Financial Empowerment Counselor

Habitat For Humanity Of Greater Orlando Inc; Orlando (FL); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health insurance

Gravie ICHRA

Retirement plan with match

Paid Holidays

Flexible PTO

Book club

Wellness programs

PSLF eligible employer

Job summary

Habitat For Humanity Of Greater Orlando Inc. is seeking a Financial Empowerment Counselor to help clients budget, save, build credit, reduce debt, and protect their financial future. The role requires at least two years in financial counseling and may require certifications.

This exempt, full-time position reports to the Financial Counseling Program Manager and involves travel within the service area. Join a mission-driven team in Orlando dedicated to improving financial stability and access to

Qualifications

• High school diploma or equivalent required; Associate’s or bachelor’s degree in related field preferred.
• Minimum of two years of experience in financial counseling, case management, or related field.
• Bilingual: fluent Spanish and/or Creole preferred; required certificates may be pursued after hire.

Responsibilities

• Provide individualized financial counseling sessions and achieve client outcomes.
• Assess client needs and develop individual financial action plans.
• Engage in ongoing follow-up with clients and referrals to wraparound supports.
• Maintain data using client management database and required reports.
• Complete counselor training and participate in ongoing professional development.

Skills

Financial counseling

Budgeting

Credit building

Debt reduction

Communication

Bilingual Spanish/Creole

Education

High school diploma or equivalent

Associate’s or bachelor’s degree preferred

Tools

Microsoft Office Suite

Client management database

Job description

Job Description

Job Description

Financial Empowerment Counselor makes meaningful impact by helping people budget, save, build credit, reduce debt, and protect their financial future.

Mission

Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities, and hope.

Compensation

Starting at $55,000 per year based on experience

Benefits

• Health insurance, Gravie ICHRA – Starting employer contribution at $600
• Benefit options paid 100% for employee only
  • Short-term disability
  • Long-term disability
  • Life insurance 1x salary up to $125,000
• Voluntary - dental, vision, supplemental life, hospitalization, critical illness, and accident coverage.
• Retirement plan with match up to 5% first of the month after 30 days
• Paid Holidays – 12 per year
• Flexible paid time off
• Book club and engagement activities
• Wellness initiatives
• Public Service Loan Forgiveness Eligible Employer

Classification

Exempt

Reports to

Financial Counseling Program Manager

Summary/Objective

The Orange County Financial Empowerment Center (FEC) aims to improve the financial stability of Orange County residents by providing high-quality, one-on-one financial counseling as a public service. FEC counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The FEC is operated in partnership between Orange County Local Government and Habitat for Humanity Greater Orlando & Osceola County (Habitat Orlando) FEC partners with many government and nonprofit social services in the community to help low to moderate income residents address their financial challenges and needs and plan for their futures.

Essential Functions

• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Assess client needs and develop individual financial action plans with each client.
• Engage in ongoing follow-up with clients.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Follow required protocol and program requirements.
• Collect, track and report require data using a client management database.
• Participate in initial training and ongoing professional development training.
• Successfully complete and pass counselor training.

Competencies

• Passionate about the Habitat for Humanity mission and purpose.
• Strategic and critical thinker able to focus on operations, systems, and procedures.
• An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment.
• Foundational knowledge of personal finance pillars such as credit, savings, budgeting, and legacy planning with the ability to communicate these concepts clearly.
• Passion for learning, synthesizing ideas and integrating ideas into practice.
• Experience in meeting planning and discussion facilitation.
• A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical.
• Ability to read and process financial documentation.
• Proficient in Microsoft Office Suite and able to use a client management database.
• Maintain confidentiality of sensitive information.
• Ability to work on multiple projects at once in a fast-paced environment.
• Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials.
• Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds.
• Ability to provide outstanding customer experience and a passion for assisting people.
• Knowledge of community resources or social services.
• A high level of patience and empathy.

Supervisory Responsibility

This position has no supervisory responsibility.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an office environment. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands, reach with hands/arms, listen, and communicate. The employee must be capable of lifting and/or moving up to 20 pounds on a as needed basis and will occasionally be required to stand and walk for extended periods of time consistent with a typical office environment.

Position Type/Expected Hours of Work

This is a full-time, salaried position and the office hours of operation are Monday through Friday, 9 a.m. to 5 p.m. Some early mornings, evenings, and weekends may be required.

Travel

This position involves frequent travel within Orange County.

Required Education and Experience

• High school diploma or equivalent required. Associate’s or bachelor’s degree in social work, human services, finance, business administration, nonprofit management, public administration, or a related field preferred.
• Minimum of two (2) years of experience in financial counseling, case management, housing counseling, banking, nonprofit programs, or a related field.
• Bilingual: fluent – speak, read, and write Spanish and/or Creole preferred.
• Must obtain FEC certificate within the first 90 days and maintain annually; training provided by Habitat.
• Must obtain Anti-Money Laundering certificate within the first 90 days and maintain annually: training provided by Habitat.
• Must obtain Safeguarding certificate within the first 90 days and maintain annually: training provided by Habitat.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

**Office Location:
** Main location: 4116 Silver Star Rd. Orlando, FL 32808