Remote Financial Wellness Counselor

Apprisen; Columbus (OH); Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

401k

PTO

Health insurance

Life insurance

Disability insurance

FSAs

PSLF Eligible Employer

Job summary

Apprisen is hiring a Financial Services Specialist to help clients achieve better money management through counseling and education. This role involves direct client interaction across multiple channels and community outreach.

You will analyze financial information, present tailored options, and contribute to a supportive, remote-friendly team. A bachelor's degree and strong communication skills are essential.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong communication and listening skills.
• Ability to explain financial concepts clearly.
• Comfort using computers and new technologies.
• Willingness to engage with clients across multiple channels.

Responsibilities

• Connect with clients in person, by phone, and online to build trust.
• Analyze clients’ financial information to craft personalized action plans.
• Present tailored financial options and solutions.
• Represent Apprisen in local communities with educational outreach.

Skills

Tech-Savvy

Communication Skills

Self-Motivated Learner

Organizational Skills

Flexibility

Bilingual (plus)

Education

Bachelor’s degree or equivalent work experience

Job description

Apprisen is hiring a Financial Services Specialist to help clients achieve better money management through counseling and education. This role involves direct client interaction across multiple channels and community outreach.

You will analyze financial information, present tailored options, and contribute to a supportive, remote-friendly team. A bachelor's degree and strong communication skills are essential.