Financial Wellness Advisor
2 weeks ago
Objective:
To assist residents in achieving their financial goals, particularly those who are unemployed or underemployed, within the community.
Key Responsibilities:
- Conduct comprehensive financial evaluations with each participant and create tailored financial strategies.
- Guide participants in understanding their credit reports, resolving financial challenges, and implementing credit enhancement strategies.
- Formulate actionable plans and provide resources for client accountability, including coaching on effective budgeting to meet personalized objectives.
- Familiarize oneself with other financial literacy programs available in the community and facilitate appropriate referrals.
- Engage with a diverse network of financial literacy professionals to connect clients with educational resources, including first-time homebuyer classes.
- Oversee and promote new asset-building initiatives, such as Individual Development Accounts.
- Maintain precise and confidential client records using management systems to accurately document participant outcomes.
- Support outreach efforts for program participation through various communication methods.
- Lead financial literacy workshops in both English and Spanish.
- Input and update participant assessment and service utilization data into departmental databases.
Qualifications:
Education:
- Associate degree in human services, finance, business, or a related field from an accredited institution.
Experience:
- 3-5 years of experience in delivering financial education workshops.
- 1-3 years of experience in providing individual credit counseling to low-income families.
- Experience with client financial data management systems.
- Background in the financial sector (banking, lending, insurance, investments).
- Proficiency in Spanish is required.
Skills and Competencies:
- Strong knowledge of personal finance, especially in budgeting, asset building, and credit improvement.
- Proficient in Microsoft Office Suite and client management systems.
- Excellent communication skills, both verbal and written.
- Adept at interpreting consumer credit reports for counseling purposes.
- Ability to provide culturally sensitive financial coaching.
- Knowledge of down payment assistance programs and local first-time homebuyer resources.
Work Environment:
- Office-based work environment.
- Flexible work schedule of 20 hours per week.
Equipment:
- Competency in using computers, printers, and standard office equipment.
Disclaimer:
The responsibilities outlined above are intended to describe the general nature and level of work performed by individuals in this role. They are not exhaustive and may include additional duties as necessary.
-
Financial Stability Advisor
2 weeks ago
Providence, Rhode Island, United States Providence Housing Authority Full timeJob OverviewObjective:The primary aim is to assist residents in achieving their financial stability objectives, particularly those who are unemployed or underemployed. This role involves delivering personalized financial counseling services to participants throughout the Jobs Plus initiative.Key Responsibilities:Conduct comprehensive annual financial...
-
Financial Stability Advisor
2 weeks ago
Providence, Rhode Island, United States Providence Housing Authority Full timeJob OverviewObjective:The primary aim is to assist residents facing unemployment or underemployment in achieving their financial stability objectives. This role involves delivering personalized, one-on-one financial counseling services to participants engaged in the Jobs Plus initiative.Key Responsibilities:Conduct annual comprehensive financial evaluations...
-
Financial Aid Advisor
2 weeks ago
Providence, Rhode Island, United States Onward We Learn Full timeOrganizational Overview Onward We Learn is dedicated to empowering young individuals in Rhode Island, guiding them to be the first in their families to pursue and complete higher education. Participants benefit from a supportive environment provided by committed adults, engaging in programs that enhance academic skills, personal growth, career readiness, and...
-
Student Employment Advisor
1 week ago
Providence, Rhode Island, United States Rhode Island School of Design Full timePosition Overview The Rhode Island School of Design (RISD) is seeking a Student Employment Advisor to support the management of student employment initiatives and provide guidance to students regarding their employment opportunities while enrolled at the institution. The Student Employment Office plays a crucial role in assisting students and supervisors...
-
Student Employment Advisor
1 week ago
Providence, Rhode Island, United States Rhode Island School of Design Full timePosition Overview The Rhode Island School of Design (RISD) is in search of a Student Employment Advisor to support the management of student employment initiatives and provide guidance to students regarding their work opportunities while enrolled at the institution. The Student Employment Office plays a crucial role in assisting students and supervisors with...
-
Student Employment Advisor
1 week ago
Providence, Rhode Island, United States Rhode Island School of Design Full timePosition Overview The Rhode Island School of Design (RISD) is seeking a Student Employment Advisor to play a crucial role in managing student employment initiatives and providing guidance to students regarding job opportunities while enrolled at the institution. The Student Employment Office is dedicated to supporting students and their supervisors in all...
-
Bilingual Financial Services Professional
1 week ago
Providence, Rhode Island, United States New York Life Full timeAbout the RoleNew York Life is seeking a highly motivated and self-disciplined Financial Services Professional to join our team. As a Bilingual Financial Advisor, you will have the opportunity to build a successful career in the insurance and investment industry while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and implement...
-
Financial Wealth Consultant
2 weeks ago
Providence, Rhode Island, United States gpac Full timeWealth Management Consultant*For consideration please email directly with resume and callgpac, a reputable recruitment firm with three decades of experience, is collaborating with a distinguished organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents an exceptional...
-
Financial Wealth Consultant
2 weeks ago
Providence, Rhode Island, United States gpac Full timeWealth Management Consultant*For consideration please submit your resume directlygpac, a recruitment firm with three decades of experience, is collaborating with a reputable organization that is expanding and in search of high-achieving and driven Wealth and Trust Advisors to enhance their workforce.This role presents a remarkable opportunity for individuals...
-
Financial Controller
2 weeks ago
Providence, Rhode Island, United States Express Employment Professionals Full timeLocation: Providence, RI Salary: $22+ per hour (depending on experience) Position Overview: Express Employment Professionals is a prominent staffing agency focused on connecting talented individuals with reputable organizations. We are in search of a meticulous and seasoned Financial Controller to enhance our operations. The successful candidate will have a...
-
Senior Tax Advisor
5 days ago
Providence, Rhode Island, United States FORVIS Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our team at Forvis Mazars. As a Tax Manager, you will play a key role in providing tax advisory services to our clients in the insurance industry.Key ResponsibilitiesManage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities with a focus on...
-
Automotive Service Advisor
3 days ago
Providence, Rhode Island, United States Icahn Automotive Group LLC Full timeJob SummaryWe are seeking a highly skilled and customer-focused Automotive Service Advisor to join our team at Icahn Automotive Group LLC. As a key member of our service team, you will be responsible for providing exceptional customer service, ensuring customer satisfaction, and contributing to the growth of our organization.Key ResponsibilitiesCustomer...
-
Financial Accountant
2 weeks ago
Providence, Rhode Island, United States CharterCARE Health Partners Full timePosition Overview: This role involves supporting the Accounting Director with routine financial operations and monthly financial analysis for CharterCARE Health Partners and its subsidiaries.Educational Requirements: A Bachelor's Degree in Accounting or Finance is mandatory.Professional Experience: A minimum of two to four years of relevant accounting...
-
Financial Operations Assistant
2 weeks ago
Providence, Rhode Island, United States Randstad USA Full timeAbout the Organization:Become part of a prominent healthcare institution committed to enhancing the well-being of patients and communities. We emphasize innovation, excellence, and compassionate care, providing a nurturing and collaborative atmosphere that prioritizes your professional development and overall wellness. Our team values diversity, encourages...
-
Financial Audit Consultant
1 week ago
Providence, Rhode Island, United States Jobot Full timeAbout Jobot:Jobot is a leading firm in the accounting sector, currently in search of a skilled Audit Senior to enhance our vibrant team. This role provides flexibility with both onsite and remote work options.Benefits of Joining Us:- Comprehensive health, dental, and vision coverage- Generous paid leave, holidays, and sick days- Opportunity to influence the...
-
Financial Planning Analyst
2 weeks ago
Providence, Rhode Island, United States InsideHigherEd Full timeFinancial AnalystJob Description:Position Overview:The Financial Analyst will play a pivotal role in the financial management and strategic planning of the organization. This position will be integral in assisting with the formulation and oversight of budgets, funds flow reconciliation, and forecasting for designated departments and programs.Key...
-
Financial Grants Coordinator
2 weeks ago
Providence, Rhode Island, United States Brown University Full timePosition Title:Grants and Financial SpecialistThe Grants and Financial Specialist is responsible for the administration of grants, managing both the financial and administrative aspects with a high degree of independence. This role encompasses the oversight of sponsored projects, ensuring effective pre- and post-award management, administering subcontracts,...
-
Financial Grants Coordinator
1 week ago
Providence, Rhode Island, United States Brown University Full timePosition Title:Grants and Financial SpecialistThe Grants and Financial Specialist is responsible for the comprehensive management of grant administration, addressing both financial and administrative aspects autonomously. This role encompasses the oversight of sponsored projects, offering both pre-award and post-award support, managing subcontract...
-
Financial Grants Coordinator
1 week ago
Providence, Rhode Island, United States Brown University Full timePosition Title:Grants and Financial SpecialistThe Grants and Financial Specialist is responsible for the comprehensive management of grant administration, encompassing both financial oversight and administrative functions. This role entails supervising sponsored projects, delivering pre- and post-award support, managing subcontract agreements, and conducting...
-
Accounting Specialist
5 days ago
Providence, Rhode Island, United States Creative Financial Staffing Full timeCompany OverviewCreative Financial Staffing is a leading provider of financial staffing solutions, serving clients across various industries. Our team is dedicated to delivering exceptional service and expertise to help businesses succeed.Job SummaryWe are seeking an experienced Accountant to join our team. As an Accountant, you will play a critical role in...