Mount Vernon Financial Counselor
7 days ago
💼 Join Our Team as a Financial Counselor 💼
The Mount Vernon Financial Empowerment Center is on a mission to boost the financial stability of households by providing personalized, one-on-one financial education and counseling to low-income residents. We are located in areas with high levels of poverty and financial hardship, and we’re looking for empathetic, motivational Financial Counselors who are passionate about helping individuals achieve their financial goals.
As a Financial Counselor, you will work closely with clients to assess their financial situations, develop personalized action plans, and provide ongoing support to help them succeed. You'll be part of a team dedicated to empowering our community through financial literacy, and you'll receive professional training to support your growth in the role.
💼Why You’ll Love This Role:
- You’ll be the go-to guide for people ready to turn their financial situations around.
- You'll have the opportunity to empower people in areas like credit, debt, savings, and investments.
- You’ll be part of a team that’s committed to lifting up communities.
✨ What You’ll Do:
- Deliver individualized financial counseling sessions
- Financial Certification provided my employer
- Professional development
- Create personalized financial action plans with each client
- Provide follow-up support and track progress
- Offer referrals to wraparound services, such as tax preparation and benefits
- Maintain accurate records using a client management database
- Participate in ongoing professional development and training
📝 Qualifications:
- Bilingual (English/Spanish) preferred
- 2+ years of relevant experience in social services, community outreach, financial education, or counseling/coaching
- Background in social work, financial planning, coaching, or teaching is a plus
- Strong interpersonal skills and proficiency in Microsoft Word, Excel, and Outlook
- Ability to work some evenings and weekends
Be part of a mission-driven team that’s changing lives, one financial goal at a time If you’re passionate about empowering others and making a positive impact in your community, we want to hear from you
APPLY HERE: www.schooljobs.com/careers/mercyedu/jobs/4632210/financial-empowerment-center-financial-counselor?pagetype=jobOpportunitiesJobs
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