Community Financial Wellness Counselor

BronxWorks; New York (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

BronxWorks in New York City seeks a dedicated Financial Counselor to help clients set goals, analyze credit, budget, and access financial services across multiple Bronx locations. The role emphasizes confidentiality and data accuracy while supporting program delivery.

You will conduct intakes, provide group education, assess progress, and assist with outreach. Some evenings and weekends are required to meet client needs; travel to various sites is expected.

Qualifications

• Bachelor’s degree required.
• Prior work experience with low-income communities preferred.
• Financial fitness counseling experience; commitment to taking a CUNY Personal Finance course as mandated by NYC’s Office of Financial Empowerment.
• Self-starter with strong documentation and data entry skills.
• Excellent attention to detail and ability to manage multiple priorities.

Responsibilities

• Provide financial counseling to clients, including budget, savings, and action plans.
• Conduct client intakes and individual counseling/education with confidentiality.
• Coordinate group education and seminars using PowerPoint presentations.
• Support program director/manager to ensure efficient delivery and data recording.
• Lead outreach and marketing to the community regarding BronxWorks programs.

Skills

Bilingual English/Spanish

Data entry

Excel

Microsoft Office

Documentation

Time management

Strong communication

Organizational skills

Education

Bachelor’s degree

Tools

PowerPoint

Databases

Excel

Job description

BronxWorks in New York City seeks a dedicated Financial Counselor to help clients set goals, analyze credit, budget, and access financial services across multiple Bronx locations. The role emphasizes confidentiality and data accuracy while supporting program delivery.

You will conduct intakes, provide group education, assess progress, and assist with outreach. Some evenings and weekends are required to meet client needs; travel to various sites is expected.