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Remote Financial Counselor Jobs in Colorado (NOW HIRING)

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Remote Financial Counselor information

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 Colorado?

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

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

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

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

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

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Colorado as of August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% Remote job distribution.

Patient Health Benefits Counselor

Centennial, CO • Remote

Mountain Region Support
See more jobs at Mountain Region Supportexternal

$18.97 - $32.19/hr

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Job description


Job Summary and Responsibilities

You have a purpose, unique talents and NOW is the time to embrace it, live it and put it to work. We value incredible people with incredible skills – but your commitment to a greater cause is something we value even more.

This HBA/Financial Counselor position is accountable for making decisions supported by policy based on confidential financial information both from the facility and from patients to determine qualification for CICP (as applicable), Charity programs, or payment arrangements. You will utilizes scheduling and registration information to verify coverage and authorization for all scheduled procedures. After the verification of benefits and authorization, HBA/FC populates price estimate tool to decide patient portion.

This role makes calls to patients, doctor’s offices, and hospital departments to gather sufficient information to obtain authorization and benefits Collection of patient portion. We ask that you act as a liaison between the patients, physicians, patient clinics, case management, centralized billing office, third party Medicaid eligibility vendor and community agencies.

This position is 100% remote. Must live in either Utah or Colorado.

Job Requirements

In addition to bringing your whole self to the workplace each day, qualified candidates will need the following:

  • 6 Months healthcare experience
  • Knowledge of ICD and CPT coding
  • Medical terminology with good customer service skills
  • Preferred knowledge of registration and billing and credit scoring
  • High School Diploma or GED required
  • CPR Certification (as required by facility)

Physical Requirements - Sedentary work -(prolonged periods of sitting and exert up to 10lbs force occasionally)

Where You'll Work

With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our communities need caring and our families need protection. With our combined resources CommonSpirit is committed to building healthy communities advocating for those who are poor and vulnerable and innovating how and where healing can happen both inside our hospitals and out in the community.

Qualifications:

In addition to bringing your whole self to the workplace each day, qualified candidates will need the following:

  • 6 Months healthcare experience
  • Knowledge of ICD and CPT coding
  • Medical terminology with good customer service skills
  • Preferred knowledge of registration and billing and credit scoring
  • High School Diploma or GED required
  • CPR Certification (as required by facility)

Physical Requirements - Sedentary work -(prolonged periods of sitting and exert up to 10lbs force occasionally)

Employment Type: Full Time

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