Financial Counselor - Onsite jobs in United States
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Community Memorial Hospital, Hamilton · 16 hours ago

Financial Counselor - Onsite

Community Memorial Hospital is a healthcare facility seeking a Financial Counselor to assist clients with their financial needs. The role involves conducting assessments, providing financial planning advice, and educating clients on financial literacy topics while ensuring compliance with relevant regulations.

Health CareHospital

Responsibilities

Conduct comprehensive assessments of clients' financial situations, including income, expenses, debts, and insurance coverage
Provide personalized financial counseling to clients based on their specific needs and goals
Develop and implement financial plans to help clients manage their medical expenses and other financial responsibilities
Advise clients on budgeting, debt management, and financial strategies to improve their financial stability
Assist clients in understanding their health insurance benefits, including coverage limits, exclusions, and claims processes
Help clients explore options for additional financial assistance, including government programs and charitable resources
Maintain accurate and confidential records of client interactions, financial assessments, and plans
Prepare and review financial documents, including promissory notes, payment agreements, and insurance claims
Educate clients on financial literacy topics, including managing medical bills, understanding insurance policies, and building a budget
Conduct workshops or seminars on financial counseling topics as needed
Work collaboratively with healthcare providers, insurance companies, and other stakeholders to address clients' financial needs
Communicate effectively with clients, providing clear explanations and empathetic support
Ensure compliance with relevant regulations, policies, and procedures related to financial counseling and client data management
Continuously seek to improve the quality of financial counseling services and client satisfaction

Qualification

Financial AcumenClient AssessmentFinancial PlanningOrganizationEthicsComplianceCommunicationProblem-SolvingAnalytical SkillsInterpersonal Skills

Required

Bachelor's degree in finance, Accounting, Business Administration, or a related field
Previous experience in financial counseling, financial planning, or a related role
Strong understanding of financial principles, insurance policies, and debt management
Excellent communication, interpersonal, and problem-solving skills
Ability to handle sensitive information with discretion and maintain confidentiality

Preferred

Relevant certifications (e.g., Certified Financial Planner)

Company

Community Memorial Hospital, Hamilton

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With 24/7 emergency room, urgent, primary and specialty care services to inpatient stays and surgical procedures, Community Memorial has got you covered with quality healthcare close to home.

Funding

Current Stage
Late Stage

Leadership Team

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Jeffery Coakley
President and CEO
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Kipp Jones
Chief Operating Officer
Company data provided by crunchbase