Financial Wellness Expert

greenpath, inc. • Irvine, CA

10d • $20 - $23 • Remote

About The Position

As a Financial Wellness Expert, 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.

Requirements

• Compensation: $20.35–$23.00 per hour, based on location and eligibility for bilingual incentives
• 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
• Hard-wired internet connection (ethernet required)
• Minimum internet speeds: 200 Mbps for single-person households 400 Mbps for households with two or more individuals
• Dedicated, private workspace with a door that closes
• Security camera as part of the workstation setup
• This role requires focused, uninterrupted work during scheduled hours
• Employees must have alternative caregiving arrangements during working hours, as job duties cannot be performed while serving as a primary caregiver

Nice To Haves

• Fluency in both Spanish and English preferred, but not required

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed