Financial Empowerment Specialist

2 weeks ago

Fort Worth, Texas, United States Catholic Charities Diocese of Fort Worth Full time
Position Overview

Join a Purpose-Driven Organization:

As a member of our dedicated team, you will play a vital role in enhancing the financial well-being of our clients. Our organization has a rich history of over a century in community service, and we are committed to a transformative mission aimed at alleviating poverty. Our comprehensive programs focus on five key areas: financial stability, educational advancement, emotional support, resource accessibility, and employment opportunities.

Key Responsibilities:

  • Perform thorough assessments of client needs.
  • Empower clients through effective coaching techniques.
  • Implement the Financial Social Work Curriculum.
  • Develop holistic service plans tailored to individual client circumstances.
  • Maintain accurate documentation of client interactions.

What You Will Do:

  • Conduct detailed evaluations of client situations.
  • Participate in ongoing financial training to stay informed about resources and trends.
  • Utilize a coaching approach to inspire and motivate clients towards their financial goals.
  • Guide clients in identifying their aspirations and the necessary steps to achieve them.
  • Apply financial literacy and budgeting strategies through the Social Work Curriculum.
  • Regularly meet with clients to track their progress and adjust goals as needed.
  • Become proficient in credit repair and debt management to better assist clients.
  • Engage with clients in various community settings.
  • Collaborate with team members during scheduled meetings.
  • Educate clients on effective savings strategies.
  • Build and maintain partnerships with community resources to support client needs.
  • Work alongside financial specialists to identify suitable products for clients.
  • Provide ongoing financial coaching to clients facing challenges.
  • Facilitate communication between clients and financial institutions.
  • Engage in comprehensive service planning with resource specialists.
  • Ensure compliance with all documentation and quality assurance standards.
  • Advocate for clients to help them achieve financial independence.
  • Document all client communications and data in the designated online system.

Are You the Right Fit?

  • A Bachelor's degree in social work or a related field is required (Master's degree and/or clinical experience is preferred).
  • Experience in case management with a strong commitment to client advocacy.
  • Exceptional communication and interpersonal skills.
  • Must possess reliable transportation and a valid driver's license.

Benefits:

  • Full-time hourly position with compensation based on experience and qualifications.
  • Comprehensive medical, dental, and vision coverage.
  • Health Savings Account with employer contributions.
  • Company-paid long-term disability and life insurance.
  • Generous paid holiday schedule.
  • Accrued paid time off based on tenure.
  • 403(b) retirement plan with employer matching.
  • Paid parental and critical illness leave.
  • Access to an Employee Assistance Program.
  • Participation in the Public Service Loan Forgiveness program.
  • Opportunities for mentorship and wellness initiatives.
  • Financial coaching resources available.

Next Steps:

If you believe you align with our mission and values, we encourage you to submit your resume and cover letter through our application portal. We look forward to learning more about you.

Catholic Charities Diocese of Fort Worth is an equal opportunity employer.

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