Financial Advisor
Finance service advisor job in Lancaster, OH
This job posting is anticipated to remain open for 30 days, from 30-Oct-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Services Representative
Finance service advisor job in Columbus, OH
Immediate need for a talented Financial Services Representative. This is a 06+ months contract opportunity with long-term potential and is located in Colombus, OH (Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-93606
Pay Range: $18.50 - $19/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
Key Responsibilities:
Hours: 8 hrs. per day || 40 hrs. in a week
Credit Check: Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process
Start date is flexible.
Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
Reviews, underwrites, and processes applications for client contracts, client withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
Requests additional information when necessary.
Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
Maintains appropriate records.
Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
Researches and corrects errors.
Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
Performs other duties as requested.
Key Requirements and Technology Experience:
Key Skills; Customer Service, technical proficiency I.e MS office and excel, problem Solving
Four years of work experience.
Work experience with undergraduate studies preferred.
Knowledge: General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics and problem-solving techniques.
Excel skills preferred.
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Decision making skills necessary for problem identification and correction.
Proven ability to operate a CRT and PC.
Education: High school diploma. Undergraduate diploma desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
Our client is a leading Financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Private Equity & Investment Banking Specialist (Remote | $90 -$150/hr)
Remote finance service advisor job
Finance Expert (Investment Banking or Private Equity)
Hourly Contract | Remote | $150 per hour
Mercor is recruiting Investment Banking and Private Equity Experts based in the U.S., UK, Canada, Europe, Singapore, Dubai, or Australia for a research collaboration with a leading foundational AI lab. This role is ideal for finance professionals with real deal execution experience who are comfortable building financial models from scratch and applying deep capital markets expertise to structured AI training tasks.
This is a fully asynchronous, part-time contract where you can contribute on your own schedule and deliver highly realistic financial work products reflective of real on-desk execution.
2. Key Responsibilities
Build financial models from scratch, mirroring real-world on-desk work
Evaluate, refine, or structure financial data and modeling outputs for AI research
Identify assumptions, drivers, sensitivities, and valuation logic
Produce high-quality written outputs reflecting domain expertise
Work independently while adhering to structured task formats and timelines
3. Ideal Qualifications
2+ years of full-time experience at a top-tier investment bank or private equity firm
Demonstrated hands-on deal execution experience (academic experience does not qualify)
Ability to replicate real modeling work with rigor and precision
Exceptional communication, analytical reasoning, and financial modeling skills
Strong attention to detail and ability to work independently
4. More About the Opportunity
Fully remote and asynchronous - work around your existing schedule
Expected commitment: 20+ hours per week
Contract duration: through end of January, with the possibility of extension
Strong performance increases eligibility for future high-paying projects with Mercor
5. Vetting & Qualification Process
Behavioral interview (~10 minutes) to discuss prior deal work
Technical assessment (< 30 minutes) evaluating financial expertise and modeling competence
6. Compensation & Contract
$150 per hour
Independent contractor engagement
Payments made via Stripe Connect
Remote Equity Trader Position
Remote finance service advisor job
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Job 3:
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyGeneral Interest - Experienced Investment Banker - Columbus or Cleveland
Finance service advisor job in Columbus, OH
Headquartered in the heartland, Copper Run is a different kind of investment bank. We focus exclusively on middle market transactions, providing buy-side and sell-side M&A advisory on deals between $10M and $250M. We pride ourselves on delivering Wall Street execution for our clients while remaining grounded in solid Midwestern values. Our clients include top-tier private equity firms, sponsor-backed companies, and middle market businesses.
Our firm is continuing to grow and is always looking for bankers who can immediately help execute on our excess deal flow as well as support our business development.
QUALIFICATIONS
Experience in investment banking, commercial banking, corporate finance, or similar fields
A track record of:
Sourcing Deals - including the ability to originate leads, market the firm to the potential client, and manage the engagement letter negotiation process
Marketing Deals - utilizing strong communication skills and the eagerness to personally contact potential counterparties for deals
Completing Transactions - including the ability to compile marketing materials, structure transactions, and successfully negotiate transactions, especially through the inevitable roadblocks
Capable of effectively leading multiple day-to-day client relationships with the CEOs/business owners over long periods of time and multiple client engagements
Ability to market transactions to private equity firms, strategic buyers, etc., with the ideal candidate already possessing solid relationships with said parties but not mandatory
Self-motivated, personable (both with clients and colleagues), enjoys networking, and has a strong work ethic
Ability to have fun
FINRA Series 79, 7, and 63 a plus but not mandatory to start
EEO STATEMENT (Equal Employment Opportunity)
Copper Run is an equal employment opportunity employer. We welcome all applicants and evaluate each on the basis of job qualification. We do not consider race, color, religion, gender, sexual orientation, gender identity, pregnancy, national origin, ancestry, citizenship, age, disability, genetic information, marital status, status as a covered veteran, status as a victim of domestic violence, or any other legally protected status in accordance with applicable federal, state, and local laws. This policy shall apply to all phases of the employment relationship including hiring, upgrading, promoting, disciplining, transferring, reducing in force, terminating, and compensating personnel. Furthermore, CR will provide reasonable accommodation.
Auto-ApplyLicensed Financial Service Representative
Remote finance service advisor job
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.
This remote position is only available to candidates who meet the following criteria:
Must be securities licensed and have experience in the Financial Services industry.
Must be willing and able to work at three office locations on-site with opportunity for occasional remote work.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
Base Salary $80k - $100k depending on experience
Commissions
Paid time off (personal/sick days and vacation)
Paid holidays
Employer paid group health insurance
Matching 401(k)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Prior financial services experience (required)
Securities licenses (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Services Specialist (Remote)
Remote finance service advisor job
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
Financial Services Representative - State Farm Agent Team Member
Remote finance service advisor job
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
State Farm Experience required
FINRA Series 6 and 63 and 65 licenses required
Life Health License required
This is a remote position.
Financial Services Representative - State Farm Agent Team Member
Remote finance service advisor job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Services Representative with Robert Reed State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
Patient Financial Services Representative
Remote finance service advisor job
Fairview are looking for a Patient Finacial Services Representative to join our team! This is a fully remote position approved for a 1.0 FTE (80 hours per pay period) on the day shift. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication.
Responsibilities
* Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate.
* Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization.
* Performs the best practice routine per department guidelines
* Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback.
* Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible.
* Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients.
* Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts.
* Responsible for processing external correspondence in a timely and efficient manner.
* Ensures internal correspondence is clearly and professionally communicated and processed expeditiously.
* Responsible for verification of insurance and/or patient demographics.
* Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts.
* Educates patients and/or guarantors of patient liability when appropriate.
* Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work
Preferred Qualifications
* 1 year Medical billing office setting experience
* MS Office experience
* Insurance/follow up experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
Auto-ApplySpecialist, Accountant - Shared Financial Services
Remote finance service advisor job
Who We Are:
Our vision is to grant the wish of every eligible child. Through our mission, we are uniting communities to grant life-changing wishes. As the world's largest wish-granting organization, we strive to create a sense of community and an environment where we warmly embrace our wish families, volunteers, and colleagues.
Joining Make-A-Wish means becoming part of a mission that believes in the power of a wish.
Location:
Remote positions are open to applicants based anywhere in the continental U.S. Hybrid positions are open to applicants based in the Phoenix, Arizona area.
Applicants must be authorized to work for ANY employer in the U.S. We do not sponsor employment visas or other immigration processes to attain or maintain employment eligibility.
The Team:
Make-A-Wish America is the national headquarters for our organization, providing resources and support for our Chapters around the country. The Finance Team is focused on supporting our chapters through a shared financial services model, providing chapters with financial processing, reporting, and tax filings. They also maintain the financial health of the national office through budgeting, monthly reporting, accounting, reconciliations, and payables.
Position Summary:
Perform accounting functions for chapters who have elected to use Shared Financial Services (SFS) to ensure financials are recorded accurately and timely.
Knowledge and Abilities:
Knowledge of financial accounting including generally accepted accounting principles (GAAP) and financial statement preparation to ensure accurate, efficient, timely financial reporting and related processes.
Effective verbal and written communication skills to network with other departments within the organization, as well as externally, regarding various issues related to the financial reporting process.
Familiarity with audit planning processes and procedures.
Excellent knowledge of accounting and information systems applications, preferably in a non-profit environment.
Ability to handle sensitive information with a high level of trust and confidentiality and possess strong business ethics.
Duties & Responsibilities:
Support chapters using SFS in accounting functions to ensure accurate and timely processing.
Commit donation batches to Salesforce and post to NetSuite (financial system), the general ledger.
Review of check requests for proper coding and approvals.
Prepare bank reconciliations and balance sheet reconciliations for review.
Records journal entries for monthly financial activity.
Prepare financial reporting package including monthly variance report.
Reviews, researches, and analyzes data. Responds to inquiries from chapter staff.
Assist with gathering of information and documents for annual audit process. Helps prepare chapter's audit workbooks.
Assist with running custom reports and queries in NetSuite, and/or Excel, as requested.
Builds and maintains relationships with chapters.
Provides support for Support Team Staff.
Performs other job-related duties, as assigned.
Qualifications:
Bachelor's degree in Accounting, Finance or related field required.
Minimal experience in accounting and/or financial reporting is acceptable with a related educational degree. Experience in excess of one year is helpful.
Strong knowledge of Microsoft Office applications required, including demonstrated expertise in Microsoft Excel.
Experience in Salesforce and NetSuite is helpful.
Working knowledge of nonprofit organizations strongly preferred.
Working Conditions:
Ability to thrive in a remote environment.
Some travel required.
May require work outside a traditional Monday - Friday work week, and outside normal business hours.
This Role's Hiring Range$51,100-$54,800 USD
What We Offer:
Benefits
Comprehensive benefit package, effective day 1: Medical, Vision*, Dental*, Wellness
Competitive compensation with annual incentive potential
Health Savings Account and Flexible Spending Account Options
Health Reimbursement Account fully funded by Make-A-Wish America
Short Term Disability*, Long Term Disability* and Life Insurance
Additional Insurance Plans: Accident, Critical Illness, Hospital Indemnity, Pet Insurance through Figo
401(k) Retirement Savings Plan with 5% match after one year of service
Eligibility for student loan forgiveness through the Public Service Loan Forgiveness Program
The organization will send a laptop, 24” monitor, and a docking station/adaptor to new hires
Time Off
Up to 15 PTO days
10 Sick Days
11 Paid Holidays
2 Volunteer Days after one year of service
2 Personal Days accrued annually
Parental Leave
Also...
Employee Awards and Recognition Programs
Individual and Leadership Development
Discounts and special offers for theme parks, events, hotels, concerts, and movie tickets
*Monthly premiums paid for the employee for vision, dental, and short/long term disability.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Remote finance service advisor job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
ROLE DESCRIPTION: As a Financial Services Representative with Grant Buckner State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
Financial Services Representative State Farm Agent Team Member
Remote finance service advisor job
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life.
Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer.
Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement.
If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you!
ROLE DESCRIPTION:
Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
This is a remote position.
Remote Financial Services Representative - Full Training | 100% Commission
Remote finance service advisor job
Job Description
About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive.
What You'll Do:
Work remotely from anywhere in the U.S.
Connect with clients who requested information - no cold calls
Offer coverage options from trusted carriers
Build relationships while protecting families
Option to develop your own agency
What We Offer:
Comprehensive virtual training
Step-by-step licensing guidance
Flexible scheduling (PT or FT)
Commission-based income with daily pay
Bonus programs
Warm leads and full team support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Driven and coachable individuals
Clear communicators
Independent and goal-oriented
Ready to earn a license (we help you)
Requirements:
U.S. resident, 18 +
Background check
Internet + phone + computer
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now to take control of your career and income.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
Financial Services Representative
Remote finance service advisor job
We are an independent financial services division of Transamerica Financial Advisors with over 40 years of experience. Our mission is to provide comprehensive financial services to families, individuals, and businesses of all financial backgrounds. We take an educational approach to our services, ensuring that our clients understand the financial decisions they make and are prepared for a safe and stress-free life.
The Opportunity
This business opportunity allows you to join a team of ambitious entrepreneurs and leaders growing financial services businesses. You will receive weekly training and a personal group of experienced mentors to help you as you start your career. Our most ambitious associates receive quick leadership advancement and grow their own divisions. We are partnered with Transamerica, Fidelity, Nationwide, Athene, and many more A-Rated companies to provide financial education and solutions for our clients.
We are looking for someone who wants:
Remote Work from Home
Lucrative Career Change
To Work With People
Ownership of a Business
Control of Their Time
Commission, Residual, and Passive Income
A Career in the Financial Sector
Mentorship and Personal Development
Our Services
We offer a wide range of financial services, including:
Financial Education
Personal Finance
Retirement Solutions
Long Term Care
Small Business Protection Plans
401K and IRA Rollovers
Life Insurance Planning
College Planning
Estate Planning
And more.
First 30 Days & Training Program
You are able to start your business full or part time. Many of our new business partners start on a part time or referral basis as we grow a foundation for your career over the next 6 months. Many associates find it suitable to make the transition from a W2 into owning their own business on our platform over time.
Expect to spend 10-20 hours per week in the beginning of your career completing the training program. You will develop your own schedule.
In your first 30 days, you will complete our training program which includes:
Acquiring Your Life and Health License
Attending Virtual Trainings and Completing Field Trainings
Marketing and Growing the Foundation to Your Business
Developing Lead Systems and Creating a Business Plans
Identifying First Clients and Business Partners
You will be assigned multiple mentors to guide you along your journey as you grow more and more independent.
Virtual Live Weekly Training
Our firm hosts live weekly trainings twice a week on Tuesday evenings and Saturday mornings (outside of normal business hours). All associates are expected to attend these sessions as they are foundational to your success in this business.
Outside of the live weekly trainings, we offer additional product training, mentorship, leadership development, and business courses throughout the month.
Who Are We Looking For? Someone With..
Legality, Ethics, and Morality
Entrepreneurial-Minded/Self-Starters
Interest in Finance, Money, & Investments
Leadership Skills / Wanting Growth
An Ambitious, Go-Getter Attitude
Great People Skills and Public Speaking
Customer Service (Client Relations)
Requirements
Background Check & Clean Record
USA Citizen with Valid Social Security Number
At Least 18 Years of Age
High Level of Integrity and Moral Compass
****Able to Complete Licensing in 30 Days****
Entry -Level Financial Services Representative
Remote finance service advisor job
About Us The Munger Agency is a fast -growing financial services organization focused on helping individuals and families plan for a more secure future. We believe in empowering motivated individuals to take control of their careers while making a meaningful difference in the lives of others. Our team is remote -first, growth -driven, and dedicated to mentorship and professional development.
Job Summary
We are looking for self -motivated, coachable individuals who are ready to launch a long -term career in financial services. In this role, you'll connect with clients, identify their needs, and guide them through personalized financial solutions. No experience is required-we provide complete training and support to help you succeed from day one.
Key Responsibilities
Communicate with prospective clients who have requested information
Understand individual needs and provide tailored recommendations
Manage your schedule, client follow -ups, and personal goals independently
Work within a team -focused environment that values learning and collaboration
Participate in regular training and mentorship to improve performance
What We Offer
Work -from -home flexibility with full -time or part -time options
Complete training and hands -on mentorship
A supportive and growth -oriented team culture
Clear path to advancement and leadership opportunities
Requirements
What You Need
Strong communication skills and a desire to help others
Self -discipline and a high level of personal responsibility
Willingness to learn and adapt in a fast -paced environment
Comfortable working independently and remotely
Must be 18 or older and authorized to work in the U.S.
Financial Service Specialist (Remote)
Remote finance service advisor job
Are you looking for a rewarding and flexible career? HIAS has join the team with PFS to hire new Remote Financial Service Specialist!
As a Remote Financial Service Specialist, you will have the opportunity to make a positive impact on people's lives from the comfort of your own home.
NO PREVIOUS EXPERIENCE NECESSARY. We provide a training program that gets you paid while learning, to the right candidate who is motivated and eager to learn. This position is perfect for stay-at-home career seekers.
As a Remote Financial Service Specialist, you will:
Build relationships with clients and provide them with financial education and guidance.
Identify their needs and recommend appropriate solutions.
Assist clients in obtaining the necessary financial products and services.
Manage and grow your client base.
We are looking for candidates with:
Excellent customer service skills
An entrepreneurial mindset
Strong leadership and decision-making skills
The ability to develop, manage, and drive growth.
Access to internet or Wi-Fi connection
If you are 18 or older and pass a background check, we want to hear from you! Self-discipline, self-accountability, trustworthiness, and honesty are essential qualities we are seeking in our team members.
PFS provides:
Training to help you succeed
Coverage for all required pre-licensing courses and state licenses
Part-time or full-time flexibility
No quotas or caps on commissions
Stock opportunities
Residual income opportunities
Join us in the journey of financial empowerment!
Requirements:
18 years of age or older (This is a FEDERAL requirement)
Pass a background check (No felonies)
Self-discipline and self-accountability
Trustworthiness and honesty
Auto-ApplyPatient Financial Service Representative I
Remote finance service advisor job
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Job Summary:
Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization.
Essential Functions:
Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas.
Acts as a patient resource for navigating through the various departments of our health system.
Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations.
Negotiates payment plan arrangement and screens for financial assistance needs.
Responds to patient's questions in a timely, professional manner
Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls.
Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts
Educates and supports parents, families, and representatives with questions regarding CHW account balances.
Educates families on insurance and revenue cycle processes.
Determines when rebilling is appropriate and takes necessary steps in billing system to complete.
Legacy Essential Functions:
Reviews in-coming correspondence and respond accordingly. Updates billing information
Reviews and updates return mail with new addresses
Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check
Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund
Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances
Works within the Medical College of WI service area in billing system to resolve shared services account balances
Escalates situations to leadership when appropriate for service recovery and timely resolution
Education:
High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required
Experience:
1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required
Knowledge, Skills and Abilities:
Knowledge of claims processing and computerized systems desirable.
Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues.
Ability to hold composure and poise in escalated situations.
Strong multi-tasking, organizational and time management skills.
Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies.
Ability to work as part of a team, demonstrating collaboration and flexibility.
Must have knowledge of all revenue cycle operations and processes.
Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems
Required for All Jobs:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job.
Employment is at-will. This document does not create an employment contract, implied or otherwise.
Full Remote Work Opportunity!
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Finance service advisor job in Springfield, OH
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ashley Himes - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with state regulations.
QUALIFICATIONS:
Prior experience in financial services preferred.
Analytical and communication skills.
Able to make presentations to customers.
Life/Health insurance license (must be able to obtain, current licensees preferred).
FINRA Series 65 or 7 (must be able to obtain, current licensees preferred).
Financial Services Representative
Remote finance service advisor job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker