Find & Apply For Personal Financial Advisor Jobs in Hamilton, New York

Responsibilities and Duties:

Client Assessment and Consultation:

Conduct comprehensive assessments of clients' financial situations, including income, expenses, debts, and insurance coverage. Provide personalized financial counseling to clients based on their specific needs and goals.

Financial Planning and Advice:

Develop and implement financial plans to help clients manage their medical expenses and other financial responsibilities. Advise clients on budgeting, debt management, and financial strategies to improve their financial stability.

Insurance and Benefits Guidance:

Assist clients in understanding their health insurance benefits, including coverage limits, exclusions, and claims processes. Help clients explore options for additional financial assistance, including government programs and charitable resources.

Document and Record Management:

Maintain accurate and confidential records of client interactions, financial assessments, and plans. Prepare and review financial documents, including promissory notes, payment agreements, and insurance claims.

Education and Outreach:

Educate clients on financial literacy topics, including managing medical bills, understanding insurance policies, and building a budget. Conduct workshops or seminars on financial counseling topics as needed.

Collaboration and Communication:

Work collaboratively with healthcare providers, insurance companies, and other stakeholders to address clients' financial needs. Communicate effectively with clients, providing clear explanations and empathetic support.

Compliance and Quality Assurance:

Ensure compliance with relevant regulations, policies, and procedures related to financial counseling and client data management. Continuously seek to improve the quality of financial counseling services and client satisfaction.

Core Competencies:

Financial Acumen:

In-depth knowledge of financial principles, budgeting, and debt management. Understanding of insurance policies, benefits, and claims processes.

Client Focus:

Ability to assess clients' needs and provide tailored financial advice. Empathetic approach and strong interpersonal skills to build trust with clients.

Analytical Skills:

Ability to analyze financial data and develop actionable financial plans. Attention to detail in reviewing and managing financial documents.

Communication:

Strong verbal and written communication skills for explaining complex financial concepts clearly. Effective listening skills to understand clients' concerns and needs.

Problem-Solving:

Proactive approach to identifying financial challenges and developing solutions. Ability to handle difficult conversations and resolve conflicts diplomatically.

Organization:

Excellent organizational skills for managing multiple clients and maintaining accurate records. Ability to prioritize tasks and meet deadlines in a fast-paced environment.

Ethics and Compliance:

Commitment to ethical standards and confidentiality in handling client information. Knowledge of relevant regulations and adherence to organizational policies.

Job Requirements:

Previous experience in financial counseling, financial planning, or a related role. Strong understanding of financial principles, insurance policies, and debt management. Excellent communication, interpersonal, and problem-solving skills. Ability to handle sensitive information with discretion and maintain confidentiality. Education Required High School or better Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Pay:

$20.00 - $23.00 per hour