Financial Counselor
Tampa Family Health Centers
Financial Counselor
Location: Tampa, Florida
Organization: Tampa Family Health Centers (TFHC)
About Tampa Family Health Centers
At Tampa Family Health Centers, healthcare is more than a service, it is our mission. As a Federally Qualified Health Center (FQHC), we provide quality, caring, and accessible healthcare to a culturally diverse community across Hillsborough County.
Our team is built on compassion, innovation, and a commitment to positive change. Joining TFHC means becoming part of a mission-driven organization where your work directly supports patient-centered care and expands access to those who need it most.
Position Summary
Tampa Family Health Centers is seeking a Financial Counselor to join our team. This role plays a key part in ensuring patients have access to affordable care by determining insurance eligibility, completing financial screenings, and guiding patients through payment options.
The Financial Counselor partners closely with front office, clinical, and support teams to maintain compliance, improve access to care, and support a seamless patient experience.
Essential Responsibilities
- Screen patients for insurance coverage and verify income eligibility
- Complete financial re-screens and update demographics and pay categories in the system
- Review uninsured patients and establish appropriate payment plans and expiration dates
- Obtain insurance authorizations and coordinate with registration staff
- Provide patients with required financial documentation and correspondence
- Ensure sliding fee scale patients complete required acknowledgements
- Coordinate emergency visit authorizations as needed
- Maintain strict patient confidentiality in compliance with HIPAA standards
- Support front office operations as needed during slower periods
- Recall patients for required screenings based on pay plan guidelines
- Participate in team meetings and support TFHC's Mission, Vision, and Values
- Perform additional duties as assigned
Qualifications
- High school diploma or equivalent required
- Previous experience in healthcare financial counseling, insurance verification, or patient access preferred
Skills & Abilities
- Strong verbal and written communication skills
- Proficiency in Microsoft Office (Word, Excel) and basic computer systems
- High level of accuracy and attention to detail
- Ability to handle sensitive information with professionalism and discretion
- Comfortable working in a fast-paced, patient-focused environment
Benefits & Rewards
TFHC offers a comprehensive benefits package designed to support your well-being and professional growth, including:
- Medical, Dental, and Vision Insurance
- Life, Disability, and AD&D Insurance
- Generous PTO and 7 paid company holidays
- 401(k) with employer contribution after one year
- Employee Assistance Program (EAP)
- Employee discount program
- Growth and development opportunities
- Pet Insurance
Why Join TFHC?
At TFHC, you will be part of a collaborative, mission-driven team dedicated to removing barriers to care. Your work will directly support patients in accessing the healthcare services they need, making a meaningful impact in the community every day.
Join Us
If you are passionate about helping patients navigate healthcare coverage and financial access, we encourage you to apply and join Tampa Family Health Centers.
Tampa Family Health Centers$21.92 - $34.39 per hour
...$24.10 per hour depending on qualifications. Counsel students, prospective students and parents on matters pertaining to Financial Aid. Must also be familiar with Federal Financial Aid processing requirements. During the absence of the Financial Aid Manager, will...SuggestedHourly payWork experience placementWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Organization: Name FLORIDA WEST COAST FL TAMPA Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling...SuggestedWork at officeLocal area
$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...Suggested$43.89k - $150k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and...Full timeTemporary workLocal areaFlexible hours- ...Financial Advisor Come join our GTE Financial team! At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial...Contract workWork at officeRemote workMonday to Friday
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...Work at officeShift workDay shift
$36k - $75k
...Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipHome office- ...Join a forward-thinking financial services firm where your work truly matters. As a financial advisor, you will empower clients to achieve financial clarity and security through purpose-based advice and tailored solutions. Enjoy the flexibility to manage your schedule...
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
$100k
...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a...Permanent employmentFull timeWork at officeLocal area- ...Rivercity Insurance & Financial Services in Tampa, Florida is seeking driven and motivated Agents to join our growing team. This opportunity is perfect for aspiring insurance agents, career shifters, and individuals eager to thrive in finance and sales. Key responsibilities...
$72.8k - $130k
...serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant will be the assistant Oracle EPM administrator. Oracle EPM is the SG&A forecasting software used by Optum with a focus...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work- ...role, you will serve as the primary advisor for a dedicated group of high-net-worth clients, delivering sophisticated, comprehensive financial planning while cultivating long-term client relationships. Unlike many advisory positions, this opportunity is centered on...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...Work at officeWork from homeHome officeFlexible hours$70k - $80k
...Job Overview We are looking for an Experienced Financial Advisor in the Central Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position allows you to grow your career and help the people and families that...- ...on what matters—your clients. Our client is hiring Investment Counselors to support an established roster of high-net-worth clients.... ...What We’re Looking For 1+ years of client-facing experience in financial services Series 65 (or ability to obtain shortly after hire;...Visa sponsorship
$43.89k - $150k
Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial...Full timeTemporary workLocal areaFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- 1 day ago Be among the first 25 applicants Please Note: OMNI Financial Services is a FLORIDA based company and is not affiliated with any other Omni Financial Services group in the US. We are independently owned, and our headquarters is in Fort Myers with additional locations...Full timeWork experience placement
$100k - $150k
Overview We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal ...Base plus commissionFull timeStart working today$50k - $60k
...Job Full Description Junior Financial Advisor - Client-Focused & Growth-Oriented Tampa FL, Compensation: Base salary $50,000-$60,000 + uncapped commission (earning potential up to $200,000 annually) Full Time: Monday-Friday, 8:30am-4:3...Full timeLocal areaMonday to Friday- ...this is a true business partner role with heavy cross-functional interaction Outgoing, professional, and comfortable presenting financials at all levels Independent problem solver with strong critical thinking and attention to detail Intermediate to advanced Excel proficiency...
$185k - $215k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Financial Advisor We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small...Full timePart timeWork experience placementLocal area
$185k - $215k
...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...A financial services firm in Tampa is seeking to hire a Financial Advisor to meet with clients and help plan their financial futures. This role requires at least 2 years of prior experience, along with relevant licenses. The company provides competitive benefits, including...Remote work
- ...companies existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations. They hold a lot of value to professionals that are well educated holding certifications and will give preference to if...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial planner Tampa, FL
- financial planning associate Tampa, FL
- associate corporate finance Tampa, FL
- wealth advisor Tampa, FL
- financial consultant Tampa, FL
- jde finance consultant Tampa, FL
- financial advisor Tampa, FL
- financial advisor development program Tampa, FL
- private wealth advisor Tampa, FL
- finance associate Tampa, FL


