Financial Counselor Jobs
Financial Counselor jobs are open across healthcare systems, nonprofits, credit unions, and higher education institutions, with specializations in debt management, budgeting, and benefits navigation, from entry-level advisors to senior program directors. See the openings below and apply to the ones that match your experience.
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At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
Duke Health Lake Norman Hospital
Pursue your passion for caring with Duke Health Lake Norman Hospital in Mooresville, North Carolina. The smallest of the four Duke Health hospitals at 123-beds, it offers a comprehensive range of medical services, including 24-hour emergency care, cardiology, orthopedics, women's services, and surgical specialties.
Job Summary
Accurately complete patient accounts based on departmental protocol, policies and procedures, and compliance with regulatory agencies, to include but not limited to pre-admission, admission, pre-registration and registration functions. Ensure all insurance requirements are met prior to patients' arrival and inform patients of their financial liability prior to arrival for services. Arrange payment options with the patients and screens patients for government funding sources.
Work Performed
Analyze insurance coverage and benefits for service to ensure timely reimbursement. Obtain all Prior Authorization Certification and/or authorizations as appropriate. Facilitate payment sourcesfor uninsured patients. Determine if patient's condition is the result of an accident and perform complete research to determine the appropriate source of liability/payment. Admit, register and pre-register patients with accurate patient demographic and financial data. Resolve insurance claim rejections/denials and remedy expediently. Calculate and collect cash payments appropriately for all patients. Reconcile daily cash deposit. Evaluate diagnoses to ensure compliance with the Local Medicare Review Policy. Perform those duties necessary to ensure all accounts are processed accurately and efficiently. Compile departmental statistics for budgetary and reporting purposes. Explain bills according to PRMO credit and collection policies. Implement appropriate collection actions and assist financially responsible persons in arranging payment. Make referral for financial counseling. Determine necessity of third party sponsorship and process patients in accordance with policy and procedure. Examine insurance policies and other third party sponsorship materials for sources of payment. Inform attending physician of patient financial hardship. Complete the managed care waiver form for patients considered out of network and receiving services at a reduced benefit level. Update the billing system to reflect the insurance status of the patient. Refer patients to the Manufacturer Drug program as needed for medications. Greet and provides assistance to visitors and patients. Explain policies and procedures, and resolves problems. Gathers necessary documentation to support proper handling of inquiries and complaints. Assist with departmental coverage as requested. Obtain authorizations based on insurance plan contracts and guidelines. Document billing system according to policy and procedure. Enter and update referrals as required. Communicate with insurance carriers regarding clinical information requested and to resolve issues relating to coverage and payment.
Knowledge, Skills and Abilities
Excellent communication skills, oral and written. Ability to analyze data, perform multiple tasks and work independently. Must be able to develop and maintain professional, service-oriented working relationships with patients, physicians, co-workers and supervisors. Must be able to understand and comply with policies and procedures.
Level Characteristics
Position responsible for high production generated accurately in accordance with established business processes or regulation. Requires working knowledge of compliance principles. Job allows the opportunity to work independently.
Minimum Qualifications
Education
Work requires knowledge of basic grammar and mathematical principles normally required through a high school education, with some postsecondary education preferred. Additional training or working knowledge of related business.
Experience
Two years experience working in hospital service access, clinical service access, physician office or billing and collections. Or, an Associate's degree in a healthcare related field and one year of experience working with the public. Or, a Bachelor's degree and one year of experience working with the public.
Degrees, Licensures, Certifications
None required
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
Duke Health Lake Norman Hospital
Pursue your passion for caring with Duke Health Lake Norman Hospital in Mooresville, North Carolina. The smallest of the four Duke Health hospitals at 123-beds, it offers a comprehensive range of medical services, including 24-hour emergency care, cardiology, orthopedics, women's services, and surgical specialties.
Job Summary
Accurately complete patient accounts based on departmental protocol, policies and procedures, and compliance with regulatory agencies, to include but not limited to pre-admission, admission, pre-registration and registration functions. Ensure all insurance requirements are met prior to patients' arrival and inform patients of their financial liability prior to arrival for services. Arrange payment options with the patients and screens patients for government funding sources.
Work Performed
Analyze insurance coverage and benefits for service to ensure timely reimbursement. Obtain all Prior Authorization Certification and/or authorizations as appropriate. Facilitate payment sourcesfor uninsured patients. Determine if patient's condition is the result of an accident and perform complete research to determine the appropriate source of liability/payment. Admit, register and pre-register patients with accurate patient demographic and financial data. Resolve insurance claim rejections/denials and remedy expediently. Calculate and collect cash payments appropriately for all patients. Reconcile daily cash deposit. Evaluate diagnoses to ensure compliance with the Local Medicare Review Policy. Perform those duties necessary to ensure all accounts are processed accurately and efficiently. Compile departmental statistics for budgetary and reporting purposes. Explain bills according to PRMO credit and collection policies. Implement appropriate collection actions and assist financially responsible persons in arranging payment. Make referral for financial counseling. Determine necessity of third party sponsorship and process patients in accordance with policy and procedure. Examine insurance policies and other third party sponsorship materials for sources of payment. Inform attending physician of patient financial hardship. Complete the managed care waiver form for patients considered out of network and receiving services at a reduced benefit level. Update the billing system to reflect the insurance status of the patient. Refer patients to the Manufacturer Drug program as needed for medications. Greet and provides assistance to visitors and patients. Explain policies and procedures, and resolves problems. Gathers necessary documentation to support proper handling of inquiries and complaints. Assist with departmental coverage as requested. Obtain authorizations based on insurance plan contracts and guidelines. Document billing system according to policy and procedure. Enter and update referrals as required. Communicate with insurance carriers regarding clinical information requested and to resolve issues relating to coverage and payment.
Knowledge, Skills and Abilities
Excellent communication skills, oral and written. Ability to analyze data, perform multiple tasks and work independently. Must be able to develop and maintain professional, service-oriented working relationships with patients, physicians, co-workers and supervisors. Must be able to understand and comply with policies and procedures.
Level Characteristics
Position responsible for high production generated accurately in accordance with established business processes or regulation. Requires working knowledge of compliance principles. Job allows the opportunity to work independently.
Minimum Qualifications
Education
Work requires knowledge of basic grammar and mathematical principles normally required through a high school education, with some postsecondary education preferred. Additional training or working knowledge of related business.
Experience
Two years experience working in hospital service access, clinical service access, physician office or billing and collections. Or, an Associate's degree in a healthcare related field and one year of experience working with the public. Or, a Bachelor's degree and one year of experience working with the public.
Degrees, Licensures, Certifications
None required
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
Financial Counselor Jobs by Experience Level
See All 329+ Financial Counselor Jobs
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Find Financial Counselor JobsFinancial Counselor Job Market
Who's Hiring
- Magellan Health148
- Duke Health8
- Fisher Investments8
- American Oncology Network7
- Orlando Health5
Top Industries Hiring
- Healthcare & Medical Services13
- Education3
- Technology & Software1
- Investment & Asset Management1
What Employers Look For
The qualifications that appear most often in financial counselor jobs.
- Bachelor's degree in social work, finance, psychology, or a related field
- Accredited Financial Counselor (AFC) or equivalent professional certification
- Experience conducting one-on-one financial assessments and building individualized spending or debt plans
- Proficiency with case management software and client record documentation
- Knowledge of federal benefit programs, community resources, and referral processes
- Strong interpersonal communication skills for working with clients in financial distress
Tips for Your Financial Counselor Job Search
Tailor your resume to the setting
Financial counselor roles in hospitals look for patient billing experience, while nonprofit or credit union roles weight community outreach and financial coaching. Match your resume language to the sector you're targeting so hiring managers immediately recognize your fit.
List certifications above your job titles
Certifications like AFC, CCFC, or NFCC-recognized credentials carry real weight in this field. Place them in a dedicated section near the top of your resume so screeners spot them before reading your work history.
Apply early to roles that fit
Migrate Mate lists financial counselor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Search by setting, not just title
Job boards often blur financial counselor, financial advisor, and case manager roles. Filter by employer type, such as hospital, credit union, or community action agency, to surface openings that actually match your background and avoid irrelevant listings.
Prepare scenario answers about client resistance
Interviewers in this field routinely ask how you handle clients who reject budget changes or deny debt severity. Practice two or three concrete examples from your own caseload that show how you built trust and moved a client toward a workable plan.
Negotiate scope, not just salary
Caseload size, documentation systems, and whether the role includes crisis intake all affect your day-to-day workload significantly. Ask about those specifics during offer conversations so you understand what you're agreeing to before you accept.
Financial Counselor Jobs: Frequently Asked Questions
Which companies are hiring the most financial counselors?
The most active employers for financial counselors right now are Magellan Health, Duke Health, and Fisher Investments, and the most openings are in Florida, California, and North Carolina, based on current listings on Migrate Mate as of August 2026. Healthcare systems and nonprofit credit counseling agencies consistently post the highest volume of openings.
How many financial counselor jobs are remote?
About 9% of financial counselor openings are fully remote or hybrid as of August 2026, though availability varies by employer type and client population. Roles focused on telephone-based debt counseling and digital financial coaching tend to be the most remote-friendly, while hospital-based patient financial services positions typically require on-site presence.
How do you become a financial counselor?
Start by earning a bachelor's degree in a related field such as social work, finance, or psychology, then gain direct client-facing experience through entry-level roles, internships, or nonprofit work. Pursuing a recognized credential like the Accredited Financial Counselor designation strengthens your candidacy. Many employers also require familiarity with case management systems and knowledge of public benefit programs before considering candidates for independent caseloads.
Can you get hired as a financial counselor without much experience?
Yes, entry-level financial counselor roles exist, particularly at nonprofits, community action agencies, and credit unions that offer structured training programs. Employers filling these positions prioritize candidates who can demonstrate strong communication skills, empathy, and basic familiarity with budgeting principles. Volunteering with a financial literacy program or completing an internship in social services can substitute meaningfully for paid experience on an early-career resume.
What does the financial counselor interview process look like?
Most financial counselor interviews include an initial phone screen focused on your background and certifications, followed by one or two in-person or video rounds with a hiring manager and sometimes a program director. Expect behavioral questions about handling difficult client situations, explaining complex financial concepts in plain language, and managing high caseloads. Some employers also give a short scenario exercise where you walk through how you would approach a client presenting with specific financial challenges.
Where can I find and apply to financial counselor jobs?
You can find and apply to financial counselor jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your background, credentials, and preferred setting, then apply directly to each opening that fits. New positions are added regularly, so checking back frequently gives you the best chance of catching roles as soon as they post.
See All 329+ Financial Counselor Jobs
Find roles that match your experience and apply in just a few clicks.
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