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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Description
Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina.
Summary:
Provides assistance to patients and family members regarding establishing arrangements to provide payments for services provided. Ensures all insurance requirements are met prior to patients? arrival and informs patients of their financial liability prior to arrival for services.
Responsibilities:
1. Admit, register and pre-register patients with accurate patient demographics and financial data.
2. Calculate and collect payments from patients for hospital and faculty physicians. Set up payment arrangements. Reconcile daily money collected. Work with collections agencies to resolve balances and/or collect payments.
3. Refer patients to the Manufacturer Drug program as needed for medications.
4. Request insurance authorizations for medical and dental procedures via online portal or by phone. Enters authorizations in various systems. Provides estimates using the passport estimator for future services to help determine patient's liability. Screen patients for charity care, COBRA and Medicaid. Help complete applications as needed. Work with third party payers for copay assistance. Submit forms for prior authorizations.
5. Review and explain claim rejections on patient's accounts. Help resolve patient balance issues and questions.
Other Information
Education Requirements:
- High school diploma or GED required; higher-level degree may satisfy this requirement.
- No licensure or certification required.
- Two (2) years of experience working in hospital/clinical services access or billing and collections insurance.
- 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.
Job Details
Legal Employer: NCHEALTH
Entity: Shared Services
Organization Unit: PFE Financial Assistance
Work Type: Full Time
Standard Hours Per Week: 40.00
Salary Range: $19.12 - $27.17 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: No
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.
Description
Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina.
Summary:
Provides assistance to patients and family members regarding establishing arrangements to provide payments for services provided. Ensures all insurance requirements are met prior to patients? arrival and informs patients of their financial liability prior to arrival for services.
Responsibilities:
1. Admit, register and pre-register patients with accurate patient demographics and financial data.
2. Calculate and collect payments from patients for hospital and faculty physicians. Set up payment arrangements. Reconcile daily money collected. Work with collections agencies to resolve balances and/or collect payments.
3. Refer patients to the Manufacturer Drug program as needed for medications.
4. Request insurance authorizations for medical and dental procedures via online portal or by phone. Enters authorizations in various systems. Provides estimates using the passport estimator for future services to help determine patient's liability. Screen patients for charity care, COBRA and Medicaid. Help complete applications as needed. Work with third party payers for copay assistance. Submit forms for prior authorizations.
5. Review and explain claim rejections on patient's accounts. Help resolve patient balance issues and questions.
Other Information
Education Requirements:
- High school diploma or GED required; higher-level degree may satisfy this requirement.
- No licensure or certification required.
- Two (2) years of experience working in hospital/clinical services access or billing and collections insurance.
- 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.
Job Details
Legal Employer: NCHEALTH
Entity: Shared Services
Organization Unit: PFE Financial Assistance
Work Type: Full Time
Standard Hours Per Week: 40.00
Salary Range: $19.12 - $27.17 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: No
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.
See All 25 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 Health10
- Magellan Health4
- Cape Fear Valley Medical Center2
- UNC Health1
- Triangle Springs1
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 Cape Fear Valley Medical Center and others right now, based on current listings on Migrate Mate as of November 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, Raleigh, and Winston-Salem 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 20% of financial counselor openings tied to North Carolina are remote or hybrid as of November 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 25 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