Financial Wellness Expert

GreenPath

Financial Wellness Expert providing compassionate, non-judgmental financial counseling to clients nationwide through phone-based services. This fully remote position is ideal for individuals passionate about personal finance.

Posted 7/15/2026full-timeRemote • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial counseling, including the ability to analyze client financial information and develop personalized action plans. Proficient in maintaining confidentiality and providing exceptional customer service in a remote work environment.

Highest-signal resume keywords

Financial CounselingClient CommunicationConfidentiality MaintenanceHUD CertificationNFCC Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisCredit Report ReviewTyping Speed (40 WPM)Action Plan DevelopmentHousing Counseling

Soft Skills

Compassionate CommunicationOrganizational SkillsCustomer Service

Certifications & Qualifications

HUD CertificationNFCC Certification

Industry Keywords

Pre-Purchase CounselingForeclosure PreventionRental CounselingPost-Loan Modification CoachingReverse Mortgage Counseling

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
Certifications are not required to apply but must be obtained to continue in the role
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