RDI Financial Wellness · 22 hours ago
Financial Wellness Expert
United States
Full-time
Remote
New Grad, Entry Level
$20.35/hr - $23/hrGreenPath Financial Wellness is a trusted national nonprofit with more than 60 years of experience helping individuals and families navigate financial challenges. As a Financial Wellness Expert, you will provide compassionate, non-judgmental financial counseling to clients nationwide through phone-based services, focusing on empowering them to lead financially healthy lives.
Asset ManagementEducationFinanceFinancial ServicesNon Profit
Responsibilities
Deliver phone-based financial counseling services
Respond to inbound calls, client emails, and conduct outbound service-related calls
Gather, review, and analyze client financial information, including credit reports
Develop and present individualized action plans and educational resources
Discuss program options and applicable fees when appropriate
Provide housing-related counseling services, including:
Pre-purchase counseling
Foreclosure prevention
Rental counseling
Post-loan modification coaching
Reverse mortgage counseling
Maintain accurate records and strict confidentiality of client information
Complete required training and maintain applicable certifications
Collaborate with colleagues to support service quality and organizational goals
Perform additional duties as assigned
Qualification
Required
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
All working hours are based on Eastern Time. Candidates must be able to work this schedule regardless of their local time zone
Hard-wired internet connection (ethernet required)
Minimum internet speeds: 200 Mbps for single-person households, 400 Mbps for households with two or more individuals
Dedicated, private workspace with a door that closes
This role requires focused, uninterrupted work during scheduled hours
Employees must have alternative caregiving arrangements during working hours, as job duties cannot be performed while serving as a primary caregiver
Preferred
Fluency in both Spanish and English preferred, but not required
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
Company
RDI Financial Wellness
HELPING PEOPLE ACHIEVE FINANCIAL WELLNESS SINCE 1968. In 2024, the Rural Dynamics, Inc.
Founded in 1968
2-10 employees
Funding
Current Stage
Early StageTotal Funding
unknown2018-05-01Acquired
Company data provided by crunchbase