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Remote Financial Counselor Jobs in Bridgeport, CT

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale--not settle. We deliver a distinctive experience that ...

Charter Oak Financial

Financial Advisor

Melville, NY · Remote

$55K - $130K/yr

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale--not settle. We deliver a distinctive experience that ...

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Remote Financial Counselor information

See Bridgeport, CT salary details

$13

$22

$31

How much do remote financial counselor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for remote financial counselor in Bridgeport, CT is $22.06, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $24.18 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 Bridgeport, CT?

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

What job categories do people searching Remote Financial Counselor jobs in Bridgeport, CT look for?

The top searched job categories for Remote Financial Counselor jobs in Bridgeport, CT are:

What cities near Bridgeport, CT are hiring for Remote Financial Counselor jobs?

Cities near Bridgeport, CT with the most Remote Financial Counselor job openings:

Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Bridgeport, CT as of August 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 100% Remote job distribution, with an average salary of $45,882 per year, or $22.1 per hour.

Financial Counselor

ORTHOPAEDIC & NEUROSURGERY SPECIALISTS P.C.

Stamford, CT • On-site, Remote

$26.40 - $33/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

Who we are:
Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.
What you'll do:
Serves as a primary point of contact to investigate and determine the patient's financial responsibility for services rendered and collect the patient's responsibilities prior to scheduled procedures.
Responsibilities/Duties:
  • Confirms patient's benefits to determine any patient responsibility prior to procedure, i.e., deductibles, co-insurance and copays. Both Professional and facility
  • Outbound calls to patients to educate on financial responsibilities.
  • Verifies insurance eligibility prior to services being rendered.
  • Attempts to collect and post patient's responsibility prior to procedure.
  • Maintains documentation of all patient interactions in compliance with organizational standards.
  • Maintains collection logs by practice for reconciliation purposes
  • Collaborates with Practices and RC Leadership
  • Collaborates with Surgical Coordinators to support prior authorizations, review for add-on procedures
  • Addressing all Revenue Cycle Correspondences, including but not limited to, email, faxes, written, and internal Practice Management communications
  • Other duties as assigned.

Who you are:
Qualifications:
  • High School Diploma or equivalent
  • Previous experience in healthcare financial services and/or revenue cycle preferred.
  • Strong knowledge of insurance identification and processes, billing procedures, and healthcare regulations.
  • Strong communication skills, bilingual is a plus
  • Strong problem-solving skills.
  • Proficiency with electronic health record systems and Microsoft Office Suite.

What we offer:
  • Excellent growth and advancement opportunities
  • Dynamic environment
  • Access to a diverse network of practitioners
  • Broad infrastructure of tools and programs to enhance the employee experience
  • Competitive Compensation
  • Generous PTO
  • Benefits package: health, dental, vision, 401(k), etc.

We are an equal-opportunity employer. Qualified Applicants are considered for positions and are evaluated without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex, or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances (referred to as "protected characteristics").

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