Financial Empowerment Center Financial Counselor
About The Position
The Financial Empowerment Center program seeks to improve the financial stability of Rochester households by providing high-quality, individualized financial education and counseling to low-income residents. Centers are located in areas with high concentrations of poverty and financial distress. The Financial Counselor should be empathetic, motivating, and passionate about helping individuals achieve their financial goals. The position reports directly to the Director of the Financial Empowerment Center within The Housing Council at PathStone. The counselor provides individualized initial and follow-up counseling, assesses client needs, develops financial action plans, and maintains ongoing contact to support client outcomes. The role also involves coordinating referrals and wraparound services, following program protocols, tracking and reporting client data, completing counselor training and professional development, and representing PathStone at relevant meetings and forums. The work is performed indoors in a typical office environment, with possible travel to other locations. Flexible work hours may include evenings and weekends. The position requires an automobile, driver’s license, and insurance; reliable transportation is required when driving to some locations. The employee must be able to walk properties, sit and stand for extended periods, and lift 20–25 pounds. The role includes exposure to diverse communities, including low-income neighborhoods.
Requirements
- High school diploma or equivalent.
- At least 3 years of relevant work experience, with some background in social service delivery, community engagement or outreach, financial education, or counseling or coaching.
- Working knowledge of computers, including Outlook, basic Excel, Word, Publisher, and PowerPoint.
- Strong problem-solving skills.
- Excellent customer service and interpersonal skills.
- Strong written and verbal communication skills, including the ability to interpret, clarify, and advise on program objectives and tasks.
- Attention to detail to ensure applications are accurate and client issues and questions are adequately addressed.
- Ability to make decisions autonomously regarding one’s own work and client interactions.
- Ability to follow prescribed steps, methods, and procedures while understanding when adjustments may be needed based on the situation.
- Ability to review and process information, determine its meaning and how it fits together, and decide how to respond.
- Ability to become knowledgeable about credit, debt, money management, savings and investment options, and safe financial products and services.
- Automobile, driver’s license, and insurance.
Nice To Haves
- Associate degree or higher.
- Expertise in social work, financial planning, coaching or mentoring, teaching, financial services, or a related field.
- Experience or familiarity with local, state, and federal service programs.
- Non-profit experience.
- Bilingual ability.
Responsibilities
- Provide individualized financial counseling sessions, including initial and follow-up sessions, and achieve client outcomes.
- Assess client needs and develop individual financial action plans with each client.
- Engage in ongoing follow-up with clients.
- Make appropriate referrals and integrate wraparound supports, such as benefits and tax preparation, into counseling.
- Follow required protocols and program requirements.
- Collect, track, and report required data using a client management database.
- Participate in initial and ongoing professional development training.
- Successfully complete and pass counselor training.
- Represent PathStone at meetings, conferences, and other relevant forums concerning the operation of The Financial Empowerment Center.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
