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Financial Counselor

4 months ago

Phoenix, United States Balance Full time

**BALANCE is currently looking for Financial Counselors to work fully Remote**

**Bilingual Spanish Preferred. Hours are 9AM-6PM Pacific**

In this position you will be responsible for answering questions and conducting counseling sessions via telephone, internet, as well as representing **BALANCE** at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.

**ESSENTIAL DUTIES AND RESPONSIBILITIES**

Duties include but are not limited to:
Provide one-on-one financial counseling sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being.

Provide valuable information to clients about bankruptcy, collections, consumer protection laws, court judgments, credit and debt issues, credit reports, financial planning and retirement, housing issues, identity theft, money management, student loans, transitioning to safe and affordable banking, and wage garnishments;
Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;
Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors;
Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;
Conduct outbound calls for the purpose of follow-up and/or outreach;
Collect, track and report required data and input call and session notes for every client and interaction using the client management database;
Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar);
Successfully complete and pass the required training and participate in ongoing professional development;
Represent BALANCE at community events, partner meetings, or workshops;
Must successfully pass and obtain the following certifications within 90 days of employment;
- Money Coach
- NACCC Exam and Certification
- Compliance Courses

Other duties may be assigned on a need basis.

**QUALIFICATIONS**

**Minimum Qualifications**

Bilingual in Spanish;
Associate's degree from an accredited college;
Experience in one or more of the following: financial services, financial planning, social work, community organizing, teaching or other related fields;
Experience in community service such as volunteering, coaching, counseling or mentoring;
Working knowledge of Microsoft Word, Excel, Outlook, Virtual Meetings;
Ability to use a client management system;
Other Skills: Interpersonal Skills, Customer Service, Oral and Written Communication, Problem Solving, Organized, Adaptable, Punctual, and a Team Player

**Preferred Qualifications**

Bachelor's Degree; or one to two years related experience and/or training (EAP, financial services, counseling, banking, credit, and collection); or equivalent combination of education and experience.

**WORK ENVIRONMENT**

This is a telecommuting position. BALANCE will provide all of the equipment needed for a station setup. A strong internet connection is required. Equipment will need to be directly plugged into the router/modem (no Wi-Fi). Teleworkers must have a fixed desk, workstation, or office within their home.

**ABOUT US**

BALANCE offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 403(b) retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more

BALANCE is an Equal Opportunity Employer that does not discriminate on the basis of race, religion, color, sex, age, national origin or disability.

19-20 per hour

Location = NV, AZ, NM

San Antonio Texas