Financial Wellness Counselor — Empower Communities

El Puente, LLC.; South Bend (IN); On-site; USD 45,000 - 55,000; Full time

Job summary

A nonprofit financial services organization in South Bend is seeking a full-time Financial Counselor to provide one-on-one financial counseling to low-income individuals and families. This role will involve developing financial wellness strategies and tracking client data effectively. The ideal candidate will have a degree in finance or related fields and be proficient in MS Excel. Excellent communication skills and a commitment to service are essential for this position.

Qualifications

• Bachelor's degree preferred but not required; current students will be considered.
• Ability to commute to South Bend locations.

Responsibilities

• Provide 1:1 Financial Counseling sessions based on guidelines.
• Prepare written and oral reports concerning client financial situations.
• Collect, manage, and track data effectively.

Skills

Proficient user of MS Excel and other MS Applications

Effective written and verbal communication skills

Experience performing financial and quantitative analysis

Excellent customer service skills

Ability to commute using own vehicle

Experience with online meetings applications

Self-motivated and disciplined

Education

Bachelor degree in finance, accounting, economics, or quantitative analysis

Job description

A nonprofit financial services organization in South Bend is seeking a full-time Financial Counselor to provide one-on-one financial counseling to low-income individuals and families. This role will involve developing financial wellness strategies and tracking client data effectively. The ideal candidate will have a degree in finance or related fields and be proficient in MS Excel. Excellent communication skills and a commitment to service are essential for this position.