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Remote Financial Counselor Jobs in Port Richey, FL

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$12

$19

$27

How much do remote financial counselor jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for remote financial counselor in Port Richey, FL is $19.23, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $21.11 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 job categories do people searching Remote Financial Counselor jobs in Port Richey, FL look for?

The top searched job categories for Remote Financial Counselor jobs in Port Richey, FL are:

What cities near Port Richey, FL are hiring for Remote Financial Counselor jobs?

Cities near Port Richey, FL with the most Remote Financial Counselor job openings:

Remote Financial Counselor jobs near you

Financial Counselor

Florida Orthopaedic Institute

Temple Terrace, FL • On-site, Remote

$19/hr

Full-time

Re-posted 9 days ago

Key responsibilities

  • Respond to patient calls regarding billing inquiries, payment concerns, and self-pay statements.

  • Analyze patient responsibility and establish payment arrangements, including monitoring and following up on payment plans.

  • Research accounts, process patient payments, and prepare accounts for collection or escalation as needed.

Florida Orthopaedic Institute rating

7.2

Company rating: 7.2 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

Job Summary
The Financial Counselor is responsible for the timely and accurate follow-up and resolution of unpaid patient balances. This position manages a high volume of patient interactions related to self-pay accounts, analyzes patient responsibility, obtains and verifies insurance information, establishes payment arrangements, and processes patient payments. The Financial Counselor serves as a billing representative, resolving patient financial concerns that may impact a patient's ability to receive services.
Compensation:
  • $19 per hour

Key Responsibilities
  • Respond to a high volume of incoming patient calls related to self-pay statements, billing inquiries, and payment concerns.
  • Initiate outbound collection calls to patients on an ongoing basis in a professional and customer-focused manner.
  • Review and monitor assigned accounts and collection reports to ensure timely follow-up and resolution.
  • Analyze self-pay balances to determine patient financial responsibility, including deductibles, coinsurance, and contractual discounts.
  • Establish and monitor payment arrangements and provide timely follow-up on agreed payment plans.
  • Process patient payments accurately and in accordance with company procedures.
  • Research accounts deemed potentially non-collectible and prepare them for referral to collection agencies as appropriate.
  • Ensure all available payment resources have been researched and exhausted prior to escalation.
  • Identify billing issues requiring further review (e.g., claim corrections, appeals) and communicate findings to appropriate billing staff through documented patient cases.
  • Handle billing loop calls and respond to inquiries from patients, physician offices, and insurance companies.
  • Resolve patient billing problems while maintaining excellent customer service and preserving patient relationships.
  • Address patient concerns in a calm, courteous, and professional manner, including interactions with dissatisfied patients; escalate concerns to the Quality Department as needed.
  • Meet established productivity metrics and key performance indicators (KPIs).
  • Maintain compliance with HIPAA and all company plans, policies, and procedures set forth by Orthopaedic Solutions Managemet.
  • Perform reports, projects, and other duties as assigned.

Education and Experience
  • High School Diploma or GED required.
  • Minimum of 5 years of prior medical billing experience or equivalent required.
  • Working knowledge of CPT and ICD-10 coding required.
  • Demonstrated understanding of Explanation of Benefits (EOBs) and reimbursement practices, including deductibles, coinsurance, and contractual adjustments.

Preferred Qualifications & Skills
  • Strong knowledge of insurance guidelines and payer requirements.
  • Excellent customer service skills with the ability to handle sensitive financial conversations.
  • Strong attention to detail with a high level of accuracy.
  • Effective verbal and written communication skills.
  • Ability to work independently with minimal supervision while meeting goals, deadlines, and performance metrics.
  • Ability to manage multiple tasks in a deadline-driven environment.
  • Professional, well-presented, and tactful demeanor.
  • Ability to work collaboratively as part of a team and meet the expectations of internal and external customers.

Orthopaedic Solutions Management is a Drug Free Workplace
We are committed to maintaining a safe, healthy, and productive work environment. As part of this commitment, we operate as a drug-free workplace. All candidates will be required to undergo pre-employment drug screening and/or be subject to random drug testing in accordance with applicable laws and company policy.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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