Financial Care Counselor at Duke Health responsible for patient account management and financial guidance. Offering support through insurance verification, billing, and assistance for uninsured patients in the Raleigh area.
About the role
- Financial Counselor delivering financial planning for transitioning Soldiers and their families at SRI. Delivering one-on-one counseling and classroom instruction to ensure financial readiness.
Responsibilities
- Deliver the Financial Planning for Transition course in accordance with Army curriculum.
- Provide one-on-one financial counseling sessions.
- Guide Soldiers in developing realistic post-transition budgets and financial plans.
- Review and provide feedback on Criterion-Based Post-Transition Financial Plans.
- Educate clients on budgeting, debt management, retirement planning, and separation-related financial risks.
- Document counseling services in required systems.
- Safeguard Personally Identifiable Information (PII).
Requirements
- National financial counseling certification (AFC®, CFP®, ChFC®, or DoD-recognized equivalent)
- Bachelor’s degree in finance, financial planning, business, counseling, or related field (or equivalent experience)
- Minimum two years of experience providing financial counseling or financial education
- Ability to obtain and maintain Tier 1 background investigation (CAC eligibility)
Benefits
- Professional development opportunities
- Support program compliance and quality assurance processes
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
DG
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