Financial Assistant

**Why Brightside:** *For our clients* \- our mission is clear. To improve the financial health of working families. Brightside is an employee benefit with a brand\-new approach to personal finance. We offer unique solutions to help with anything related to finances, emotions and behaviors that can impact our clients. We take a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. Our goal is to make it easier for our clients to understand their options to obtain long\-term financial health and gain peace of mind when it comes to financial matters. *For our employees* \- we believe in inspiring careers, a great life/work balance and meaningful work that truly makes a difference in the lives of working families. Your work will have direct impact on the lives of our clients. You will have the opportunity to see a growing start\-up from the inside out and see how passionate our employees are about the work we do and the outcomes we are creating for others. **A bit about this 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. To meet our current client needs, this role has a schedule of 10:00 a.m.–6:30 p.m. PT. 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. **The meaningful work you’ll tackle** * 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 goal