Financial Counselor II

Family Service • San Antonio, TX

5h

About The Position

The Financial Counselor II works at a Financial Empowerment Center, providing personal and family financial counseling to service members and their families. Counseling supports basic financial literacy and healthy financial behaviors, as well as more advanced planning, including building savings, improving credit scores, addressing credit-report issues, and setting long-term financial goals. Services are delivered in alignment with the agency’s Social Determinants of Health approach and through a trauma-informed care lens. The role may also provide job-training assistance to individuals and families as assigned.

The position helps clients access relevant services and community resources, conducts screening and assessment, develops and reviews financial plans, and maintains records and reports. It coordinates social-service and case-management functions with agency departments, community organizations, agencies, and clinicians, and evaluates participant satisfaction and quality of care.

Requirements

• Bachelor’s degree in social work or a related behavioral science field plus two years of related work experience, including some background in finance, financial education, counseling/coaching, or social-service delivery; or an associate’s degree in one of those fields plus four years of related experience; or a high school diploma or equivalent plus the stated related work experience (the posting lists both four and seven years).
• At least one year of paid or volunteer experience in a social-service program or human-services setting.
• Understand cultural differences and their implications for service delivery.
• Demonstrated knowledge of basic community resources, referrals, and follow-up consultation.
• Certificate or license, as applicable, from the appropriate state agency as a qualified practitioner.
• State of Texas vehicle operator’s license and proof of liability insurance.
• Ability to perform the described physical functions, including standing, walking, reaching, climbing or balancing, stooping, kneeling, crouching or crawling, talking, hearing, and lifting up to 25 pounds; visual abilities and good hand-eye coordination are also specified.

Nice To Haves

• Fluency in English and Spanish, including reading, writing, and speaking, is desirable.

Responsibilities

• Ensure clients can access services addressing all five pillars of the Social Determinants of Health, using a trauma-informed approach and agency services or community partners.
• Provide essential services to individuals and families seeking assistance through the Financial Empowerment Center.
• Conduct initial eligibility screenings; complete intake and discharge paperwork; and review appropriate service utilization from enrollment through discharge.
• Assess each case within the timeframes specified by contractual requirements.
• Develop a financial plan for each individual or family within the required timeframe, collaborate with them on its development and execution, and support progress toward goals.
• Re-evaluate service recipients at least every 30 days, respond to changing needs and circumstances, and update service plans and follow-up documentation as needed.
• Maintain client records and databases for monthly, quarterly, and annual statistical reporting; document progress; and evaluate participant satisfaction and quality of care.
• Coordinate social-service and case-management functions in participant care, discharge, and home-planning processes with internal departments and external organizations, agencies, and clinicians.
• Provide job-training assistance to individuals and families as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level