Financial Counselor

3 days ago


Mount Vernon, New York, United States Mercy University Full time
Empower Your Community as a Financial Counselor

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 Role

As 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
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

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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