Financial Wellbeing Specialist

1 day ago

Quezon City, National Capital Region, Philippines beBeeFinancial Full time ₱1,500,000 - ₱2,500,000
Job Title: Financial Wellbeing Specialist

Human Nature seeks a highly skilled and compassionate Financial Wellbeing Specialist to join our team. This role plays a vital part in empowering employees with the knowledge and skills needed to achieve financial stability and freedom.

This position is perfect for individuals who are passionate about financial education, community development, and improving the lives of others. As a Financial Wellbeing Specialist, you will be responsible for providing expert guidance on personal finance management, budgeting, debt reduction, and credit management.

The ideal candidate should have a strong understanding of consumer banking products, credit systems, interest calculations, and debt management tools. A degree in finance, economics, or a related field is required, along with 3+ years of experience in financial counseling, financial education, or community finance.

We offer a supportive team environment, competitive compensation and benefits, and opportunities for professional growth and development. If you're committed to making a positive impact on people's lives, we want to hear from you

Key Responsibilities:
  • One-on-One Financial Counseling: Provide confidential, individualized guidance to employees on managing personal finances, evaluating loan options, and reducing debt.
  • Financial Education Workshops: Design and lead group sessions on budgeting, credit management, loan literacy, and debt repayment strategies.
  • Loan & Credit Review Support: Help employees understand and assess the terms of bank loans, payday loans, credit cards, or other financial products to make informed decisions.
  • Customized Debt Repayment Planning: Partner with employees to create realistic repayment plans based on income, expenses, and long-term goals.
  • Budget Coaching: Support employees in creating sustainable monthly budgets aligned with their financial goals.
  • Resource Connection: Refer employees to reputable community resources or other assistance programs when appropriate.
Required Skills and Qualifications:
  • Bachelor's degree in finance, economics, social work, public administration, or a related field.
  • 3+ years of experience in financial counseling, financial education, or community finance.
  • Proven experience working in an NGO or with underserved populations or lower-income communities; microfinance or nonprofit financial education experience preferred.
  • Strong understanding of consumer banking products, credit systems, interest calculations, and debt management tools.
  • Excellent communication, interpersonal, and cultural competency skills, including fluency in Tagalog.
  • Empathy, discretion, and a non-judgmental approach to sensitive financial matters.
  • Certification in financial counseling or coaching (e.g., AFC, FFC, CFP, or equivalent) is a plus.
Benefits:
  • A mission-driven workplace that values equity and employee well-being.
  • Opportunities to make a direct impact on your colleagues' lives.
  • Supportive team environment with professional development opportunities.
  • Competitive compensation and benefits package.
  • Work-life balance from shortened working hours during lean months.
  • Community outreach programs.
  • Product discounts.
  • Newborn baby gift at 10,000.
  • Pastoral care.
  • No firing policy.

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