Financial Counselor - Sunnyside, Queens

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

Job summary

Phipps Houses and Affiliates seeks a Financial Counselor to support residents with budgeting, debt reduction, and financial literacy through workshops and one-on-one sessions.

The role requires 1–3 years of experience, a bachelor’s degree in a finance-related field, and bilingual ability (Spanish preferred). Work hours include occasional evenings and weekends, with a salary range of $65k–$70k.

Qualifications

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

Responsibilities

• Develop and plan monthly financial workshops, in-person and virtual.
• Collaborate with financial institutions to leverage resources and facilitate workshops.
• Prepare one-on-one lessons for residents in debt with actionable strategies.
• Conduct outreach to residents with significant rent arrears.
• Manage progress and follow-ups using Salesforce.
• Maintain a safe and supportive environment for residents.

Skills

Finance/Business

Verbal communication

Presentation skills

Patience for beginners

Budgeting

Education

Bachelor's degree in finance/economics/business

Tools

Microsoft Office

Job description

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

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.

Phipps Houses and Affiliates is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, citizenship or national origin, ancestry, alienage, citizenship status, age, disability or handicap, sex, marital status, veteran status, pregnancy, gender, sexual orientation, or any other characteristic protected by applicable federal, state or local laws. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

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.