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Financial Counselor

Posted by
Ariva
|
Bronx, NY
New
|
Published 4 days ago

Do you envision a world where everyone in our community experiences economic justice and financial inclusion? We do too! We are seeking a full-time financial counselor to join our community wealth-building team. The financial counselor must be fluent in English and Spanish. The financial counselor will provide one-on-one financial counseling and coaching as well as financial education presentations and workshops to the people of the Bronx and other underserved communities of New York City. This is an excellent opportunity for an individual who is interested in sharing resources and knowledge about safe and affordable banking products and services, establishing and maintaining good credit, managing and reducing debts, building savings and more. Direct experience with financial counseling is not required, training will be offered to the right candidate.  We offer excellent benefits including but not limited to subsidized health and dental insurance, generous paid time off and retirement benefits. The position has a starting salary of $42,500 to $45,000 with room to grow. Please send resume and cover letter to amorin@ariva.org. Full position description available upon request. This is a 100% in-person position.


FULL-TIME FINANCIAL COUNSELOR POSITION

About Ariva

MISION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City.

VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives.  

We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs can be found at www.ariva.org


Position Description

Ariva seeks a high-energy, self-directed Financial Counselor for a variety of exciting projects that offers free and comprehensive financial counseling to New Yorkers in the Bronx and other underserved communities in New York City. The Financial Counselor will help low and moderate-income New Yorkers strengthen their financial stability by assisting them in creating household budgets, improving credit, reducing debt, increasing savings, accessing affordable and safe financial products and services, and providing a good understanding of the US financial system. The Financial Counselor must have a flexible schedule and be available for some evenings and weekends. This position is 100% in-person, no remote work at this time. 


Responsibilities

• Provide individualized one-on-one financial counseling and coaching to low-and moderate-income clients.

• Connect Ariva’s free tax preparation clients with financial counseling and asset building opportunities.

• Maintain ongoing contact with clients to encourage a sustained relationship with the program.

• Enter client data in a detailed, timely, and accurate manner in client management system. 

• Protect client privacy in compliance with contract requirements and Ariva’s policies.

• Help unbanked and underbanked clients access safe and affordable bank accounts. 

• Help clients with thin credit files establish a credit score and support clients with a credit score to increase their scores.

• Support clients in managing and ultimately reducing their debt, including student loans.

• Provide clients with information and resources about savings for short- and long-term financial goals.

• Connect clients in-need with resources and emergency benefits facing financial hardships caused by Covid-19.

• Connect counseling clients with Ariva’s free tax preparation services and ITIN filing.

• Provide outreach and education about Ariva’s projects to build a referral system for clients.

• Participate in workshops and other live streaming events to promote financial counseling.


Core Competencies:

• Must be fluent in English and Spanish. 

• Cultural competency to work with communities of color.

• Well-organized, computer-literate, with excellent written and verbal communication skills. 

• Comfortable with data management and data entry.

• Flexible, patient, with a sense of humor and a strong work ethic.

• Genuine interest in financial capability programs for low-income communities. 

• Desire to work collaboratively with staff, partners and clients a must.

• Desire and ability to work with diverse populations.


In addition to the above competencies, any of the additional skills and experience listed below are desirable:

• Certification in financial counseling (CUNY Consumer and Personal Finance or equivalent). 

• Experience with financial counseling and adult education and familiarity with consumer banking products a plus.  

• Bachelors degree.

• Experience working with immigrant communities.


Salary: $42,500 to 45,000/year, depending on experience. Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits.


Contact: Please e-mail cover letter and resume to amorin@ariva.org.

Do you envision a world where everyone in our community experiences economic justice and financial inclusion? We do too! We are seeking a full-time financial counselor to join our community wealth-building team. The financial counselor…

Details at a Glance

  • Time Commitment
    Full Time Schedule
  • Application Deadline
    August 19, 2021
  • Professional Level
    Entry level

Salary

$42,500 - $45,000

Benefits

Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits.

Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits.

Level of Language Proficiency

Must be fluent in English and Spanish. 

Must be fluent in English and Spanish. 

Location

On-site
Bronx, NY, USA

How to Apply

Please e-mail cover letter and resume to amorin@ariva.org.

Please e-mail cover letter and resume to amorin@ariva.org.

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