Financial Counselor
3 days ago
At Mercy University, we're committed to boosting the financial stability of households through personalized, one-on-one financial education and counseling. Our team is dedicated to empowering low-income residents in areas with high levels of poverty and financial hardship.
About the RoleAs a Financial Counselor, you'll 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 mission-driven team that's changing lives, one financial goal at a time.
Key Responsibilities- Deliver individualized financial counseling sessions to clients
- Develop and implement personalized financial action plans
- Provide follow-up support and track progress
- Maintain accurate records using a client management database
- Participate in ongoing professional development and training
- 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
Join our team and be part of a mission-driven organization that's making a positive impact in your community. Apply now at www.schooljobs.com.
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