Financial Wellness Specialist
Job details
Parachute Credit Counseling is Hiring!
Job Title: Financial Wellness Specialist (Full-Time)
Summary: A Financial Wellness Specialist’s primary responsibility is to conduct counseling sessions with individuals and families regarding budgeting, debt, and credit issues. Financial Wellness Specialist will provide financial education and guidance while recommending various educational and community programs in order to improve clients’ financial situations. Financial Wellness Specialists empower clients to take control of their financial lives in an empathetic and compassionate manner, while always accounting for what will be in the client’s best interest based on the client’s unique situation. Financial Wellness Specialists also provide Counseling Intake support at the initial contact point for clients and all general incoming calls, requiring patience and positive energy. Financial Wellness Specialists answer incoming calls, direct calls, and greet clients and guests in-person at reception window.
Qualifications
- Strong teamwork skills essential
- Knowledge of computer applications, with proficiency in Microsoft Word and Excel
- Excellent oral and written communication skills
- Ability to multi-task
- Must be able to work efficiently under strict deadlines/timeframes
- Must attain educational certifications, as required
- Position requires attention to detail and basic math/accounting skills
- Prior case management and/or counseling experience helpful, or experience within Agency
- Associate and/or Bachelor Degree preferred
Parachute is a non-profit, full-service credit counseling agency, providing confidential financial guidance, financial education, counseling, and credit repayment assistance to consumers since 1965. Parachute helps consumers trim expenses, develop a spending plan, and repay debts. Counseling is available at our Main Office in West Seneca, by telephone, and online.
Hourly rate range for this position is $17.00 - $20.00. Individual compensation is based on various factors unique to each candidate, including skill set, experience, qualifications, and other job-related reasons. We offer growth opportunities for professional development along with hourly pay increases. Other benefits include:
- 401(k) Plan
- Paid Holidays
- Paid Personal Time Off (PTO)
- Life and Disability Insurance
- Health Insurance
- Remote work availability one day a week with supplemental throughout the year
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