Financial Counselor

DESCRIPTION:

Bedford Stuyvesant Restoration Corporation seeks a full-time Financial Counselor for its Center for Personal Financial Health, a program implemented through our headquarters at Restoration Plaza and several partner locations throughout Brooklyn. We seek to help New Yorkers take control of their personal finances by increasing financial literacy, developing budgeting and money management skills, to improve credit, reduce debt, build savings and grow their assets to achieve their financial goals.

RESPONSIBILITIES:

Work to fulfill the organization’s mission of bridging the racial wealth divide.

Provide individualized one-on-one financial counseling with a goal moving clients to financial stability and asset building.

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

Responsible for making appropriate referrals and integrating other wraparound supports (i.e. benefits and tax preparation) into counseling to achieve greater results.

Lead workshops, webinars and cultivate partnerships designed to grow our client base.

Implement and assist with the design of client retention and capability strategies

Use data creatively to track individual performance, identify areas for needed improvement.

Deliver training and webinars.

Work from multiple partner locations and participate in their outreach events

QUALIFICATIONS:

Hold a Bachelor’s Degree from an accredited college or university

Have a minimum of two years of full-time work experience in Economics, Financial Literacy,

Human services or Business. With knowledgeable about personal money management, savings and investment options, safe financial products and services and consumer rights

Bi-Lingual (English & Spanish) will receive preference.

Strong organizational skills and attention to detail

Ability to work independently and meet deadlines with little supervision ▪ Passion for helping low-income adults meet their financial goals

Excellent interpersonal and presentation skills