2

Part Time Financial Advisor Training Jobs in Kansas

Patient Financial Advisor

Colby, KS ยท On-site

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

The Patient Financial Advisor is responsible for assisting patients with financial matters related ... income * Part-time coverage - one-time annual income * Differential and Certification Pay

Web Design Art Director Time: Part Time, 15-25 hours/week Overview: Are you looking for a fast ... for financial advisor marketing websites. You'll work directly with experienced developers ...

New

College Planning Advisor

Overland Park, KS ยท On-site

$25 - $30/hr

  • Medical

Training & development Do you want to be a part of a team that empowers students, serves families ... Counseling students and families to identify resources for scholarships and financial aid

Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... Actively engage and complete all required training to expand knowledge * Execute and maintain all ...

Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... Actively engage and complete all required training to expand knowledge * Execute and maintain all ...

Role Specific Information About the Role As Beauty Advisor, you will drive sales through an ... Actively engage and complete all required training to expand knowledge * Execute and maintain all ...

Role Specific Information Preferred Evening Availability (5-close) About the Role As Beauty Advisor ... Actively engage and complete all required training to expand knowledge * Execute and maintain all ...

Manager in Training Department: Operations FLSA Status: Non-Exempt Reports To: Store Manager ... Protect the company's assets and financial information by ensuring the accuracy and effectiveness ...

next page

Showing results 1-20

Part Time Financial Advisor Training information

What is part time financial advisor training?

A Part Time Financial Advisor Training is a program designed for individuals who want to become financial advisors but need a flexible schedule. These programs typically provide foundational knowledge in financial planning, investment strategies, and client management, allowing trainees to learn while balancing other commitments. Participants often receive mentorship, on-the-job training, and may work towards required certifications. This type of training is ideal for career changers or those re-entering the workforce who seek to build a career in finance at their own pace.

What are some common challenges faced by part-time financial advisor trainees, and how can they be addressed?

Part-time financial advisor trainees often face the challenge of balancing client acquisition with training requirements while managing a limited schedule. Building a client base takes time and persistence, especially when working part time, so efficient time management and proactive networking are essential. Trainees should seek mentorship within their firm, communicate their availability clearly, and leverage digital tools to maximize their productivity. Support from experienced advisors and ongoing professional development can help overcome these hurdles and set the stage for a successful career.

What is the difference between Part Time Financial Advisor Training vs Part Time Financial Planner Training?

AspectPart Time Financial Advisor TrainingPart Time Financial Planner Training
CredentialsOften includes licensing prep (e.g., Series 7, Series 66)May include CFP certification prep and licensing
Work EnvironmentFinancial firms, banks, or independent agenciesFinancial planning firms, advisory practices
Industry UsageUsed by firms hiring advisors for client managementUsed by firms focusing on comprehensive financial planning
Search IntentTraining for becoming a financial advisorTraining for becoming a certified financial planner

Part Time Financial Advisor Training typically prepares individuals for entry-level advisor roles with licensing requirements, focusing on sales and client management. Part Time Financial Planner Training emphasizes comprehensive financial planning skills and CFP certification prep. Both are valuable for those seeking careers in financial services but differ in certification focus and job scope.

What are the key skills and qualifications needed to thrive as a part-time financial advisor trainee, and why are they important?

To succeed as a Part-Time Financial Advisor Trainee, you need a basic understanding of financial principles, strong analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for certifications such as the Series 7 or CFP is typical. Outstanding communication, active listening, and relationship-building skills help trainees connect with clients and work well within teams. These competencies are vital for building trust, accurately assessing client needs, and delivering tailored financial guidance while learning and growing in the role.

What cities in Kansas are hiring for Part Time Financial Advisor Training jobs?

Cities in Kansas with the most Part Time Financial Advisor Training job openings:

Patient Financial Advisor

Citizens Health

Colby, KS โ€ข On-site

Full-time, Part-time

Medical, Dental, Vision, Life, PTO

Re-posted yesterday


Job description

Citizens Health is recruiting a Financial Counselor to work full-time in our Financial Services department.


Our Mission:Enhancing the lives of those we serve.


About Us:Citizens Health is a community based, private, not-for-profit organization. It is comprisedof:

Citizens Medical Center- a 25 bed critical access hospital

Family Center for Health Care- an outpatient ruralhealth clinic

PrairieSenior- a skilled nursing facility

Citizens Clubhouse- an onsite childcare center that cares for children 6 weeks to school age for our workforce

Citizens Medical Equipment- our durable medical equipmentbusiness

Palace Drug Store - our outpatient pharmacy

We strive to be progressive, dependable and knowledgeable, while providing compassionate, evidence-based care to the residents of northwest Kansas.


Location:100 E College Ave, Colby, Kansas

Position Information: The Patient Financial Advisor is responsible for assisting patients with financial matters related to their
medical care. This includes explaining medical bills, verifying insurance coverage, setting up paymentplans, and guiding patients through financial assistance programs. They ensure compliance withhealthcare regulations, advocate for patients in billing disputes, and work closely with internaldepartments to maintain accurate financial records.

Days:Monday through Friday

Hours: 8am to 5pm

Pay Range: dependent upon experience.

What you'll do:

    • Assist patients with financial assistance programs
    • Monitor and follow up on outstanding balances.
    • Explain medical bills and insurance coverage.
    • Advocate for patients with insurance and billing disputes.
    • Set up and manage payment plans.
    • Manage multiple communication channels simultaneously.

    What you bring to the table:

    • High school diploma or GED required.
    • 1-2 years of experience in patient financial services, healthcare billing, insurance verification, or a
      related field required.
    • Knowledge of medical billing, insurance claims processing, and financial assistance programs
    • Experience in a customer service role, with the ability to handle high-volume patient interactions
      across multiple platforms.
    • Strong understanding of HIPAA and other healthcare laws and regulations

    To be successful within our organization you will need to:

    • Self-starter who takes initiative, is open minded and a team player
    • Maintain a positive attitude with good energy
    • Create a positive, supportive working atmosphere
    • Display integrity and accountability
    • Accept and respond to constructive criticism and suggestions and strives for self-improvement
    • Adhere to organization policies and procedures
    • Arrive at work on time and when scheduled
    • Demonstrate flexibility, initiative and ingenuity in performing job tasks
    • Demonstrate professional conduct and maintains professional appearance
    • Demonstrate behavior that reflects the image of the institution
    • Knowledge of common safety hazards and precautions to establish a safe work environment

    Available Benefits

    • Medical, dental and vision insurance available
    • Pre-Tax and Roth Contributions
      • Automatic 6% salary deferral upon employment
      • Regular and matching contributions after one-year and 1,000 hours worked
    • Provides Life, Accidental Death and Dismemberment Insurance
      • Full-time coverage - equal to two times employees annual income
      • Part-time coverage - one-time annual income
    • Differential and Certification Pay
      • Eligible employees receive shift, weekend and holiday differential pay
    • Other Benefits
      • Paid time off
      • On-site child care services
      • Funeral leave
      • Health Savings Account
      • Dependent, Medical and Limited Purpose Flexible Spending Accounts
      • The Standard Group Insurance
      • Discounted membership rate for MASA
      • Many More!


    Citizens Medical Center, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or discharge history, or any other characteristic protected by law.


    I understand that neither the completion of this application nor any other part of my consideration for employment establishes any obligation for CMCI to hire me. If I am hired, I understand that either CMCI or I can terminate my employment at any time and for any reason, with or without cause and without prior notice. I understand that no representative of CMCI has the authority to make any assurance to the contrary.


    Citizens Medical Center, Inc. implements a Drug Free Workplace Program. Drug testing is required of applicants in accordance with relevant laws.


    If you needassistancetocompletethis application or during any phase of the application, interview, or employment process, please notify the Human Resources Department (785) 460-4842, or visittheiroffice located at 100 E. College Drive in the Annex building. Every reasonable effort will be made to accommodate your needs in a timely manner.