Financial Counselor PT

Phipps NY; New York (NY); On-site; USD 28,000 - 34,000; Part time

Job summary

Phipps NY is seeking a Part-Time Financial Counselor to lead the Rockaway Village Financial Counseling Program at the Far Rockaway Opportunity Center. The role includes hosting monthly workshops, conducting outreach, and delivering one-on-one debt-reduction counseling for residents in affordable housing.

Based at the Far Rockaway Opportunity Center, the position requires occasional evenings and weekends, with regular hours Tue–Thu 11am–4pm.

Qualifications

• Bachelor’s degree required, preferably in finance, economics, or a business-related field.
• 1-3 years of experience with financial counseling for diverse populations, including low-income communities.
• Bilingual preferred (Spanish-speaking).

Responsibilities

• Lead monthly financial literacy workshops, in-person and virtual.
• Conduct outreach to residents and coordinate with financial institutions.
• Prepare one-on-one lessons with actionable debt-reduction strategies.
• Track resident progress using Salesforce and follow-ups.
• Create tasks for residents before sessions and maintain a safe, inclusive space.
• Support program operations and assist with program-related tasks as needed.

Skills

Finance/Business skills

Microsoft Office

Presentation skills

Patience for Beginners

Education

Bachelor's degree

Tools

Salesforce

Job description

The Part-Time 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.

This role is based at our Far Rockaway Opportunity Center.

The Financial Counselor will be required to work occasional evenings and weekends, with regular work hours Tuesday – Thursday, 11am-4pm. This position is available for a one-year period, with a potential extension depending on grant funds.

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.

Required

Advanced

Counseling

Advanced

Verbal Communication

Advanced

Advanced

Computer Literacy

Advanced

Accounting

Novice

Advanced

Enthusiastic: Shows intense and eager enjoyment and interest

Functional Expert: Considered a thought leader on a subject

Education

Required

Bachelors or better in Academic.

Experience

Required

1-3 years:

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.