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Financial Guidance Specialist

2 months ago

Des Moines, Iowa, United States Des Moines Area Community College Full time

Job Overview

The role involves aiding clients in formulating personalized strategies to reach their financial aspirations, promoting self-sufficiency through comprehensive financial education and counseling.


Key Responsibilities

1. Collaborate with clients to create tailored financial action plans.
2. Conduct initial and follow-up personalized financial counseling sessions, guiding clients towards favorable financial results.
3. Provide suitable referrals and incorporate holistic financial resources (such as benefits and tax assistance) into counseling for enhanced outcomes.
4. Maintain ongoing communication and follow-up with clients to ensure progress.


Data Management

Utilize a client management database to collect, monitor, and report necessary data as mandated by Polk County.


Professional Development

Engage in initial and continuous professional training sessions. Successfully complete and pass the required counselor training while adhering to established protocols and program standards.


Additional Duties

Perform other responsibilities as assigned to support the mission of the organization.