Financial Wellness Expert

GreenPath

Financial Wellness Expert providing compassionate financial counseling to clients nationwide through phone-based services. Seeking candidates who are passionate about personal finance and helping others navigate financial challenges.

Posted 5/9/2026full-timeRemote • Florida, Missouri, Ohio, Tennessee, Texas, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $23 per hourWebsite

About the role

Key responsibilities & impact

Provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services
Deliver phone-based financial counseling services
Respond to inbound calls, client emails, and conduct outbound service-related calls
Gather, review, and analyze client financial information, including credit reports
Develop and present individualized action plans and educational resources
Discuss program options and applicable fees when appropriate
Provide housing-related counseling services, including:
- Pre-purchase counseling
- Foreclosure prevention
- Rental counseling
- Post-loan modification coaching
- Reverse mortgage counseling
Maintain accurate records and strict confidentiality of client information
Complete required training and maintain applicable certifications
Collaborate with colleagues to support service quality and organizational goals
Perform additional duties as assigned

Requirements

What you’ll need

Ability to work remotely from a designated home workspace
Full-time availability: 40 hours per week, 8-hour shifts
Willingness to obtain HUD and NFCC certifications during training
Ability to type at least 40 words per minute with 80% accuracy
Strong communication, organizational, and customer service skills
Ability to maintain confidentiality and professionalism
Fluency in both Spanish and English preferred, but not required

Benefits

Comp & perks

Medical, Dental, and Vision insurance options
Paid company holidays and accrued paid time off (PTO)
Additional Preventative Care Time Off
403(b) retirement plan with a 5% employer contribution after one year of employment
Eligibility for the Public Service Loan Forgiveness (PSLF) program
Paid parental benefits
Up to $2,500 per year in tuition reimbursement
Access to internal learning and development programs
50% tuition discount through Cleary College

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial counselingcredit report analysisaction plan developmenthousing-related counselingpre-purchase counselingforeclosure preventionrental counselingpost-loan modification coachingreverse mortgage counselingtyping (40 words per minute)

Soft Skills

communicationorganizational skillscustomer serviceconfidentialityprofessionalismcompassionnon-judgmental approachcollaborationadaptabilityattention to detail

Certifications

HUD certificationNFCC certification