Financial Literacy Specialist

1 week ago


San Francisco, California, United States First Place Full time
Transform Lives with First Place for Youth

We are seeking a dedicated Financial Literacy Specialist to join our team and make a meaningful impact on the lives of transition-age foster youth. As a Financial Literacy Specialist, you will provide financial literacy services to program participants through one-on-one case management and group workshops, incorporating the evidence-based curriculum, Keys to Your Financial Future.

About the Role

The Financial Literacy Specialist will work onsite and in the community, Monday through Friday, to provide financial literacy coaching and case management to Guaranteed Income Pilot (GI) participants. This includes providing individualized assistance with budget planning, acquiring checking accounts, and building skills necessary for creation and maintenance of positive relationships with financial institutions.

Responsibilities
  • Conduct outreach to youth and adult supporters to promote participation in the Guaranteed Income Pilot (GI) and Keys to Your Financial Future training and programming.
  • Schedule and coordinate Keys to Your Financial Future training courses, both online and in person.
  • Conduct Keys to Your Financial Future trainings in an engaging, youth-centered manner that result in improvements to the financial literacy of participants.
  • Provide individualized coaching and financial planning, including pulling credit reports for analysis, improving credit, understanding credit cards, and budgeting.
  • Assist with bank account acquisition and skills necessary for creation and maintenance of positive relationships with financial institutions.
  • Maintain individual youth files that include comprehensive records regarding youth's involvement in the program.
  • Provide support regarding grant and contract reporting.
  • Build and maintain relationships with other foster-youth serving agencies and resources to support youth financial stability needs.
Qualifications
  • Bachelor's degree in education, social work, business, finance, or a related field.
  • Fluency in Spanish required (reading, writing, and verbal).
  • Experience working with youth or young adults in one of the following fields: program management, non-profits, social services, education, financial services, employment services, or a related field.
  • Proven ability to develop authentic, supportive relationships with youth and young adults.
  • Strong data management and computer skills.
  • Experience teaching or coaching youth or young adults (preferred).
  • Experience as a financial literacy trainer or coach (preferred).
Benefits
  • 15 days of vacation time in the first year.
  • 12 days of sick time.
  • 2 floating holidays.
  • 15 paid holidays.
  • Employee's choice of Kaiser or UCH HMO/PPO with up to 90% of the premium covered by First Place on certain plans.
  • Principal dental and vision coverage with up to 90% of the premium covered by First Place.
  • Paid baby bonding leave.
  • Healthcare and Dependent care FSA plans.
  • Principal basic life and voluntary life insurance coverage.
  • Employee Assistance Program.
  • 401(k) retirement savings plan with matching contributions.
  • Annual reimbursement for continuing education.
  • Paid sabbatical.
  • Paid maternity and paternity leave.


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