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Safer Foundation
Location: Chicago, IL 60629 Document ID: A8135-37KD Posted on: 2014-04-0404/04/2014 Job Type: RegularJob Schedule:Full-time
Minimum Education: Not Specified2014-05-04
Financial Counselor/Coach
Title:Financial Counselor/Coach
Program: Training to Work
Location: 808 S. Kedzie Chicago, IL
To apply for this position, please click: https://home.eease.adp.com/recruit/?id=8915271
This is a part-time position and is funded for 24 months.
The Financial Counselor/Coach is responsible for providing individual and group financial counseling services to Training-To-Work clients and being a liaison to the banking community.
JOB DESCRIPTION:
- Assist clients with financial counseling and in resolving current financial situations, while providing an awareness of their financial health
- Work with clients to complete a very detailed financial assessment
- Develop plans of actions and provide tools, resources, and accountability to the client to help them meet their financial goals
- Understand other services offered by the agency, such as employment services and income supports counseling, and connect the clients to these other services
- Track the stories and successes of program participants
- Completing Combined Financial Assessment (CFA) for financial counseling clients
- Conduct workshops as a means of outreach and education
- Develop relationships with local financial institutions and community organizations
- Create a network of referral organizations to help you assist the client meet his goals (e.g. local housing counseling agency, legal aid, etc.)
QUALIFICATIONS:
- Strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building
- Strong communication skills, both written and oral
- Proficient in Microsoft Word, Excel, and PowerPoint
- Internet and Resource Savvy
ACADEMIC BACKGROUND:
- BS/BA degree from an accredited institution
- Previous work experience in the financial sector (banking, lending, insurance, investments) is a plus
Safer Foundation is a drug-free workplace.
EOE/AA/M/F/D/V