Financial Counselor Jobs
Financial Counselor jobs are open across healthcare, nonprofit, banking, and higher education, from entry-level to senior and program-director roles, with specializations in debt management, student financial aid, and personal budgeting. Find a role that fits from the openings below and apply directly.
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Showing 5 of 126+ Financial Counselor jobs
OneOncology is positioning community oncologists to drive the future of medical care through a patient-centric, physician-driven, and technology-powered model to help improve the lives of everyone living with cancer and other diseases. Our team is bringing together leaders to the market place to help drive OneOncology’s mission and vision.
Why join us? This is an exciting time to join OneOncology. Our values-driven culture reflects our startup enthusiasm supported by industry leaders in oncology, urology, technology, and finance. We are looking for talented and highly-motivated individuals who demonstrate a natural desire to improve and build new processes that support the meaningful work of independent physicians and the patients they serve.
Job Description:
The Patient Financial Counselor works under the direct supervision of the Patient A/R Manager and provides financial counseling services including patient benefits, out of pocket responsibility, payment arrangements and financial assistance. Excellent customer skills required to interact with patients in a compassionate manner to ensure they understand their financial liabilities and available payment.
Responsibilities:
- Educate patients about their insurance coverage and benefits, including deductible, copay, coinsurance and estimated out of pocket costs.
- Determine patient financial ability to pay.
- Provide financial counseling services regarding payment arrangements and financial assistance for uninsured and underinsured patients by phone or in person.
- Make determinations on financial assistance applications based on current Federal Poverty Levels and established policies.
- Obtain information and signatures on financial assistance program applications and route to appropriate teams in a timely manner for optimal financial turn-around.
- Set up, maintain and edit payment arrangements on account when established.
- Refer patients as appropriate to outside social services organizations.
- Properly documents all account activity in Patient Management and Electronic Medical Record systems.
- Assist patients with questions regarding their accounts, insurance coverage and/or patient assistance needs in a skillful manner using appropriate etiquette.
- Answer patient calls and requests promptly and efficiently. Return all messages within 24 hours.
- Assist patient balance collectors with Inbound call volume.
- Maintain patient confidentiality at all times.
- Communicates with front office staff, clinical staff, and patient accounting regarding scheduling, patient treatment and financial counseling needs.
- Follows Policy & Procedure parameters as outlined by management to ensure standardization of function.
- Additional responsibilities may be assigned to help drive our mission of improving the lives of everyone living with cancer.
Required Qualifications:
- High school diploma or equivalent required
- Bachelor’s degree preferred.
- Minimum of 3 years of experience working with financial counseling and/or AR collections, preferably in an Oncology healthcare setting
- Radiation Oncology/Proton experience a plus
- Expertise in insurance policies and regulations related to medical billing
#LI-REMOTE
OneOncology is positioning community oncologists to drive the future of medical care through a patient-centric, physician-driven, and technology-powered model to help improve the lives of everyone living with cancer and other diseases. Our team is bringing together leaders to the market place to help drive OneOncology’s mission and vision.
Why join us? This is an exciting time to join OneOncology. Our values-driven culture reflects our startup enthusiasm supported by industry leaders in oncology, urology, technology, and finance. We are looking for talented and highly-motivated individuals who demonstrate a natural desire to improve and build new processes that support the meaningful work of independent physicians and the patients they serve.
Job Description:
The Patient Financial Counselor works under the direct supervision of the Patient A/R Manager and provides financial counseling services including patient benefits, out of pocket responsibility, payment arrangements and financial assistance. Excellent customer skills required to interact with patients in a compassionate manner to ensure they understand their financial liabilities and available payment.
Responsibilities:
- Educate patients about their insurance coverage and benefits, including deductible, copay, coinsurance and estimated out of pocket costs.
- Determine patient financial ability to pay.
- Provide financial counseling services regarding payment arrangements and financial assistance for uninsured and underinsured patients by phone or in person.
- Make determinations on financial assistance applications based on current Federal Poverty Levels and established policies.
- Obtain information and signatures on financial assistance program applications and route to appropriate teams in a timely manner for optimal financial turn-around.
- Set up, maintain and edit payment arrangements on account when established.
- Refer patients as appropriate to outside social services organizations.
- Properly documents all account activity in Patient Management and Electronic Medical Record systems.
- Assist patients with questions regarding their accounts, insurance coverage and/or patient assistance needs in a skillful manner using appropriate etiquette.
- Answer patient calls and requests promptly and efficiently. Return all messages within 24 hours.
- Assist patient balance collectors with Inbound call volume.
- Maintain patient confidentiality at all times.
- Communicates with front office staff, clinical staff, and patient accounting regarding scheduling, patient treatment and financial counseling needs.
- Follows Policy & Procedure parameters as outlined by management to ensure standardization of function.
- Additional responsibilities may be assigned to help drive our mission of improving the lives of everyone living with cancer.
Required Qualifications:
- High school diploma or equivalent required
- Bachelor’s degree preferred.
- Minimum of 3 years of experience working with financial counseling and/or AR collections, preferably in an Oncology healthcare setting
- Radiation Oncology/Proton experience a plus
- Expertise in insurance policies and regulations related to medical billing
#LI-REMOTE
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Find Financial Counselor JobsFinancial Counselor Job Market
A snapshot from current openings nationwide, updated as new roles post.
Who's Hiring
- PruittHealth5
- Trinity Health5
- Orlando Health4
- Ensemble Health Partners3
- Hartford HealthCare3
Top Industries Hiring
- Healthcare & Medical Services78
- Education36
- Human Resources3
- Non-Profit & Social Services3
- Science & Research3
What Employers Look For
The qualifications that appear most often in financial counselor jobs.
- Bachelor's degree in finance, social work, counseling, psychology, or a related field
- Accredited Financial Counselor (AFC) credential or equivalent certification preferred or required
- Experience conducting one-on-one client financial assessments and developing action plans
- Proficiency with case management or financial counseling software platforms
- Knowledge of federal regulations governing consumer credit, debt collection, or student aid
- Strong written and verbal communication skills for client education and documentation
Tips for Your Financial Counselor Job Search
Tailor your resume for each sector
A financial counselor resume for a hospital system reads differently than one for a credit union. Highlight client-facing case volume, specific populations you've served, and any regulatory frameworks you've worked within, whether HIPAA, HUD, or FDCPA.
Lead with certifications front and center
Credentials like AFC, NFCC certification, or CCUFC are gatekeepers on many job listings. Place them in your resume header or a dedicated section above your work history so hiring managers don't have to hunt for them.
Target openings by client population
Financial counselor roles are often scoped by the people served: veterans, college students, low-income households, or medical patients. Filter your search by these terms to find listings that match your actual experience and avoid wasted applications.
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.
Prepare for scenario-based interview questions
Interviewers frequently walk you through a client case and ask how you'd handle it, such as a household in debt crisis or a student with incomplete FAFSA data. Practice structuring your answers around assessment, options, and follow-through steps.
Negotiate beyond base pay
Many financial counselor roles in nonprofits and public institutions offer student loan repayment assistance, flexible hours, or professional development stipends that aren't listed upfront. Ask about these specifically once you have an offer in hand.
Financial Counselor Jobs: Frequently Asked Questions
Which companies are hiring the most financial counselors?
The companies hiring the most financial counselors right now include PruittHealth, Trinity Health, and Orlando Health, with the largest share of openings in Pennsylvania, Florida, and Massachusetts, based on current listings on Migrate Mate as of June 2026. Healthcare systems, credit unions, and nonprofit housing agencies consistently account for a large portion of postings nationwide.
How many financial counselor jobs are remote?
About 10% of financial counselor openings are fully remote or hybrid as of June 2026, with remote availability varying significantly by employer type and client population. Roles focused on telephone-based debt counseling, student loan advising, and financial coaching for employer wellness programs tend to have the highest share of remote and hybrid arrangements.
How do you become a financial counselor?
Start by earning a bachelor's degree in a field like finance, social work, psychology, or counseling, as most employers treat this as a baseline requirement. From there, gain direct client-facing experience through entry-level roles, internships, or community service positions. Pursuing an Accredited Financial Counselor credential from AFCPE strengthens your candidacy considerably and is required by many specialized employers.
Can you get hired as a financial counselor with little experience?
Yes, entry-level financial counselor roles exist, particularly in nonprofit credit counseling agencies, university financial aid offices, and military family support programs, all of which frequently hire and train candidates without extensive prior experience. Demonstrating strong interpersonal skills, comfort discussing sensitive financial situations, and any relevant volunteer or internship work will carry significant weight at this stage of your career.
What does the financial counselor interview process look like?
Most financial counselor interviews include an initial phone screen focused on your background and credential status, followed by one or two in-person or video rounds. Expect behavioral questions about handling difficult client conversations and scenario-based questions where you walk through how you'd assess a client's financial situation. Some employers add a practical exercise, such as reviewing a mock budget or case file, before extending an offer.
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 experience, credentials, and preferred setting, then apply directly to each one that fits.
See All 126+ Financial Counselor Jobs
Jump back to the full list of openings and apply to any financial counselor role that fits.
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