Patient Financial Specialist at Prisma Health responsible for patient financial assessments and collections. Collaborating with Social Work and Outcomes Management to ensure continuity of care.
About the role
- Associate Planning Director at Morgan Stanley educating Financial Advisors on financial planning tools. Collaborating with key stakeholders to enhance client engagement and financial solutions.
Responsibilities
- Primary planning resource for 1-2 in-scope markets
- Partner with FPDs to support planning mandate in assigned region
- Collaborate with key stakeholders to enhance visibility
- Execute coordinated tactical outreach to in-scope markets FAs
Requirements
- Series 7, 66 licenses required
- CFP Preferred
- Bachelor’s degree required
- 2+ years of financial services experience or related industry
- Knowledge of Money Guide Pro preferred but not required
Benefits
- First-class service and high standard of excellence
- Opportunity to work alongside the best and the brightest
- Comprehensive employee benefits and perks
- Ample opportunity to move about the business for those who show passion and grit
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