Healthcare Financial Advisor
5 days ago
Reproductive Partners San Diego is a leading fertility clinic in Southern California, recognized for our success in IVF, egg freezing, and other fertility treatments.
Job SummaryWe are seeking an experienced Healthcare Financial Counselor to help patients understand and manage the financial aspects of their healthcare services. The successful candidate will work with patients, insurance companies, and healthcare providers to ensure accurate billing, payment processing, and financial assistance options.
Key Responsibilities- Assist patients in understanding their healthcare insurance coverage, including benefits, limitations, and out-of-pocket expenses.
- Educate patients on their financial responsibilities, such as deductibles, co-pays, and co-insurance.
- Review medical bills, insurance claims, and other financial documents to ensure accuracy and completeness.
- Collaborate with healthcare providers to resolve billing and payment issues, including negotiating payment plans and resolving disputes with insurance companies.
- Provide guidance and support to patients in understanding and navigating the healthcare system, including explaining medical billing codes, procedures, and insurance terminology.
- Maintain accurate and up-to-date records of patient financial information, insurance coverage, and payment arrangements.
- Communicate with patients, insurance companies, and healthcare providers to facilitate timely and accurate processing of claims and payments.
- Advise patients on alternative payment options, such as healthcare financing, crowdfunding, or community resources.
- Stay updated on changes in healthcare insurance regulations, policies, and procedures.
- Bachelor's degree in healthcare administration, finance, business, or a related field (or equivalent experience).
- Knowledge of healthcare insurance policies, billing procedures, and medical terminology.
- Familiarity with government healthcare assistance programs, such as Medicaid and Medicare.
- Strong analytical and problem-solving skills, with attention to detail.
- Excellent communication and interpersonal skills to interact effectively with patients, insurance companies, and healthcare providers.
- Ability to handle sensitive and confidential information with discretion.
- Proficiency in using computer systems and software applications for data entry, record keeping, and billing processes.
- Previous experience in healthcare financial counseling or a related field is preferred.
- Customer service-oriented mindset, with the ability to empathize and provide support to patients facing financial challenges.
- Competitive salary.
- Health, dental, and vision insurance options.
- Retirement savings plan.
- Paid time off and holidays.
- Opportunities for professional development and growth.
- A friendly and supportive work environment.
- Ability to make an impact in the communities we serve.
-
Healthcare Financial Advisor
4 weeks ago
San Diego, California, United States Fertilityclinicsandiego Full timePosition Overview:At Fertility Clinics San Diego, our Healthcare Financial Advisor is essential in assisting patients with comprehending and managing the financial components of their medical services.This role involves collaboration with patients, insurance providers, and healthcare professionals to guarantee precise billing, payment processing, and...
-
Financial Advisor
4 days ago
San Diego, California, United States Edward Jones Full timeUnlock Your Potential as a Financial AdvisorAre you looking for a career that offers a sense of purpose and fulfillment? Do you want to make a positive impact on people's lives? As a Financial Advisor at Edward Jones, you'll have the opportunity to do just that.Our Financial Advisors partner with clients to help them achieve their long-term financial goals....
-
Senior Financial Advisor
3 weeks ago
San Diego, California, United States Regional Government Services Full timeAbout the RoleRegional Government Services is seeking a highly skilled Senior Advisor to join our Finance Services team. As a Senior Advisor, you will provide comprehensive financial management services to local government partner agencies, solving complex accounting and finance problems.Key ResponsibilitiesManage fiscal operations of public agencies,...
-
Investment Solutions Advisor
4 weeks ago
San Diego, California, United States Cetera Financial Group Full timeCetera Financial Group is seeking a Product Solutions Consultant. This position entails delivering impartial advice on investment and insurance offerings to financial professionals. The consultant will collaborate with the Wealth Management Product Solutions team to assist advisors in comprehending and applying diverse investment strategies and products...
-
Financial Services Advisor
4 weeks ago
San Diego, California, United States TAJ Technologies Inc Full timePosition Overview: The Financial Counseling division is dedicated to alleviating the financial obstacles to healthcare, allowing families to concentrate on their child's medical needs without the stress of financial concerns. As experts in navigating insurance and reimbursement options, Financial Counselors assist families who are uninsured or underinsured...
-
Wealth Management Financial Advisor
4 weeks ago
San Diego, California, United States Wells Fargo Full timeOverview:Wells Fargo is looking for a Wealth Management Financial Advisor within its Wealth and Investment Management division, specifically in the Wells Fargo Advisors sector. Discover more about our various career paths and business lines.Key Responsibilities: Collaborate with the Financial Advisor to deliver tailored financial guidance aligned with...
-
Client Financial Advisor
4 weeks ago
San Diego, California, United States augmentjobs Full timeJob DescriptionPosition Overview:We are looking for a dedicated and client-oriented Client Financial Advisor to become a part of our vibrant team at AugmentJobs. This position focuses on establishing and maintaining robust relationships with clients, offering customized financial guidance, and delivering outstanding service to assist clients in reaching...
-
San Diego, California, United States LPL Financial LLC Full timePosition: Vice President of Advisor Strategy and OperationsAre you a professional with a background in finance, consulting, or program management? Do you possess strategic thinking skills along with exceptional analytical abilities? If you are eager to enhance the operational, service, and support experience for advisors, this role may be the perfect fit for...
-
Senior Advisor Tech Services Professional
2 days ago
San Diego, California, United States Cetera Financial Group Full timeAbout the RoleCetera Financial Group is seeking a highly skilled Senior Advisor Tech Services Professional to join our team. As a key member of our operations team, you will play a critical role in providing exceptional support to our clients and advisors.Key ResponsibilitiesRespond to telephone support inquiries from Financial Advisors, their supporting...
-
San Diego, California, United States LPL Financial Holdings, Inc. Full timePosition Summary: The Advisor Services Management division is responsible for ensuring advisor satisfaction and retention. The team employs various strategies, methodologies, and performance indicators to achieve these objectives. Key Responsibilities: Gain a comprehensive understanding of the advisor's business goals and their influence on the...
-
Healthcare Client Advisor
3 weeks ago
San Diego, California, United States Jobot Full timeHealthcare Client Advisor | Competitive Salary | Onsite | 4 Day Work WeekThis Jobot Consulting Job is hosted by: Kaylee PauleySalary: $50,000 - $55,000 per yearAbout Us:We are looking for a motivated and passionate Healthcare Client Advisor to join our team in the medical sector. This position is ideal for an individual who is enthusiastic about healthcare...
-
Financial Services Manager
3 days ago
San Diego, California, United States Independent Financial Group , LLC Full timeAbout Independent Financial Group, LLCIndependent Financial Group, LLC (IFG) is a leading independent broker-dealer based in San Diego, California. With over 656 independent financial professionals across 409 offices nationwide, IFG provides a comprehensive array of business solutions to support the growth and success of its advisors.Job SummaryWe are...
-
Supervisory Principal
3 weeks ago
San Diego, California, United States Independent Financial Group Full timeJob SummaryIndependent Financial Group is seeking a highly skilled and experienced Supervisory Principal to join our team. As a key member of our financial services team, you will be responsible for providing first-line supervisory support to assigned advisors and OSJ Managers.Key ResponsibilitiesSupervisory Support: Provide guidance and oversight to...
-
Financial Advisor
4 weeks ago
San Jose, California, United States New York Life Insurance Company Full timeFinancial Advisor at New York Life Insurance CompanyNew York Life Insurance Company, a leader in the financial services sector with a legacy spanning over 175 years, is dedicated to fostering transparency, integrity, and a positive influence within communities. The organization prioritizes growth, innovation, and a commitment to diversity and...
-
Financial Planning Specialist
4 weeks ago
San Diego, California, United States First Command Financial Services Full timePosition Overview:As a Wealth Management Advisor, you will play a crucial role in guiding clients through their financial journeys. This position is designed for individuals who are passionate about helping others achieve their financial goals.About Us:At First Command Financial Services, we pride ourselves on our commitment to serving those who serve our...
-
Financial Services Advisor
4 days ago
San Jose, California, United States New York Life Insurance Company Full time{"title": "Financial Services Advisor", "content": "Financial Services AdvisorNew York Life Insurance Company is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing strategic recommendations to clients to help them achieve their financial goals.Key...
-
Financial Services Advisor
1 week ago
San Jose, California, United States New York Life Insurance Company Full timeFinancial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at New York Life Insurance Company. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals through effective wealth management.Key Responsibilities:Provide strategic recommendations for products, plans, investments, and other...
-
Epicor Financial Advisor
4 weeks ago
San Diego, California, United States Culture Works Full timeJob OverviewAre you prepared to take on a key role within a vibrant team of technology advisors? Culture Works is in search of a Financial Consultant to lead the deployment of optimal processes utilizing Epicor Kinetic software. Help us transform the operational landscape for manufacturers by innovating ERP solutions.About Culture Works:Culture Works is a...
-
Associate Financial Advisor
3 weeks ago
San Francisco, California, United States Empirical Wealth Management Full timeAbout Empirical Wealth ManagementEmpirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high-caliber individuals who will succeed in a high-opportunity business environment.Our CultureWe believe that each employee is a valuable...
-
Financial Services Advisor
15 hours ago
San Jose, California, United States New York Life Insurance Company - Santa Clara General Office Full timeJob OpportunityNew York Life Insurance Company - Santa Clara General Office is seeking a skilled Financial Sales Representative to join our team.About the RoleWe are looking for a motivated and detail-oriented individual to serve as a trusted financial advisor for our clients. The ideal candidate will have a strong understanding of financial industry...