Financial Empowerment Counselor

Habitat for Humanity International; Orlando (FL); On-site; USD 50,000 - 61,000; Full time

Job summary

Habitat for Humanity International is seeking a Financial Empowerment Counselor in Orlando, FL to help clients budget, save, build credit, reduce debt and protect their financial future. The role involves individualized counseling sessions, action planning, and ongoing client follow-up to achieve measurable outcomes.

The position requires strong communication, confidentiality, and the ability to work with diverse communities.

Qualifications

• Passionate about Habitat for Humanity mission and purpose.
• Strong operations mindset with focus on processes and efficiency.
• Independent, proactive and highly organized in a dynamic environment.
• Foundational knowledge of personal finances (credit, budgeting, savings) and ability to explain concepts clearly.
• Ability to learn, synthesize ideas and translate into practice.
• Experience in meeting planning and discussion facilitation.
• Collaborative team player with accountability for goals.
• Ability to read and interpret financial documents.
• Proficient with Microsoft Office and client management databases.
• Maintain confidentiality of sensitive information.
• Capability to manage multiple projects in a fast-paced setting.
• Excellent writing skills and ability to produce high-quality reports and communications.
• Ability to work with diverse communities.

Responsibilities

• Provide individualized financial counseling sessions and achieve client outcomes.
• Assess client needs and develop personal financial action plans.
• Engage in ongoing client follow-up and referrals to wraparound supports.
• Follow program protocols and reporting requirements.
• Collect, track and report data using a client management system.
• Participate in initial training and ongoing professional development.
• Complete and pass counselor training.

Skills

Patience and empathy

Strong communication

Excellent writing

Organized and independent

Team collaboration

Confidentiality

Analytical thinking

Education

High school diploma or equivalent

Associate/Bachelor’s degree in social work/finance/business/nonprofit/public admin

Tools

Microsoft Office

Client management database

Job description

Job Description

Financial Empowerment Counselor

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

Responsibilities

• 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.

Qualifications

• 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.

Preferred Qualitications

• 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.

Compensation

Starting at $55,000 per year based on experience