- Stanford Health Care (Palo Alto, CA)
- …America) **This is a Stanford Health Care job.** **A Brief Overview** The Financial Counselor Coordinator is responsible for screening uninsured and underinsured ... programs to cover medical expenses. Information is gathered through a patient financial interview which includes a review of hospital charges, the patient's… more
- Compass Family Services (San Francisco, CA)
- …to diversity, equity, inclusion and belonging / Resourceful Position Description: The Financial Counselor helps San Francisco families who are struggling ... programs to support their clients to obtain and maintain housing stability. + Lead financial literacy workshops. + Create a financial literacy resource bank… more
- HUB International (San Francisco, CA)
- …Conduct client meeting with the goal to communicate, educate, and engage employees on financial literacy resources. + Recruit, build and lead clients to achieve ... currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world's...funds of all time. **Position Summary:** The HUB FinPath Financial Coach works with employees by analyzing the employees'… more
- Bank of America (Oakland, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - East Bay & Associates...**Desired Qualifications:** + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities,… more
- Bank of America (San Francisco, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities… more
- City and County of San Francisco (San Francisco, CA)
- …services that support and protect people, families, and communities. From financial , nutritional and employment support to child and adult protective services, ... types of applications and forms related to placement, legal, financial , and medical issues. + Documents cases in a...Sciences(BBS); OR + Possession of a valid Professional Clinical Counselor (LPCC) license issued by the California Board of… more
- Deloitte (San Francisco, CA)
- …and development in a variety of ways, including: + Engagement Management: Lead engagement planning and budgeting; mobilize and manage engagement teams; define ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies + People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Francisco, CA)
- …Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development ... development of proposal pricing strategies + People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively… more
- Deloitte (San Jose, CA)
- …and serve clients holistically. + People Development: Perform role of counselor and coach; participate in the staffing process and retention activities. ... + Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development. Qualifications Required: + Ability to… more