Financial Counselor Jobs in North Carolina
Financial Counselor jobs in North Carolina are consistently active, with steady demand across hospital systems, nonprofit credit counseling agencies, and university student services offices. Charlotte, Raleigh, and Durham are the deepest hiring markets, home to anchor employers such as Atrium Health, Duke University Health System, and Truist Financial. The most sought-after specialties are medical financial counseling, personal debt and credit counseling, and student financial advising. Find a role that fits below and apply directly.
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Showing 5 of 22+ Financial Counselor jobs
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.
Preferred experience in hospital admittance
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.
Preferred experience in hospital admittance
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.
See All 22 Financial Counselor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Counselor JobsFinancial Counselor Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Counselor Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
- Duke Health15
- Magellan Health4
- Contentnea Health1
- Belmont Abbey College1
- American Oncology Network1
What North Carolina Employers Look For
The qualifications that appear most often in financial counselor jobs across North Carolina.
- Active North Carolina certification or accreditation through a recognized counseling credentialing body such as AFCPE or NFCC membership
- Bachelor's degree in finance, social work, counseling, or a closely related field
- Demonstrated experience conducting one-on-one financial assessments and developing client budgets
- Proficiency with financial counseling software and case management documentation systems
- Strong knowledge of consumer credit, debt repayment options, and public benefit programs
- Excellent interpersonal communication skills for working with clients in financial distress
Financial Counselor Jobs in North Carolina: Frequently Asked Questions
How do you become a financial counselor in North Carolina?
Most financial counselor roles in North Carolina require a bachelor's degree in finance, social work, or counseling, combined with a nationally recognized credential such as the Accredited Financial Counselor designation from AFCPE or the Certified Financial Counselor credential from NFCC-member agencies. North Carolina does not issue a separate state license for financial counselors, so employers rely on these credentials to verify competency. Completing an internship or practicum at a North Carolina credit union, hospital billing department, or university financial aid office strengthens your candidacy considerably.
Which companies hire financial counselors in North Carolina?
North Carolina financial counselor roles are posted by Duke Health, Magellan Health, and Contentnea Health and others right now, based on current listings on Migrate Mate as of September 2026. North Carolina's large healthcare networks, research universities, and regional banks are among the most consistent sources of financial counselor openings across the state.
Which North Carolina cities have the most financial counselor jobs?
Durham, Winston-Salem, and Belmont lead North Carolina for financial counselor openings. Charlotte's concentration of major banks and health systems drives the largest volume, while Raleigh and Durham benefit from Research Triangle Park employers, state government agencies, and flagship universities that collectively maintain robust counseling departments year-round.
Are there remote financial counselor jobs in North Carolina?
Yes, and they are more common than in many comparable fields. About 0% of financial counselor openings tied to North Carolina are remote or hybrid as of September 2026, reflecting the desk-based and consultative nature of most counseling work. Roles focused on telephone or video-based credit counseling and personal finance coaching tend to offer the greatest remote flexibility.
How can I get hired as a financial counselor in North Carolina with little or no experience?
The most realistic entry path is through a financial counseling assistant or patient financial services representative role at a North Carolina hospital system such as Novant Health or UNC Health, where structured on-the-job training is common for new graduates. Community credit unions across the Charlotte and Triad regions also hire entry-level counseling associates and often support candidates pursuing their Accredited Financial Counselor credential while working. Adjacent roles in social work case management or university financial aid administration are also strong stepping stones into full counselor positions.
Where can I find and apply to financial counselor jobs in North Carolina?
You can find and apply to financial counselor jobs in North Carolina on Migrate Mate, which lists current openings tied to the state. Search the available roles, find the ones that fit your background and location, and apply directly to the employers posting them.
See All 22 Financial Counselor Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Counselor Jobs