Financial Counselor

Phipps; New York (NY); On-site; USD 65,000 - 70,000; Full time

Job summary

Phipps is seeking a Financial Counselor to lead the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. You will host monthly financial literacy workshops, conduct outreach, and provide one-on-one sessions to residents living in affordable housing who are struggling with finances and debt.

This role requires occasional evenings and weekends, with regular hours Monday–Friday, 10am–6pm.

Qualifications

• Bachelor’s degree required, preferably in finance, economics, or business.
• 1–3 years of financial counseling experience with diverse communities.
• Bilingual preferred (Spanish-speaking).

Responsibilities

• Develop and plan monthly financial workshops, in-person and virtual.
• Partner with financial institutions to support residents.
• Prepare one-on-one lessons to reduce debt.
• Conduct outreach to residents with significant rent arrears.
• Use Salesforce to track residents’ progress and follow-ups.
• Maintain a safe and inclusive training environment.

Skills

Finance / Business skills

Microsoft Office

Presentation skills

Patience for beginners

Education

Bachelor's degree

Job description

Description

Role Description:

The Financial Counselor will be responsible for leading the Rockaway Village Financial Counseling Program based at the Far Rockaway Opportunity Center. They will host monthly financial literacy workshops, conduct outreach, and hold one‑on‑one sessions to help residents living in affordable housing who are struggling with finances and in severe debt.

The Financial Counselor will be required to work occasional evenings and weekends, with regular work hours Monday – Friday, 10am-6pm.

This position is available for a one-year period, with a potential extension depending on grant funds.

Salary range for this role is $65-70k

Duties and Responsibilities:

• Work closely with management to develop and plan monthly financial workshops both in-person and virtually focused on budgeting, credit scores, debt reduction strategies, etc.
• Work closely with financial institutions to leverage resources and to facilitate workshops as needed for residents.
• Prepare one‑on‑one lessons for residents who are in debt and provide them with actionable strategies to reduce current debt
• Conduct outreach with the Resident Ambassador by contacting residents with significant rent arrears
• Prepare tasks for residents to complete prior to one‑on‑one sessions.
• Foster and maintain strong relationships with residents and offer a safe space for them.
• Be familiar with technology‑related banking tools and apps.
• Use Salesforce to track residents’ progress and follow-ups.
• Be familiar and open with working with people of different cultures and backgrounds.
• Maintain safe and healthy training environments by following organizational standards.
• Perform other related tasks deemed necessary by the agency.

Qualifications:

• Bachelor’s degree required, preferably in finance, economics, or a business‑related field
• Bilingual preferred (Spanish‑speaking)
• 1-3 years of experience with financial counseling experience working with individuals of various backgrounds, including low‑income communities, immigrants, etc.

Skills:

• Finance/Business skills
• Advanced skills in Microsoft Office
• Must have great presentation skills
• Patience for Beginners

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Qualifications

Skills

Required

Advanced

Advanced

Computer Literacy

Advanced

Budgeting

Advanced

Counseling

Advanced

Verbal Communication

Advanced

Preferred

Advanced

Behaviors

Required

Dedicated

: Devoted to a task or purpose with loyalty or integrity

Education

Required

Bachelors or better in Academic.

Experience

Required

1-3 years of experience with financial counseling experience working with individuals of various backgrounds, including low‑income communities, immigrants, etc.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.