[Hiring] Financial Wellness Expert @greenpath, inc.

Role Description

As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services. This fully remote position is ideal for individuals who are passionate about personal finance, committed to helping others navigate financial challenges, and motivated by continuous learning and professional development.

This Role May Be a Good Fit If You Are Interested In:

• Working remotely from a home office
• Obtaining HUD and National Foundation for Credit Counseling (NFCC) certifications
• Providing customer service via phone, chat, and email
• Personal finance and financial education
• Continuous learning and skill development
• Working scheduled shifts consistently and punctually

Qualifications

• Ability to work remotely from a designated home workspace
• Full-time availability: 40 hours per week, 8-hour shifts
• Willingness to obtain HUD and NFCC certifications during training
• Ability to type at least 40 words per minute with 80% accuracy
• Strong communication, organizational, and customer service skills
• Ability to maintain confidentiality and professionalism
• Fluency in both Spanish and English preferred, but not required

Requirements

Work Schedule (Eastern Time):

• Monday–Thursday: 1:00 PM – 10:00 PM
• Friday: 11:00 AM – 8:00 PM
• Saturday: Biweekly rotational shift required

Training & Onboarding:

• Start Date: August 17th
• Initial Training Period: Approximately 4 weeks
• Training typically scheduled between 10:00 AM–7:00 PM ET or 11:00 AM–8:00 PM ET
• Training continues throughout the first year through structured modules to support skill development and certification requirements

Benefits

• Medical, Dental, and Vision insurance options
• Paid company holidays and accrued paid time off (PTO)
• Additional Preventative Care Time Off
• 403(b) retirement plan with a 5% employer contribution after one year of employment
• Eligibility for the Public Service Loan Forgiveness (PSLF) program
• Paid parental benefits
• Up to $2,500 per year in tuition reimbursement
• Access to internal learning and development programs
• 50% tuition discount through Cleary College