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Financial Stability Advisor
2 months ago
Objective:
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 with each participant and formulate tailored financial strategies.
- Guide participants in interpreting their credit reports, addressing financial challenges, and implementing credit enhancement strategies.
- Create actionable plans and provide resources for client accountability, including coaching on developing a sustainable monthly budget to meet personalized financial goals.
- Familiarize oneself with other financial literacy programs and services available through the organization and community, making suitable referrals.
- Network with a diverse array of financial literacy professionals, including educators and counselors, to provide client referrals to educational classes and community resources.
- Promote and oversee new asset-building initiatives, such as Individual Development Accounts.
- Maintain precise and confidential client records, both in paper and electronic formats, utilizing client management systems to accurately document participant outcomes.
- Support Employment Case Managers and Community Outreach Workers in recruitment efforts through outreach activities and informational presentations.
- Facilitate financial literacy workshops in both English and Spanish.
- Input and update resident assessment and service utilization data into departmental databases.
Qualifications:
Education:
- Associate degree in human services, business, finance, 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 services to low-income families.
- Experience with client financial data management systems.
- Prior experience in the financial sector (banking, lending, insurance, investments).
- Proficiency in Spanish is required.
Skills and Abilities:
- Strong understanding of personal finance, particularly in budgeting, asset building, and credit development.
- Proficient in Microsoft Word, Excel, and Outlook, along with client management systems.
- Excellent verbal and written communication skills.
- Adept at interpreting consumer credit reports for counseling purposes.
- Ability to deliver financial counseling services in a culturally sensitive manner.
- Knowledge of down payment assistance products and local first-time homebuyer programs.
Work Environment:
- Ability to operate in an office setting.
- Flexible work schedule of 20 hours per week.
- Capability to work flexible hours as required.
Equipment:
- Competence in using computers, printers, and standard office equipment.
Disclaimer:
The above descriptions are intended to outline the general nature and level of work performed by individuals in this role. They are not exhaustive lists of all responsibilities, duties, and skills required. Personnel may be required to perform additional duties outside of their normal responsibilities as needed.
