Position Summary: Provide financial counseling and coaching to all assigned participants, including through the development and maintenance of a participant budget that is developed using the Federal Reserve Bank’s CLIFF tools. This budget should factor in the participant’s career and family goals and longer-term ability to afford. At least one financial counseling or coaching session focusing on each assigned participant’s budget must be held annually. Additional sessions should be offered, including one-on-one sessions and group workshops with special guests. These sessions should be offered on a reoccurring basis or offered as needed, including when major financial circumstance changes occur, or when specific needs in areas such as asset building, planning for a pregnancy or addition to the household, tax filing and credits, debt management, credit repair, paying for college and/or training programming, accessing to banking and other financial services, and other relevant topics. The Financial Counselor will also serve as a Tax Preparer during times when Fedcap offers free tax prep services to employed program participants through the IRS. Salary/Wage: $55k to $60k Essential Job Functions: + Observe all policies and procedures and attend all required training and certifications as scheduled. + Develop collaborative relationships with local financial institutions. + Coordinates with the team members to assist members in understanding and exploring available financial options available to increase financial security. + Understands and explains the benefits of program incentives and Earned Income Tax Credit to members. + Explains the importance of child support, conducts child support assessments, and makes referrals to government benefit offices, as necessary. + Utilizes the benefit screening platform to determine the benefits available and assists the member in obtaining desired benefits. + Coordinates with team members regarding financial issues that adversely impact the individual’s engagement and completion of career plan goals. + Provide financial counseling and coaching to assigned program participants. + Develop and maintain participant budgets using the Federal Reserve Bank’s CLIFF tools, factoring in career, family goals, and long-term housing affordability. + Conduct at least one financial counseling or coaching session per year focused on each participant's budget, aligned with monthly meetings reviewing career and family goals. Offer individual sessions with an individual’s circumstances have changed or additional support is identified. + Develop curriculum and offer a regular series of workshops centered around financial literacy, such as but not limited to: + Asset building + Family planning (pregnancy or household additions) + Tax filing and accessing credits + Debt management and credit repair + Financing education or training programs + Access to banking and other financial services + Flexibly provides services according to an individual’s schedule to maintain engagement and completion of programs. + Coordinates with team members to outreach to individuals who have difficulty with maintaining engagement in training programs. + Stresses urgency and ownership, guiding members through a learn-by-doing process during their program engagement. + Document activities, participation, progress, and completion of training programs in the case records and both funder systems and FedcapCARES™ computer system. + Works with team members to provide outreach to members who fail to report to an appointment to identify and help address and underlying issues to encourage members to re-engage. + Performs other related duties as assigned. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Education and Experience: + Bachelor’s degree in public administration or a related field, such as psychology, education, social work, vocational rehabilitation, or occupational rehabilitation from an accredited institution. + Minimum of two (2) years of successful work experience in finance, financial education, financial planning, social work, coaching/mentoring, teaching, or other related field, and capacity (including language skills) to serve the program’s population. + and/or work experience determined to be acceptable to the agency. + Familiarity with social and human services organizations is a plus. + Ability to work with people from diverse backgrounds and be sensitive to maintaining confidentiality. + Highly organized and detail-oriented. + Proficient in Microsoft Office. + Experience working with public assistance recipients, formerly incarcerated individuals, and those affected by the challenges associated with poverty. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Equal Opportunity Employer