12 Results for

Financial Counselor Jobs in Oregon

Jobs

Hermiston, Oregon11 days ago

Representatives will need to effectively follow-up on claim submission, remittance review for insurance collections, create and pursue disputed balances from both government and non-government entities. While this role is primarily office-based and does not involve direct patient care, the employee may occasionally be present in clinical areas or interact with staff working in clinical environments.

Salem, OR30+ days ago

Full-time

Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide). Provide referrals to financial resources, military aid programs, and support services.

Eugene, OR30+ days ago

$40,000–$46,000 Per Year

As a member of the Student Services & Enrollment Management team, the Admissions Counselor Intern is responsible for representing the University of Oregon (UO) to multiple constituencies, including prospective students, their families, and school/community contacts with guidance from the supervisor and counselor team. Within Admissions, the recruitment & outreach team that includes this position is a dynamic, committed group of professionals with diverse backgrounds and perspectives who are often the first UO representatives that thousands of students per year from around the US and beyond will meet in the process of choosing whether to apply to and ultimately attend, the University of Oregon.

Eugene, OR30+ days ago

$50,000–$55,000 Per Year

Within Admissions, the recruitment & outreach team that includes this position is a dynamic, committed group of professionals with diverse backgrounds and perspectives who are often the first UO representatives that thousands of students per year from around the US and beyond will meet in the process of choosing whether to apply to, and ultimately attend, the University of Oregon. Admissions is a unit of the Division of Student Services & Enrollment Management, and works closely with several other units of that division, especially Scholarships/Financial Aid and Orientation, as well as many other parts of campus.

Eugene, OR30+ days ago

$50,000–$55,000 Per Year

As a member of the Student Services & Enrollment Management team, the Admissions Counselor is responsible for representing the University of Oregon (UO) to multiple constituencies, including prospective students, their families, and school/community contacts. Within Admissions, the recruitment & outreach team that includes this position is a dynamic, committed group of professionals with diverse backgrounds and perspectives who are often the first UO representatives that thousands of students per year from around the US and beyond will meet in the process of choosing whether to apply to, and ultimately attend, the University of Oregon.

Lake Oswego, OR30+ days ago

Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Salem/Financial-Solutions-Advisor--Williamette-Valley\_26003722-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Portland, OR12 days ago

$40,000–$52,000 Per Year

If you've sold high-ticket coaching, financial services, cosmetic procedures, luxury fitness, legal consultations, or anything else where the buyer's emotions matter as much as the price tag — you'll feel at home here. Portland Singles | Downtown Portland | Full-Time, In-OfficeBase + Uncapped Commission + Personal & Team Bonuses | Year-1 OTE: $120,000.

New!

Bend, OR5 days ago

The Patient Service Representative (PSR) is responsible for a variety of administration functions, including, but not limited to: greeting patients/families, scheduling appointments and tests in an efficient and timely manner, answering the telephone promptly and dealing with the caller's needs in a professional manner, collecting cash payments, issuing receipts and posting payments, daily extensive computer use navigating multiple applications. Our primary, multispecialty, and urgent care providers serve millions of patients in traditional practices, patients' homes and virtually through VillageMD and our operating companies Village Medical, Village Medical at Home, Summit Health, CityMD, and Starling Physicians.

Bend, OR7 days ago

Position Summary: The Patient Service Representative (PSR) is responsible for a variety of administration functions, including, but not limited to: greeting patients/families, schedulingappointments and tests in an efficient and timely manner, answering the telephone promptly and dealing with the caller's needs in a professional manner, collecting cash payments, issuing receipts and posting payments, daily extensive computer use navigating multiple applications. Promptly answers the telephone, directs all calls appropriately, takes an accurate message and delivers to the appropriate individual/demonstrates appropriate etiquette.

New!

Portland, OR3 days ago

Remote

Full-time

Working with the patient/family, primary physician, Medical Director, and Clinic Healthcare Team, the Referral Specialist coordinates all patient referrals at the request of the providers, obtain/review pre-authorization/pre-certification, and coordinate communications with physician offices, companies, third-party payers and case managers; documenting appropriately within the medical record. Orchid Health clinics are located in communities that are considered Oregon’s highest need areas when it comes to healthcare, and taking this position will be making a huge difference in a community that truly needs and appreciates its healthcare providers.

Portland, OR9 days ago

This role is responsible for assessing regional community needs, identifying service gaps and engagement opportunities, and developing outreach strategies designed to improve awareness and utilization of Military OneSource services among Service members and their families. The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community.

Roseburg, OR30+ days ago

Full-time

The Wealth Building Specialist provides one-on-one coaching, housing and financial counseling, group education, and outreach to empower individuals and families to build assets and achieve financial and housing stability. This role may specialize in areas like housing counseling, foreclosure prevention, financial capability, or education delivery—with flexibility to support all team functions.

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Financial Counselor Jobs in Oregon

Financial Counselor Good Shepherd Health Care

Personal Financial Counselor Ladgov Corporation

Admissions Counselor Intern University of Oregon

International Admissions Counselor University of Oregon

Admissions Counselor University of Oregon

Financial Solutions Advisor- Williamette Valley Bank of America

Sales Enrollment Counselor Matchmaking High-Ticket Closer Portland Singles

Patient Service Representative Summit Health

Patient Service Representative VillageMD

Referral Specialist Orchid Health

Military OneSource Field Consultant, Portland OR area (BG26051709) The Bowen Group Inc.

Wealth Building Specialist NeighborWorks Umpqua

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