Part-Time Financial Wellness Counselor

Phipps

New York (NY)

On-site

USD 20,000 - 28,000

Part time

3 days ago

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Job summary

The Part-Time Financial Counselor at Phipps will lead the Rockaway Village Financial Counseling Program based at Crotona Park West location. 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 Crotona Park West location and requires occasional evenings and weekends, with regular hours Tuesday - Thursday, 11am-4pm.

Qualifications

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

Responsibilities

Develop and plan monthly financial workshops, in-person and virtual, on budgeting, credit, and debt reduction.
Collaborate with financial institutions to leverage resources for residents.
Prepare one-on-one lessons with actionable debt-reduction strategies.
Conduct outreach with the Resident Ambassador to contact residents with rent arrears.
Assign tasks for residents before one-on-one sessions.
Build strong relationships and provide a safe space for residents.
Be familiar with banking tools/apps and use Salesforce to track progress.