Buscar

Emprego

Financial Counselor

Publicado por
Ariva
|
Bronx, NY
Novo
|
Publicado há 20 dias

POSITION DESCRIPTION

Position:       Financial Counselor

Program:       Financial Capabilities

Reports to:    Program Manager

Salary Range: $42,500 to $45,000 (Posting open until August 18, 2022)

Posted:          July 18, 2022

Start Date:   September 6, 2022

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 an exciting project 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. Additionally, this position will support the program’s outreach and client engagement at community events. This job involves frequent local travel to sites around the Bronx and requires some evenings and weekend hours over the course of the year. Face-to-face in-person service is an essential component of this position. All staff must be vaccinated and must mask and follow our health and safety procedures in our offices.

Responsibilities

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

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

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

·      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.

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

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

·      Serve as an advocate for financial counseling and build a referral system for clients, providing information to individuals who call in, walk in, or express interest in learning more at community events.

Core Competencies:

·      Bilingual in English and Spanish. (native speaker level)

·      Cultural competency to work with immigrant communities.

·      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:

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

·      Experience working with recently arrived immigrant communities.

·      Bachelor’s degree.

·      Direct experience with financial counseling is not required, training will be offered to the right candidate.


Salary: $42,500 to 45,000/year, depending on experience. 


Contact: Please e-mail cover letter and resume to Michael Neiman at mneiman@ariva.org.


This posting will be open until August 18, 2022.

POSITION DESCRIPTION

Position:       Financial Counselor

Program:       Financial Capabilities

Reports to:    Program Manager

Salary Range: $42,500 to $45,000 (Posting open until August 18, 2022)

Posted:          July 18, 2022

Start Date:   September 6, 2022

About Ariva…

Resumo dos Detalhes

  • Comprometimento de Tempo
    Carga Horária Integral
  • Data de Início
    6 de setembro de 2022
  • Prazo para Inscrições
    18 de agosto de 2022
Salário
USD $42.500 - USD $45.000
/ ano

Benefícios

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.

Nível de Proficiência do Idioma

Bilingual in English and Spanish.

Bilingual in English and Spanish.

Localização

Presencial
The Bronx, NY, USA

Como se inscrever

Please e-mail cover letter and resume to Michael Neiman at mneiman@ariva.org

Please e-mail cover letter and resume to Michael Neiman at mneiman@ariva.org

Inscreva-se no Idealist

Inscreva-se hoje para salvar Empregos e assim receber alertas de emails toda vez que novos anúncios forem publicados.