Financial Empowerment Center - Financial Counselor

Gwynedd Mercy University • Dobbs Ferry, NY

398d • $45,718 - $57,138

About The Position

The Financial Counselor position at the Financial Empowerment Center aims to enhance the financial stability of low-income households in Mount Vernon through personalized financial education and counseling. The role involves working directly with clients to assess their financial needs, develop action plans, and provide ongoing support to help them achieve their financial goals. Financial Counselors will report to the Program Manager and are expected to engage in continuous professional development to improve their counseling skills.

Requirements

• A baccalaureate degree from an accredited college is preferred, but not required.
• Two years of relevant work experience with some background in social service delivery, community engagement/outreach, financial education, or counseling/coaching.
• Expertise in social work, financial planning, coaching/mentoring, teaching, financial services, or other related fields.

Nice To Haves

• Bilingual, speaking English as well as Spanish (or other language(s) as appropriate).
• Knowledgeable about credit, debt, and money management, savings and investment options, and safe financial products and services.
• Excellent interpersonal skills.
• Excellent working knowledge of Microsoft Word, Excel, Outlook.
• Available to work some evenings and weekends.

Responsibilities

• Provide individualized financial counseling sessions (including both 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 other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Follow required protocol and program requirements.
• Collect, track and report required data using a client management database.
• Participate in initial training and ongoing professional development trainings.
• Successfully complete and pass counselor training, funded by employer.

Benefits

• High-quality health care plans.
• Retirement benefits.
• Tuition discounts.
• Flexible spending accounts.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Educational Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees