Volunteer Financial Advocate

Published

10/03/2018

Time Commitment

A few hours per week

Duration

Short-Term (few weeks/months)

Address

2610 University Ave W, Ste. 450
Saint Paul
MN
55114
United States

Description

Prepare + Prosper and its volunteers work with low- to moderate-income people to build financial well-being through free tax preparation and financial services, products, and coaching, and by changing systems to create economic opportunity. In 2017, 532 volunteers prepared taxes for 12,648 people who received $24.7 million in refunds, and 984 people saved $1.54 million of their refunds.


What will I be doing as a FINANCIAL ADVOCATE?

The financial advocate (FA) strives to help customers boost their financial knowledge, confidence and habits. The financial advocate will work one-on-one with customers at Prepare + Prosper’s (P+P) tax clinics to discuss their individual financial goals to offer support and access to applicable financial products, services and referrals with a focus on saving. Background in finances is not required; we will train you to be successful in your role!


Role and responsibilities:

  • Help participants gain clarity and develop action steps designed to achieve their financial goals
  • Offer support, resources and encouragement to guide customers to their own answers
  • Process prepaid debit cards, credit reports, U.S. savings bonds and savings accounts


Skills required:

  • Ability to respect customers’ financial decisions and actions without judgement
  • An engaging personality and ability to connect with customers
  • Enjoy working in a diverse ethnic and socio-economic environment
  • Empathetic and understanding of the financial challenges facing low-income adults
  • Experience with financial services such as financial education or counseling helpful, but not required

(Note: Volunteers are to refrain from soliciting clients or products.)


Timeline and Commitment:

  1. November or December 2018: Attend one volunteer info session
  2. December - January: Attend 8 hours of training
  3. January 26 - April 15, 2019: Volunteer one, four hour shift per week and impact the lives of your community!


Locations: P+P operates 8 tax sites across the Twin Cities metro area, with locations in Minneapolis, St. Paul, Bloomington and Hopkins. Volunteers select a tax site that is convenient to work, home, or school. Our main office is in St. Paul off of University Avenue near the intersection University Avenue West & Highway 280.


Please visit Prepare + Prosper's website for more information.


INTERESTED? Sign up for a volunteer info session here:

https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443

Benefits

  • Training Provided

Benefits

  • International Volunteers

How To Apply

volunteer@prepareandprosper.org
https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443

Interested? Join is for an info session to learn more! Sign up at https://www.volgistics.com/ex/portal.dll/ap?ap=1111754443


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