Opportunity Details

Adult Education, Family Services
People with Disabilities
Consulting & Professional Services

Age Minimum (with Adult): 25+, Minimum Age:25+

Financial Counselor Coach

The Financial Counselor/Coach is responsible for providing one-on-one and group financial counseling services to Financial Independence Center clients and being a liaison to the financial services community.

Facilitate financial education classes; educate clients in sound financial principles and assist them in the process of overcoming their financial indebtedness; help clients identify and modify ineffective money management behavior; provide financial counseling, including needs assessments, credit report explanation and household budget review; provide support and advice on improving credit and arranging individual credit counseling sessions, and; interface with the banking community, and; work closely with RCL staff to ensure effective integration of services and client referrals.

Knowledge of banking or other financial industry practices; familiarity with private and public programs; skills in financial literacy, education, and self-sufficiency, strong verbal and written communication skills, interpersonal skills, ability to work as a member of a team, and computer literacy. Some experience working with special needs populations would be a plus.

Financial Counselor accreditation, Bachelor’s degree or equivalent and three years' experience.

This is a Skills Based Volunteer (SBV) opportunity

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Volunteers needed through 6/30/2021

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