Financial Wellness Coach for Community Housing

Congreso De Latinos Uni; Philadelphia (Philadelphia County); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

Sign-on bonus eligible

Job summary

Congreso is seeking a Full Time Counselor in Philadelphia, PA to serve as a Financial Coach, guiding participants toward improved financial health. This on-site role reports to the Housing Counseling Manager and requires adherence to PCM and HUD guidelines.

You will perform client intake, financial assessments, and follow-ups, while coordinating with Congreso programs to support economic stability and self-sufficiency.

Qualifications

• High school diploma or GED/HISET required.
• 2-3 years’ experience direct experience with financial coaching, housing counseling, or related field, required.
• Demonstrated experience in personal finance, specifically related to visioning/goal setting, maximizing income, spending, saving, borrowing and protecting, financial products and services, credit, investing and insurance, required.
• Must become Nationally Certified in Financial Capability within 6 months of hire and HUD Housing Counseling Certification within 6 months of hire.

Responsibilities

• Represents Congreso’s mission, values, and commitment to diversity, equity, inclusion, and belonging.
• Provides financial coaching services per National Industry Standard of Financial Capability and HUD guidelines.
• Maintains a mixed caseload of clients needing utility assistance, credit building, or other Congreso programs.
• Conducts initial client intake, including financial assessment, plan, and service plan.

Skills

Financial coaching

Housing counseling

Documentation

Education

High School Diploma or GED

Associate degree a plus

Tools

Office365

UNIDAD

Job description

Congreso is seeking a Full Time Counselor in Philadelphia, PA to serve as a Financial Coach, guiding participants toward improved financial health. This on-site role reports to the Housing Counseling Manager and requires adherence to PCM and HUD guidelines.

You will perform client intake, financial assessments, and follow-ups, while coordinating with Congreso programs to support economic stability and self-sufficiency.