Financial Empowerment Counselor
Job Description
Financial Empowerment Counselor makes a meaningful impact by helping people budget, save, build credit, reduce debt and protect their financial future.
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 require data using a client management database.
- Participate in initial training and ongoing professional development training.
- Successfully complete and pass counselor training.
Qualifications
- Passionate about the Habitat for Humanity mission and purpose.
- Strategic and critical thinker able to focus on operations, systems, and procedures.
- An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment.
- Foundational knowledge of personal finance pillars such as credit, savings, budgeting, and legacy planning with the ability to communicate these concepts clearly.
- Passion for learning, synthesizing ideas and integrating ideas into practice.
- Experience in meeting planning and discussion facilitation.
- A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical.
- Ability to read and process financial documentation.
- Proficient in Microsoft Office Suite and able to use a client management database.
- Maintain confidentiality of sensitive information.
- Ability to work on multiple projects at once in a fast-paced environment.
- Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials.
- Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
- Ability to provide outstanding customer experience and a passion for assisting people.
- Knowledge of community resources or social services.
- A high level of patience and empathy.
Preferred qualitications
- High school diploma or equivalent required. Associate’s or bachelor’s degree in social work, human services, finance, business administration, nonprofit management, public administration, or a related field preferred.
- Minimum of two (2) years of experience in financial counseling, case management, housing counseling, banking, nonprofit programs, or a related field.
- Bilingual: fluent – speak, read, and write Spanish and/or Creole preferred.
- Must obtain FEC certificate within the first 90 days and maintain annually; training provided by Habitat.
- Must obtain Anti-Money Laundering certificate within the first 90 days and maintain annually; training provided by Habitat.
- Must obtain Safeguarding certificate within the first 90 days and maintain annually; training provided by Habitat.
Compensation
Starting at $55,000 per year based on experience
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How to Apply
To apply, visit: https://habitatorlando.org/about/employment-opportunities/.