- Houston Methodist (The Woodlands, TX)
- At Houston Methodist, the Financial Counselor position is responsible for screening patients for financial assistance programs to reduce bad debt and improve ... services rendered. This position assists in notifying patients of their financial responsibility, helping them understand their payment options, and collecting… more
- Bank of America (The Woodlands, TX)
- …platform and Bank of America banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including ... client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor … more