Financial Counselor
Job description
Bedford Stuyvesant Restoration Corporation seeks a full-time Financial Counselor for its Center for Personal Financial Health, a program of the NYC Department of Consumer Affairs and Worker Protection, implemented through our headquarters at Restoration Plaza and several partner locations throughout Brooklyn. We seek to help New Yorkers take control of their personal finances by increasing financial literacy, developing budgeting and money management skills, to improve credit, reduce debt, build savings and grow their assets to achieve their financial goals.
Starting salary: $50K-$55K depending on experience.
RESPONSIBILITIES:
▪ Work to fulfill the organization’s mission of bridging the racial wealth divide.
▪ Provide individualized one-on-one financial counseling with a goal moving clients to financial stability and asset building.
▪ Assess client needs and develop individual financial action plans with each client.
▪ Daily data entry. Use data creatively to track individual performance, identify areas for needed improvement.
▪ Responsible for making appropriate referrals and integrating other wraparound supports (i.e. benefits and tax preparation) into counseling to achieve greater results.
▪ Lead and deliver workshops and webinars.
▪ Cultivate partnerships designed to grow our client base.
▪ Implement and assist with the design of client retention and capability strategies.
▪ Work from multiple partner locations and participate in their outreach events. (Hub locations: 1368 Fulton St, Brooklyn, NY 11216 & 9 Bond Street, Brooklyn, NY 11201) QUALIFICATIONS:
▪ Hold a Bachelor’s Degree from an accredited college or university. ▪ Have a minimum of two years of full time work experience in Finance, Financial Literacy, Human services or Business.
▪ Bi-Lingual preferred but not required.
▪ Strong organizational skills and attention to detail.
▪ Ability to work independently and meet deadlines with little supervision.
▪ Passion for helping low-income adults meet their financial goals.
▪ Excellent interpersonal and presentation skills.
Job Types: Full-time, Part-time
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Experience:
- Organizational skills: 2 years (Required)
- Budgeting: 2 years (Required)
- Financial analysis: 2 years (Required)
- Financial planning: 2 years (Required)
Work Location: In person
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