financial advisor

FMOL Health

<div><p>The Patient Financial Advisor screens uninsured patients for Medicaid and financial assistance; assist patients in completing Medicaid and financial assistance applications; manages the Medicaid eligibility/application process; collects patient responsibility for unscheduled insured inpatients and observation patients; and utilizes critical thinking skills to determine the most appropriate resources available to assist patients in need. The Patient Financial Advisor will have knowledge of all aspects of the department process from the registration process through billing. The Patient Financial Advisor will have knowledge of medical insurances and collections and will assist in resolving issues regarding a patient's ability to pay for services. The Patient Financial Advisor reviews available funding sources for which the patient qualifies. The Patient Financial Advisor researches patients' account questions and explains payments that have been made on their accounts. The Patient Financial Advisor is expected to work independently, manage his/her case load, and require minimal oversight.</p></div>
<br><div><ul><li>Customer Service
<ul><li>Educates, screens, and assists patients who do not have valid insurance coverage to enroll in third-party eligibility programs. Interviews qualified patients for potential funding sources, which may include Medicaid, financial assistance programs (FAP), and/or alternative funding sources. Performs all associated functions timely and accurately.
</li><li>Educates patient during interview on applicable policies such as point-of-service collection, payment options, and financial assistance. Performs follow up with patient and the Division of Medicaid to ensure appropriate completion of applications and submission of all required documentation. Stays informed on applicable statues, regulations, and Office of Compliance policies that affect assigned tasks.
</li><li>Submits Medicaid applications timely and accurately.
</li><li>Meets with patients who present as self-pay to obtain valid insurance coverage, if applicable, and/or review prior account information to obtain insurance coverage. Notifies departments of information and updates patient accounts.
</li><li>Consistently interacts with sensitivity to patients/their families and is responsive to individual needs. Exhibits excellent customer service and communications skills, with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families.
</li><li>Serves as support to patients and their family members to assure customers have access to all available funding.
</li></ul></li><li>Critical Thinking
<ul><li>Analyzes patient financial condition based on interview and inputs into financial counseling system. Documents all calls, correspondence, and related activities to each patient's account in the correct place using appropriate tools and language. Updates patient accounting information systems.
</li><li>Responsible for calculating patient out-of-pocket amounts due and collecting on those amounts for unscheduled inpatient and observation admits having insurance coverage. Utilizes effective critical thinking skills and professional approach when handling these collections situations.
</li><li>Maintain complete records of all patients applying for indigent or financial assistance to include the application, proof of income, the acceptance/denial letter, and any other applicable documentation.
</li><li>Verifies and assures all accounts are ready for routing for approval for charity or billing with adequate supporting documentation within the established time frames.
</li><li>Demonstrates ability to work independently, be attentive to detail, and ensure work is completed timely and accurately. Works in self-directed manner and requires minimal supervision.
</li><li>Demonstrates ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks.
</li><li>Identifies trends that may indicate problem areas and alerts Supervisor/Manager/Director of such. Plays key role in initiating solutions.
</li></ul></li><li>Interpersonal Relations
<ul><li>Work closely with Case Management (UR) on a daily basis in regard to notification of active Medicaid coverage, authorizations, and changes to Healthy Louisiana Plans; obtains needed authorization and forwards to Utilization Management when received.
</li><li>Maintains daily contact with Utilization Management, Business Office, patient Registration, Medical Records, Ancillary departments, various third-party agencies, HMO/PPOs, patients, patient families, physician offices and other outside entities.
</li><li>Actively participates in and encourages other to utilize creative and innovative approaches to accomplish tasks.
</li></ul></li><li>Other Duties as Assigned
<ul><li>Performs other duties as assigned.</li></ul></li></ul></div>
<br><div><p>Education: Bachelor's Degree
</p><p>Experience: 1 year of experience in healthcare financial services, insurance, customer service, or billing/patient accounts.</p></div><p></p>

Patient Financial Advisor

First Command Financial Services

<div><p>Join the mission. Coach those who serve.</p>
<p>
At First Command, we&rsquo;ve been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.</p>
<p><b>
What You&rsquo;ll Do</b></p>
<p>
As an experienced Financial Advisor at First Command, you&rsquo;ll go beyond the basics&mdash;providing comprehensive financial guidance that evolves with our clients' lives. You&rsquo;ll:</p>
<ul>
<li><b>Serve as a Trusted Advisor</b><br>
Identify and adapt to each client&rsquo;s evolving financial goals across all stages of wealth&mdash;accumulation, preservation, and legacy. Regularly meet with clients to assess their circumstances, track progress, and adjust plans based on life events, economic shifts, and regulatory changes.</li>
<li><b>Deliver Advanced, Personalized Planning</b><br>
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations&mdash;tailored to the unique needs of military families.</li>
<li><b>Provide a High-Touch Client Experience</b><br>
Foster long-term relationships through a service model that emphasizes clarity, confidence, and responsiveness. Build trust by consistently delivering value and guidance that empowers clients to make informed decisions.
</li><li><b>Engage the Military Community</b><br>
Build relationships with advocates and centers of influence within the local and military community to generate referrals and other opportunities.</li>
</ul>
<ul><li> <b>Drive Results and Grow Your Business</b></li></ul>
Achieve performance goals by delivering personalized financial strategies, generating revenue, and building long-term client relationships. Expand your practice through strong referral networks&mdash;especially within the military community&mdash;while identifying new opportunities and deepening existing client engagement.
<p><b>
What Sets You Apart</b></p>
<ul>
<li>A minimum of 5 years of experience in financial services, with a strong record of building and retaining client relationships.</li>
<li>Skilled in portfolio and wealth management, with the ability to integrate financial products into a long-term planning strategy.</li>
<li>Exceptional interpersonal and relationship-building skills, enabling you to connect with clients and build trust through meaningful, long-term engagement.</li>
<li>The drive and discipline to run your own independent business&mdash;offering flexible hours and the opportunity to earn unlimited income based on commissions and performance-based incentives.</li>
<li>Military experience or affiliation is strongly preferred.</li>
</ul>
<p><b>Licensing &amp; Certifications</b></p>
<ul>
<li>Required: Series 7 &amp; 66 (or 6, 63, 65) and Life &amp; Health license</li>
<li>Preferred: CFP&reg;, ChFC&reg;, or RICP&reg; designations</li>
</ul>
<p><b>Your Next Step</b></p>
<p>
If you're an experienced advisor who wants to make a difference in the lives of those who serve&mdash;and continue building your career with purpose&mdash;First Command is where you belong.</p></div>

Financial Advisor – Experienced Professionals

Prestige IFA Jobs

<p>For over thirty years, <strong>our client</strong> has been helping clients achieve the financial performance and peace of mind to fulfil their life’s objectives. Whether clients have a straightforward investment ambition or a complex family estate, <strong>their goal</strong> is the same: to grow and protect clients’ wealth, for this generation and the next.<br /> </p><p>You’ll be providing professional financial planning and advice to clients across <strong>Africa and South America</strong>, helping them achieve their financial goals while building meaningful, long-term relationships.</p><p><br />Established in 1995, <strong>our client</strong> is a private wealth management firm, headquartered in Mauritius with expert financial advisers based in key global markets.</p><p><br />Through their head office in Mauritius and a network of international advisers, they provide carefully tailored financial solutions alongside access to high-quality investment portfolios. Our client is set up to support a wide range of clients — from high-net-worth expatriates with complex global estates to young professionals and families looking to grow their financial horizons.</p><p><br /><strong>What they offer:</strong></p><ul><li>Remote work from anywhere in the world</li><li>Flexible working hours</li><li>A respected, award winning company with a strong reputation as oldest IFA in Africa</li><li>No micromanagement – full professional autonomy</li><li>Commission-based earnings with initial <strong>lead generation costs covered by us </strong>to help you grow your client base quickly</li></ul><p><br />If you’re client-focused, self-motivated, and ready to take your advisory career global, we’d love to hear from you.</p><p><br /><strong>Please note:</strong> Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.</p>

Remote International Financial Advisor

Adamjee Family Takaful

<p>fresh graduate Join as Financial Advisor Barkat Market Branch Lahore. Best Job Opportunity in Lahore City. Hiring Fresh Graduates for future business development manager for Barkat Market Branch Staff. Golden opportunity for Future Business development manager is the company asset for business development Staff. Company offers all benefits that's are attached following after 6 Months performance.</p><p>Responsibilities:</p><ul><li>Lead generation from social network and personal</li><li>Make Appointment via Call, SMS, email,</li><li>Present company plans according to company guidelines / Training</li><li>Performance daily Business task assigned by senior manager</li><li>Close business from fresh meetings and follow-ups</li></ul><p>Requirements:</p><ul><li>Minimum one year experience working as business development manager in banking and marketing firms</li><li>Will train about client dealing and Business generation</li><li>Strong communication skills</li><li>Career oriented</li></ul><p>Benefits / Rewards</p><ul><li>Income 35000 to 45000 after 6 months performance</li><li>Shift Timing: Day 09:00 am to 06:00 pm</li></ul><p>Location:</p><ul><li>Barkat Market Lahore</li></ul><p>Qualifications:</p><ul><li>fresh graduate</li><li>Bachelor's degree in marketing or a related field</li></ul><p>Client Dealing, Business Development, Create Business Portfolio, Financial Consultancy.</p><p>Best job opportunity in the city join us and start your career with Fast Growing industry in Pakistan. We are Hiring new staff for new branch this is best time to start official career in professional organization. Offer job opportunity for fresh Graduates. Fresh Intermediate job application accepted after good business performance base of last 6 months. Fresh Graduate, Fresh Intermediate, None Experience Join as Financial Advisor in Barkat Market Lahore Branch. fresh graduate Join as Financial Advisor Barkat Market Branch Lahore Branch.</p><p>Job Types: Full-time, Fresher</p><p>Pay: Rs30,000.00 - Rs45,000.00 per month</p><p>Ability to commute/relocate:</p><ul><li>Lahore: Reliably commute or planning to relocate before starting work (Preferred)</li></ul><p>Work Location: In person</p>

fresh graduate Join as Financial Advisor Barkat Market Branch

University of Advancing Technology

<div><p><b>Who We Are:</b>
</p><p>University of Advancing Technology (UAT) is an elite, intimate, private college in Tempe, Arizona, focused on educating students in advancing technology who desire to innovate for our future in disciplines such as Advancing Computer Science, Information Security, Game, and New Media technologies.</p><p></p><p><br>
Are you a technophile who loves the values of the traditional academy, but want the modern technology campus? Living on campus, students are surrounded by a true living-learning technology environment that incubates their ideas into innovations that students can patent and take to market. Students must create an innovation project to graduate.</p><p></p><p><br>
We are an entrepreneurial, results-oriented company recognized for delivering high standards of innovation and service. As an organization designed to change the lives of some of the brightest young minds, we rely on the excellence of every member of our family to continuously exceed our own standards and our students&rsquo; expectations.</p><p></p><p><b><br>
The Role:</b></p>
<p>
UAT is looking for a Financial Aid Advisor that is driven to help our students finance their education seamlessly. The Financial Aid Advisor will be responsible for reaching out to our brilliant students and assisting them through the FAFSA process, discussing other financing options, completing document verification, packaging students, and ensuring students have a financial plan in place for payment of institutional charges. Our students are incredible and our Financial Aid Advisors are there to ensure students can achieve their dreams to start their journey of higher education.</p><p></p><p><b><br>
Responsibilities:</b></p>
<ul>
<li>Coordinate financial consultations with prospective students</li>
<li>Create financial estimates and assist students with year-round financial planning</li>
<li>Provide both prospective and current students with alternate funding options</li>
<li>Assisting students by finding creative resources to help fund their education.</li>
<li>Working hand-in-hand with the student to meet the needs is important as financial aid planning is not a one-size-fits-all.</li>
<li>Educate prospective and current students regarding regulations, policies, procedures, and requirements for select financing options including federal financial aid</li>
<li>Provide proactive, accurate, and comprehensive know-how to students while focusing on delivering a top-notch student experience</li>
<li>Manage various student accounts to ensure timely and accurate communication</li></ul><br>
<p></p>
<p><b>
Skills/Requirements:</b></p>
<ul>
<li>Bachelor's degree <b><i>required</i></b></li>
<li>You have experience with the entire financial aid process including but not limited to FAFSA, assisting with all required financial aid documents, verification, packaging, entrance and exit counseling, etc.</li>
<li>You have experience working in a high-volume financial aid department while being responsible for your own cohort of students</li>
<li>You&rsquo;re smart, innovative, and see your ideas through to the finish line</li>
<li>You&rsquo;re the definition of a team player. You're friendly and genuine.</li>
<li>You show excellent interpersonal and relationship building skills</li>
<li>You&rsquo;re skilled, resourceful, and a fearless problem-solver</li>
<li>You&rsquo;re a master of communication and collaboration internally and cross-departmentally</li>
<li>You maintain trustworthiness, confidentiality, and are discreet</li>
<li>You take ownership and go the extra mile to get the job done</li>
<li>You consistently execute deadlines while navigating through a fast-paced environment</li></ul><br>
<p></p>
<p><b>
Salary:</b></p>
<p>
$50,000-$61,000 / annually (depending on experience)</p><p></p><p><b><br>
Location and Work Hours:</b></p>
<ul>
<li>This is not a remote position; candidates must be willing and able to work in-person at the Tempe campus</li>
<li>Monday through Friday, 9am-6pm</li></ul><br>
<p></p>
<p><b>
Summary of Employment Benefits:</b></p>
<ul>
<li>Medical insurance option with UAT covering over 60% of the premium cost, depending on coverage selected.</li>
<li>UAT has your BACK, by covering 100% of the monthly premium for Short-Term and Long-Term coverage.</li>
<li>Dental, Vision, 401k, Life Insurance, and AD&amp;D Options</li>
<li>Vacation, Personal Time, and over 15 Paid Holidays - we work hard, but give you that extra time to play hard as well!<br>
</li>
<li>Competitive Employee and Dependent Scholarship Programs; we take pride in your educational background and look forward to supporting your families&rsquo; academic goals and endeavors.</li>
<li>Meal Benefit at University Caf&eacute;. HANGRY? Never heard of here. Come get your lunch at the caf&eacute;, on us, YUM!</li>
<li>University Store Discount amongst other Discount Programs.</li>
<li>Positive, open, and transparent Work Environment and culture that includes Kudos Program, Casual Fridays and Select Work Weeks, Employee Wellness Activities, Bring your Pet to Campus, along with Summer and Winter Happiness Events.</li>
<li>Flexible Work Schedule: Telecommuting options based on tenure.</li>
<li>Employee Training and Development: Essential Skills Modules are scheduled on the job, allowing for learning, working, and implementation.</li></ul><p><br>
</p><p><b>UAT does not discriminate on the basis of race, color, religion, national origin, sex, age, or disability. It is our intention that all qualified applicants be given equal opportunity and that the selection decision be based on job-related factors.</b></p><p></p><p><b><br>
UAT does not sponsor foreign visas. Thank you for your understanding.</b></p></div>

Financial Aid Advisor

Ameriprise Financial

<div>The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to their clients. The specialist will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors&rsquo; practices. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.<p></p><b>
Key Responsibilities</b><br>
Assist Ameriprise financial advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (Money movement, new account opening, etc.) as described by the advisor Prepare and summarize client meetings by scheduling and confirming meetings, create the agenda and summary of meetings and provide necessary follow-up Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance/ annuity applications and coordinate rollovers Prepare for and coordinate marketing events which includes creating marketing compliance documentation Provide general administrative duties such as answering the advisors phone, process expense management reports, prepare routine client correspondence, set up of client files, copy and new business correspondence and alerts Assist advisors in increasing their social media presence (Facebook &amp; LinkedIn) with relevant and timely? Help clients in enrolling/ servicing on various Ameriprise tools<br>
<br>
<b>Required Qualifications</b><br>
o Willingness to go for licensing certifications as needed (SERIES 7 and possibly also for State Securities,<br>
State IAR, State Insurance)<br>
o Willing to work evening hours: 8:00 pm to 4:30 am (9:30am to 6pm CST)<br>
o Graduate in finance discipline (0- 1year experience or 1year diploma is preferred)<br>
o Good communication skills<br>
o Basic understanding of MS power point, MS Excel and MS Word<br>
o Exposure to financial products like mutual funds, insurance, retirement services, etc. would be an added<br>
advantage<br>
o Must have an eye to detail with high accuracy levels<br>
o Ability to meet strict timelines per the agreed SLAs for advisor practices<br>
<br>
<b>Preferred Qualifications</b><br>
Experience of interacting with advisors or U.S business partners will be preferred<p></p><p><b>
About Our Company</b><br>
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm&rsquo;s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You&rsquo;ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.</p><p></p><p>
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Timings</b></p></div></div></div></div></div></div></div>
(4:45p-1:15a)<p></p><div><div><div><div><div><div><div><p><b>
India Business Unit</b></p></div></div></div></div></div></div></div>
AWMPO AWMP&amp;S President's Office<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Business Support &amp; Operations</div>

Analyst-Fincl Adv Supp IND

<div>Represent Ameriprise Independent Advisors (AIA), Ameriprise Advisor Group (AAG), and Ameriprise Financial Institutions Group (AFIG) to all channels of distribution with the goal of recruiting quality new advisors into the firm. Travel throughout their territory building relationships with advisors at competing firms who may be open to considering a change in affiliation and is accountable for overall regional recruiting results.<p></p><p><b>
Key Responsibilities</b></p><ul><li><p><br>
Manage advisor recruiting pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in recruiting contact management system and report accurately on results. Communicate advisor recruiting status and results effectively to internal and external audiences. Answer advisor questions and resolve issues as needed.</p></li><li><p>
Communicate Ameriprise value proposition through brokerage knowledge and expertise effectively to prospective advisors. (i.e., overcome objections, provide clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards.</p></li><li><p>
Create a consistent, high volume flow of qualified candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to develop local recruiting sources.</p></li><li><p>
Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Extensive phone work is instrumental to success in the role.</p></li><li><p>
Demonstrate and maintain a strong fundamental knowledge of products, process and capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking and analysis.</p></li></ul><p><b><br>
Required Qualifications</b></p><ul><li><p><br>
Education: Bachelors degree or equivalent (4-years)</p></li><li><p>
Experience: 7-10 years of relevant experience.</p></li><li><p>
Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for</p></li><li><p>
education and experience.</p></li><li><p>
Proven understanding of products, process and capabilities for broker dealer.</p></li><li><p>
Experienced in recruiting efforts within the financial services industry.</p></li><li><p>
Proven success in driving results and managing multiple priorities effectively.</p></li><li><p>
Demonstrated ability to work independently; viewed as effective and trusted business partner with field leadership and internal partners.</p></li><li><p>
Outstanding relationship management, negotiation, collaboration and influencing skills.</p></li><li><p>
Demonstrated ability to assess readiness and to coach and develop others.</p></li><li><p>
Strong analytical skills, detail orientation, tracking and follow-up.</p></li><li><p>
Excellent written and verbal communication skills.</p></li><li><p>
Support and drive diversity hiring efforts.</p></li><li><p>
Candidate MUST live in territory.<br>
<br>
<b>Preferred Qualifications</b></p></li><li><p><br>
Series 7 preferred.</p></li></ul><p></p><p><b>
About Our Company</b><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><div><div><div><div><div><div><div><p><b>
Base Pay Salary</b></p></div></div></div></div></div></div></div>
The estimated base salary for this role is $100,000/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.<p>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</p><p></p><p>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Human Capital<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b><b>
</b></p></div></div></div></div></div></div></div>AAG Ameriprise Advisor Group</div>

Regional Recruiting Director, Experienced Advisor Recruiting - NY Metro

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