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Remote Financial Counselor Jobs in Oregon (NOW HIRING)

Pinnacle Fertility Inc.

Financial Counselor

Portland, OR · Remote

$20 - $23/hr

This is a full-time , remote position working Monday through Friday from 8:00 AM-5:00 PM Pacific ... Expertise in financial counseling, billing, coding, and insurance. * Proficient in claims ...

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How much do remote financial counselor jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for remote financial counselor in Oregon is $22.94, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $25.14 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 Oregon?

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

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

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

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

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

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Oregon as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 100% Remote job distribution, with an average salary of $47,710 per year, or $22.9 per hour.

Financial Counselor

Pinnacle Fertility Inc.

Portland, OR • Remote

$20 - $23/hr

Full-time

Re-posted 25 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 – Oregon. This is a full-time, remote position working Monday through Friday from 8:00 AM–5:00 PM Pacific Standard Time (PST).

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.
  • 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.

    Compensation & Benefits:

    • Hourly Rate: $20.00 - $23.00 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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