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Remote Financial Counselor Jobs in Georgetown, TX

PNC Bank

Special Assets Consultant - Midland

Austin, TX · On-site +1

This position may be eligible for remote work in select geographic locations, subject to approval ... Gathers financial data, prepares analysis and develops workout strategy and alternatives for a ...

Ascension

Revenue Cycle Educator

Austin, TX · Remote

$65K/yr

Fully Remote Department/Specialty: Revenue Cycle Management Schedule: Full Time | Monday-Friday ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

WP Engine - LIM

Deal Desk, Lead

Austin, TX · On-site +1

Evolve pricing strategy in conjunction with Sales and Finance goals. Establish frameworks for ... Remote Work Support: $500 one-time home office setup stipend. * Career Growth: Ongoing education ...

Main Street Renewal

Senior Claims Consultant

Austin, TX · On-site +1

Highly qualified candidates outside the Austin area for a remote work arrangement. Position Summary ... Participate in strategic planning discussionsregardingclaims management and risk financing. Process ...

Restaurant365

Director, People Business Partner

Austin, TX · On-site +1

$160K - $195K/yr

Partner closely with FP&A, Talent Acquisition, Total Rewards, and People Ops to ensure People ... Strong executive presence and the credibility to give senior leaders honest, direct counsel they ...

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Remote Financial Counselor information

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How much do remote financial counselor jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for remote financial counselor in Georgetown, TX is $20.16, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $22.12 per hour, depending on experience, location, and employer.

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 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.

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Remote Financial Counselor jobs near you
Infographic showing various Remote Financial Counselor job openings in Georgetown, TX as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $41,927 per year, or $20.2 per hour.

Director of Sales Engineering & Effectiveness, Remote

Aledade

Austin, TX • Remote

Full-time

Re-posted just now

Aledade rating

8.6

Company rating: 8.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

53rd of 483 rated business services

Job description

The Director of Sales Engineering & Effectiveness [“SEE”] oversees all aspects of the sales engineering, sales effectiveness, solution design, deal support & VBC capital administration.  The Director is responsible for enhancing the company’s position with prospects & partners, solidifying our value proposition, plus market position of the company.  The Director’s SEE team provides a critical set of capabilities for Growth to target & win higher value practices / LUM to maximize future revenues for providers & Aledade alike.  

This includes leading a team of SMEs in data analytics, payments, financial modeling, value calculations, deal desk operations, contracting, process documentation & case resolution.  The Director develops playbooks for these functions, overseeing onboarding & upskilling of SMEs on the team. 

This leader is a strong operator & manager of SMEs foremost, able to run cross-functional weekly meetings, performance reviews, plus manage special projects & deliverables for executives, particularly GEL(“Growth Executive Leadership” team) & Glue. Additionally, the Director will coordinate SME participation in external prospect & client facing meetings, both remote & on-site, to maximize impact & progress deals in pipeline.  The Director will also need to effectively counsel Aledade’s senior sales talent & leadership complex deals / named accounts.  

The Director will work closely with GEL to drive key analysis, lean reporting & processes from a team of SMEs to maximize operational leverage of the Growth Organization.  The Director anticipates what strategic insights & modeling are required for Growth to increase productivity to meet the company’s aggressive growth trajectory, documented in KR commitments.

We are flexible with respect to geographic location, and the ideal candidate will be comfortable working remotely/work from home within the US or be based from Bethesda, MD office.

Primary Duties:
  1. Strategic Opportunity Identification Sourcing and Planning - this includes: Setting Strategy and Direction for directing the work of the team to identify & curate potential health system, IPA, Switcher and network targets to support initiatives for hitting the Growth Goal. The Director will lead, coordinate and assign Deal support / customization for key accounts to the Sales Engineers; collaborate with Marketing team to inform segment specific campaigns and share learnings; evaluating ACO performance and assessing ROI and sales performance of initiatives using Salesforce CRM and other workflow and analytical tools. 
  2. The Director will also be accountable to identify and lead the strategic initiatives based on market events and competitive intel to position Aledade as the best option including but not limited to talking points, data analysis and targeting for the Sales team.   
  3. Establish, monitor, and enforce rigorous SLAs for complex deal modeling while driving a self-service model for standard market opportunities. Direct the internal SEE roadmap to pioneer tool enhancements, automate data-model workflows, and optimize user experience.
  4. Hire, coach, develop and mentor a team of 3+ SMEs as outlined above to ensure they are supporting the Growth organization.
  5. Attend cross functional team meetings with GLT to ensure collaboration and teamwork.
Minimum Qualifications:
  • Bachelor's degree
  • 10+ years of progressive working experience
  • 5+ of relevant sales, operations and/or sales management experience working in healthcare and with healthcare providers
Preferred knowledge, skills, and/or abilities:
  • Experience evaluating product/market situations and analyzing raw data and information, transforming it into actionable sales strategies and approaches
  • Proven ability to identify, position, develop, lead and retain multiple levels of experience, talented people who are focused on rapid speed of growth and flawless execution of strategy.
  • Proven track record of success as a sales leader exemplified by national rankings
  • Salesforce expertise; proficiency with Google Suite of Products
  • Familiarity with Value-Based Care
Physical Requirements:
  • Sitting for prolonged periods of time. Extensive use of computers and keyboard. Occasional walking and lifting may be required.
  • Willing to travel by car or plane as needed up to 10%
#LI-KC1

Who We Are:
Aledade, a public benefit corporation, exists to empower the most transformational part of our health care landscape - independent primary care. We were founded in 2014, and since then, we've become the largest network of independent primary care in the country - helping practices, health centers and clinics deliver better care to their patients and thrive in value-based care. Additionally, by creating value-based contracts across a wide variety of health plans, we aim to flip the script on the traditional fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures primary care physicians are paid for what they do best - keeping patients healthy. If you want to help create a health care system that is good for patients, good for practices and good for society - and if you're eager to join a collaborative, inclusive and remote-first culture - you've come to the right place.

What Does This Mean for You?
At Aledade, you will be part of a creative culture that is driven by a passion for tackling complex issues with respect, open-mindedness and a desire to learn. You will collaborate with team members who bring a wide range of experiences, interests, backgrounds, beliefs and achievements to their work - and who are all united by a shared passion for public health and a commitment to the Aledade mission.

In addition to time off to support work-life balance and enjoyment, we offer the following comprehensive benefits package designed for the overall well-being of our team members:

Flexible work schedules and the ability to work remotely are available for many roles
Health, dental and vision insurance paid up to 80% for employees, dependents and domestic partners
Robust time-off plan (21 days of PTO in your first year)
Two paid volunteer days and 11 paid holidays
12 weeks paid parental leave for all new parents
Six weeks paid sabbatical after six years of service
Educational Assistant Program and Clinical Employee Reimbursement Program
401(k) with up to 4% match
Stock options
And much more!

At Aledade, we don’t just accept differences, we celebrate them! We strive to attract, develop and retain highly qualified individuals representing the diverse communities where we live and work. Aledade is committed to creating a diverse environment and is proud to be an equal opportunity employer. Employment policies and decisions at Aledade are based on merit, qualifications, performance and business needs. All qualified candidates will receive consideration for employment without regard to age, race, color, national origin, gender (including pregnancy, childbirth or medical conditions related to pregnancy or childbirth), gender identity or expression, religion, physical or mental disability, medical condition, legally protected genetic information, marital status, veteran status, or sexual orientation.

Privacy Policy: By applying for this job, you agree to Aledade's Applicant Privacy Policy available at  https://www.aledade.com/privacy-policy-applicants

We may use automated tools, including artificial intelligence (AI), to help organize and evaluate application materials. These tools support our recruiters and hiring managers by helping manage large applicant pools. Human judgment plays an essential role in our hiring process, including in the oversight and use of any automated tools. If you would like more information about our screening and hiring process, please contact us.

What Aledade employees say

Pay

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About Aledade

Sourced by ZipRecruiter

Aledade is a leader in population health that is using innovative, value based solutions to transform the way physicians interact with their patients. We are on a mission to change healthcare for the better and solve complex problems within the healthcare system. We follow the simple but radical idea that Aledade only succeeds when our partner practices succeed. From our cutting-edge technology platform to practice transformation services, we provide physicians with everything they need to create and run an accountable care organization (ACO), revamping the way they practice and getting them back to where they should be: quarterbacking their patients' health care! Our customized solutions help clinicians in communities across America preserve their autonomy, deliver better care to their patients, reduce overall costs, and keep independent physician practices flourishing.

Industry

Health care and social assistance

Company size

501 - 1,000 Employees

Headquarters location

Bethesda, MD, US

Year founded

2014

View All Aledade Jobs