Financial Counselor Jobs in Ohio
Financial Counselor jobs in Ohio are in active demand, with strong hiring concentrated in healthcare systems, nonprofit credit counseling agencies, and consumer banking across Columbus, Cleveland, and Cincinnati. Major employers with established Ohio footprints include Nationwide, Fifth Third Bank, and Cleveland Clinic, all of which maintain ongoing needs for financial counselors at both entry and senior levels. The most in-demand specialties are medical financial counseling, debt and credit counseling, and personal financial planning. See the openings below and apply to the ones that match your experience.
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A Financial Counselor maintains, and processes all assigned patient accounts and counsels patients regarding the admitting and discharging processes and payment alternatives. Work is of a confidential nature.
Job Requirements
Minimum Education
High school diploma required; advanced education preferred.
Proficient in use of software programs.
Excellent customer service and telephone skills a must.
Minimum of one year of business or related experience including bookkeeping with use of calculating equipment and collection of monies is required.
Hospital or medical business office experience preferred.
Medical terminology preferred.
Essential Functions
Counsels patients (or responsible parties) to establish payment method.
Contacts patients, in advance of admission, to obtain missing information, particularly patient’s signature for accepting obligation to pay.
Estimates and informs patient of portion of bill which must be paid directly.
Establishes a payment for patients unable to pay the estimated portion of bill upon discharge. Identifies and reports to manager patients with whom payment difficulties arose in the past.
Ensures completeness of pre-admission and admission information, following through as needed, to obtain and document missing information/signatures prior to patient’s admission date.
Checks for, and identifies patients with histories of payment problems, and informs supervisor of any found, prior to patient’s admission date.
Accurately interprets insurance policy provisions and calculates self-pay portion of patient’s bill based on expected length of stay and services rendered, so that final accounting of self-pay amount is within a reasonable variance from estimate.
Patiently, clearly, and accurately advises patient of self-pay obligations and estimate and ensures that patient signs acceptance of such obligation on the designated forms.
Collects self-pay monies in advance, upon entry, or at discharge according to circumstances. In cases where patient is unable to pay self-pay portion due upon discharge, ensures that a mutually agreed upon payment agreement is documented and signed by all parties, in compliance with established guidelines and procedures.
Selects and applies appropriate communications based on the age of the patient/customer.
Maintains knowledge of regulatory and compliance requirements related to state and federal agencies such as Medicare, Medicaid, Tricare, Veterans Administration and other demonstrates this knowledge by the accurately obtaining information and updating records to remain in compliance.
Collects and Controls cash receipts.
Collects patient deductible, co-pays and non-covered patient charge amounts.
Maintains and balances cash drawer.
Prepares daily cash report and submits to Cashier with collected monies and copies of Relay
Account Report/Daily Deposit Reconciliation.
Determines the appropriate amount due from the patient through eligibility and insurance verification, by evidence of the insurance card, or in the event of no insurance, follow Self-pay processes/policies.
Maintains control over cash payments, so that receipts balance to cash drawer.
Accurately prepares deposit documentation and delivers deposits.
Operates and maintains assigned equipment and maintains work area.
Ensures that no damage or undue wear and tear occurs to assigned equipment due to failure to operate or maintain it in accordance with specifications.
Has demonstrated adequate knowledge and proficiency in using the patient financial services accounts receivables system (Paragon) and other supporting software.
We employ and provide care to people from all walks of life. We are committed to promoting healing, providing hope, preserving dignity and producing value with an inclusive workforce in which diversity is leveraged, respected, and reflective of the patients, family members, customers and team members we serve.Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. Our diversified healthcare delivery network spans 29 states and includes 63 community hospital campuses, 32 rehabilitation and behavioral health hospitals, and more than 170 additional sites of care across the healthcare continuum, such as acute rehabilitation units, outpatient centers and post-acute care facilities. We believe that success is achieved through talented people. We want to create places where employees want to work, with opportunities to pursue meaningful and satisfying careers that truly make a difference in communities across the country.
See All 15 Financial Counselor Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Financial Counselor JobsFinancial Counselor Jobs by City in Ohio
Where Ohio roles are concentrated, by current openings.
Financial Counselor Job Market in Ohio
A snapshot from current Ohio openings, updated as new roles post.
Who's Hiring


What Ohio Employers Look For
The qualifications that appear most often in financial counselor jobs across Ohio.
- Active Ohio-recognized credentials such as AFC or NFCC-affiliated certification preferred by most employers
- Bachelor's degree in finance, social work, counseling, or a closely related field
- Experience conducting one-on-one financial assessments and building personalized action plans
- Familiarity with Ohio financial assistance programs, Medicaid, and community resource referrals
- Strong communication skills for working with clients navigating debt, medical bills, or budgeting challenges
- Proficiency with case management or financial counseling software such as Microsoft Excel or industry platforms
Financial Counselor Jobs in Ohio: Frequently Asked Questions
How do you become a financial counselor in Ohio?
Most financial counselor roles in Ohio require a bachelor's degree in finance, social work, business, or a related field, combined with a recognized professional credential. Ohio does not issue a state license for financial counselors, but employers widely expect the Accredited Financial Counselor designation from the Association for Financial Counseling and Planning Education, or certification through the National Foundation for Credit Counseling. Healthcare employers often prioritize candidates who complete hospital-based financial counseling training programs.
Which companies hire financial counselors in Ohio?
Ohio financial counselor roles are posted by The Ohio State University Wexner Medical Center, BENJAMIN ROSE, and Equitas Health and others right now, based on current listings on Migrate Mate as of November 2026. Ohio's large integrated health systems, regional banks, and nonprofit credit counseling agencies are consistently among the most active employers for this role statewide.
Which Ohio cities have the most financial counselor jobs?
Columbus, Cleveland, and Dublin have the most financial counselor openings in Ohio. Columbus drives volume through its concentration of major insurance headquarters, regional bank operations, and hospital networks, while Cleveland's large health system campuses and Cincinnati's financial services sector sustain steady demand in those metros as well.
Are there remote financial counselor jobs in Ohio?
Yes, and they are more common than in many fields, since financial counseling is largely conversation and document-based work that translates well to virtual settings. About 75% of financial counselor openings tied to Ohio are remote or hybrid as of November 2026, reflecting steady adoption of virtual client sessions. Credit counseling and personal budgeting roles tend to be the most remote-friendly, while medical financial counseling is more often on-site.
How can I get hired as a financial counselor in Ohio with little or no experience?
The most realistic entry path is applying to patient financial services roles at Ohio health systems such as OhioHealth, Cleveland Clinic, or University Hospitals, which regularly hire candidates without prior counseling experience and provide structured on-the-job training. Adjacent roles like patient access representative, benefits coordinator, or bank teller at Ohio community banks also serve as common lateral moves into counseling. Pursuing the Accredited Financial Counselor candidacy status while working gives candidates a measurable edge in competitive screenings.
Where can I find and apply to financial counselor jobs in Ohio?
You can find and apply to financial counselor jobs in Ohio on Migrate Mate, which lists current Ohio openings across healthcare, banking, and nonprofit sectors. Search the listings to find roles that match your background and apply directly to the ones that fit.
See All 15 Financial Counselor Jobs in Ohio
Find roles in Ohio that match your experience and apply in just a few clicks.
Find Financial Counselor Jobs