Financial Wellness Counselor for Community Impact

Goodwill of Tulsa; Tulsa (OK); In loco; USD 46.000 - 48.000; Tempo pieno

Descrizione del lavoro

Goodwill of Tulsa is seeking a Financial Counselor to support the Financial Empowerment Center in Tulsa. You will work one-on-one to provide financial education and counseling, developing action plans and tracking progress with clients.

You will coordinate referrals, maintain data in the FECBOT system, and participate in ongoing training to uphold certifications. This role requires strong interpersonal skills and a commitment to financial equity.

Competenze

• A bachelor’s degree (preferred) from an accredited college and two years of relevant work experience with some background in finance, banking, financial education, counseling/coaching, or social service delivery such as community health work, peer education or advocacy.

Mansioni

• Assess client needs and develop individual financial action plans with each client.
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Engage in ongoing relationship building with clients to ensure attendance and outcomes.
• Become familiar and proficient in FEC database (FECBOT), including data entry, weekly data reports, and ensuring data quality.
• Successfully complete and pass counselor training and participate in ongoing professional development to earn and maintain required certifications.
• Follow required protocol, including client confidentiality, and adhere to the national Financial Empowerment Center model.
• Represent the FEC at various community events.
• Reviews and is familiar with Company safety policies, programs and procedures. Adheres to all safety rules, regulations and safety codes, and attends safety training sessions and safety meetings.

Conoscenze

Bilingual

Interpersonal skills

Microsoft Word

Microsoft Excel

Microsoft Outlook

Evenings & weekends

CRM database

Cultural humility

Financial literacy

Formazione

Bachelor's degree (preferred)

Strumenti

FECBOT

Descrizione del lavoro

Goodwill of Tulsa is seeking a Financial Counselor to support the Financial Empowerment Center in Tulsa. You will work one-on-one to provide financial education and counseling, developing action plans and tracking progress with clients.

You will coordinate referrals, maintain data in the FECBOT system, and participate in ongoing training to uphold certifications. This role requires strong interpersonal skills and a commitment to financial equity.