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About the Role
RiseBoro seeks a Financial Coach to manage the Financial Coaching Initiative under the Level Up! Economic Empowerment Program. This role operates within a DCWP Office of Financial Empowerment site, funded by the NYC Department of Consumer and Worker Protection (DCWP) Office of Financial Empowerment (OFE). The Financial Coach will provide free, one-on-one professional financial counseling and coaching to help New Yorkers manage money, build credit, reduce debt, and increase savings, utilizing a client-centered model that prioritizes individual financial goals.
Responsibilities
- Work collaboratively with Case Managers, Career Coaches, and other internal and external partners to establish and achieve financial goals with clients.
- Hold a minimum of 20 meetings per week with clients, helping them increase financial security and meet their financial goals, including but not limited to establishing/improving credit, reducing debt, increasing assets/savings, and lowering financial transaction costs.
- Record client information and meeting progress data precisely, accurately, and on time in designated case management tracking software.
- Facilitate Financial Coaching workshops for small groups of clients, and transition attendees into 1-on-1 meetings.
- Conduct engaging coaching sessions and encourage clients to establish ongoing participation in follow-up meetings with the financial coaches and other partners.
- Work collaboratively with the Empowerment team to spread financial literacy and financial coaching services to staff, as needed.
- Participate and successfully complete the employer-sponsored Accredited Financial Counselor (AFC®) training course.
- Participate in the annual certification for Volunteer Income Tax Assistance Program (V.I.T.A).
- Remain up to date on related, supportive resources to refer clients for additional assistance; seek referrals where gaps in services exist.
- Adapt the approach to coaching depending on the needs of the program, working with the Director to find engaging, sustainable ways to draw in more clients.
- Perform other related duties as assigned.
Requirements
- Demonstrated professional experience in social services with a focus on personal finance management preferred.
- Demonstrated professional expertise in Financial Coaching/Counseling preferred.
- Exceptional organization and process management skills.
- Ability to work independently and collaboratively as a team.
- Ability to lead and inspire with a positive attitude and an entrepreneurial spirit.
- Ability to think critically and problem-solve.
- Excellent verbal and written communication skills with the ability to conduct effective presentations as needed.
- Excellent interpersonal skills with the ability to maintain positive relationships with staff and external contacts.
- Ability to organize and prioritize workload to meet deadlines.
- Bilingual English/Spanish speaker required.
- Ability to be meticulous with very strong attention to detail.
- Ability to be adaptable and flexible based on client and program needs.
- Ability to problem solve and manage time effectively.
- Dedication to continuous learning, improvement, and professional development.
- Commitment to RiseBoro’s mission, vision, and values.
- Ability to understand the concepts of institutional and structural racism/bias; ability to understand their impact on underserved and underrepresented communities.
- Demonstrated commitment to supporting communities that have experienced systemic oppression i.e. people of color, LGBTQ+ people, immigrants, justice-involved persons, etc.
- Must complete DCWP’s financial counselor certification, a forty-five (45) hour accredited course in personal finance offered through the City University of New York (this course may be waived for Counselors who already hold an Accredited Financial Counselor (AFC®) certification).
- Previous experience working as a DCWP Financial Empowerment Center (FEC) Financial Counselor preferred.
Skills
- Financial Coaching
- Financial Counseling
- Personal Finance Management
- Budgeting
- Banking
- Credit Building
- Debt Management
- Case Management
- Workshop Facilitation
- Financial Literacy
- Problem Solving
- Communication
- Interpersonal Skills
- Organization
- Time Management
- Attention to Detail
- Adaptability
- Flexibility
- Critical Thinking
- Presentation Skills
- Bilingual English/Spanish
Location
- 90 BEAVER STREET - BROOKLYN, NY
Work Type
- Full Time
- Day Shift
Experience Level
- Up to 25% travel
Education Level
- Associates
- Bachelor's degree
- Accredited Financial Counselor (AFC®) certification
Salary/Compensations
- $56000.00 - $60000.00 per year
About the Company
- RiseBoro is dedicated to empowering individuals and communities through various initiatives, including economic empowerment programs.
Equal Opportunity
- It is the policy of RiseBoro to provide equal employment opportunity to all employees and applicants for employment. No individual will be discriminated against on the basis of race, color, age, creed, religion, national origin, citizenship status, political or union affiliation, marital or partnership status, sex, sexual orientation or affectional preference, gender identity, familial status, genetic information or predisposition or characteristic, disability, status as a victim of domestic violence, status as a veteran or member of the U.S. military and related obligations, or any other characteristic protected by law.
- This policy applies to all terms and conditions of employment, including but not limited to, recruitment, hiring, job placement, compensation, benefits, training and apprenticeship, employee development, promotion, demotion, discipline, transfer, lay-off and recall, and termination.
- RiseBoro makes reasonable accommodations based on religion and/or disability as required by law, and requests for accommodation are to be directed to the Human Resources Department.