Remote Financial Counselor Jobs
Remote financial counselor jobs are open across the U.S. in sectors like personal finance, nonprofit social services, healthcare, and consumer lending, at remote-first firms, distributed nonprofits, and large financial institutions with fully virtual teams. Employers hiring remotely right now include Fisher Investments, Transamerica, and EKIN Solutions. Find a role that fits below and apply directly.
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The Financial Counselor I preregisters and conducts financial counseling and scheduling as needed and dictates by circumstances surrounding the financial security of patient accounts. This position works with, but not limited to, Insurance Verifiers, Schedulers, Registration staff and Ancillary Departments at a hospital as well as off-site. The Financial Counselor promotes coordination of care and patient satisfaction consistently within their role. The ability to compassionately engage in conversation with patients on their responsibilities for Copayment, Prepayment and Outstanding Balances.
WHO WE ARE
Franciscan Health is a leading healthcare organization dedicated to providing exceptional patient care and promoting health and wellness in our community. Our mission is to ensure that every patient receives the highest quality of care through innovation, compassion, and excellence. With 11 ministries and access points across Indiana, Franciscan Health is one of the largest Catholic health care systems in the Midwest. Franciscan Health takes pride in hiring coworkers who provide compassionate, comprehensive care for our patients and the communities we serve.
WHAT YOU CAN EXPECT
- Contact patients to assist with discrepancies in insurance coverage, rescheduling options and financial security of services scheduled to be rendered.
- Responsible for self-pay, Medicare, and various other work queues created for Financial Counseling Department, including Medicare days and lifetime reserve forms.
- Contact patient for Point of Service Collection (POS) and post payment as appropriate, and work with Patient Access Staff at the hospital site in POS goals.
- Review and understand insurance eligibility.
- Educate patients as appropriate on insurance coverage, benefits, and liability.
- Work closely with Scheduling, Ancillary Departments, Insurance Verifier, Billing, Collections, Enterprise Management, Customer Service and third-party vendors.
- Analyze available documentation and use software or hospital resources to calculate and explain the expected charges for the services being provided, the amount expected from the payer, and the amount owed by the patient or responsible party.
- Document pertinent account information clearly, concisely and timely in the account record.
- Explain payment options and financial assistance to the patient or responsible party and determine the number of payments on payment plans for self-pay balance per policy.
- Meet with patients to review post-service billing concerns and facilitate customer complaints and service excellence complaints.
- Meet with patients and their family in patient rooms for specific needs with financial counseling during a patient’s stay.
- Provide financial assistance/education and facilitate the paperwork upon patient requests.
- Review all learning material provided by the management team.
QUALIFICATIONS
- Required High School Diploma/GED
- 1 year Revenue Cycle Required
TRAVEL IS REQUIRED:
EQUAL OPPORTUNITY EMPLOYER
It is the policy of Franciscan Alliance to provide equal employment to its employees and qualified applicants for employment as otherwise required by an applicable local, state or Federal law.
Franciscan Alliance reserves a Right of Conscience objection in the event local, state or Federal ordinances that violate its values and the free exercise of its religious rights.
Franciscan Alliance is committed to equal employment opportunity.
Franciscan provides eligible employees with comprehensive benefit offerings. Find an overview on the benefit section of our career site, jobs.franciscanhealth.org.
The Financial Counselor I preregisters and conducts financial counseling and scheduling as needed and dictates by circumstances surrounding the financial security of patient accounts. This position works with, but not limited to, Insurance Verifiers, Schedulers, Registration staff and Ancillary Departments at a hospital as well as off-site. The Financial Counselor promotes coordination of care and patient satisfaction consistently within their role. The ability to compassionately engage in conversation with patients on their responsibilities for Copayment, Prepayment and Outstanding Balances.
WHO WE ARE
Franciscan Health is a leading healthcare organization dedicated to providing exceptional patient care and promoting health and wellness in our community. Our mission is to ensure that every patient receives the highest quality of care through innovation, compassion, and excellence. With 11 ministries and access points across Indiana, Franciscan Health is one of the largest Catholic health care systems in the Midwest. Franciscan Health takes pride in hiring coworkers who provide compassionate, comprehensive care for our patients and the communities we serve.
WHAT YOU CAN EXPECT
- Contact patients to assist with discrepancies in insurance coverage, rescheduling options and financial security of services scheduled to be rendered.
- Responsible for self-pay, Medicare, and various other work queues created for Financial Counseling Department, including Medicare days and lifetime reserve forms.
- Contact patient for Point of Service Collection (POS) and post payment as appropriate, and work with Patient Access Staff at the hospital site in POS goals.
- Review and understand insurance eligibility.
- Educate patients as appropriate on insurance coverage, benefits, and liability.
- Work closely with Scheduling, Ancillary Departments, Insurance Verifier, Billing, Collections, Enterprise Management, Customer Service and third-party vendors.
- Analyze available documentation and use software or hospital resources to calculate and explain the expected charges for the services being provided, the amount expected from the payer, and the amount owed by the patient or responsible party.
- Document pertinent account information clearly, concisely and timely in the account record.
- Explain payment options and financial assistance to the patient or responsible party and determine the number of payments on payment plans for self-pay balance per policy.
- Meet with patients to review post-service billing concerns and facilitate customer complaints and service excellence complaints.
- Meet with patients and their family in patient rooms for specific needs with financial counseling during a patient’s stay.
- Provide financial assistance/education and facilitate the paperwork upon patient requests.
- Review all learning material provided by the management team.
QUALIFICATIONS
- Required High School Diploma/GED
- 1 year Revenue Cycle Required
TRAVEL IS REQUIRED:
EQUAL OPPORTUNITY EMPLOYER
It is the policy of Franciscan Alliance to provide equal employment to its employees and qualified applicants for employment as otherwise required by an applicable local, state or Federal law.
Franciscan Alliance reserves a Right of Conscience objection in the event local, state or Federal ordinances that violate its values and the free exercise of its religious rights.
Franciscan Alliance is committed to equal employment opportunity.
Franciscan provides eligible employees with comprehensive benefit offerings. Find an overview on the benefit section of our career site, jobs.franciscanhealth.org.
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Who's Hiring
Top Industries Hiring
- Education
What Employers Look For
The qualifications that appear most often in remote 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 Remote Financial Counselor Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial counselor openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Highlight async communication skills prominently
Remote financial counselors handle sensitive client conversations over video, secure messaging, and email rather than in person. Show employers you're fluent in these channels by calling out specific platforms you've used and how you kept clients engaged without face-to-face contact.
Demonstrate your independent caseload management
Remote employers can't observe how you organize your day, so show them directly. Mention case management tools you've used, how many clients you've managed concurrently, and how you tracked follow-ups and outcomes without in-office supervision.
Get certified before you start applying
Remote financial counselor job postings frequently list AFC candidacy or an NFCC-recognized credential as a preferred qualifier. Completing or actively pursuing a recognized certification signals to distributed-team employers that you can counsel clients independently from day one.
Remote Financial Counselor Jobs: Frequently Asked Questions
How do I get a remote financial counselor job?
Remote financial counselor roles go to candidates who can demonstrate self-direction and clear written communication from day one, because there's no manager down the hall to guide you. Nonprofits, credit unions, and digital-first financial wellness platforms are the most active remote hirers. Certifications like the AFC or NFCC-recognized credentials, a portfolio of client outcomes, and comfort with video-based counseling sessions all give you a concrete edge over candidates without them.
Which companies hire remote financial counselors?
Companies hiring remote financial counselors right now include Fisher Investments, Transamerica, and EKIN Solutions, based on current remote listings on Migrate Mate as of November 2026. These tend to be remote-first financial wellness firms, distributed nonprofits, and consumer lending organizations that serve clients across the country and don't need counselors in a central office.
Can you get a remote financial counselor job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage client relationships and your own schedule independently from the start. Nonprofits and financial wellness startups are the most likely to hire remotely at the entry level. Volunteer financial coaching, a completed AFC candidacy program, or documented peer counseling work can substitute for paid experience and show remote employers you're ready to work without close supervision.
Do you need a degree for remote financial counselor jobs?
Not always. Many remote employers weigh accredited certifications like the AFC, the NFCC counselor credential, or CUNA's financial counseling certificate alongside or instead of a four-year degree. What consistently matters for remote roles is demonstrated ability to counsel clients independently, comfort with case management software, and a history of measurable client outcomes, all of which you can show without a traditional degree.
Which industries hire the most remote financial counselors?
The sectors hiring the most remote financial counselors are Education, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed teams that serve clients in multiple states, making remote financial counselor roles a natural fit for their operating models.
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