Financial Counselor

Job DescriptionJob DescriptionFinancial Counselor (Remote)Employment Type: Full-Time, Benefits Eligible Schedule: Evening Shift (Eastern Time) with Biweekly Saturday Rotation Pay Range:$20.35–$22.00 per hour (based on location and eligibility for bilingual incentives, Spanish fluency) Location: Remote (U.S.-based)How Do I Know If I Should Apply?Searching for a career can feel overwhelming — we’re here to be transparent and supportive. If the qualifications, schedule, and expectations outlined below align with your experience, interests, and career goals, we encourage you to apply. We look forward to connecting with you.Our Commitment to InclusionGreenPath Financial Wellness believes strong organizations are built on diverse perspectives and lived experiences. We are committed to maintaining an inclusive, respectful workplace where employees feel supported and empowered to bring their authentic selves to work.We encourage applicants from all backgrounds, including people of color, LGBTQIA+ individuals, veterans, people with disabilities, adults of all ages, and individuals from a wide range of socioeconomic backgrounds. Diverse viewpoints strengthen our organization and the communities we serve.About the RoleAs a Financial Counselor, you will provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services. This fully remote position is ideal for individuals who are passionate about personal finance, committed to helping others navigate financial challenges, and motivated by continuous learning and professional development.This Role May Be a Good Fit If You Are Interested In:Working remotely from a home officeObtaining HUD and National Foundation for Credit Counseling (NFCC) certifications Learn about The HUD ExamProviding customer service via phone, chat, and emailPersonal finance and financial educationContinuous learning and skill developmentWorking scheduled shifts consistently and punctuallyPosition RequirementsCompensation:$20.35–$23.00 per hour, based on location and eligibility for bilingual incentivesAbility to work remotely from a designated home workspaceFull-time availability: 40 hours per week, 8-hour shiftsWillingness to obtain HUD and NFCC certifications during training Certifications are not required to apply but must be obtained to continue in the roleAbility to type at least 40 words per minute with 80% accuracyStrong communication, organizational, and customer service skillsAbility to maintain confidentiality and professionalismFluency in both Spanish and English preferred, but not requiredWork Schedule (Eastern Time)Monday–Thursday: 1:00 PM – 10:00 PMFriday: 11:00 AM – 8:00 PMSaturday: Biweekly rotational shift requiredAll working hours are based on Eastern Time. Candidates must be able to work this schedule regardless of their local time zone.Training & OnboardingStart Date: October 26thInitial Training Period:Approximately 4 weeks Monday–FridayTypically scheduled between 10:00 AM–7:00 PM ET or 11:00 AM–8:00 PM ETTraining continues throughout the first year through structured modules to support skill development and certification requirementsRemote Work From Home RequirementsInternet & EquipmentHard-wired internet connection (ethernet required)Minimum internet speeds: 200 Mbps for single-person households400 Mbps for households with two or more individualsWorkspace & SecurityDedicated, private workspace with a door that closesSecurity camera as part of the workstation setupCaregiving ConsiderationsThis role requires focused, uninterrupted work during scheduled hoursEmployees must have alternative caregiving arrangements during working hours, as job duties cannot be performed while serving as a primary caregiverAbout GreenPath Financial WellnessGreenPath Financial Wellness is a trusted national nonprofit with more than 60 years of experience helping individuals and families navigate financial challenges such as overwhelming debt, foreclosure, bankruptcy, and credit concerns. Our mission is to empower people to lead financially healthy lives.How You’ll Make an ImpactProvide empathetic, non-judgmental financial counseling to clients nationwideSupport clients facing challenges such as credit card debt, mortgage delinquency, and collectionsIn 2025 alone, GreenPath delivered more than 121,707 financial counseling servicesOffer education, guidance, and personalized action plans that help bring clarity and relief to individuals and familiesKey ResponsibilitiesDeliver phone-based financial counseling servicesRespond to inbound calls, client emails, and conduct outbound service-related callsGather, review, and analyze client financial information, including credit reportsDevelop and present individualized action plans and educational resourcesDiscuss program options and applicable fees when appropriateProvide housing-related counseling services, including: Pre-purchase counselingForeclosure preventionRental counselingPost-loan modification coachingReverse mortgage counselingMaintain accurate records and strict confidentiality of client informationComplete required training and maintain applicable certificationsCollaborate with colleagues to support service quality and organizational goalsPerform additional duties as assignedBenefits & PerksMedical, Dental, and Vision insurance optionsPaid company holidays and accrued paid time off (PTO)Additional Preventative Care Time Off403(b) retirement plan with a 5% employer contribution after one year of employmentEligibility for the Public Service Loan Forgiveness (PSLF) programPaid parental benefitsUp to $2,500 per year in tuition reimbursementAccess to internal learning and development programs50% tuition discount through Cleary CollegeGreenPath Financial Wellness reserves the right to change this description at any time. GreenPath Financial Wellness practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship. Work Schedule: Monday–Thursday: 1:00 PM – 10:00 PM Friday: 11:00 AM – 8:00 PM Saturday: Biweekly rotational shift required 40 Hours Per Week