Financial Wellness Counselor — Credit & Budget Coaching
Community Housing Innovations, Inc.
Community Housing Innovations, Inc. (CHI) seeks a Credit Counselor to provide comprehensive financial capability and credit counseling to individuals and families in White Plains. You will conduct one-on-one counseling, develop personalized financial action plans, and educate clients on credit management and protection. The role supports outreach, workshops, and partnerships while maintaining audit-ready files in accordance with HUD and grant requirements. #J-18808-Ljbffr Community Housing Innovations, Inc.
- ...development plans JOB SUMMARY The Credit Counselor provides comprehensive financial capability and credit counseling services... ...weekend availability, as well as travel throughout CHI's designated... ...credit, personal finance, budgeting, debt management, credit reporting...SuggestedLive inWork at officeLocal areaMonday to FridayFlexible hoursAfternoon shift
$250k
Responsibilities Work with business credit requests less than $250K,... ...and other branch staff with coaching and guidance on products and... ..., and present product offers/financial solutions Understand and... ...and disability insurance; and wellness programs. Citi also offers paid...SuggestedFull time- ...of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques... ..., mental health support, financial coaching and more. Additional details about... ...services, including personal banking, credit cards, mortgages, auto financing, investment...Suggested
- New York Life in White Plains, NY is seeking an Insurance Agent to help clients achieve their financial goals while building a rewarding career. You will guide individuals, families, and businesses toward a tailored financial strategy across our broad product lines. The...SuggestedWork at officeFlexible hours
$67k - $80k
...SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year... ...including banking, leasing, securities, credit cards, and consumer finance. The Group has... ...PowerPoint), SharePoint ~ Able to work well autonomously and be a complete self-starter...SuggestedLocal areaWork from homeWorldwide- ZEISS Group in White Plains, NY is seeking a Financial Planning & Analysis professional to support SMT and budgeting activities. You will analyze actual postings vs budgets, build Excel forecasting models, and align forecasts with corporate objectives. Strong Excel, SAP...
$137k
...Financial Advisor Track | The Tri-Harbor Financial Group - NYC We are currently looking to... ...Director and Mentor, receiving hands-on coaching, training, and support as you develop your... ...financial and investment specialists, as well as dedicated office support, to help deliver...Work experience placementWork at officeLocal area- Marsh McLennan Agency in the United States is seeking a FP&A Financial Analyst to support monthly forecasts, budgets, and performance reporting on the Corporate FP&A team. You will collect, analyze, and summarize data to provide decision support. The role requires a finance...Remote job
$129k
...Functional Description: Put your financial experience to work for some of... ..., and manages marketing budgets across all brands. Associates... ...manages corporate liquidity as well as foreign exchange and commodity... ...the requirements of the Fair Credit Reporting Act, and all other applicable...Full timeContract workPart timeWork experience placementImmediate start- ...Advisor Development Program - Financial Advisor: Paramus & Associates... ...resources (time, people, budget) to run a productive practice... ...Get training and one-on-one coaching from our award-winning Academy... ...profile, and preferences as well as servicing client accounts...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$77k - $214k
...A career in our State and Local Tax Financial Services practice, within State and Local Tax... ...tax, payroll and employment tax, credits and incentives, and indirect tax. To... ...others to provide stretch opportunities, coaching them to deliver results. Demonstrate...H1bLocal area$150k
...best ways possible. We provide resources, coaching, and accounts with an abundance of lead... ...loan programs that best fit their financial goals and needs • Ensure accurate and timely... ...FNMA and FHLMC, and Home Equity Lines of Credit Compensation: $150,000+ • Compensation...Work at office$120k - $175k
...loan applicants and collects and analyzes financial data to determine the general... ...Establish and negotiate the terms under which credit will be extended including loan pricing,... ...Meet established loan production goals as well as deposit and fee income goals. Participate...Full timeWork experience placementWork at officeLocal area- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...with clients about banking solutions, as well as collaborate with and connect them to our... ...review of your criminal conviction history, credit report, information available through...Immediate startAfternoon shift
- ...its clients. Our network of over 4,300 financial professionals across the U.S. is committed... ...people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4... ...joint work and mentorship Personalized Coaching: Benefit from the training and guidance...Full timeWork experience placementWork at officeLocal areaFlexible hours
$85k - $120k
...Job Description - Senior Financial Analyst I The Senior Financial Analyst I is responsible... .... - Provide technical guidance, coaching, and support to team members to help strengthen... ...to supporting every aspect of teammates' well-being – physical, emotional, financial,...Full time$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to proprietary planning software platformsEngage in weekly coaching, training, and development meetingsReceive Risk Product State...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$125k - $175k
...~ Strong knowledge of fixed income products, including rates, credit, and bonds. ~ Experience supporting listed futures and understanding... ...Why Apply? This is an excellent opportunity to join a well-established hedge fund and work alongside investment professionals...Work at office- ...to the Controller, CFO, and deal team. Well suited for someone two to five years into... ...Responsibilities: Support the quarterly close and financial reporting process for the management... ...FP&A models covering management company budgeting, headcount planning, and expense...
- ...BASIC FUNCTIONS The Senior Financial Analyst is responsible for providing... ...monitor performance against budgets and forecasts. The analyst... ...Director of Finance and Director of Credit and Collections to project A/R... ..., Labor, and Logistics) as well as overhead type expenses (...Work at office
$116k - $216k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...worth clients in their existing book as well as collaborating with internal and external... ...functional knowledge of Investments, Trust and Credit; ability to adviseDemonstrated expert knowledge...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$29 - $32 per hour
...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...and provide quality customer service as well as develop and maintain a strong partnership... ...communication. Ability to supervise and coach fellow relationship Bankers. What you...Flexible hoursWeekend work- ...effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to... ...ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. Perform all customers'...
$120k
...You’ve built a successful career. You’re well-compensated, respected, and likely on a strong... .... What This Career Looks Like As a Financial Advisor, you will establish yourself as a... ..., and practice development Ongoing coaching and support as your business grows...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$100k - $165k
...office is seeking a highly motivated candidate to join its Business Credit Analysis team. The role offers exposure to a broad range of... ...comprehensive credit analysis of corporate clients, including financial statement analysis, cash flow assessment, industry research, peer...Work at office$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product...Full timeInternshipLocal areaFlexible hours$75k
...seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide... ...and licensing requirements. Participate in structured coaching and mentorship programs. Leverage company-provided marketing...Flexible hours- ...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness through affordable,... ...financial center clientele Provides coaching and feedback to referral... ...Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part... ...conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports....Hourly payWork experience placementDay shift- ...years of Commercial Banking experience. ~ Deep understanding of credit and finance. ~ Outstanding verbal and written communication... ...and credit quality. Promote new business development. Work well with support staff and executive management. This opportunity...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Counselor — Credit & Budget Coaching. Be the first to apply!
- associate corporate finance White Plains, NY
- estate planning consultant White Plains, NY
- financial counselor White Plains, NY
- financial advisor associate White Plains, NY
- financial planning assistant White Plains, NY
- financial advisor White Plains, NY
- financial planner White Plains, NY
- financial advisor training program White Plains, NY
- jde finance consultant White Plains, NY
- finance associate White Plains, NY




