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Financial advisor Jobs in Cape Coral, FL

Last updated: 17 hours ago
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Patient Financial Advisor

Patient Financial Advisor

Lee HealthFort Myers, FL, United States
$15.64–$18.75 hourly
Full-time
Lee Memorial Hospital -2776 Cleveland AveFort Myers FL 33901.Shift 1 / 7 : 00 : 00 AM to 7 : 00 : 00 PM.Join Lee Health and elevate your career in a supportive and compassionate workplace culture.Enjoy the o...Show moreLast updated: 17 hours ago
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INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

INVESTMENT COUNSELOR (FINANCIAL ADVISOR ALTERNATIVE)

Fisher InvestmentsFL, United States
Full-time
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.Since 1995, Fisher Investments has developed a specialized approach focused on our pr...Show moreLast updated: 17 hours ago
Financial Advisor - Suncoast Credit Union

Financial Advisor - Suncoast Credit Union

LPL FinancialCape Coral, FL
Full-time
Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Sunc...Show moreLast updated: 30+ days ago
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Patient Financial Services-Financial Counselor

Patient Financial Services-Financial Counselor

Radiology RegionalFort Myers, FL, United States
Full-time
Now Hiring - Patient Financial Services - Financial Counselor.Remote / Fort Myers, FL - On-site (3660 Broadway).We are seeking a dynamic person with a passion to care for others in the communities we...Show moreLast updated: 21 hours ago
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Financial Representative

Financial Representative

MWA Careers - Fort MyersNorth Fort Myers, FL, US
Full-time
Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organi...Show moreLast updated: 17 days ago
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FINANCIAL ANALYST

FINANCIAL ANALYST

AmeriLife Group, LLCFL, United States
Full-time
Explore how you can contribute at AmeriLife.For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those p...Show moreLast updated: 1 day ago
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Financial Representative

Financial Representative

Guardian LifeBroward County, FL, United States
Full-time
The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services ...Show moreLast updated: 18 days ago
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Financial Advisor Assistant

Financial Advisor Assistant

GCE Wealth ManagementFort Myers, FL, United States
Full-time
The ideal candidate might be someone who has spent a few years in the financial services industry supporting a book of business and is looking to continue to advance in his / her career in a fast pac...Show moreLast updated: 2 days ago
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ASSOCIATE FINANCIAL ADVISOR

ASSOCIATE FINANCIAL ADVISOR

Edward JonesFL, United States
$69,100.00 yearly
Full-time
Does that describe you? If so, we need you on our team.At Edward Jones, we're all about making a difference.In the lives of our clients - and our people. Our licensed branch associates are highly vi...Show moreLast updated: 17 hours ago
Financial Advisor - Amelia Island

Financial Advisor - Amelia Island

ThriventFL,Amelia Island
Full-time
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You’ll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 30+ days ago
Financial Assistance Advisor II-Verification

Financial Assistance Advisor II-Verification

University of The Incarnate WordFort Myers, FL, US
Full-time
Position Information Position Title Financial Assistance Advisor II-Verification UIW Mission University of the Incarnate Word is a Catholic institution that welcomes to its community persons of div...Show moreLast updated: 30+ days ago
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Service Advisor

Service Advisor

TeslaFort Myers, FL, United States
Full-time
Tesla Motors is seeking a Service Advisor dedicated to advancing one of the most innovative vehicle brands globally.This role demands a substantial degree of engagement with both customers and inte...Show moreLast updated: 30+ days ago
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University Advisor

University Advisor

University AdvisorsMiami-Dade County, FL, United States
Full-time
Are you ready to be a change agent in your organization and beyond? Zschool partners with over 40 prestigious universities, offering a variety of. We are seeking visionary leaders to join.As an acti...Show moreLast updated: 12 days ago
Merrill Financial Solutions Advisor - Sarasota / Naples Market

Merrill Financial Solutions Advisor - Sarasota / Naples Market

Bank of AmericaFort Myers
Full-time
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Show moreLast updated: 30+ days ago
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Financial Professional

Financial Professional

Equitable AdvisorsOrange County, FL, United States
Full-time
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the f...Show moreLast updated: 4 days ago
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Executive Partner (CTO / CIO Advisor) Financial Services

Executive Partner (CTO / CIO Advisor) Financial Services

GartnerFort Myers, FL, United States
$165,000.00–$192,000.00 yearly
Full-time
Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization ...Show moreLast updated: 3 days ago
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Wealth Advisor

Wealth Advisor

BankTalent HQFort Myers, FL, United States
The Private Wealth Advisor's (PWA) primary responsibility is to serve as personal relationship manager to Busey Wealth Management clients. The Advisor will engage in proactive and ongoing communicat...Show moreLast updated: 30+ days ago
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Service Advisor

Service Advisor

AutoNationFort Myers, FL, United States
Full-time
AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the bes...Show moreLast updated: 18 hours ago
Financial Advisor - Eta Xi (Florida)

Financial Advisor - Eta Xi (Florida)

Gamma Phi BetaFlorida
Application Deadline : May 29, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Show moreLast updated: 30+ days ago
Patient Financial Advisor

Patient Financial Advisor

Lee HealthFort Myers, FL, United States
17 hours ago
Salary
$15.64–$18.75 hourly
Job type
  • Full-time
Job description

Location : Lee Memorial Hospital -2776 Cleveland AveFort Myers FL 33901

Department : LM Complex Care Center

Work Type : Full Time

Shift : Shift 1 / 7 : 00 : 00 AM to 7 : 00 : 00 PM

Minimum to Midpoint Pay Rate : $15.64 - $18.75 / hour

Summary

  • Join Lee Health and elevate your career in a supportive and compassionate workplace culture. Enjoy the opportunity to lead alongside exceptional colleagues, while benefiting from an outstanding package that includes up to 5% retirement match, tuition reimbursement after just one year, and a competitive, market-aligned salary. At Lee Health, were committed to your professional growth, work / life balance, and creating a fulfilling career journey.
  • Schedule : Typically Monday - Friday from 8-5. We expect the candidate to have some flexibility as needed for patient care since we are open from 7a-7p, 7 days per week.

Assists customers with inquiries within a high volume call setting while providing an exceptional customer experience and complaint resolution. Offers credit counseling to resolve self-pay balances, makes monthly payment agreements and post payments while exploring various discount opportunities. Provides knowledge of insurance processing at both a claim and guarantor level. Processes accounts for bad debt placement or legal collection action. Acts as a patient advocate by evaluating medical debt to determine financial need and assist with Medicaid enrollment, financial assistance or other state and federal programs. Processes patient correspondence received by mail, lockbox, email and My Chart. All duties are performed for both professional and facility accounts.

Requirements

Educational Requirements

Degree / Diploma Obtained Program of Study Required /

Preferred and / or High School Diploma or EquivalentRequired

Experience Requirements

Minimum Years Required Area of Experience Required /

Preferred and / or 1 YearFinanceRequiredor1 YearHealthcareRequired

State of Florida Licensure Requirements

Licenses Required /

Preferred and / or

Certifications / Registration Requirements

Certificates / Registrations Required /

Preferred and / or

Data entry skills, general computer skills, typing of 15 wpm, customer service skills, communication, spelling and interpersonal skills, and teamwork abilities. Must have ability to operate office equipment (phone, fax, copier).

US : FL : Fort Myers