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Financial Counsellor Jobs (NOW HIRING)

Acadia Healthcare

Financial Counselor

Wilmington, NC · On-site

$17.75 - $23/hr

Overview Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is ...

Wilmington Treatment Center

Financial Counselor

Wilmington, NC · On-site

$17.75 - $23/hr

Overview Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is ...

Acadia Healthcare

Financial Counselor

Wilmington, NC

$17.75 - $23/hr

Financial Counselor We are seeking a knowledgeable and compassionate Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible ...

Bronson Healthcare

Financial Counselor

Battle Creek, MI · On-site

$17.25 - $22.50/hr

The Financial Counselor is responsible for a broad spectrum of duties, beginning with the initial patient contact, via the pre-admit/pre-registration functions and ending with the control and ...

Oneoncology

Financial Counselor

San Antonio, TX

$17.25 - $22.25/hr

Financial Counselor - Medical Oncology Office Position Summary: The Financial Counselor will provide financial assistance and guidance to patients undergoing treatment at our medical oncology office.

Baldwin Health

Financial Counselor

Foley, AL

$16.25 - $21.25/hr

Job Summary The Financial Counselor I supports patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient ...

Phipps Neighborhoods

Financial Counselor

Manhattan, NY · On-site

$65/hr

The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy ...

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How much do financial counsellor jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial counsellor in the United States is $21.69, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $23.80 per hour, depending on experience, location, and employer.

What is a financial counsellor?

Financial Counsellors are professionals who provide advice and support to individuals facing financial difficulties. They help clients understand their financial situation, develop budgets, manage debts, and explore options for resolving money problems. Financial Counsellors often work for non-profit organizations, government agencies, or community services and offer their services confidentially and free of charge. Their goal is to empower clients to make informed decisions and regain control over their finances.

What are the key skills and qualifications needed to thrive as a financial counsellor?

To thrive as a Financial Counsellor, you need a solid understanding of financial principles, budgeting, debt management, and typically a diploma or degree in finance or a related field. Familiarity with financial planning software, spreadsheets, and sometimes certification such as Accredited Financial Counsellor (AFC) is beneficial. Strong interpersonal skills, empathy, and clear communication help build trust and effectively support clients in challenging situations. These skills are crucial for providing practical solutions, fostering client confidence, and supporting long-term financial well-being.

What are some common challenges financial counsellors face when supporting clients, and how are these typically addressed?

Financial Counsellors often encounter clients experiencing significant financial stress, sometimes accompanied by emotional distress or reluctance to share personal information. Navigating complex debt situations, understanding various financial products, and staying updated on relevant regulations can also be challenging. To address these issues, Financial Counsellors rely on strong communication skills, empathy, and ongoing professional development. They often work collaboratively with legal advisors, social workers, and community organizations to provide comprehensive support for clients.

What is the difference between Financial Counsellor vs Debt Collector?

AspectFinancial CounsellorDebt Collector
CredentialsCertifications in financial counselling, relevant trainingNo specific certifications required
Work EnvironmentAdvising clients, community settings, financial institutionsCollections agencies, client offices
Employer & IndustryNon-profits, government, financial institutionsDebt collection agencies, legal firms
Search & Comparison IntentUnderstanding roles, career options, qualificationsDebt recovery processes, legal rights, job roles

Financial Counsellors focus on helping clients manage debt and improve financial health through advice and planning, often working in community or financial institutions. Debt Collectors, on the other hand, are involved in recovering unpaid debts, typically working for collection agencies or legal firms. While both roles deal with debt, their functions, work environments, and required skills differ significantly.

Can a financial counsellor work from home?

Financial counsellors can often work from home, especially if their role involves client consultations, financial analysis, and administrative tasks that can be performed remotely. Many employers offer telecommuting options, provided the counsellor has access to necessary tools like secure communication platforms and maintains confidentiality standards.

How do you become a financial counselor?

To become a financial counselor, individuals typically need a bachelor's degree in finance, accounting, or a related field. Gaining relevant experience and obtaining certifications such as the Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) can enhance job prospects. Strong communication skills and knowledge of financial planning tools are also important.

Is a financial counselor a good job?

A financial counselor is a professional who helps individuals manage debt, create budgets, and improve financial literacy. The role typically requires strong communication skills, financial knowledge, and often certification, with employment opportunities available in non-profit organizations, banks, and government agencies. It can be a rewarding career for those interested in helping others improve their financial well-being.
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Financial Counsellor jobs near you
Infographic showing various Financial Counsellor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,125 per year, or $21.7 per hour.

Financial Counselor, Financial Empowerment

United Way of Summit & Medina

Akron, OH

$18.25 - $23.75/hr

Full-time

PTO

Posted 23 days ago

Job description

Financial Counselor, Financial Empowerment Center – Summit County
PURPOSE OF POSITION: This position works within UWSM’s Bold Goal of Financial Empowerment by providing encouragement, accountability, resources, tools, and information to foster long-term financial stability and self-sufficiency among low- to moderate-income clients and families within Summit and Medina counties. The Financial Counselor provides direct services to low- to moderate-income individuals who are enrolled as Financial Empowerment Center clients. Financial counseling requires the ability to understand, engage, and motivate clients, a strong understanding of personal finances, and the ability to teach and motivate clients with various opportunities and challenges. Financial counseling services are primarily conducted through one-on-one in-person and virtual counseling sessions. Additional duties involve data tracking, case management, community outreach, and support of the overall UWSM mission.
ESSENTIAL JOB FUNCTIONS:

Individualized financial counseling: work with clients to assess their present financial situation, address financial concerns, and set financial goals with a focus on proactive financial management. Provide clients with a holistic approach to working through their finances; engage the client in a long-term relationship while focusing on retention, building rapport, and earning the client’s trust. Develop strategies and action plans to assist clients with creating and maintaining a budget, increasing savings, reducing debt, building and rebuilding their credit, legacy planning, and accessing safe and affordable banking. Provide tools, resources, and accountability to help clients meet their goals and achieve financial empowerment. Use Unite Us to connect clients to other services offered by United Way of Summit and Medina County and other community agencies, such as public benefit screening, legal aid, and workforce development.

Outcome tracking: Track the stories and successes of program participants. Utilize FECBot, a cloud-based client management system, to document client demographics, client progress, service plans, and outcomes in a timely manner. Assist in the convening and development of community-level data systems measuring progress around Financial Empowerment. Provide feedback and recommendations. Annually, request and gather two client success stories. Financial Counselors are required to meet established annual performance standards based on tenure, including completion of 600 counseling sessions, service to 200 clients, and achievement of 80 measurable outcomes during years 1–2; and 650 counseling sessions, service to 200 clients, and achievement of 225 measurable outcomes during years 2–4. For counselors with more than four years of service, session targets will be increased as determined by management. Counselors are also required to support client retention by maintaining consistent engagement, with the expectation of conducting a minimum of five sessions per client to promote sustained financial progress and measurable outcomes.

Assist with FEC Programs and Outreach Initiatives: Attend IRS Volunteer Income Tax Assistance (VITA) certification to support program needs and strengthen collaboration across departments, while increasing counselors’ knowledge of tax laws and procedures that support their work as a financial counselor. Provide support to VITA operations as needed, which may include preparing tax returns, serving as a site coordinator, conducting final reviews, managing rejected or in-progress returns, and completing client call-backs, particularly during periods of client no-shows or cancellations. Assist with outreach initiatives and financial empowerment programming, including Bank On, VITA, and Wellness at Work, dedicating approximately 10-25% of work activities toward client engagement, outreach and program participation efforts.

Professional Development and Compliance: Maintain current knowledge of financial industry trends, including student loan policy changes, FinTech developments, and credit scoring models. Complete required certifications and ongoing training, including IRS VITA certification. Meet annual professional development requirements of at least 30 hours, including ethics training fulfilled through VITA recertification, and complete 16 CEUs every two years to maintain financial counseling certification. In the event of client no-shows, cancellations, or rescheduled appointments, Financial Counselors are expected to remain productive by engaging in meaningful work activities. This includes supporting other Financial Empowerment initiatives, administrative responsibilities including data reporting, outreach efforts, or special projects that align with their individual skill sets. Participation in these activities is required, will be assigned based on organizational priorities, and will be reviewed quarterly with the manager or director as business needs evolve.
NON-ESSENTIAL JOB FUNCTION:

Engagement: Participation and support in assigned engagement calendar events, marketing events, and related preparatory meetings.
QUALIFICATIONS:
  • A strong understanding of personal finances, particularly in the areas of budgeting, asset building, credit building, and debt reduction.
  • Candidate must demonstrate a passion for helping individuals understand personal finance and factors, including personal behaviors and external circumstances, which impact personal financial stability.
  • Bachelor’s degree in Finance, Business Administration, Communications, Social Planning, Public Administration, Education or similar required.
  • Ability to obtain and maintain professional financial counselor certifications as required by UWSM.
  • Prefer candidate with knowledge in financial service industry or direct client service.
  • Interest in the improvement of the Summit and Medina County communities
  • Previous work experience with the FEC’s target population and/or the ability to provide financial counseling services in a culturally sensitive manner.
  • Competent in MS Office products.
  • Commitment to advancing diversity, equity amp; inclusion.
  • Respect for differences whether racial, ethnic, sexual orientation, gender, or class.
  • Commitment to excellence and passion for the mission of United Way of Summit amp; Medina.

COMPETENCIES amp; SOFT SKILLS:
  • Ability to listen, understand, and assess client circumstances to build healthy trust relationships that promote client success.
  • Ability to empathize with and work with clients in a variety of emotional situations.
  • Strong interpersonal and conflict management skills
  • Strong verbal and written communication skills
  • Critical thinking skills
  • Self-directed learning
  • Ability to work independently with minimum supervision and as part of a high-performing team.
  • Organized, able to prioritize, strategically plan, and meet deadlines.
  • Public Speaking
  • Demonstrated ability to collaborate with staff, community partners, stakeholders, volunteers, and clients.

OTHER REQUIREMENTS:
  • Position is primarily a normal office setting, requiring long periods of sedentary work at a desk and computer.
  • Ability to pass pre-employment testing including background check, drug, and alcohol screen.
  • Must be able to sit, stand, reach with hands and arms.
  • After-hours event attendance occasionally.
  • This position requires availability for evening hours on a regular basis to meet client and program needs. Evening schedules are determined based on client demand, program requirements, and organizational priorities, and may vary.
  • Access to reliable insured automobile to be used for work-related travel in Summit amp; Medina County area.
  • Valid driver’s license and proof of insurance.
  • Approximately 10-25% of Travel subject to FEC program needs.
BENEFITS:
  • Remote time bank of 65 days.
  • 20 days of PTO + Holidays.
  • Extensive benefit package.
  • Recovery Friendly Workplace.
UWSM is committed to building and sustaining a workplace that represents our community in all its richness and variety. Join us to make a difference!
To apply: Submit an updated resume by Friday, August 21, 2026, on our career page at www.uwsummitmedina.org/careers.
If you require alternative methods of application or screening, please reach out to United Way of Summit amp; Medina direct by emailing careers@uwsummitmedina.org or calling our main line: 330-762-7601.

Apply