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Remote Financial Educator Jobs in Raleigh, NC (NOW HIRING)

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... education and work experience to check the reasoning and accuracy of an AI Assistant's work • ...

FP&A Manager - AI Trainer

Cary, NC · Remote

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... education and work experience to check the reasoning and accuracy of an AI Assistant's work • ...

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... education and work experience to check the reasoning and accuracy of an AI Assistant's work • ...

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Remote Financial Educator information

See Raleigh, NC salary details

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$39

How much do remote financial educator jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for remote financial educator in Raleigh, NC is $21.79, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $23.85 per hour, depending on experience, location, and employer.

How does a Remote Financial Educator typically collaborate with clients and team members given the virtual nature of the role?

As a Remote Financial Educator, most client interactions and team collaborations occur through digital platforms such as video conferencing, webinars, and online chat tools. This setup allows for flexibility but also requires strong communication skills and comfort with technology to ensure engagement and clarity. Regular coordination with team members often involves virtual meetings to align on educational content, track client progress, and share best practices. Staying organized and proactive in digital communication is key to overcoming the challenges of remote work and building strong client relationships.

What are the key skills and qualifications needed to thrive as a Remote Financial Educator, and why are they important?

To thrive as a Remote Financial Educator, you need a strong background in finance or economics, teaching experience, and relevant certifications such as CFP or AFC. Familiarity with online learning platforms, webinar tools, and financial planning software is typically required. Exceptional communication, self-motivation, and the ability to simplify complex concepts are crucial soft skills for engaging and educating remote learners. These skills ensure effective knowledge transfer, foster learner engagement, and build trust in a virtual environment.

What are Remote Financial Educators?

Remote Financial Educators are professionals who provide financial education, guidance, and resources to individuals or groups through online platforms rather than in-person meetings. They help clients understand personal finance topics such as budgeting, saving, investing, credit management, and retirement planning. By utilizing virtual tools like webinars, video calls, and online courses, Remote Financial Educators make financial education accessible to people regardless of their location. Their goal is to empower clients to make informed financial decisions and improve their overall financial well-being.

What is the difference between Remote Financial Educator vs Remote Financial Advisor?

AspectRemote Financial EducatorRemote Financial Advisor
CredentialsTypically requires financial education certifications, such as CFP® or similarRequires certifications like CFP®, CFA, or Series 7/66 licenses
Work EnvironmentPrimarily educational settings, online platforms, workshopsClient-facing, providing personalized financial planning and investment advice
Employer & Industry UsageEducational institutions, non-profits, online education companiesFinancial firms, banks, independent advisory firms
Search & Comparison IntentUnderstanding roles in financial education, teaching vs advisingSeeking personalized financial planning services, investment advice

While both roles involve finance, a Remote Financial Educator focuses on teaching financial concepts without providing personalized advice, whereas a Remote Financial Advisor offers tailored financial planning and investment recommendations to clients.

What are popular job titles related to Remote Financial Educator jobs in Raleigh, NC? For Remote Financial Educator jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Financial Educator jobs in Raleigh, NC look for? The top searched job categories for Remote Financial Educator jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Financial Educator jobs? Cities near Raleigh, NC with the most Remote Financial Educator job openings:
Supervisor Financial Navigation - Financial Counseling

Supervisor Financial Navigation - Financial Counseling

UNC HEALTH

Chapel Hill, NC • On-site, Remote

$26.85 - $38.61/hr

Full-time

Posted 4 days ago


Job description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.
Summary:
This position functions as a mid-level manager with daily operational responsibilities for all aspects of Financial Counseling including staff oversight and daily operational processes to include financial assistance and Medicaid eligibility screening, insurance premium, copayment, and grant fund assistance, patient estimates, patient liability upfront collections, payment plans, collection of outstanding patient liability, and patient billing statement inquiries.
These activities are for all Shared Service entities within UNC Health Care System.
Additionally, the Supervisor is responsible for ensuring processes are conducted efficiently and in a high quality manner to meet financial goals and adhere to compliant billing and collections regulations.
This role is mostly remote.
Responsibilities:
Educate assigned clinical departments on Financial Counseling operations. Provide consultation services to clinic departments related to improved revenues, and advocate for patient and customer satisfaction. Provide general guidance to staff on Financial Counseling protocols.
Independently, or in collaboration with other teams, develops and implements procedures to optimize revenue generation. Document new or revised procedures and ensures staff and clinical departments are aware of, and properly trained in all procedures.
Manage team projects and participate on intra-departmental projects. Lead or serve on recurring task force teams, project workgroups, special projects, and Patient Access leadership meetings. Develops and implements process improvement plans.
Manages Patient Access as it relates to all aspects of Financial Counseling for HCS Shared Services facilities, including financial assistance and Medicaid eligibility screening, insurance premium, copayment, and grant fund assistance, patient estimates, patient liability upfront collections, payment plans, collection of outstanding patient liability, and patient billing statement inquiries. Ensures that all financial counseling related issues are reviewed, researched, and resolved.
Participates in staff recruitment, hiring and orientation. Selects and appraises employees. Conducts performance evaluations and employee discipline in accordance with UNCHCS policies and procedures. Ensures staff is appropriately trained.
Collaborates with management to perform routine and ad hoc analyses, audits, reporting, and workflow studies as required to ensure revenue optimization. Analyzes findings and presents to clinic department and management.
Provides input to department budget process and monitors to ensure fiscal accountability. Collaborates with management to establish and monitor department goals, metrics, and established productivity measures.
Serve as Patient Access Financial Counseling liaison for all HCS Shared Service owned and managed hospitals and all physician groups related to HB and PB functions. Develop and maintain strong working relationship to educate other facilities across all Shared Service facilities on financial counseling operations.
Supervises the operations of a cross-disciplinary team for assigned areas in accordance with established standards and procedures. Provides direction and oversight to subordinates. Ensures staff complies with relevant regulations, policies and certifications. Maintains employee schedules and attendance records.
Other Information
Other information:
Education Requirements:
• Bachelor's degree in a related field (or equivalent combination of education, training and experience).
Licensure/Certification Requirements:
• No licensure or certification required.
Professional Experience Requirements:
• If a Bachelor's Degree: Two (2) years of relevant experience and one (1) year of supervisory experience.
• If an Associate's Degree: Three (4) years of relevant experience and one (1) year of supervisory experience.
• If a High School Diploma or GED: Seven (7) years of relevant experience and one (1) year of supervisory experience.
Knowledge/Skills/and Abilities Requirements:
• • Strong customer service skills/experience
• Proficient in time management with superior prioritization skills.
• Must be self-motivated and detail oriented with strong analytical and critical-thinking skills
• Effective verbal and written communication skills with the ability to professionally present information.
• Understanding of overall hospital revenue cycle functions.
Job Details
Legal Employer: NCHEALTH
Entity: Shared Services
Organization Unit: Financial Counseling
Work Type: Full Time
Standard Hours Per Week: 40.00
Salary Range: $26.85 - $38.61 per hour (Hiring Range)
Pay offers are determined by experience and internal equity
Work Assignment Type: Hybrid
Work Schedule: Day Job
Location of Job: US:NC:Chapel Hill
Exempt From Overtime: Exempt: Yes
This position is employed by NC Health (Rex Healthcare, Inc., d/b/a NC Health), a private, fully-owned subsidiary of UNC Health Care System, in a department that provides shared services to operations across UNC Health Care; except that, if you are currently a UNCHCS State employee already working in a designated shared services department, you may remain a UNCHCS State employee if selected for this job.
Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.