2

Remote Financial Counselor Jobs (NOW HIRING)

Financial Aid Counselor

Ithaca, NY · On-site +1

$38K - $50K/yr

The Opportunity The Office of Financial Aid and Student Employment has a Financial Aid Counselor II ... This position is based in Ithaca, New York and is eligible for a remote work arrangement from ...

REMOTE OTP Counselor

Petersburg, VA · On-site +1

$20 - $26.75/hr

Responsibilities Remote OTP Counselor Foundations Health is seeking a compassionate and motivated ... During the recruitment process, no recruiter or employee will request financial or personal ...

REMOTE OTP Counselor

Petersburg, VA · Remote

$20 - $26.75/hr

Responsibilities Remote OTP Counselor Foundations Health is seeking a compassionate and motivated ... During the recruitment process, no recruiter or employee will request financial or personal ...

next page

Showing results 1-20

Remote Financial Counselor information

See salary details

$13

$21

$30

How much do remote financial counselor jobs pay per hour?

As of Jun 24, 2026, the average hourly pay for remote financial counselor in the United States is $21.69, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $23.80 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Remote Financial Counselor position, and why are they important?

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 job?

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 typical day look like for a Remote Financial Counselor?

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.

More about Remote Financial Counselor jobs
What cities are hiring for Remote Financial Counselor jobs? Cities with the most Remote Financial Counselor job openings:
What states have the most Remote Financial Counselor jobs? States with the most job openings for Remote Financial Counselor jobs include:
Infographic showing various Remote Financial Counselor job openings in the United States as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% Remote job distribution, with an average salary of $45,125 per year, or $21.7 per hour.
Admissions Counselor - Remote (see full posting for eligible states)

Admissions Counselor - Remote (see full posting for eligible states)

Northern Arizona Healthcare

Cottonwood, AZ • On-site, Remote

$36K - $48K/yr

Full-time

Posted 8 days ago


Northern Arizona Healthcare rating

7.9

Company rating: 7.9 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

107th of 875 rated healthcare providers


Job description

Overview
NAH reserves the right to make hiring decisions based on applicants' state of residence if outside the state of Arizona. NAH currently hires for remote positions in the following states:
  • Alabama
  • Arizona
  • Florida
  • Georgia
  • Idaho
  • Indiana
  • Kansas
  • Michigan
  • Missouri
  • North Carolina
  • Ohio
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia

The Patient Access Admissions Counselor is responsible for the verification and collection of patient demographic and insurance information by direct data entry to the electronic medical record during the scheduling/pre-admit or admission process prior to discharge. Performs verification of insurance benefits, documents current coverage and eligibility details, and completes timely notifications for required authorization of services. Ensures authorization for surgical/special interventional procedures and inpatient/observation hospital stays is secured with appropriate system documentation. Provides financial education and counseling to the patient related to insurance coverage, financial liability, and investigates avenues for alternate payer source or eligibility for financial assistance. Acts as an expert knowledge resource for clinical areas, Nursing Units or Care Management related to registration and financial counseling questions or issues.
Responsibilities
Patient Registration/Scheduling
* Demonstrates high degree of proficiency in computer skills and Microsoft applications; includes navigation of web-based or system applications required for Patient Access Services with keyboarding of 50+ wpm.
* Accurate identification of patient for direct data entry of required clinical, demographic, and insurance information to the electronic medical record during registration or for appointment booking of assigned procedures.
* Provides detailed explanation of scheduled procedures and patient instructions that are associated to the medical service.
* Ensures system documentation specific to the patient visit is entered and accurately reflects activities related to patient or provider contact, order documentation, insurance verification, financial education, and payment.
* Provides explanation of legal forms and secures signature of patient/authorized party as required for services.
* Performs medical necessity checking for identified services; secures required ABN documentation as appropriate.
* Demonstrates thorough understanding of compliance standards required within a healthcare environment including EMTALA and HIPAA-Privacy Patient Confidentiality regulations.
Insurance Verification for Eligibility/Authorization
* Accurate identification and selection of insurance carrier in the patient medical record for specified dates of medical services
* Navigates web-based products or system applications to initiate and document insurance eligibility, benefit details, authorization requirements.
* Performs required notifications to ensure insurance authorization for identified medical services, including surgical/special interventional procedures and inpatient/observation stays, are secured and documented.
* Demonstrates advanced knowledge of CPT, ICD10 coding, and physician order documentation as required for medical services including determinations for medical necessity.
Financial Counseling
* Demonstrates expert knowledge of regulatory or Third Party Payer insurance requirements including Medicare, AHCCCS/Medicaid, Workers Comp and other commercial payers.
* Educates the patient on insurance eligibility, coverage, procedure costs, alternate resources for financial assistance, and payment arrangement guidelines.
* Uses professional negotiation techniques to collect identified patient financial liabilities; performs secured payment entry and deposit/cash reconciliation steps.
* Navigates web based products to initiate, document, and provide charge estimation for Inpatient/Observation stays, Surgical/Special Interventional procedures or service categories based on patient requests or financial counseling needs.
* Demonstrates advanced conflict resolution skills to address issues related to scheduling, registration or the financial assistance application approval process.
* Makes direct contact on behalf of the patient to providers, insurance representatives, or outside agencies such as Arizona Department of Economic Security to initiate and monitor success of AHCCCS application process.
* Monitors system work lists to provide necessary financial counseling follow-up for private pay patients in the Emergency Department and Inpatient/Observation settings. Ensures patient account is updated to reflect new payer source(s).
Revenue Cycle Support for Hospital or Clinical Services
* Handles department call volumes as assigned to appropriately respond to requests from patients, providers, or other hospital departments.
* Acts as an expert resource to clinical departments for registration/scheduled services related to data entry of patient account fields, provider order requirements, and questions regarding insurance coverage or financial assistance.
* Coordinates information with Nursing Units or Care Management related to registration, financial counseling, or insurance coverage and benefit limits affecting patient length of stay and discharge planning efforts.
* Monitors and analyzes Revenue Cycle reports and system work lists to ensure accuracy of patient record and that all process steps, insurance requirements, and compliance standards have been met for scheduling, registration, and financial counseling activities.
Compliance/Safety
* Responsible for reporting any safety-related incident in a timely fashion through the Midas/RDE tool; attends all safety-related training programs; performs work in a safe manner; monitors work environment for possible safety issues and ensures others are also performing work in a safe manner.
* Stays current and complies with state and federal regulations/statutes and company policies that impact the employee's area of responsibility.
* If required for the position, ensures all certifications and/or licenses are up-to-date and valid prior to expiration dates.
* Completes all company mandatory modules and required job-specific training in the specified time frame.
Qualifications
Education
  • High School Diploma or GED- Required
  • Associate's Degree- Preferred

Experience
  • 2 years in a customer service role- Required
  • Proficiency in Microsoft applications (Excel, Word, PowerPoint)- Required
  • 3 - 5 years experience in a medical facility, health insurance, or related medical field- Preferred
  • Medical Terminology course work- Preferred

Healthcare is a rapidly changing environment and technology is integrated into almost all aspects of patient care. Computers and other electronic devices are utilized across the organization and throughout each department. Colleagues must have an understanding of computers, and competence in using computers and basic software programs.

What Northern Arizona Healthcare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Northern Arizona Healthcare logo

About Northern Arizona Healthcare

Sourced by ZipRecruiter

Northern Arizona Healthcare (NAH) is a preeminent health service provider headquartered in Flagstaff, Arizona, US. Founded on an unwavering commitment to deliver compassionate, world-class care, NAH is a key player in the healthcare industry. The key services include cardiology, oncology, emergency services, surgery, women's health services, among others. With operations established over a century ago, it started serving the community in Flagstaff since 1911 before expanding to other locations. NAH's mission lodges the cornerstone that every individual should have access to top-quality, cost-effective health care. NAH's achievements range from national recognitions in patient safety to infrastructure development, like the opening of the new Children’s Health Center, highlighting their commitment to toddler health.

Industry

Health care and social assistance

Company size

1,001 - 5,000 Employees

Headquarters location

Flagstaff, AZ, US

Year founded

1936