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Financial Counselor

Posted by
Clarifi
|
Philadelphia, PA
New
|
Published 5 days ago

Financial Counselor  

Do you have significant experience in the Financial Education industry? Do friends and family consider you knowledgeable about all things personal finance? Do you like working with people to provide financial insight? Are you outgoing, positive, with a high-energy mindset? Are you comfortable working independently, accountable and goal–oriented?    

This position might be for you!  

As a Financial Counselor, you take ownership of providing high quality financial counseling and coaching for participants in the CareerLink program experiencing career transitions or the loss of employment. You may engage people in activities across a wide spectrum including building credit, savings, debt reduction, first-time home ownership, mortgage default and delinquency, and home equity. Responsibilities include discussing and delivering options, making recommendations on debt, credit, assets and banking issues. You will create a realistic action plan for clients to achieve their goals. Through effective communications, you will help each client understand the role they play in the success of the plan. You will likely thrive in this opportunity if you have a passion for and commitment to social service, especially to low income and financially distressed individuals.   

The most important characteristic of our team is that we are connectors– we connect clients with the best financial service to meet their needs. Clarifi is a place where we work as a team with extreme integrity to provide top-notch quality experiences & services. I invite you to learn more here: https://clarifi.org/  

Clarifi wholeheartedly believes a strong organization is based on the foundation of diverse groups of team members. We believe deeply in employees not only bringing their whole selves to work each day, but also feeling comfortable being their authentic self. We encourage people from each and every background and walk of life to apply for opportunities in which they are passionate about and meet the qualifications.  

At the heart of this role is a deep passion and commitment to providing clarity, hope and empowerment to clients. We are here to create hope by helping people identify and secure the most important assets in their lives.   

  

We Have:   

  • The opportunity to work directly with clients by presenting specific financial education and coaching to meet their needs  
  • Reputable organization with a great passion to help people succeed financially and improve their quality of life  
  • A close-knit team that operates efficiently and with energy  
  • Location: Philadelphia, PA
  • Full Time position with the opportunity to learn new programs

You Have:

  • College degree or a minimum of 5 years relevant work experience required
  • A strong knowledge of financial literacy and ability to communicate the information with integrity and empathy
  • The ability to develop relationships with families and the community to spread awareness of Financial Literacy
  • Passion for serving low-income populations and strong demonstrated commitment to social justice, various forms of equity and anti-poverty initiatives
  • The ability to form strong, trusting partnerships with clients and provide financial coaching that is non-judgmental, empathetic and culturally proficient
  • The ability to work during the business work week as well as evenings and weekends
  • The ability to speak Spanish (not required)

Position Duties:

  • Participate in intensive substantive coaching and counseling training in financial management, personal finance, credit, and pre-purchase and obtain designated certifications including from the National Foundation for Credit Counseling, the Department of Housing and Urban Development and NeighborWorks Center for Homeownership Education and Counseling, as necessary and within required timeframes.
  • Maintain counselor certification by earning required number of Professional Development Units annually through counseling, continuing education and workshops or seminars.
  • Provide high quality financial counseling and coaching sessions that promote financial stability and encourage access to Clarifi programs that further financial capability.  
  • Document recommendations in an individualized action plan and effectively communicate with clients so that clients understand their role in their own success.  
  • Conduct initial needs assessment, and refer clients to other service providers and other resources as needed.   


Clarifi reserves the right to change this description at any time. Clarifi practices the concept of equal employment opportunity with respect to hiring, promotions, transfers, pay, discipline, fringe benefits, and all other terms and conditions of employment. No individual will be discriminated against, and no employment decisions will be made, on the basis of an individual's race, color, national origin, religion, age, gender, gender identity, sexual orientation, protected disability, marital status, familial status, veteran status, height, weight or citizenship. 

Financial Counselor  

Do you have significant experience in the Financial Education industry? Do friends and family consider you knowledgeable about all things personal finance? Do you like working with people to provide financial…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Start Date
    August 2, 2021
  • Application Deadline
    August 1, 2021

Salary

$41,000 - $41,700Dependent upon experience

Benefits

The Perks:  

What will you get out of working at Clarifi? In addition to a competitive compensation and benefits package (medical, vision and dental plans), here are some of the additional perks our employees enjoy:   

  • We all need some “me time” every once in a while. All full-time employees receive 19 paid days off during their first year of employment, in addition to 10 company-paid holidays per year. Use it for a fabulous vacation, to play nurse (or patient) at home, or sit on your couch watching DIY marathons on HGTV all day. We don’t care – it’s your time. Enjoy.
  • Saving for Retirement? Clarifi employees can start contributing to a 403b right away! We also have a 401(a) Profit Sharing Plan. After one year of employment we make a monthly contribution to eligible employee’s Profit Sharing Account equivalent to 5% of their monthly gross compensation.
  • Need to reduce your student loan debt? Clarifi is a qualified employer under the federal Public Service Loan Forgiveness (PSLF) program, which means that you may be able to have a portion of your federal student loans forgiven after meeting certain eligibility requirements of the PSLF program.
  • Planning to grow your family? Clarifi offers paid Maternity and Paternity benefits.
  • Continuous learners can get their classroom fix in a couple of different ways. GP team members are eligible for up to $2,500 in tuition reimbursement per year. In addition, GP team members can attend courses through Invest in Yourself, an in-house educational program offering training classes on a variety of topics ranging from Cash Flow Planning to Microsoft Excel to Stress Management.  

The Perks:  

What will you get out of working at Clarifi? In addition to a competitive compensation and benefits package (medical, vision and dental plans), here are some of the…

Location

Temporarily Remote
Work must be performed in or near Philadelphia, PA
Associated Location
Philadelphia, PA, USA

How to Apply

Email resumes to aafranklin@greenpath.com or apply directly through our careers site

Email resumes to aafranklin@greenpath.com or apply directly through our careers site

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