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Remote Financial Counselor Jobs (NOW HIRING)

Pinnacle Fertility Inc.

Financial Counselor

Chicago, IL · Remote

$22 - $26/hr

Minimum of 1 year of experience working in a fully remote capacity is preferred. * Skills: * Expertise in financial counseling, billing, coding, and insurance. * Proficient in claims, authorizations ...

Altru Health System

Financial Counselor

Grand Forks, ND · On-site +1

$17.92 - $26.88/hr

Financial Counselors assist patients in applying for local, state, and federal assistance and are ... This is a hybrid role (onsite and remote), located in Grand Forks, North Dakota; subject to change ...

Shrinerschildrens

Financial Counselor

$19.50 - $25.25/hr

The Financial Counseling Representative plays a critical role in ensuring a positive financial experience for patients and families. This position provides comprehensive financial advocacy by ...

CleanSlate

Financial Counselor

Nashville, TN · On-site +1

$22 - $25/hr

As the Financial Counselor , your work WILL make an impact every single day. Your attention to detail and collaboration in a team environment will help our clinics run smoothly, ensuring patients get ...

Chloe Vafiadis - Financial Consulting

Be Seen First

Remote Financial Advisor

New York, NY · Remote

$65K - $82K/yr

About us On Chloe Vafiadis' Financial Consulting Team, our main goal is to help and educate ... Fully remote work * Flexible scheduling (build a schedule around your existing commitments) * Full ...

Boston Childrens Hospital

$19.83 - $29.49/hr

Position Summary The Financial Counselor plays an essential role in supporting patient families and hospital financial operations by providing timely financial guidance, cost estimates, and ...

Magellan Health, Inc.

$58K - $93K/yr

Provides personal financial counseling and management services directly to service members and their families. * Assists service members in establishing a spending plan for extended absences.

Honorhealth

Financial Counselor - Pre-Services

$19.50 - $25.25/hr

Contacts patients to verify demographic information and to perform financial counseling prior to time of service. Collects patient responsibility due, provides information on payment plans and ...

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How much do remote financial counselor jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for remote financial counselor 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 remote financial counselor?

A Remote Financial Counselor provides financial guidance and support to clients from a remote location, typically via phone, video calls, or online platforms. They help individuals manage budgets, reduce debt, improve credit, and plan for financial goals. This role often requires knowledge of financial principles, advising techniques, and sometimes certification or licensing. Remote Financial Counselors may work for financial institutions, nonprofits, or as independent consultants. Their primary goal is to educate and empower clients to make informed financial decisions.

What does a remote financial counselor do?

A typical day for a Remote Financial Counselor includes conducting scheduled video or phone consultations with clients, reviewing and analyzing their financial situations, and providing tailored advice on budgeting, debt management, and future planning. You’ll also update and maintain client records using digital tools, respond to emails or chat inquiries, and occasionally prepare educational materials. Collaboration with other financial professionals or specialists may be required for complex cases. The remote nature of the role offers flexibility but also requires strong self-management to remain productive and responsive to client needs.

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

To thrive as a Remote Financial Counselor, you need a strong background in personal finance, counseling, and financial planning, often supported by a relevant degree or certification such as AFC®, CFP®, or similar credentials. Familiarity with financial planning software, secure communication platforms, and CRM systems is typically required for efficient virtual advising. Outstanding interpersonal skills, active listening, and the ability to explain complex concepts clearly set exceptional counselors apart. These skills are crucial for building trust, providing effective guidance, and empowering clients to make sound financial decisions from a remote setting.

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Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in the United States as of September 2026, with employment types broken down into 79% Full Time, and 21% Part Time. Highlights an 5% In-person, and 95% Remote job distribution, with an average salary of $45,125 per year, or $21.7 per hour.

Financial Counselor

Chicago, IL • Remote

Pinnacle Fertility Inc.
Health Care and Social Assistance • 501 - 1,000 employees
Learn more about Pinnacle Fertility Inc.external

$22 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Pinnacle Fertility rating

6.3

Company rating: 6.3 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

About Us

Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at www.pinnaclefertility.com.

About the Role

The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor, you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience.

We are seeking a Financial Counselor to join our dedicated team at Pinnacle Fertility – Illinois. This is a full-time, Monday through Friday position with hours from 8:00 AM – 5:00 PM. Candidates located in Illinois must be able to commute to one of our clinic locations in Chicago, Tinley Park, or Oak Brook. Candidates residing outside of Illinois may be eligible to work remotely based on geographic location and relevant experience.

Key Responsibilities

  • Maintain patient accounts by updating personal, financial, and insurance details.
  • Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations
  • Obtain and enter referrals, authorizations, and predeterminations.
  • Verify benefits/eligibility and determine procedure deposits.
  • Review financial history, collect balances, and escalate unresolved issues.
  • Submit daily charge entries for processing.
  • Obtain waivers for patients without proper benefits or authorization
  • Review loan programs with patients lacking insurance benefits.
  • Serve as a liaison to resolve billing issues with the billing team.
  • Collaborate with the clinical team to communicate accurate financial obligations.
  • Assist with additional administrative tasks and projects as needed. 

Position Requirements

  • Education & Experience: 
    • High school diploma required. 
    • 1–3 years of experience in a patient-facing front desk, insurance verification, or customer service.
    • Minimum of 1 year of experience working in a fully remote capacity is preferred. 
  • Skills:
    • Expertise in financial counseling, billing, coding, and insurance.
    • Proficient in claims, authorizations, and collections,
    • Strong multitasking, communication, and organizational skills.
    • Ability to discuss financial matters clearly and empathetically.
  • Flexibility:
    • For remote employees, must be able to work regular hours aligned with Central Standard Time (CT).

    Compensation & Benefits:

    • Hourly Rate: $22.00 - $26.00 per hour (Final offer based on experience, skills, and qualifications).
    • Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process.

    Diversity & Inclusivity at Pinnacle Fertility

    At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply.

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