Financial Wellness Counselor – Debt & Budgeting

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

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.