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.
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.
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…
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:
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…