Financial Counselor

New Haven, CT 06510, United States

Job Description


Title: FEC Financial Counselor Employment Status: Full-Time, 35 hrs., non-exempt Rate: $40,040 annually Reports to: FEC Program Manager Summary The Financial Empowerment Center program aims to improve the financial stability of New Haven City households by providing high-quality, one-on-one financial education and counseling to low- income residents. Empowerment Centers are located in areas with high concentrations of poverty and financial distress. Why work here: If you are passionate about working toward a Connecticut where all children and families thrive, regardless of income, and where the experiences of low-income residents inform policies and programs that ensure Connecticut\xe2\x80\x99s prosperity, then you will want to work at Advancing CT Together. Responsibilities Duties shall include, but are not limited to:

  • Assess client needs and develop individual financial action plans with each client;
  • Provide individualized financial counseling sessions (including both initial and follow- up sessions) and achieve client outcomes.
  • Make appropriate referrals and integrate other wraparound supports ( i.e. benefits, tax preparation) into counseling to achieve greater results;
  • Engage in ongoing follow-up with clients;
  • Collect, track and report required data using client management database;
  • Participate in initial trainings and ongoing professional development trainings;
  • Follow required protocol and program requirements;
  • Successfully complete and pass the credit-bearing course, a graded 45 hour
(minimum)
  • Counselor training developed by The Financial Clinic
  • Complete IRS Volunteer Income Tax Assistance training and pass the tax law certification
  • Provide in-person or virtual free tax preparation for eligible FEC clients
  • Facilitate financial capability workshops
Qualification Requirements
  • Particular expertise in one of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields is preferred
Essential Skills
  • Be knowledgeable about credit, debt, and money management; savings and investment options; and safe financial products and services;
  • Excellent working knowledge of Microsoft Word, Excel, Outlook;
  • Available to work some evenings and weekends;
  • Ideally bilingual, speaking English as well as Spanish.
  • Excellent interpersonal skills;
  • Knowledge of Motivational Interviewing or behavior modification techniques a plus
  • Experience working diverse and low-to-moderate income population
Location
  • Hybrid- Remote & Office in New Haven
What we offer full-time (35 hours per week) employees:
  • Dedicated, diverse, and friendly co-workers
  • Generous paid time off
  • Generous benefits
  • Free off-street parking
SOUNDS LIKE A GOOD FIT? If so, please send your thoughtful cover letter and resume to apply@act-ct.org with \xe2\x80\x9c FEC Financial Counselor\xe2\x80\x9d in the subject line. Resumes received without a compelling personalized cover letter will not be considered. Candidates will be considered on a rolling basis until the position is filled. Due to the anticipated volume of responses, we will contact only those top candidates who most closely match our requirements. ACT celebrates diversity and inclusion and is an Equal Employment Opportunity/Affirmative Action employer. Job Types: Full-time, Part-time Pay: $22.00 - $24.00 per hour Expected hours: 35 per week Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Retirement plan
  • Vision insurance
People with a criminal record are encouraged to apply Work Location: Hybrid remote in New Haven, CT 06510

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Job Detail

  • Job Id
    JD4355671
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    New Haven, CT 06510, United States
  • Education
    Not mentioned