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Remote Financial Counselor Jobs in California (NOW HIRING)

Patient Financial Advocate

West Covina, CA · On-site +1

$19.41 - $28.14/hr

A Patient Financial Advocate is responsible for providing financial counseling to uninsured ... If applying for a remote or hybrid role, this includes remote work expectations related to ...

Patient Financial Advocate

West Covina, CA · On-site +1

$19.41 - $28.14/hr

A Patient Financial Advocate is responsible for providing financial counseling to uninsured ... If applying for a remote or hybrid role, this includes remote work expectations related to ...

Counsel, California (Remote)

Sacramento, CA · On-site +1

$127K - $210K/yr

GEICO is looking to hire a Counsel to defend lawsuits filed in California courts and other first ... Financial benefits including market-competitive compensation; a 401K savings plan vested from day ...

Counsel, California (Remote)

San Francisco, CA · On-site +1

$127K - $210K/yr

GEICO is looking to hire a Counsel to defend lawsuits filed in California courts and other first ... Financial benefits including market-competitive compensation; a 401K savings plan vested from day ...

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Showing results 1-20

Remote Financial Counselor information

See California salary details

$13

$21

$30

How much do remote financial counselor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for remote financial counselor in California is $21.41, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $23.51 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.

What are popular job titles related to Remote Financial Counselor jobs in California?

For Remote Financial Counselor jobs in California, the most frequently searched job titles are:

What job categories do people searching Remote Financial Counselor jobs in California look for?

The top searched job categories for Remote Financial Counselor jobs in California are:

What cities in California are hiring for Remote Financial Counselor jobs?

Cities in California with the most Remote Financial Counselor job openings:

Infographic showing various Remote Financial Counselor job openings in California as of August 2026, with employment types broken down into 64% Full Time, 32% Part Time, and 4% Contract. Highlights an 100% Remote job distribution, with an average salary of $44,534 per year, or $21.4 per hour.

Patient Financial Advocate

Imh

West Covina, CA • On-site, Remote

$19.41 - $28.14/hr

Full-time

Medical

Re-posted 8 days ago


Job description

Job Description:

A Patient Financial Advocate is responsible for providing financial counseling to uninsured/ underinsured patients, by determining medical assistance eligibility for patients in clinic, hospital outpatient/inpatient, emergency settings, and in a call center environment. Patient Financial Advocates assist patients with submitting and/or processing documentation to complete applications for various medical assistance programs, such as: State/ Federal public benefits, ACA insurance availability, and internal/ external financial assistance programs. A Patient Financial Advocate will provide general insurance education, provide price quotes to potential patients, and assist with payments and payment arrangements.

Schedule - weekend and nights Friday-Tuesday 900-1730 shift differential pay is available based on scheduled hours

Essential Functions

  • Provides financial counseling and assistance to patients and their families, explaining their insurance coverage, benefits, and out-of-pocket costs.
  • Identifies and facilitates the application of financial assistance programs, such as Medicaid, charity care, or payment plans, for eligible patients.
  • Completes and submits appropriate applications to Department of Human Services or MA Site as applicable. Follows up through determination.
  • Obtains and verifies insurance information, authorizations, and referrals for scheduled and unscheduled services.
  • Reviews and updates patient accounts, ensuring accuracy and completeness of demographic and financial information.
  • Follows up with patients, providers, and insurance companies to resolve billing issues and disputes.
  • Educates patients on their financial obligations and rights and provide information on billing policies and procedures.
  • Documents all financial counseling and assistance activities in the electronic health record system.
  • Collaborates with other departments and teams to ensure a positive and seamless patient experience.

Skills

  • Healthcare Insurance
  • Billing
  • Financial Counseling
  • Insurance Verification
  • Detail Oriented
  • Compassion
  • Customer Service
  • HIPAA
  • Electronic Health Record
  • Affordable Care Act

Qualifications

Required

  • Demonstrated experience in healthcare revenue cycle, patient access or other customer service role.
  • Demonstrates knowledge of the Affordable Care Act, Insurance billing, medical terminology, and reimbursement practices.
  • Demonstrated proficiency in interpreting insurance Explanation of Benefits.
  • Demonstrated proficiency in computer skills including Microsoft Office applications, electronic health record systems, internet and email
  • Demonstrates excellent communication, interpersonal, and problem-solving skills.
  • Ability to work independently and collaboratively in a fast-paced and dynamic environment.
  • Ability to maintain confidentiality and comply with HIPAA and other regulations.
  • Ability to demonstrate compassion, empathy, and respect for patients and their families.

Preferred

  • High School Diploma or GED.
  • Experience in financial counseling, insurance verification, or collections.
  • Experience with Epic

Physical Requirements

  • Ongoing need for employee to see and read information, labels, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
  • Frequent interactions with providers, colleagues, customers, patients/clients and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
  • Manual dexterity of hands and fingers to manipulate complex and delicate supplies and equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
  • For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles

Location:

Intermountain Health St Vincent Regional Hospital

Work City:

Billings

Work State:

Montana

Scheduled Weekly Hours:

40

The hourly range for this position is listed below. Actual hourly rate dependent upon experience.

$19.41 - $28.14

We care about your well-being - mind, body, and spirit - which is why we provide our caregivers a generous benefits package that covers a wide range of programs to foster a sustainable culture of wellness that encompasses living healthy, happy, secure, connected, and engaged.


Learn more about our comprehensive benefits package here.


By applying for a position with Intermountain, I acknowledge that I will comply with all applicable Intermountain policies and expectations. If applying for a remote or hybrid role, this includes remote work expectations related to confidentiality, information security, work schedules, conflicts of interest, and use of company equipment. I further acknowledge that outside employment or activities may not interfere with job responsibilities or create a conflict of interest with Intermountain. Actual or reasonably perceived conflicts may be grounds for disqualification from consideration or, if hired, corrective action up to and including termination of employment.


Intermountain Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.


At Intermountain Health, we usethe artificial intelligence ("AI") platform, HiredScore to improve your job application experience.HiredScore helps match your skills and experiences to the best jobs for you. WhileHiredScore assists in reviewing applications, all final decisions are made byIntermountain personnel to ensure fairness. We protect your privacy and follow strict data protection rules. Your information is safe and used only for recruitment. Thank you for considering a career with us and experiencing our AI-enhanced recruitment process.


All positions subject to close without notice.