Trauma-Informed Financial Wellness Counselor II

Family Service; San Antonio (TX); Presencial; USD 42 000 - 62 000; Tempo integral

Resumo da oferta

Family Service in Texas is seeking a Financial Counselor II to provide personal and family financial counseling through a Financial Empowerment Center. You will help clients establish basic financial literacy, build savings, improve credit, and set long-term goals aligned with social determinants of health in a trauma-informed framework.

The role includes intake, plan development, progress tracking, and collaboration with community partners.

Qualificações

• Bachelor’s degree in social work or related behavioral science with 2 years of related work experience in finance, financial education, counseling or social service delivery.
• Associate’s degree in social work or related behavioral science with 4 years of related work experience including finance/education/counseling or social service delivery.
• High School Diploma or equivalent plus 4 (7) years of related work experience involving finance/education/counseling or social service delivery.
• At least one year’s paid or volunteer experience in a social service program or human services setting.
• Demonstrates understanding of cultural differences and sensitivity to culture in service delivery.
• Knowledge of basic community resources and making referrals with follow-up consultations.
• Fluent in English and Spanish (read, write, and speak) desirable.
• Certificate or license as applicable by the appropriate State agency as a qualified practitioner.
• State of Texas vehicle operator’s license and proof of liability insurance.

Responsabilidades

• Ensure clients have access to all five pillars of social determinants of health with a trauma-informed lens through Agency services or partners.
• Provide essential services to individuals and families seeking assistance through the Financial Empowerment Center.
• Conduct initial eligibility screenings and complete intake/discharge paperwork; review for appropriate utilization of services.
• Assess each case within 30 working days after screening as required by contract.
• Develop a financial plan for each individual or family within 10 working days of assessment; collaborate on execution and goals.
• Re-evaluate the client’s status at least every 30 days and update plans and follow-ups accordingly.
• Maintain client records and database for monthly, quarterly and annual reports; evaluate satisfaction and quality of care.
• Coordinate integration of social services/case management with other departments, external partners, agencies, and clinicians.

Formação académica

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

At least one year’s paid or volunteer experience in a social service program

Cultural awareness and sensitivity

Knowledge of community resources and referrals

Fluent in English and Spanish desirable

Certificate or license as applicable

Texas vehicle operator’s license and insurance

Descrição da oferta de emprego

Family Service in Texas is seeking a Financial Counselor II to provide personal and family financial counseling through a Financial Empowerment Center. You will help clients establish basic financial literacy, build savings, improve credit, and set long-term goals aligned with social determinants of health in a trauma-informed framework.

The role includes intake, plan development, progress tracking, and collaboration with community partners.