Financial Counselor

The Fedcap Group; New York (NY); Sur place; USD 52 000 - 76 000; Plein temps

Résumé du poste

The Fedcap NYC Inc. seeks a dedicated financial empowerment specialist to help Jobs-Plus members set personal financial goals, access affordable services, build assets, and manage debt and credit.

The role mentors and guides members based on their career plans. With strong collaboration across Career Development Specialists and community coaches, you will support outreach, engagement, and progress tracking while maintaining confidential records and delivering services flexibly to meet client

Qualifications

• Bachelor’s degree in public administration or related field from an accredited institution.
• Minimum of two (2) years of successful work experience in finance, financial education, financial planning, social work, coaching/mentoring, teaching, or related field.
• Familiarity with social and human services organizations a plus.
• Ability to work with people from diverse backgrounds and maintain confidentiality.
• Highly organized and detail-oriented.
• Proficient in Microsoft Office.
• Experience working with public assistance recipients, formerly incarcerated individuals and those affected by poverty.

Responsabilités

• Observe all policies and procedures and attend all required trainings and certifications as scheduled.
• Develop collaborative relationships with local financial institutions.
• Coordinate with Career Development Specialists to assist members in understanding and exploring available financial options.
• Explain benefits of NYCHA rent incentives and Earned Income Tax Credit to members.
• Explain importance of child support, conduct assessments, and make referrals to HRA’s Office of Child Support Services.
• Utilize the Single Stop USA benefit screening platform to determine available benefits and assist members.
• Coordinate with Career Development Specialists regarding financial issues impacting program engagement.
• Provide services flexibly according to member schedules to maintain engagement.
• Coordinate with Career Development Specialists to re-engage members who miss appointments.
• Guide members through a learn-by-doing process during program engagement.
• Document activities, participation, progress, and completion of training in case records and systems.
• Work with Career Development Specialists and Community Coaches to outreach to members who fail to report to appointments.

Connaissances

Microsoft Office

Communication

Confidentiality

Organizational skills

Financial education

Formation

Bachelor’s degree in public administration or related field

Description du poste

JOB DESCRIPTION

Responsible for providing assistance to Jobs-Plus members in setting personal financial goals and developing strategies to achieve those goals, accessing safe and affordable financial services, building assets, navigating the often-complex territory of debt management and credit building, and addressing financial emergencies. Serves as a mentor, liaison, and troubleshooter based on the members’ career plans.

Position Summary

Responsible for providing assistance to Jobs-Plus members in setting personal financial goals and developing strategies to achieve those goals, accessing safe and affordable financial services, building assets, navigating the often-complex territory of debt management and credit building, and addressing financial emergencies. Serves as a mentor, liaison, and troubleshooter based on the members’ career plans.

Your Responsibilities Will Include

• Observe all policies and procedures and attend all required trainings and certifications as scheduled.
• Develop collaborative relationships with local financial institutions.
• Coordinate with the Career Development Specialists to assist members in understanding and exploring available financial options available to increase financial security.
• Understands and explains the benefits of NYCHA rent incentives and Earned Income Tax Credit to members.
• Explains the importance of child support, conducts child support assessments, and makes referrals to HRA’s Office of Child Support Services, as necessary.
• Utilizes the Single Stop USA, Inc. (SS) benefit screening platform to determine the benefits available and assists the member in obtaining desired benefits.
• Coordinates with the Career Development Specialists regarding financial issues that adversely impact the member’s engagement and completion of career plan goals.
• Provides services in a flexible manner according to the member’s schedule to maintain engagement and completion of programs.
• Coordinates with the Career Development Specialists to reach out to members who have difficulty with maintaining engagement in training programs.
• Stresses urgency and ownership, guiding members through a learn-by-doing process during their program engagement.
• Document activities, participation, progress, and completion of training programs in the case records and both HRA and FedcapCARES™ computer systems.
• Work with the Career Development Specialists and Community Coaches to provide outreach to members who fail to report to an appointment to identify and help address and underlying issues to encourage members to re-engage.

You’re a Great Fit for This Role If You Have:

• Bachelor’s degree in public administration or a related field, such as psychology, education, social work, vocational rehabilitation, or occupational rehabilitation from an accredited institution.
• Minimum of two (2) years of successful work experience in finance, financial education, financial planning, social work, coaching/mentoring, teaching, or other related field, and capacity (including language skills) to serve the program’s population.
• Familiarity with social and human services organizations a plus.
• Ability to work with people from diverse backgrounds and be sensitive to maintaining confidentiality.
• Highly organized and detail-oriented.
• Proficient in Microsoft Office.
• Experience working with public assistance recipients, formerly incarcerated individuals and those affected by the challenges associated with poverty.

Who We Are

At Fedcap NYC Inc., we support individuals in becoming self-sufficient through education, employment, and holistic services. Our programs include case management, job readiness, training, placement, and retention support. We proudly serve thousands across the region with compassion, professionalism, and the belief that everyone deserves the dignity of meaningful work.

Fedcap NYC Inc. is an Equal Opportunity Employer committed to diversity in all forms. We do not discriminate based on race, religion, sex, age, disability, gender identity, or any other protected status. M/F/D/V encouraged to apply.

About Us

Mission: We are committed to improving the economic and social well-being of the impoverished and disadvantaged.

For 85 years, The Fedcap Group has developed scalable, innovative and potentially disruptive solutions to some of society’s most pressing needs. The Fedcap Group is the parent company of a growing number of top-tier nonprofit agencies dedicated to serving over 300,000 children and adults each year across the United States and the United Kingdom. The Fedcap Group provides educational services to every age group, vocational training in high-growth labor industries, behavioral health services, work readiness skill-building and jobs—all targeted to helping people achieve long-term self-sufficiency.

The work of The Fedcap Group is structured within four major practice areas: Education, Workforce Development, Occupational Health and Economic Development, which are strategically aligned for maximum impact.

The Fedcap Group also invests its time and resources in broader systems change—working in partnership with federal, state and local government to improve the way services are designed, funded and delivered.

Website:

http://fedcapgroup.org/