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.
$20.67 - $31.25 per hour
KeyBank in White Plains, NY seeks a Personal Banker to engage with clients and support their financial wellness through tailored banking solutions. This role emphasizes developing client relationships and achieving sales goals while providing excellent customer service...SuggestedHourly pay$19.23 - $28.37 per hour
KeyCorp is seeking a Financial Wellness Associate in Port Chester, NY. This role involves engaging clients to provide guidance and assist with financial wellness, balancing client servicing and transaction support. The ideal candidate will have a High School Diploma, experience...SuggestedHourly pay$51.7k - $75k
...analytics, information and solutions to financial services providers to help them grow... ...Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care... ...beyond our strong foundation in core credit into areas such as marketing, fraud,...SuggestedFull timeTemporary workWork experience placementFlexible hours$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving... ..., service requests, and credit applications while working closely... ...exposure to a large financial institution and serves as a foundation... ...Wells Fargo's training and coaching. In this role you will:...SuggestedWork experience placementFlexible hours- ...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
- ...passionate and adaptable individuals for a career with flexibility and growth opportunities. This role focuses on securing families’ financial well-being through virtual consultations and consistent client relationships. Enjoy no cold calling, a qualified lead program,...Weekly payRemote workFlexible hours
- Aogarciaagency, located in Stamford, Connecticut, seeks a passionate individual for a role focused on securing clients’ financial well-being. The ideal candidate will conduct virtual consultations, assess client needs, and build lasting relationships, all while enjoying...Remote jobFlexible hours
- ...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
- ## Financial Advisor Associate- Bronx/Manhattan/WestchesterPostulerremote type: Sur placelocations... ...territory, the FAA will educate and coach Retail Store staff to identify referral... ...results on a criminal background check, credit report check, civil litigation search, and...Temporary workTraineeshipWork experience placementCasual workWork at office
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...account openings, service requests, and credit applications while working closely with branch... ..., meaningful conversations that support financial well-being and deepen engagement Lead...Work experience placementFlexible hours$20.67 - $31.25 per hour
...needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts. As part... ...sparking conversations. (required) Understanding of consumer credit - including loan to value, debt to income and credit reports....Hourly payWork experience placementDay shift- ...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...Work experience placementWork at officeLocal area
$108.49k - $170.87k
...: Treasury manages NYPA's financial resources in order to help meet... ...effective use of technology, as well as keeping up to date with regulatory... ...information. Prepares budgets, reports, forecasts, and statutory... ...payable, accounts receivable, credit, collections, billing, and...Full time$24.25 - $32.5 per hour
...s Brand promise by utilizing financial expertise and consultative advice... ...impact of decisions on the well-being of TD, its Customers... ...externally Utilizes feedback through coaching sessions to demonstrate... ...background check and a credit report check, and statements/...Work at officeLocal areaWork from homeFlexible hours- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE... ...affluent borrowers with realtors, builders, financial professionals, bank stores, past... ...low to moderately complex financial and credit data; match customer needs with an appropriate...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$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 really... ...others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical...H1bLocal area- ...clients--that includes all our associates as well. The Relationship Banker is responsible... ..., and a strong understanding of their financial needs. ,Responsibilities Include But Are... ...financial needs are met and assist management in coaching and mentoring branch staff. Perform all...
$69.4k - $121.4k
...and how you can make your mark as a FP&A Financial Analyst at MMA.Marsh McLennan Agency (MMA... ...development of monthly forecasts and yearly budgets. Prepare financial planning information... ...of work. Our culture promotes colleague well-being through robust benefits programs and...Minimum wageLocal areaNight shift$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 About Company Looma Lending is...Work at office- ...banking solutions and cutting‑edge financial technology combined with... ...about banking solutions, as well as collaborate with and connect... ...health support, financial coaching and more. Dodd Frank / Truth... ...criminal conviction history, credit report, information available...Immediate startAfternoon shift
$90k
...improve the quality of life and sense of well-being in our communities by bringing access... ...Role OnMed is looking for a Senior Financial Analyst to own weekly, monthly, and... ...quarterly financial reporting, including budget-to-actual variance analysis Build and...Work experience placement$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$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued... ...advisors are valued partners, and we credit much of our success to their unique experiences... ...authorities (FINRA and SEC), as well as required CE training to ensure licenses...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham... ..., emotional, and financial wellness, recognizing and rewarding performance... ...clientele • Provides coaching and feedback to referral... ...Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$250k - $300k
...candidate should have substantial experience in representing lenders, including drafting and negotiating syndicated and bilateral credit agreements and related documents, including legal opinions, for all asset classes. Candidates should be diligent, proactive, supportive...Full timeTemporary workFlexible hours$250k - $300k
...responsibility.Position Highlights4–5 years of finance experienceOnsite | Westchester County, NYRepresent lenders in syndicated and bilateral credit transactionsDraft and negotiate credit agreements and related finance documentsExperience across various asset classesStrong...Flexible hours$120k - $150k
...About The Company Our client is a global credit investment manager with over $40 billion... ...drawdown funds, BDCs, and SMAs Perform regular budget-to-actual variance analysis and leverage... ...models, fee-sensitivity analyses, and financial exhibits for new fund launches and...$110k - $130k
...role offers hands‑on exposure to complex credit products, public reporting, and collaboration... ...Prepare and review monthly financial statements and management reporting packages... ...presentation. Maintain expense accruals, analyze budget‑to‑actuals, and coordinate expense...Full time$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory... ...or more of financial risk/related areas: Credit Risk, Liquidity Risk, Market Risk,... ...and value in their organizations, as well as through our own investments, commitments...Work at officeVisa sponsorship- Innovee Consulting LLC is seeking a Business/Financial Analyst in New York for a 12-month engagement. The role is hybrid, requiring 3... ...Broadway and Jamaica, NY. You will support financial reporting, budgeting, and variance analysis across the IT landscape, interfacing...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Counselor — Credit & Budget Coaching. Be the first to apply!
- financial advisor development program White Plains, NY
- jde finance consultant White Plains, NY
- estate planning consultant White Plains, NY
- associate corporate finance White Plains, NY
- wealth advisor White Plains, NY
- financial planning associate White Plains, NY
- financial consultant White Plains, NY
- financial planner White Plains, NY
- financial counselor White Plains, NY
- finance associate White Plains, NY


