Job Details | Financial Counselor/Coach

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Safer Foundation

Location: ChicagoIL 60629 Document ID: A8135-37KD Posted on: 2014-04-0404/04/2014 Job Type: Regular

Job 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

     
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