Financial Assistant

About the role

Our Financial Assistants are at the center of Brightside’s work with clients. By combining financial education with compassionate, nonjudgmental support, you will help working families improve their financial well-being. You will manage a portfolio of clients, build trusted relationships, and provide personalized financial coaching based on each client’s circumstances and goals. This may include helping clients reduce debt, strengthen their credit, manage cash flow, build savings, and plan for the future. Success in this role requires listening closely, thinking critically, and helping clients create practical short- and long-term action plans. This is a full-time, salaried exempt, fully remote position open to candidates who reside in the contiguous United States and in a location where Brightside is authorized to employ. Before working with clients independently, you will participate in an approximately six-week training and onboarding program. You will receive dedicated support throughout the program to help you feel confident, prepared, and ready to serve clients successfully.

Responsibilities

• Engage with clients by phone, chat, and email to understand their goals, motivations, and barriers to financial progress.
• Support clients through financial crises—including eviction, housing or food insecurity, and unexpected income loss—by providing compassionate guidance and connecting them with appropriate resources.
• Evaluate each client’s broader financial picture and use critical-thinking and problem-solving skills to provide relevant financial education and coaching.
• Research company-approved financial resources and options, helping clients understand how they may support budgeting, cash management, debt reduction, savings, and other financial goals.
• Help clients create practical action plans for their immediate needs and longer-term financial well-being.
• Serve as a trusted accountability partner throughout the client relationship.

Qualifications

• A genuine desire to reduce financial stress and improve the financial health of working families.
• Experience in a customer- or client-facing role, with demonstrated examples of how you improved a client’s situation.
• Experience in banking, financial planning, credit counseling, or another financial-services environment is preferred but not required.
• An empathetic, nonjud