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/.