Financial Wellness Counselor II

Family Service Association of San Antonio, Inc.; San Antonio (TX); Vor Ort; USD 42.000 - 66.000; Vollzeit

Zusammenfassung

Family Service Association of San Antonio, Inc. seeks a Financial Counselor II to provide personal and family financial counseling at a Financial Empowerment Center.

The role focuses on literacy, planning, savings growth, credit improvement, and job training assistance, guided by trauma-informed care and social determinants of health. The position involves engaging with service members and families, coordinating with community partners, and documenting progress toward financial goals within

Qualifikationen

• Fluent English and Spanish (read, write, and speak) desirable.
• Certificate or license, as applicable, by the State agency as a qualified practitioner.
• State of Texas vehicle operator’s license and proof of liability insurance.

Aufgaben

• Ensures access to the five pillars of the social determinants of health with a trauma-informed lens.
• Provide essential financial empowerment services to individuals and families.
• Conduct eligibility screening and complete intake/discharge paperwork.
• Develop financial plans within 10 working days of assessment; collaborate on execution.
• Re-evaluate status every 30 days and update follow-up plans accordingly.
• Maintain client records and contribute to monthly/quarterly/annual reports.

Kenntnisse

Bilingual English/Spanish

Counseling/Coaching

Documentation/Recordkeeping

Customer service

Ausbildung

Bachelor’s degree in social work or related behavioral science

Associate’s degree in social work or related behavioral science

High School Diploma or equivalent + 4+ years related experience

Jobbeschreibung

Family Service Association of San Antonio, Inc. seeks a Financial Counselor II to provide personal and family financial counseling at a Financial Empowerment Center.

The role focuses on literacy, planning, savings growth, credit improvement, and job training assistance, guided by trauma-informed care and social determinants of health. The position involves engaging with service members and families, coordinating with community partners, and documenting progress toward financial goals within