Financial Counselor

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 its 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.
Some evening and weekend hours will be required on a limited basis
Performs other duties as assigned

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