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Financial Intake Jobs (NOW HIRING)

Oceans Healthcare

Financial Counselor

Norman, OK · On-site

$17 - $22/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Oceans Healthcare

Financial Counselor

Corpus Christi, TX · On-site

$15.75 - $20.50/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Oceans Healthcare

Financial Counselor

Abilene, TX · On-site

$16.25 - $21/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Oceans Healthcare

Financial Counselor PRN

Amarillo, TX · On-site

$17.50 - $22.75/hr

Description The Financial Counselor is responsible for offering financial advice and assistance to ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

Oceans Healthcare

Financial Counselor

Waco, TX · On-site

$17 - $22.25/hr

Essential Functions: * Enters patient demographic and financial information in the patient ... Ensures proper documentation is received for billing compliance - complete Intake Assessment and ...

The US Oncology Network

Financial Navigator

Chicago Ridge, IL · On-site

$19.25 - $25/hr

Responsibilities Financial Intake & Research: • Conduct thorough insurance benefits investigations for all new oncology patients • Calculate individualized out-of-pocket cost estimates prior to ...

The US Oncology Network

Financial Navigator

Chicago Ridge, IL · On-site

$19.25 - $25/hr

Responsibilities Financial Intake & Research: • Conduct thorough insurance benefits investigations for all new oncology patients • Calculate individualized out-of-pocket cost estimates prior to ...

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How much do financial intake jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial intake in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is a financial intake?

Financial Intake positions are roles within organizations, often in healthcare or social services, where employees are responsible for gathering and verifying clients' financial information. This process typically includes assessing eligibility for services, determining payment options, and assisting with insurance or billing questions. Financial Intake staff play a key role in ensuring that clients receive the appropriate financial assistance and that the organization complies with regulatory requirements. Strong communication and organizational skills are important for success in this position.

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

To excel as a Financial Intake Specialist, you need strong analytical skills, attention to detail, and experience with financial documentation, often supported by a background in finance, accounting, or healthcare administration. Familiarity with billing software, electronic health records (EHR), and insurance verification systems is typically required. Excellent interpersonal communication, discretion, and problem-solving abilities help you manage sensitive information and guide clients or patients through financial procedures. These skills ensure accurate financial processing, regulatory compliance, and a positive client experience.

What are the main challenges faced by financial intake specialists in managing high volumes of client data?

Financial Intake specialists often handle a large number of client files and sensitive financial information daily. One of the main challenges is ensuring all data is accurately collected, verified, and entered into the system under tight deadlines, while maintaining privacy and compliance with regulations. Effective organization, attention to detail, and clear communication with both clients and team members are essential to overcome these challenges. Collaborating closely with finance and case management teams also helps streamline the intake process and resolve discrepancies efficiently.

What is the difference between Financial Intake vs Financial Analyst?

AspectFinancial IntakeFinancial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may require certificationBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common
Work EnvironmentFront-office, client-facing, often in healthcare, banking, or financial servicesOffice-based, analytical, research-focused in finance departments or investment firms
Employer & Industry UsageUsed in healthcare, banking, and financial services to gather client financial infoUsed across finance sectors for analyzing financial data and advising
Common Search & Comparison IntentUnderstanding role differences, required skills, and career pathsComparing responsibilities, qualifications, and career progression

Financial Intake professionals primarily gather and verify client financial information in client-facing environments, while Financial Analysts focus on analyzing financial data to support decision-making. Both roles require financial knowledge, but differ in responsibilities and work settings.

More about Financial Intake jobs

What job categories do people searching Financial Intake jobs look for?

The top searched job categories for Financial Intake jobs are:

Financial Intake jobs near you
Infographic showing various Financial Intake 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 $43,288 per year, or $20.8 per hour.

Financial Intake Specialist

Sabio Systems, LLC

Albuquerque, NM

Full-time

Retirement

Posted 4 days ago

Job description

For the fourth year in a row, Sabio Systems has been recognized by Forbes Magazine as one of the Best Temporary Staffing & Professional Recruiting Firms in America, and the only local agency from New Mexico! We’re honored to once again receive this national recognition. https://www.forbes.com/lists/best-temp-staffing-firms/; https://www.forbes.com/lists/best-professional-recruiting-firms/
We are seeking a high-caliber Financial Intake Specialist for a premier wealth management client. This is a high-impact, hybrid role requiring a rare blend of elite interpersonal skills and technical financial planning expertise. The ideal candidate will act as the frontline relationship builder during client fact-finding interviews, while simultaneously executing back-office case design, 401(k) analysis, and application preparation.
Job Responsibilities of the Financial Intake Specialist:
  • Conduct comprehensive discovery sessions with clients to gather financial data.
  • Partner with advisors to architect custom investment planning solutions.
  • Manage precise document entry across all financial planning platforms.
  • Build, audit, and submit investment and insurance applications.
  • Track and facilitate complex insurance settlements through completion.
  • Analyze client 401(k) statements and employer-sponsored plans.
  • Attend remote team meetings and work on-site for primary operations.
  • Input discovered client assets into planning software to run baseline retirement projections and gap analyses
  • Assist advisors by drafting initial portfolio models based on the client's risk tolerance profile.
  • Track completed insurance settlements and investment transfers to ensure proper revenue mapping.
Qualifications for the Financial Intake Specialist:
  • Active Life & Health Insurance License is strongly preferred.
  • Associates/Bachelor's degree preferred in Business Administration or Finance.
  • Proven background in investment planning and wealth management workflows.
  • Direct prior experience working with a wealth management firm.
  • Strong working knowledge of 401(k) structures and rules.
  • Exceptional "people person" with elite verbal communication skills.
  • High data-entry accuracy and comfort with financial software.
Compensation for the Financial Intake Specialist:
$22-$25 Hourly

If you have the necessary qualifications listed, and you would like to learn more about this opportunity, Apply today! Not the right fit? Browse other jobs on our website: https://www.sabiosystems.com/search-jobs-staffing-agencies-albuquerque/#!/search?page=1

Sabio Systems is a leading provider of professionals on a temporary and direct-hire basis for positions and projects in Accounting, Finance, Information Technology, Legal, Medical and Business Operations. With over 25 years of combined Staffing & Recruiting expertise we can connect you with some of the most sought out employers in New Mexico.

We treasure your long-term commitment to Sabio Systems by rewarding you with a Bonus Pay equal to your weekly average hours, at your current hourly rate, each time you meet the requirement. More information about our benefits can be found here; https://sabiosystems.com/sabio-resources-employee-support-albuquerque-nm/employee-benefits-albuquerque-nm/

Apply for this job now. All applicants must be authorized to work in the United States. Sabio Systems is an Equal Opportunity Employer.

©2026 Sabio Systems, LLC.