Financial Coach - Bilingual

Riseboro Community Partnership; New York (NY); On-site; USD 52,000 - 74,000; Full time

Job summary

RiseBoro Community Partnership seeks a Financial Coach to deliver the Level Up! Economic Empowerment program and provide free one-on-one counseling in Central Brooklyn.

You will hold at least 20 client meetings weekly, help clients improve credit, reduce debt, and increase savings, and record progress in the case-management system.

You will lead small-group workshops, coordinate with Case Managers and partners, pursue AFC and VITA certifications, and refer clients to supportive local resources.

Qualifications

• Minimum bachelor’s degree with 2+ years in social services, finance, counseling, or related field OR 4–8 years in financial education/counseling
• Capable of conducting effective one-on-one coaching and group sessions
• Experience coordinating with multiple partners and managing a caseload

Responsibilities

• Hold 20+ client meetings per week and document progress in case management system
• Facilitate financial coaching workshops and transition attendees to 1-on-1 sessions
• Collaborate with Case Managers and partners to achieve clients' financial goals
• Lead AFC and VITA training and stay current with supportive resources

Skills

Bilingual English/Spanish

Excellent verbal and written comms

Organizational skills

Team collaboration

Problem solving

Attention to detail

Adaptability

Education

Bachelor’s degree or 4–8 years experience

Tools

Case management software

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIESUnder the general supervision of the Assistant Director, the Financial Coach is responsible for RiseBoro's Financial Coaching Initiative under the Level Up! Economic Empowerment Program. This Financial Coach will be operating in a DCWP Office of Financial Empowerment site, as this role is funded under a contract with the NYC Department of Consumer and Worker Protection (DCWP) Office of Financial Empowerment (OFE) to operate Financial Empowerment Centers in Central Brooklyn, providing free, one-on-one professional financial counseling and coaching to help New Yorkers manage their money, build credit, reduce debt, and increase savings. It is a program with a client-centered model that prioritizes the personal finance goals and objectives of each client served. The Financial Coach works collaboratively with program staff to engage clients in financial coaching for short-term solutions and/or long-term goal building. Additionally, they are trained and experienced in providing a range of personal finance education from budgeting and banking to credit building and debt management to establish wealth and long-term economic mobility. Specific duties and responsibilities include:Work collaboratively with Case Managers, Career Coaches, and other internal and external partners to establish and achieve financial goals with clientsHold a minimum of 20 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costsRecord client information and meeting progress data precisely, accurately, and on time in designated case management tracking softwareFacilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1 -on-1 meetingsConduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partnersWork collaboratively with Empowerment team to spread financial literacy and financial coaching services to staff, as neededParticipate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC) training courseParticipate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A)Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services existAdapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clientsOther related duties as assignedCOMPETENCIESDemonstrated professional experience in social services with a focus on personal finance management preferredDemonstrated professional expertise in Financial Coaching/Counseling preferredExceptional organization and process management skills, i.e., starting multi-step projects and seeing them through to completionAbility to work independently and collaboratively as a teamAbility to lead and inspire with a positive attitude and an entrepreneurial spiritAbility to think critically and problem-solveExcellent verbal and written communication skills with the ability to conduct effective presentations as neededExcellent interpersonal skills with the ability to maintain positive relationships with staff and external contactsAbility to organize and prioritize workload to meet deadlinesBilingual English/Spanish speaker requiredAbility to be meticulous with very strong attention to detailAbility to be adaptable and flexible based on client and program needsAbility to problem solve and manage time effectivelyDedication to continuous learning, improvement, and professional developmentCommitment to RiseBoro’s mission, vision, and valuesAbility to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communitiesDemonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.EDUCATION AND EXPERIENCEAll Counselors must have at least either: (i) a bachelor’s degree and a minimum of two (2) years of full-time work experience, with preferred background in finance, financial education, counseling/coaching, or social service delivery; or (ii) four (4) to eight (8) years of full-time work experience in financial education, counseling/coaching, or social service deliveryMust complete DCWP’s financial counselor certification, a forty-five (45) hour accredited course in personal finance offered through the City University of New York (this course may be waived for Counselors who already hold an Accredited Financial Counselor (AFC) certification)Previous experience working as a DCWP Financial Empowerment Center (FEC) Financial Counselor preferredIt is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law. This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination. RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.