Jobs
>
Los Angeles

    Financial Counselor - Los Angeles, United States - Lua Enterprises

    Lua Enterprises
    Lua Enterprises Los Angeles, United States

    3 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    How would you like to have flexibility of time?

    This can be done part-time or full-time, depending on your goals. We are a large financial firm assisting with Retirement Planning, College Savings and other Insurance services.

    The ideal candidate will be enthusiastic, entry level or experienced and be able to partner with my financial firm.

    Responsibilities:

    Provide financial guidance and advice to clients on investment and savings opportunities
    - Analyze financial information to determine strategies for meeting clients' financial objectives
    - Develop and maintain relationships with clients to understand their financial goals
    - Assist clients in managing their portfolios effectively
    - Prepare and present financial reports to clients

    Experience:

    Ability to build and maintain strong relationships with clients and colleagues
    - No experience needed we train you
    - Strong organizational skills
    - Financial certification for your state. We provide tutoring for certification/license.
    - Background check
    - Computer and/or tablet to work with clients.
    - Excellent research abilities
    - State life insurance license is a plus

    Joining our team as a Financial Counseling offers the opportunity for professional growth and development in the finance industry as well as personal financial growth.

    100% remote across the United States.

    PayScale-Part Time $48,000-$50,000 (Average)-Full Time $97,000-$145,000+ (Average)

    Job Types: Full-time, Part-time, Contract

    Pay: $67, $145,640.00 per year

  • UCLA Health

    Financial Counselor

    1 day ago

    UCLA Health Los Angeles, United States Part time

    As a Financial Counselor, you will be responsible for: - Verifying accurate demographic and financial information - Reviewing and interpreting insurance benefits - Providing financial counseling and screening - Handling charity applications and credi Financial, Counselor, Part Ti ...

  • University of California

    Financial Counselor

    2 days ago

    University of California Los Angeles, United States Part time

    · As a Financial Counselor (Part-Time), you will be responsible for: · Verifying accurate demographic and financial information · Reviewing and interpreting insurance benefits · Providing financial counseling and screening · Handling charity applications and credit assessments · ...

  • Pinnacle Fertility

    Financial Counselor

    1 week ago

    Pinnacle Fertility Los Angeles, United States

    Pinnacle Fertility is the nation's fastest-growing physician-centric fertility care platform, supporting more than 25 high-performing fertility clinics and comprehensive fertility service providers nationwide. Under a united mission of fulfilling dreams by building families, Pinn ...

  • University of California

    Financial Counselor

    1 week ago

    University of California Los Angeles, United States

    As a Financial Counselor, you will be responsible for: · * Verifying accurate demographic and financial information · * Reviewing and interpreting insurance benefits · * Providing financial counseling and screening · * Handling charity applications and credit assessments · * Esta ...

  • UCLA Health

    Transplant Financial Counselor

    3 weeks ago

    UCLA Health Los Angeles, United States

    The Senior Collections Rep (Transplant Financial Counselor) performs all admission functions including in-house financial management as well as provides leadership within his/her functional area. Responsible for verifying accurate demographic and fin Financial, Counselor, Transpl ...

  • UCLA Health

    Financial Counselor

    2 weeks ago

    UCLA Health Los Angeles, United States

    The Semel Institute for Neuroscience and Human Behavior is seeking to hire a full-time Financial Counselor to join the Department of Psychiatry. Primary duties include: Obtaining or clarifying all financial and demographic data of patient Liaison bet Financial, Counselor, Healthc ...

  • UCLA Health

    Financial Counselor

    2 weeks ago

    UCLA Health Los Angeles, United States

    As a Financial Counselor, you will be responsible for:Verifying accurate demographic and financial information. Reviewing and interpreting insurance benefits. Providing financial counseling and screening. Handling charity applications and credit asse Financial, Counselor, Healthc ...

  • UCLA Health

    Financial Counselor

    2 weeks ago

    UCLA Health Los Angeles, United States

    **Description** · As a Financial Counselor, you will be responsible for: · - Verifying accurate demographic and financial information · - Reviewing and interpreting insurance benefits · - Providing financial counseling and screening · - Establishing all financial arrangements and ...

  • UCLA Health

    Financial Counselor

    3 weeks ago

    UCLA Health Los Angeles, United States

    **Description** · The Semel Institute for Neuroscience and Human Behavior is seeking to hire a full-time Financial Counselor to join the Department of Psychiatry. Primary duties include: · - Obtaining or clarifying all financial and demographic data of patient · - Liaison between ...

  • Providence Health & Service

    Patient Financial Counselor Onsite

    2 days ago

    Providence Health & Service Los Angeles, United States

    · Providence is calling a Patient Financial Counselor to work onsite within CA · Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person. They are responsible for easing the way in resolution o ...

  • University of California

    Transplant Financial Counselor

    3 weeks ago

    University of California Los Angeles, United States

    · The Senior Collections Rep (Transplant Financial Counselor) performs all admission functions including in-house financial management as well as provides leadership within his/her functional area. Responsible for verifying accurate demographic and financial information and know ...

  • University of California

    Financial Counselor

    3 weeks ago

    University of California Santa Monica, United States

    As a Financial Counselor, you will be responsible for:* Verifying accurate demographic and financial information* Reviewing and interpreting insurance benefits* Providing financial counseling and screening* Handling charity applications and credit assessments* Establishing all fi ...

  • The Los Angeles Film School

    Financial Aid Counselor

    6 days ago

    The Los Angeles Film School Los Angeles, United States

    **Purpose**: The Financial Aid Counselor assists students complete and fund each academic year for school. · **Essential Duties and Responsibilities**: · - Guide current students and parents throughout the financial aid process in pursuit of first and subsequent degrees · - Exerc ...

  • Kaiser Permanente

    Financial Counselor, Nights

    2 weeks ago

    Kaiser Permanente Los Angeles, United States

    Job Summary: · Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. · Identifies potential third party liability, Workers Compensation, Comme ...

  • The Boring Financial Company

    Financial Counselor

    2 weeks ago

    The Boring Financial Company Pasadena, United States

    Job Description · Job Description**Overview:** · We are seeking a dedicated Financial Advisor to join our team. The ideal candidate will provide financial guidance and investment advice to clients, helping them achieve their financial goals. Self Motivated with Ability to be Trai ...

  • Kaiser Permanente

    Financial Counselor, Wla

    2 weeks ago

    Kaiser Permanente Los Angeles, United States Part time

    **Job Summary**: · Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. Identifies potential third party liability, Workers Compensation, Comm ...

  • Kaiser Permanente

    Financial Counselor, On-Call Evenings

    2 weeks ago

    Kaiser Permanente Anaheim, United States

    : Job Summary: · Under indirect supervision, at the point of service provides financial counseling to patients in a personal interview to create a payer source for Inpatient and Outpatient self-pay accounts. Identifies potential third party liability, Workers Compensation, Commer ...

  • Guidehouse

    Financial Counselor Hospital, Full Time, Onsite

    1 week ago

    Guidehouse Los Angeles, United States Full time

    Job Family: · Admitting Representative Travel Required: · None Clearance Required: · None What You Will Do: · The Financial Counselor is responsible for program eligibility and POS payments for patients receiving or who have received services at the facility. This position es ...

  • Guidehouse

    Financial Counselor Hospital, Full Time, Onsite

    1 week ago

    Guidehouse San Francisco, United States Permanent

    Job Family: · Admitting Representative · Travel Required: · None · Clearance Required: · None · What You Will Do: · The Financial Counselor is responsible for program eligibility and POS payments for patients receiving or who have received services at the facility. This positio ...

  • University of California

    Financial Counselor

    1 week ago

    University of California Santa Monica, United States

    As a Financial Counselor, you will be responsible for: · * Verifying accurate demographic and financial information · * Reviewing and interpreting insurance benefits · * Providing financial counseling and screening · * Handling charity applications and credit assessments · * Esta ...