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Financial Counselor Fertility information

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$13

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How much do financial counselor fertility jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial counselor fertility 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 does a financial counselor fertility do?

A Financial Counselor for Fertility assists patients in understanding and managing the costs associated with fertility treatments. They help explain insurance coverage, payment options, and financial assistance programs, ensuring patients are aware of their financial responsibilities. These counselors often work closely with clinics, insurance companies, and patients to develop payment plans and answer billing questions. Their goal is to reduce financial stress, allowing patients to focus on their fertility journey.

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

To thrive as a Financial Counselor Fertility, you need a solid understanding of healthcare billing, insurance verification, and financial planning, often supported by experience in medical finance or a related field. Familiarity with electronic medical records (EMR) systems, insurance portals, and patient billing software is typically required. Strong interpersonal skills, empathy, and the ability to explain complex financial concepts clearly help build trust with patients facing sensitive fertility treatments. These skills are crucial for guiding patients through financial options, ensuring accurate billing, and supporting positive patient experiences during a stressful process.

How does a financial counselor fertility typically coordinate with medical and administrative teams to support patients?

Financial Counselors in fertility clinics work closely with both medical professionals and administrative staff to provide patients with clear, accurate information about treatment costs, insurance coverage, and payment options. They act as a bridge between patients and the clinic, ensuring that financial processes run smoothly and that patients can focus on their care. Collaboration often involves attending team meetings, communicating updates on patient accounts, and working with billing or insurance specialists to resolve any issues promptly. This teamwork helps create a supportive environment for patients navigating both medical and financial complexities.

What is the difference between Financial Counselor Fertility vs Financial Advisor?

AspectFinancial Counselor FertilityFinancial Advisor
CredentialsCertified Financial Counselor (CFC), specialized training in fertility financingCertified Financial Planner (CFP), general financial planning certifications
Work EnvironmentFertility clinics, healthcare settingsBanks, independent firms, wealth management firms
Industry UsageHealthcare, fertility servicesFinancial services, investment management

Financial Counselor Fertility focuses on assisting patients with financing fertility treatments, often within healthcare settings, requiring specialized knowledge of fertility costs. In contrast, a Financial Advisor provides broader financial planning services across various sectors. Both roles require financial credentials, but their work environments and industry focus differ significantly.

Infographic showing various Financial Counselor Fertility job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $45,125 per year, or $21.7 per hour.

Financial Planning Counselor

Fisher Investments

Saint Petersburg, FL • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe!

The Opportunity:

As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.


The Day-to-Day:

  • You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients
  • You will complete financial plans and other detailed analyses for existing clients
  • Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
  • Report on feedback, trends and more to the Private Client Group Programs management
  • You will host sessions for internal and external clients

Your Qualifications:

  • 3+ years of experience within financial services
  • You have in-depth knowledge of financial planning topics (CFP beneficial)
  • You communicate with a wide array of audiences by phone and email
  • Manage complexity and coordinate across several departments under strict timelines

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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