Legacy Health

Financial Counselor

Legacy Health

Portland, OR, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We’re looking for a Financial Counselor to join our team at Legacy Health. If you’re an organized and detail-oriented professional with a commitment to providing exceptional customer service, then this could be the perfect opportunity for you!As part of this role, you’ll be providing guidance to patients and families who need help navigating their finances during times of medical need. You’ll also be responsible for helping to ensure that all aspects of financial counseling are handled compliantly and in accordance with applicable regulations.To qualify for this role, you’ll need a Bachelor’s degree in finance, accounting, or a related field and at least two years of experience in a financial counseling or related role. You should also be well-versed in financial regulations and have strong analytical and problem-solving skills. Excellent communication and interpersonal skills are essential, as is the ability to maintain a high level of professionalism and confidentiality.If you’re ready to make a difference and join a team that’s dedicated to helping patients in need, then we’d love to hear from you!

Responsibilities: -Provide guidance and financial counseling to patients and families during times of medical need -Ensure all aspects of financial counseling are compliant with applicable regulations -Analyze and solve financial issues -Maintain a high level of professionalism and confidentiality -Communicate effectively with patients, families, and other staff members -Stay up-to-date with financial regulations -Provide exceptional customer service

Where is this job?
This job is located at Portland, OR, USA
Job Qualifications
  • Excellent Communication Skills

  • Detail-Oriented

  • Problem-Solving Skills

  • Analytical Skills

  • Knowledge Of Financial Software

  • Bs. In Accounting Or Finance

  • Certified Financial Planner (Cfp) Designation

  • Knowledge Of Banking Products And Services

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Accounting

  • TAX PREPARATION

  • Compliance

  • Credit management

  • Negotiations

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Regulations

  • Investment Strategies

  • Debt Management

  • Insurance Planning

Soft Skills
  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Creative Thinking

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Counselor in Portland, OR, USA is $45,000 to $60,000 per year. This range is based on the salaries reported by employers and employees who have listed their financial counseling positions on the JobzMall website.

Additional Information
Legacy Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedOctober 11th, 2023
Apply BeforeJune 21st, 2025
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About Legacy Health

Legacy Health is a non-profit hospital system located in Portland, Oregon, United States. It consists of six primary-care hospitals, a children's hospital, and allied clinics and outpatient facilities. The system employs about 14,000 staff members, and is the second-largest system in the Portland metro area, after the Providence Health System.

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