Financial Empowerment Center Financial Counselor Increasing H.O.P.E Financial Training Center 8570 Rivers Avenue Suite 120, North Charleston, SC 29406

Job Description

The City of Charleston Financial Empowerment Center (FEC) aims to improve the financial stability of Tri County residents by providing high-quality, one-on-one financial counseling as a public service. FEC counseling services are based on five key service areas: credit, debt, savings, banking, and legacy planning. The FEC is operated in partnership between the City of Charleston and the Increasing H.O.P.E Financial Training Center. The City of Charleston FEC partners with many government and nonprofit social services organizations within the community to help low to moderate-income residents address their financial challenges and needs and plan for their futures.

We are seeking Financial Counselors who are empathetic, great motivators, and passionate about helping individuals achieve their financial goals. The Financial Counselor position will report directly to the Financial Empowerment Center Program Manager within the Increasing H.O.P.E Financial Training Center.

The City of Charleston is part of a national network of FECs supported by the Cities for Financial Empowerment Fund. To learn more, go to www.fecpublic.org.

Responsibilities:

Duties shall include, but are not limited to:

· Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.

· Assess client needs and develop individual financial action plans with each client.

· Engage in ongoing follow-up with clients.

· Make appropriate referrals and integrate other wraparound supports (i.e., benefits, tax preparation) into counseling to achieve greater results.

· Follow required protocol and program requirements.

· Collect, track, and report required data using a client management database.

· Participate in initial training and ongoing professional development training.

· Successfully complete and pass counselor training.

Qualification Requirements:

· A baccalaureate degree from an accredited college and/or two years of experience of relevant work experience with some background in social service delivery, community engagement/outreach, financial education, or counseling/coaching.

· The ideal candidate has expertise in at least one of the following: social work, financial planning, coaching/mentoring, teaching, financial services, or other related fields.

Financial Empowerment Center Financial Counselor Job Description

Essential Skills:

· Ideally bilingual, speaking English as well as Spanish.

· Able to become knowledgeable about credit, debt, legacy planning, and money management; savings and investment options; and safe financial products and services

· Excellent interpersonal skills.

· Excellent working knowledge of Microsoft Word, Excel, and Outlook.

· Available to work some evenings and weekends.

· Ability to use a client management database.

Work Hours: Monday -Thursday, 9:00 am -5:00 pm, Friday, 9:00 am-12:00 pm

Reports to Financial Empowerment Center Program Director and Executive Director