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Financial Empowerment Counselor

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Published 16 days ago

The Financial Coach works in the Financial Empowerment Center, with the aim to improve the financial stability of Paterson households by providing high-quality, one-on-one financial education and counseling to low-income residents. Financial Coaches are passionate about personal financial empowerment and helping other people achieve their potential. Financial Coaches are also sensitive to the challenges faced by low income households and provide non-judgmental support. Comprehensive training is provided. 

Duties shall include, but are not limited to:

· Assess client needs and develop individual financial action plans with each client;

· Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.

· Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results;

· Engage in ongoing follow-up with clients;

· Collect, track and report required data using client management database;

· Participate in initial trainings and ongoing professional development trainings;

· Follow required protocol and program requirements;

· Successfully complete and pass counselor training.

Qualifications and Essential Skills Required

· A baccalaureate degree from an accredited college and two years of experience of relevant work experience with some background in finance, financial education, counseling/coaching, or social service delivery;

· Particular expertise in one of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields.

· Bilingual, bicultural is helpful;

· Be knowledgeable about credit, debt, and money management; savings and investment options; and safe financial products and services;

· Excellent interpersonal skills;

· Excellent working knowledge of Microsoft Word, Excel, Outlook;

· Available to work some evenings and weekends;

· Ability to use a client management database.

All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality or sex.

The Financial Coach works in the Financial Empowerment Center, with the aim to improve the financial stability of Paterson households by providing high-quality, one-on-one financial education and counseling to low-income residents…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Start Date
    September 24, 2021
  • Education
    2-Year Degree Required

Salary

USD 40,000 - USD 45,000

Benefits

Full time benefits include health, dental, vision, life and disability insurance plans. 401k with matching employer contributions.

Full time benefits include health, dental, vision, life and disability insurance plans. 401k with matching employer contributions.

Level of Language Proficiency

Bilingual (Spanish, Arabic, Bengali) candidates are strongly encouraged to apply.

Bilingual (Spanish, Arabic, Bengali) candidates are strongly encouraged to apply.

Location

On-site
301 Main Street, Paterson, NJ 07505, United States
Upper Level

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