Financial Counselor

NYLAG•New York, NY

9d•$73,718 - $77,743•Hybrid

About The Position

NYLAG's Financial Empowerment and Advocacy Unit (FEAU), established in 2009, serves a diverse range of clients across New York City, providing financial counseling and advocacy to help individuals achieve stability and independence. FEAU provides services at NYLAG’s office and community-based intake sites throughout New York City, including via our work with the Office of Financial Empowerment, the Human Resources Administration, and private funders. Financial counselors counsel, coach, educate, and empower low to moderate income New Yorkers and their families. The financial counselor will provide one-on-one assistance to help clients access formal banking relationships, establish and rebuild credit, organize their finances through budgeting, managing and reducing their debt, establishing savings, securing benefits, and understanding taxes to meet their short- and long-term financial goals.

Requirements

Bachelor’s degree
Minimum of five (5) years of full-time work experience
Experience and maturity in working with a diverse range of partners, funders, and clients.
Energy and desire to travel across the NYC metro area in the field working directly with clients at partner sites most days per week.
Demonstrated ability to manage a caseload, meet program deliverables, and maintain accurate documentation.
Commitment to providing client-centered services with cultural humility and effectively supporting participants at partner sites throughout NYC.
Demonstrated capacity to work independently
Strong desire to develop their financial counseling & coaching skill set.

Nice To Haves

Preferred background in financial counseling/coaching.
Fluent in Spanish, including the ability to read, write, and speak Spanish proficiently.
Have taken the Personal and Consumer Finance course endorsed by the Office of Financial Empowerment.

Responsibilities

Facilitate in-person and virtual one-on-one financial counseling & coaching for New Yorkers with low-to-moderate income at a variety of community-based organizations and at partner sites.
Implement retention and engagement strategies to encourage clients to achieve their financial goals and maintain ongoing engagement.
Foster and maintain strong and collaborative relationships with staff members and external stakeholders to ensure program success.
Work collaboratively with colleagues, supervisors, and other service providers to ensure high-quality services.
Engage in outreach through workshops, presentations, and direct outreach to prospective clients in partnership and under direction of partner sites as needed.
Expand access to financial counseling services through client-centered, community-responsive services in-person at partner sites across NYC.
Ensure data is entered accurately and timely in NYLAG’s case management system and in partner’s system(s), if applicable.
Ensure client files are saved securely and fully in our central shared file system.
Participate in the unit’s advocacy work by collaborating on blog posts and other activities to highlight our efforts towards advancing racial equity in the financial counseling field.