, high-energy, recognition-based environment with competitive pay and benefits. This is much more than a job - it is a career...


  • Morristown, NJ , USA, United States Corient Private Wealth LLC Full time

    Unlock Your PotentialAt Corient Private Wealth LLC, we're dedicated to empowering your growth and ambition. As a key member of our team, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.ResponsibilitiesAct as the primary point of contact for client requests, ensuring seamless communication and...


  • Morristown, NJ , USA, United States WSP Full time

    About the OpportunityWe are seeking a highly motivated and detail-oriented Environmental Engineering Intern to join our team at WSP USA. As a member of our Earth and Environment Team, you will have the opportunity to work on a variety of engineering tasks, develop technical, social, and ethical skills, and learn basic principles of Environmental...