Financial Counselor
$20 - $26 per hourPinnacle Fertility
Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative technology, and comprehensive fertility treatment services to provide patients with a seamless and personalized journey to parenthood. Learn more at About the Role The Financial Counselor plays a vital role in supporting patients through their fertility journey by guiding them through financial processes and ensuring a clear understanding of their financial obligations. This position is ideal for individuals who are customer service-minded, detail-oriented, and thrive in a fast-paced environment. As a Financial Counselor , you will work closely with patients and a multidisciplinary team to deliver compassionate care and a seamless financial experience. We are seeking a Financial Counselor to join our dedicated team at Pinnacle Fertility - Oregon. This is a full-time, remote position working Monday through Friday from 8:00 AM-5:00 PM Pacific Standard Time (PST). Candidates residing in the state of Oregon must be able to work onsite at our Downtown Portland location. Key Responsibilities Maintain patient accounts by updating personal, financial, and insurance details. Monitor and manage billing and coding processes, ensuring accurate claim submissions, and compliance with regulations Obtain and enter referrals, authorizations, and predeterminations. Verify benefits/eligibility and determine procedure deposits. Review financial history, collect balances, and escalate unresolved issues. Submit daily charge entries for processing. Obtain waivers for patients without proper benefits or authorization Review loan programs with patients lacking insurance benefits. Serve as a liaison to resolve billing issues with the billing team. Collaborate with the clinical team to communicate accurate financial obligations. Assist with additional administrative tasks and projects as needed. Position Requirements Education & Experience: High school diploma required. 1-3 years of experience in a patient-facing front desk, insurance verification, or customer service. Minimum of 1 year of experience working in a fully remote capacity. Skills: Expertise in financial counseling, billing, coding, and insurance. Proficient in claims, authorizations, and collections, Strong multitasking, communication, and organizational skills. Ability to discuss financial matters clearly and empathetically. Flexibility: Must be able to work regular hours aligned with Pacific Standard Time (PST). Hourly Rate: $20.00 - $26.00 per hour (Final offer based on experience, skills, and qualifications). Benefits: Comprehensive healthcare, dental, vision, and life insurance. Additional perks include generous paid time off (PTO), paid holidays, and a retirement savings program. Detailed information on salary and benefits will be discussed during the interview process. Diversity & Inclusivity at Pinnacle Fertility At Pinnacle Fertility, we are committed to fostering a diverse, inclusive, and welcoming workplace. We are proud to be an equal opportunity employer and encourage applicants of all backgrounds, abilities, and life experiences to apply. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
- Description The Financial Coordinator is part of a team who handles the direct interaction with patients and their families during difficult times, providing financial insurance and payment information to assist them in planning and managing their account balances related...SuggestedWork at officeLocal areaVisa sponsorship
- Summary Description The Financial Aid Counselor provides professional and administrative duties in support of day-to-day operations of Financial Aid in compliance with policies related to internal and external financial aid requirements. Essential Functions Exercise discretion...SuggestedCasual workWork at office
$22.44 - $34.33 per hour
Description The Financial Coordinator is part of a team that handles direct interaction with patients and their families during difficult times, providing financial insurance and payment information to assist them in planning and managing account balances related to specific...SuggestedHourly payWork at officeLocal areaVisa sponsorshipShift work- Pinnacle Fertility located in Portland, Oregon is looking for a Financial Counselor to provide compassionate support through financial processes for patients. This remote full-time role requires strong customer service skills and financial expertise. Responsibilities include...SuggestedRemote jobFull time
- Pinnacle Fertility, Inc. is looking for a Financial Counselor to support patients through their fertility journey. This full-time remote role requires expertise in financial counseling and billing, ensuring patients understand their financial obligations. Working hours...SuggestedRemote jobFull time
$58.44k - $93.5k
Magellan Health is seeking a dedicated Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families in Oregon. The ideal candidate will have a Bachelor's degree and a minimum of three years of financial...- A Christian liberal arts university in Portland, Oregon seeks a Financial Aid Counselor to support daily operations of financial aid. Responsibilities include providing financial counseling to students and families, reviewing financial aid documents, managing accounts,...Work at office
$23 - $25 per hour
Universal Technical Institute, Inc. is seeking a Financial Aid Advisor for its Portland, OR location. This role primarily involves assisting students and families in navigating financial aid processes and regulations. Applicants should have at least one year of experience...Hourly pay$58.44k - $93.5k
...resulting from military needs. Deliver full‑breadth personal financial counseling services to service members and families at military... ...Interest (OCI) process. Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered...Contract workTemporary work$58.44k
...Military needs such as a post‑deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Contract workTemporary workWork experience placementWork at office- ...of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained insurance licenses....Immediate start
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
$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...Full timeContract workFor contractorsWork at office$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 6416 NE 117th Avenue - Vancouver, Washington 98662 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift$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$90k - $110k
...management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours$80k - $105k
...Job Type Full-time Description We are seeking an analytical professional to join our dynamic team as a Financial Planner . This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...Hourly payWork experience placementWork at officeDay shift- ...Responsibilities: This full-time Financial Advisor role is located in Vancouver, WA, with flexibility for some remote work. As a Financial Advisor, you will work with clients to provide financial planning, retirement planning, and investment services. This hybrid role...Full timeContract workRemote work
$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 advisor...For contractorsWork at office- ...Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
$72k - $110k
...Financial Advisor – Addison Avenue Investment Services The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions...Work at officeImmediate start- ...Overview Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Responsibilities...Work at officeFlexible hours
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$92.36k - $123.16k
...performance-based incentives – ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We’ve weathered the market’s ups and...Full timeTemporary workPart timeWork experience placementWork visaFlexible hours- Aldrich Wealth LP is seeking a skilled Financial Planner to analyze complex financial data and create comprehensive financial plans. As part of a dynamic team, you will directly interact with clients, helping them achieve their financial goals. The ideal candidate has at...
- Thrivent, located in Portland, Oregon, is seeking motivated individuals for financial advisor roles. This position emphasizes building long-term client relationships while providing advice that ensures financial clarity. With opportunities for unlimited earnings, support...
- ...established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered...Contract workFor contractorsWork at office
- 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 make an impact in the lives of the people...
- Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products. Successful candidates will have...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- financial associate Portland, OR
- financial planner cfp Portland, OR
- financial consultant Portland, OR
- financial planning assistant Portland, OR
- financial advisor associate Portland, OR
- estate planning consultant Portland, OR
- private wealth advisor Portland, OR
- associate leveraged finance Portland, OR
- jde finance consultant Portland, OR
- financial advisor development program Portland, OR

