Financial Assistant

BrightSide

. Manage a portfolio of clients and build trusted relationships .

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial coaching, client relationship management, and effective communication to support clients in achieving their financial goals. Proficient in utilizing digital tools for client engagement and resource management while maintaining confidentiality and professional boundaries.

Highest-signal resume keywords

Financial CoachingClient Relationship ManagementStrong Communication SkillsCritical-Thinking SkillsExperience in Financial Services

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

BudgetingCash ManagementDebt ReductionSavings StrategiesFinancial EducationAction Plan DevelopmentClient EvaluationResource Research

Soft Skills

EmpathyNonjudgmental ApproachGrowth-Oriented MindsetAbility to Simplify Complex Information

Tools & Technologies

Google WorkspaceChromeSlack

Industry Keywords

Financial PlanningCredit CounselingCustomer-Facing RoleFinancial HealthClient Confidentiality

About the role

Key responsibilities & impact

Manage a portfolio of clients and build trusted relationships
Provide personalized financial coaching based on clients’ circumstances and goals
Engage with clients by phone, chat, and email
Understand clients’ goals, motivations, and barriers to financial progress
Support clients through financial crises, including eviction, housing or food insecurity, and unexpected income loss
Connect clients with appropriate resources
Evaluate each client’s broader financial picture
Provide relevant financial education and coaching
Research company-approved financial resources and options
Help clients with budgeting, cash management, debt reduction, savings, and other financial goals
Help clients create practical short- and long-term action plans
Serve as a trusted accountability partner throughout the client relationship

Requirements

What you’ll need

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 improving a client’s situation
Experience in banking, financial planning, credit counseling, or another financial-services environment preferred but not required
Empathetic, nonjudgmental approach to serving others
Strong communication skills and ability to build trust remotely through phone, chat, and email
Critical-thinking skills and ability to collect, synthesize, interpret, and evaluate information
Comfort using Google Workspace, Chrome, Slack, and similar platforms
Ability to maintain appropriate professional boundaries
Growth-oriented mindset and ability to quickly apply new information
Ability to recognize unstated needs and simplify complex information
Ability to work effectively in a fast-paced environment with evolving priorities
Residence in the contiguous United States and a location where Brightside is authorized to employ
Availability to work 10:00 a.m.–6:30 p.m. PT
Secure, reliable high-speed internet meeting Brightside’s technical and security requirements
Reliable and punctual attendance for the full scheduled workday
Ability to work at a computer and respond promptly to real-time communications
Ability to participate in scheduled virtual meetings with camera and audio when reasonably required
Professional and secure remote-work environment protecting client confidentiality
Successful completion of Brightside’s approximately six-week training and onboarding program

Benefits

Comp & perks

Full-time salaried exempt position
Fully remote work
Approximately six-week training and onboarding program
Dedicated support throughout training and onboarding
Flexible accommodations where applicable
Inclusive workplace and equal opportunity employment