Financial Counselor
$23 - $25 per hourInsight Global
Patient Financial Counselor role in Nashville.
This is a high-impact, patient-facing role in an oncology setting, so personality and emotional intelligence are just as important as experience.
What They're Looking For
3+ years in financial counseling / patient access / insurance verification
Strong background in eligibility, benefits, and authorizations (including drugs)
Experience walking patients through cost breakdowns, payment plans, and coverage gaps
Knowledge of CPT/HCPCS coding
Comfortable working in a clinical/oncology environment
Strong customer service, with the ability to be both empathetic and firm
Quick learner, detail-oriented, and able to multitask/adapt to change
Day-to-Day Responsibilities
Educate patients on insurance coverage, co-pays, deductibles, and out-of-pocket costs
Walk patients through what is and is not covered under clinical trials
~70-75% of patients are on trials (often last-line treatment)
Help set up payment plans and guide patients through financial assistance programs
Including programs for free/assisted drug access
Verify insurance and maintain accurate eligibility and demographic information
Handle pre-authorizations and referrals, including drug authorizations
Partner closely with nursing staff, providers, and financial aid organizations
Occasionally assist with drug ordering coordination
Review patient balances and ensure accurate co-pay collection
Work through difficult situations, including supporting patients during end-of-life care scenarios
Environment & Culture
Heavy collaboration with internal team (notably this person's leader)
Requires ability to compartmentalize and have tough conversations with patients
Strong support system in place:
EAP (therapy/counseling benefits available)
Very mission-driven, patient-focused environment
Logistics
Schedule: 8:00 AM - 4:30 PM
Hybrid: ~50% remote / 50% onsite
Fully onsite during first few months of training
Training: ~3 months (shadowing begins within first few days)
Must be able to ramp up quickly and handle workload early on
Comp
$23-25/hr
Direct hire + full benefits
Interview Process
In-person preferred (video if needed)
Quick turnaround - feedback provided same day
Required Skills & Experience 1+ years in financial counseling / patient access / insurance verification
Strong background in eligibility, benefits, and authorizations (including drugs)
Experience walking patients through cost breakdowns, payment plans, and coverage gaps
Knowledge of CPT/HCPCS coding
Comfortable working in a clinical/oncology environment
Strong customer service, with the ability to be both empathetic and firm
Quick learner, detail-oriented, and able to multitask/adapt to change
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
- ...that support the meaningful work of independent physicians and the patients they serve. Job Description: The Patient Financial Counselor works under the direct supervision of the Patient A/R Manager and provides financial counseling services including patient...SuggestedRemote work
- ...that support the meaningful work of independent physicians and the patients they serve. Job Description: The Patient Financial Counselor works under the direct supervision of the Patient A/R Manager and provides financial counseling services including patient...SuggestedRemote work
- ...Parking ~ Career Growth and Development ~ Supportive Team and Resources SCOPE: Under general supervision, the Patient Financial Counselor is responsible for educating patient on insurance coverage and benefits. Assess patients financial ability; may educate...SuggestedTemporary workWork at office
- ...401(k) plan provides a company match, safe harbor match and profit-sharing match to go along with your contributions. The Financial Counselor is an important link in the TOA revenue cycle effort. While most of our collections are through insurance companies, this role...SuggestedWork at office
- Magellan Health is seeking a Personal Financial Counselor for military installations in Fort Campbell, KY. You will provide comprehensive financial counseling services to service members and their families, delivering workshops and one-on-one support. The ideal candidate...Suggested
- Schedule: Monday - Friday Day Shift Patient Financial Counselor Weekdays Job Summary and Qualifications As a Financial Counselor, you will be responsible for reviewing the Financial Clearance Worklist daily and visiting in‑house patients; collecting estimated patient...Temporary workWork at officeMonday to FridayFlexible hoursDay shiftWeekday work
$58.44k - $93.5k
Magellan Health is seeking a Personal Financial Counselor in Tennessee who will provide financial counseling services to military service members and their families. Must possess strong financial counseling skills and experience with virtual counseling. The ideal candidate...- ...seeking a Patient Assistance Specialist who will provide drug assistance for uninsured and underinsured patients. This role includes financial counseling, patient enrollment, and documentation management. The ideal candidate should have excellent communication skills,...Remote job
$58.44k - $93.5k
Personal Financial Counselor - Fort Campbell, KY - Grade 24 Responsibilities Provide personal financial services at assigned military installations. Deliver the full breadth of personal financial counseling to service members and families, including one-on‑one counseling...Contract 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- ...Job Title Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team...Full timePart timeWork at office
- ...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
- ...About this role: Wells Fargo is seeking a Financial Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com ( . In this role you will: Work with the Financial...Hourly payMinimum wageOngoing contractWork experience placementWork at officeImmediate start
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Consultant should demonstrate commitment to delivering distinctive service. This position will be responsible for building and...Work at office
$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$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- ...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
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Possess excellent communication skills, both written...Shift workDay shift
- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
$77k - $202k
...Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$250k - $300k
Lead Financial Advisor - Nashville, TN At The Well Recruiting Solutions , we partner with some of the fastest-growing independent RIAs in the country to connect top talent with high-impact opportunities. Right now, we’re representing a booming Nashville-based wealth management...Local areaFlexible hours- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- Bank of America is seeking a financial advisor in Nashville, TN, to assist clients in achieving their financial goals through personalized advice and strategies. You will triage client inquiries, manage portfolios, and recommend appropriate financial products. The ideal...Monday to Friday
- Job Title: Experienced Fee-Only Financial Advisor Overview: We are seeking a seasoned Fee-Only Financial Advisor to join our team, expand their existing book of business, and potentially merge with our firm. The ideal candidate will work independently while collaborating...Work at office
- ...consulting firm is seeking an Associate to join their Transaction Advisory team in Nashville, Tennessee. The role involves assisting with financial due diligence and analyzing financial statements to provide actionable insights for clients. The ideal candidate will have 2-3...
- Builtwell Bank is looking for a Financial Sales Representative in Tennessee who will engage with customers to help them achieve their financial goals. The role involves representing the bank, providing exceptional customer service, and educating customers on innovative...
$61k - $250k
Northwestern Mutual is looking for a Financial Advisor in Nashville, TN. This role focuses on helping clients achieve their financial goals through personalized financial planning. Candidates should possess a Bachelor’s degree, have entrepreneurial aspirations, and demonstrate...$65k - $80.2k
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 placementLocal areaFlexible hours- Job Overview We help clients achieve their financial goals by providing comprehensive advice and customized solutions. The role involves... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Client...Temporary workMonday to FridayDay shift
$65k - $80.2k
...live and work. The fifth-largest bank in the United States, we’re one of the country’s most respected, innovative, and successful financial institutions, and have consistently been recognized as one of the world’s Most Admired Companies. With a diversified business mix...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!
- associate corporate finance Nashville, TN
- financial planner Nashville, TN
- estate planning consultant Nashville, TN
- financial counselor Nashville, TN
- senior wealth advisor Nashville, TN
- senior financial advisor Nashville, TN
- project finance associate Nashville, TN
- financial advisor development program Nashville, TN
- financial planner cfp Nashville, TN
- financial consultant Nashville, TN

