Financial Counselor – Jobs Plus

Check Out These Great Henry Street Settlement•New York, NY

2d•Onsite

About The Position

Henry Street Settlement is seeking a dynamic and mission-driven Financial Counselor to support the Jobs Plus Program in Manhattan's Lower East Side (LES), a place-based workforce initiative designed to increase employment, earnings, and financial stability among NYCHA residents. The Financial Counselor plays a critical role in advancing financial capability, asset building, and long-term economic mobility through individualized coaching, group workshops, and strategic partnerships.

Requirements

Bachelor’s degree and 2+ years of experience in community-based work, financial counseling, workforce development, or related field; OR High school diploma/equivalent and 6+ years of relevant experience; OR Equivalent combination of education and experience (minimum 1 year of directly relevant experience required)
Strong interpersonal and coaching skills with the ability to engage in diverse populations
Ability to manage multiple priorities in a fast-paced, community-based environment
Excellent communication, facilitation, and relationship-building skills
High attention to detail and strong organizational capacity
Commitment to equity, economic empowerment, and community impact

Nice To Haves

Experience in financial counseling, coaching, or financial education
Background in workforce development, case management, or human services
Familiarity with public benefits systems and community resources
Strong understanding of economic mobility pathways and employment strategies
Bilingual (Spanish, Chinese, or Mandarin) strongly preferred

Responsibilities

Conduct comprehensive financial assessments and provide 1:1 coaching to support members in achieving goals related to budgeting, credit building, savings, and debt reduction
Develop individualized financial action plans and monitor progress toward milestones
Support members in navigating complex financial challenges (e.g., debt, collections, student loans, wage garnishments)
Educate participants on the Jobs Plus Earned Income Disregard (JPEID) and its impact on rent stabilization
Support enrollment, tracking, and ongoing member engagement in the incentive program
Reinforce financial behaviors that promote savings and income growth
Utilize tools such as ACCESS NYC to assess eligibility and connect members to public benefits (SNAP, cash assistance, healthcare, etc.)
Provide guidance on NYCHA policies (ACOP), rent calculations, and recertifications
Assist members in resolving tenancy or financial-related issues in coordination with property management
Design and facilitate financial literacy workshops and group seminars
Deliver curriculum on topics such as banking, credit, savings, and asset-building strategies
Integrate financial capability into broader workforce programming
Build and maintain partnerships with financial institutions, community-based organizations, and city agencies
Connect members to affordable banking products and financial services
Coordinate referrals to specialized services (legal, business development, etc.)
Conduct outreach within NYCHA developments to promote financial counseling services
Collaborate with Jobs Plus staff to drive program engagement and participation
Maintain accurate and timely case notes, service data, and outcomes tracking in designated systems
Monitor member progress and ensure accountability toward program goals
Submit regular reports to program leadership
Participate in required training through HRA and NYC Office of Financial Empowerment (OFE)
Any other duties assigned by the Supervisor and program leadership