Financial Counselor Jobs in USA with Visa Sponsorship
Financial counselor positions increasingly offer H-1B visa 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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Do you have experience with medical insurance? Are you looking to help educate patients on their financial obligations? UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department. The position would work Monday-Friday from 8:00am-4:30pm and is eligible to work from home.
The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.
If you are enthusiastic about assisting patients and are up for the challenge, apply today!
Responsibilities:
- Create timely and accurate price estimates by utilizing the EPIC estimator tool.
- Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
- Assist patients with explaining their insurance benefits.
- Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
- Collect patient responsibilities using IVR system or other credit card and payment options.
- Document appropriate account activity in system(s).
- Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
- Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
- Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
- Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
- Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
- Resolve complex outstanding patient issues.
- Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
- Maintain department productivity levels.
- Maintain compliance with quality standards.
Basic Qualifications:
- High School diploma or equivalent and 4 years experience, OR Bachelor's degree required.
- Strong PC and computer skills required.
- Familiarity with large-scale, automated patient billing systems (e.g., Medipac, EPIC), medical terminology, and fee schedules and coding (e.g., CPT/HCPCS) preferred.
- Strong analytical and problem-solving skills, organization and time management.
- Previous experience with insurance verification and benefit application preferred.
- Must develop and manage positive working relationships with colleagues, management, 3rd party payers, patients or their representatives, physicians and hospital leadership.
- Must possess excellent communication and customer service skills.
- Must display leadership skills.
- Must be dependable, professional, have strong interpersonal skills, be an excellent communicator and have the ability to prioritize the workload.
Licensure, Certifications, and Clearances:
- Act 34
UPMC is an Equal Opportunity Employer/Disability/Veteran
Purpose:
Do you have experience with medical insurance? Are you looking to help educate patients on their financial obligations? UPMC is hiring a full-time Pre-Service Financial Counselor to assist the Patient Advocacy department. The position would work Monday-Friday from 8:00am-4:30pm and is eligible to work from home.
The Pre-Service Financial Counselor is responsible for creating accurate estimates utilizing the EPIC estimator, contacting patients to financially counsel them on their estimates, offering the appropriate pre-pay discounting, and collecting patient responsibilities for pre-scheduled hospital-based services.
If you are enthusiastic about assisting patients and are up for the challenge, apply today!
Responsibilities:
- Create timely and accurate price estimates by utilizing the EPIC estimator tool.
- Utilize insurance websites or hotlines to confirm eligibility and benefits, reviewing appropriate fee schedules to determine correct charges and apply all information to ascertain patient liability.
- Assist patients with explaining their insurance benefits.
- Deliver price estimates to patients in a courteous and knowledgeable manner, providing clarification about the patient's benefits if requested.
- Collect patient responsibilities using IVR system or other credit card and payment options.
- Document appropriate account activity in system(s).
- Liaise with physician offices, internal departments and insurance companies to develop accurate estimate if requests are vague or incomplete.
- Refrain from disclosing or revealing confidential information to any person and do not access patient or coworker records (either electronic or files) except as specifically necessary to perform job duties.
- Attend all mandatory training as defined in UPMC and Revenue Cycle Policies and Procedures manuals.
- Perform duties and job responsibilities in a manner which promotes the core values of UPMC (Quality and Safety, Dignity and Respect, Caring and Listening, Excellence and Innovation, Responsibility and Integrity) in all consumer and UPMC interactions.
- Monitor the various work lists and work queues to ensure the appropriate follow-up within the expected time periods.
- Resolve complex outstanding patient issues.
- Perform benefit education and financial counseling on potential out of pocket expenses for patients who have services scheduled.
- Maintain department productivity levels.
- Maintain compliance with quality standards.
Basic Qualifications:
- High School diploma or equivalent and 4 years experience, OR Bachelor's degree required.
- Strong PC and computer skills required.
- Familiarity with large-scale, automated patient billing systems (e.g., Medipac, EPIC), medical terminology, and fee schedules and coding (e.g., CPT/HCPCS) preferred.
- Strong analytical and problem-solving skills, organization and time management.
- Previous experience with insurance verification and benefit application preferred.
- Must develop and manage positive working relationships with colleagues, management, 3rd party payers, patients or their representatives, physicians and hospital leadership.
- Must possess excellent communication and customer service skills.
- Must display leadership skills.
- Must be dependable, professional, have strong interpersonal skills, be an excellent communicator and have the ability to prioritize the workload.
Licensure, Certifications, and Clearances:
- Act 34
UPMC is an Equal Opportunity Employer/Disability/Veteran
See all 132+ Financial Counselor Jobs
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Get Access To All JobsTips for Finding 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.
Frequently Asked Questions
Do financial counselor jobs qualify for H-1B sponsorship?
Financial counselor positions can qualify for H-1B visa 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.
How to find Financial Counselor jobs with visa sponsorship?
To find Financial Counselor positions with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus your search on banks, credit unions, financial services firms, and non-profit organizations that commonly sponsor H-1B and other work visas. These employers often need qualified financial counselors to help clients with debt management, budgeting, and financial planning services.
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.