Financial Counselor Jobs in USA with Visa Sponsorship
Financial counselor positions increasingly offer H-1B and other work visa sponsorship as demand grows for specialized financial advisory services. Entry-level roles may qualify as specialty occupations when they require specific finance, economics, or accounting degrees and involve complex financial analysis, regulatory compliance, or investment planning rather than basic customer service. For detailed occupation requirements, see the O*NET profile.
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JOB SUMMARY
The Patient Financial Counselor acts as a liaison between the billing department (PFS) and the patient by reviewing patient accounts, helping the patient with any billing questions, and assisting with possible financial barriers. The Financial Counselor will be responsible for:
- Assisting patients apply for Medicaid and the hospital charity program.
- Assisting patients estimate the cost of proposed care and explore payment options.
- Assisting patients with enrollment into hospital or third-party credit programs.
- Ensures that all statements and forms are completed accurately and comprehensively.
- Effectively manages designated section of accounts to expedite the collection of hospital accounts.
- Create reports as directed.
- Reviews each account for payment accuracy and collaborates with billers and collectors to ensure all have adequately reviewed the account before sending them to collections.
- Responsible for meeting all collection goals as established for the designated section of accounts.
- Reporting issues or trends to the appropriate Subject Matter Expert (SME) and Lead.
Responsibilities also include:
- Accurately calculating self-pay discounts
- Accepting patient payments
- Answering verbal or written inquiries
- Updating patient and account information
- Accurately processing adjustments and refunds, ensuring that all accounts always reside in the proper financial class.
- Other duties as reasonably assigned.
JOB QUALIFICATIONS
Required Education:
High School diploma or equivalent required.
Required Job Knowledge and Skills:
Must have basic computer knowledge, and knowledge of Microsoft Office programs. Must have previous experience in a healthcare setting.
LOCATION
Location: Memorial Hospital of Sweetwater County · PATIENT FINANCIAL SERVICES
SCHEDULE
Schedule: Regular Full Time, Days

JOB SUMMARY
The Patient Financial Counselor acts as a liaison between the billing department (PFS) and the patient by reviewing patient accounts, helping the patient with any billing questions, and assisting with possible financial barriers. The Financial Counselor will be responsible for:
- Assisting patients apply for Medicaid and the hospital charity program.
- Assisting patients estimate the cost of proposed care and explore payment options.
- Assisting patients with enrollment into hospital or third-party credit programs.
- Ensures that all statements and forms are completed accurately and comprehensively.
- Effectively manages designated section of accounts to expedite the collection of hospital accounts.
- Create reports as directed.
- Reviews each account for payment accuracy and collaborates with billers and collectors to ensure all have adequately reviewed the account before sending them to collections.
- Responsible for meeting all collection goals as established for the designated section of accounts.
- Reporting issues or trends to the appropriate Subject Matter Expert (SME) and Lead.
Responsibilities also include:
- Accurately calculating self-pay discounts
- Accepting patient payments
- Answering verbal or written inquiries
- Updating patient and account information
- Accurately processing adjustments and refunds, ensuring that all accounts always reside in the proper financial class.
- Other duties as reasonably assigned.
JOB QUALIFICATIONS
Required Education:
High School diploma or equivalent required.
Required Job Knowledge and Skills:
Must have basic computer knowledge, and knowledge of Microsoft Office programs. Must have previous experience in a healthcare setting.
LOCATION
Location: Memorial Hospital of Sweetwater County · PATIENT FINANCIAL SERVICES
SCHEDULE
Schedule: Regular Full Time, Days
How to Get Visa Sponsorship as a Financial Counselor
Target roles requiring specialized finance knowledge
Focus on positions involving investment analysis, retirement planning, or regulatory compliance rather than general customer service roles. These specialized functions more clearly meet H-1B specialty occupation requirements.
Emphasize your degree's relevance to complex duties
Highlight how your finance, economics, or accounting degree directly relates to advanced financial modeling, risk assessment, or fiduciary responsibilities rather than basic account management tasks.
Look for employers with established sponsorship programs
Large financial institutions, investment firms, and credit unions often have dedicated immigration support and regularly sponsor H-1B workers for specialized financial advisory positions.
Consider EB-3 pathways for experienced counselors
Financial counselors with several years of experience may qualify for EB-3 professional worker petitions, which can be faster than H-1B in some cases.
Research state licensing requirements early
Many financial counseling roles require state-specific licenses or certifications. Understanding these requirements helps you target appropriate positions and demonstrates preparedness to employers considering sponsorship.
Network within professional financial planning associations
Organizations like the Financial Planning Association often have members who understand visa sponsorship processes and may be more open to hiring international candidates.
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Get Access To All JobsFrequently Asked Questions
Do financial counselor jobs qualify for H-1B sponsorship?
Financial counselor positions can qualify for H-1B sponsorship when they require specialized knowledge and a relevant bachelor's degree. Roles involving complex financial analysis, investment planning, or regulatory compliance are more likely to meet specialty occupation requirements than basic customer service positions. The job duties must demonstrate why a finance, economics, or accounting degree is necessary.
What degree do I need for financial counselor visa sponsorship?
Most sponsors require a bachelor's degree in finance, economics, accounting, business administration, or a closely related field. Some employers may accept degrees in mathematics, statistics, or psychology if combined with relevant financial planning experience. The degree field should align with the specific financial counseling duties you'll perform.
Which employers sponsor financial counselors for work visas?
Large financial institutions, investment firms, credit unions, and established financial planning companies most commonly sponsor financial counselors. Employers with existing H-1B programs and those requiring specialized financial expertise are more likely to consider sponsorship. Non-profit credit counseling organizations also sometimes sponsor for specialized roles.
How competitive is H-1B sponsorship for financial counselor roles?
Competition varies significantly based on job duties and employer size. Specialized roles requiring advanced financial analysis or regulatory compliance face less competition than general counseling positions. Large financial institutions with established sponsorship programs typically have higher success rates than smaller employers filing their first H-1B petition.
Can I get visa sponsorship without a CPA or CFP certification?
Yes, many financial counselor positions offer sponsorship without requiring CPA or CFP credentials, though these certifications can strengthen your application. Entry-level roles often sponsor candidates with relevant degrees who can obtain certifications after hiring. However, some specialized positions may require or strongly prefer these professional credentials.
What is the prevailing wage requirement for sponsored Financial Counselor jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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