Financial Counselor

Job Description

Position Summary:

Responsible for providing assistance to Jobs-Plus members in setting personal financial goals and developing strategies to achieve those goals, accessing safe and affordable financial services, building assets, navigating the often-complex territory of debt management and credit building, and addressing financial emergencies. Serves as a mentor, liaison, and troubleshooter based on the members' career plans.

Your Responsibilities Will Include:

• Observe all policies and procedures and attend all required trainings and certifications as scheduled.
• Develop collaborative relationships with local financial institutions.
• Coordinate with the Career Development Specialists to assist members in understanding and exploring available financial options available to increase financial security.
• Understands and explains the benefits of NYCHA rent incentives and Earned Income Tax Credit to members.
• Explains the importance of child support, conducts child support assessments, and makes referrals to HRA's Office of Child Support Services, as necessary.
• Utilizes the Single Stop USA, Inc. (SS) benefit screening platform to determine the benefits available and assists the member in obtaining desired benefits.
• Coordinates with the Career Development Specialists regarding financial issues that adversely impact the member's engagement and completion of career plan goals.
• Provides services in a flexible manner according to the member's schedule to maintain engagement and completion of programs.
• Coordinates with the Career Development Specialists to reach out to members 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 HRA and FedcapCARES™ computer systems.
• Work with the Career Development Specialists and Community Coaches 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.

You're a Great Fit for This Role If You Have:

• 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.
• Familiarity with social and human services organizations 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.

Who We Are

At Fedcap NYC Inc., we support individuals in becoming self-sufficient through education, employment, and holistic services. Our programs include case management, job readiness, training, placement, and retention support. We proudly serve thousands across the region with compassion, professionalism, and the belief that everyone deserves the dignity of meaningful work.

Fedcap NYC Inc. is an Equal Opportunity Employer committed to diversity in all forms. We do not discriminate based on race, religion, sex, age, disability, gender identity, or any other protected status. M/F/D/V encouraged to apply.