Financial Coach

3 weeks ago

Brooklyn, United States RiseBoro Homecare Inc. Full time

Organizational Overview: RiseBoro Community Partnership is a comprehensive agency that serves underserved communities in New York City. Since its inception in 1973, RiseBoro has collaborated with community leaders, government agencies, and private investors to address housing, health, and service needs. Their programs span various areas, including housing, senior services, health care, youth development, education, empowerment, community development, arts programming, skills training, homelessness prevention, and access to healthy foods. Here are some highlights: Youth Center: RiseBoro converted 30,000 square feet of vacant land into a youth center, providing local youth and their families with opportunities for skill development, mentorship, and growth. Senior Services: RiseBoro was designated the first Innovative Senior Center in Brooklyn by the NYC Department for the Aging. Their extensive programming includes health management, physical exercise, and nutritional programs, collaborating with local hospitals and universities. Affordable Housing: RiseBoro is involved in affordable housing projects, such as the Hunters Point venture, which includes 1,100 apartments and retail/community space. 80% of the units are permanently affordable or earmarked for seniors. RiseBoro’s mission is to empower communities to thrive, regardless of the odds. They work toward a city where zip codes don’t determine health outcomes, housing stability, or economic power. If you’re interested, consider becoming part of the RiseBoro community. Candidates must have the required qualifications to be considered for the position. The salary offer will be based on the candidate’s experience in the exact or comparable position and additional preferred qualifications will be considered. Purpose of Position: The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Schedule: Monday – Friday (Day Shift) Salary: $56-60k annual DOE Roles, Responsibilities and Essential Duties: Work collaboratively with Case Managers, Career Coaches, and other internal partners to establish and achieve financial goals with clients Hold a minimum of 15 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetings Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners Work with the Director of Economic Empowerment Programs to spread financial literacy and financial coaching services to staff, as needed Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training course Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A) Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients Other related duties as assigned Required Skills/Qualifications: Associate degree required; Bachelor’s Degree preferred Bilingual English/Spanish speaker required Experience in Microsoft Office Suite and client databases required Skills, Knowledge & Abilities: Demonstrated professional experience in social services with a focus on personal finance management preferred Demonstrated professional expertise in Financial Coaching/Counseling preferred Exceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completion Ability to lead and inspire with a positive attitude and an entrepreneurial spirit Ability to think critically and problem-solve Excellent verbal and written communication skills with the ability to conduct effective presentations as needed Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts Ability to organize and prioritize workload to meet deadlines Ability to be meticulous with very strong attention to detail Ability to be adaptable and flexible based on client and program needs Ability to problem solve and manage time effectively Dedication to continuous learning, improvement, and professional development Commitment to RiseBoro’s mission, vision, and values Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc. Employee Benefits: Medical, Dental, Vision FSA after 60 days Commuter Benefits after 30 days 403B eligible after 30 days 13 Agency Holidays off 15 Vacation Days year 1 The intent of this job description is to provide a representative summary of duties and responsibilities that will be required of this position and title and shall not be construed as a declaration of the specific duties and responsibilities of any position. Employees may be requested to perform job-related tasks other than those specifically presented in this description. This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job. EEOO/AFFIRMATIVE ACTION It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.

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