Position Summary: Position Summary The Financial Counselor Lead is a key position on the team which assists patients... gathers and inputs patient/guarantor demographic and financial information Explains necessary forms and obtains signatures...
Job Description: Position Summary Position Summary The Financial Counselor Lead is a key position on the team... efforts as appropriate. Efficiently and accurately gathers and inputs patient/guarantor demographic and financial information...
, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing...