Financial Educator - 5178

Job Description

Job Description

BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive for the highest ethical and performance standards and are guided by the belief that people are to be treated with dignity and respect regardless of their present situation or past experiences.

Across our 60+ locations, we provide programs in a variety of service areas, including workforce development, children, youth, families, seniors and homeless prevention. 

The BronxWorks Workforce Development Program was created to empowering your career journey. Your skills, your future, our mission.

ESSENTIAL DUTIES

To ensure the successful implementation of the Financial Educators Program at public schools, Financial Educators will have the role of supporting assigned districts and schools in the integration of financial education and will carry out the following responsibilities:

• Work with District staff, school leadership, teachers, parent coordinators and other school staff to support financial and consumer protection education programming, events,

activities, and non-traditional learning opportunities for students in and outside of the classroom, including:  

• Attend planning meetings with assigned staff at district offices and schools to identify ideas for programming and activities that promote the integration of financial education in public schools.  

• Collaborate with teachers and other support staff at assigned schools to implement strategies that promote traditional and non-traditional learning opportunities for students.  

• Support teacher professional development activities to build knowledge and confidence in financial literacy and deliver financial education content.  

 

• Lead the delivery of financial and consumer protection education workshops to public school students, both in and outside the classroom, and their families, including:  

• Support teachers, parent coordinators, and other school staff as well as after-school and out-of-school program providers at assigned schools with the scheduling of workshops.  

• Assist teachers, parent coordinators, and other school staff at assigned schools with the promotion of and recruitment of participants for workshops.  

• Lead the delivery of workshops using the DCWP-provided workshop content and curriculum for students and parents in and outside of the classroom and in other settings as requested by NYCPS and community partners or directed by DCWP. 

• Collect data on workshop participants in DCWP designated database, including recording number of workshops, number of participants, conducting workshop assessments and/or surveys, and sharing qualitative insights to inform future workshop development.  

• Enter data on workshop participants in DCWP designated database, if needed.  

 

• Promote the Financial Education Resource Hub to support the integration of financial education in and outside of the classroom.

• Assist DCWP with the vetting of financial education resources to create a repository of recommended materials and activities on key financial and consumer protection concepts, materials, and resources.  

• Assist staff of assigned district(s) and school(s) in using materials in the Hub.   

• Support teachers in the integration of financial education in and outside of the classroom. 

• Provide feedback and insights to DCWP and NYCPS on the development and maintenance of content within the Hub. 

 

• Provide free one-on-one financial counseling and coaching sessions to parents, teachers, parent coordinators and other school staff at public schools or anyone who lives or works in the City, who are over eighteen (18) years of age, including:  

• Promote financial counseling and coaching services in collaboration with teachers, parent coordinators and other support staff at assigned schools, using DCWP-approved materials.  

• Schedule financial counseling and coaching sessions using the DCWP-managed client portal. 

• Conduct in-person or remote financial counseling and coaching sessions in and outside of public schools or at DCWP approved locations. 
  • May provide financial counseling to students aged sixteen (16) or seventeen (17) with written approval of service delivery to this age group from DCWP. 

• Collect and record client data and outcomes in DCWP designated database in a timely manner. 

 

• Support the integration of in-school banking, facilitate connections between participating in schools and financial institutions, and ensure that financial education workshops create a foundation of knowledge and awareness of the banking system. 

• Assist assigned bank or credit union representative with the promotion of in-school banking services.  

• Refer students to in-school banking program staff opportunities.  

• Support and facilitate banking activities, such as participant enrollment in student accounts offered through in-school banking program.  

• Co-lead banking presentations and/or banking workshops with assigned bank or credit union representatives.  

• Connect all eligible students and families to opportunities to build financial health and assets, such as the NYC Kids RISE Save for College program and NYC Free Tax Prep for access to poverty fighting tax credits. 

• Maintain accurate records of program data, including attendance, progress, and outcomes, to ensure compliance with funding requirements and internal standards. 
• Actively participate in professional development training, workshops, and learning communities to stay current on the latest best practices in financial education and youth development. 
• This is an in-person position, Monday to Friday 9am-5pm, some evenings and weekends required with advance notice
• Any other duties as assigned by BronxWorks. 

 

QUALIFICATIONS

• A bachelor’s degree and a minimum of two (2) years of full-time work experience with a preferred background in finance, financial education, counseling/coaching, education or social or youth service delivery, or 

 

• Four (4) to eight (8) years of full-time work experience in financial education, counseling/coaching, education or social or youth service delivery. 

 

Preferred Qualifications  

• Candidates who is fluent in both English and Spanish are encouraged to apply.
• Ability to explain complex financial concepts in simple terms 
• Ability to teach financial skills in one-on-one or group settings 
• Ability to understand diverse learning needs 
• Ability to use learning management systems 
• Experience with lesson planning and classroom management 
• Experience with creating or delivering workshops and educational materials 

PHYSICAL REQUIREMENTS

• Ability to use a computer for prolonged periods
• Ability to occasionally lift and/or move up to 10 pounds
• Ability to stand, walk, or sit for long periods of time
• Ability to bend and retrieve objects and/or documents
• Ability to commute within the Bronx

BronxWorks is an equal opportunity employer committed to an inclusive workplace. We consider qualified applicants without regard to any characteristics protected by applicable federal, state, or local law. Reasonable accommodations are available to applicants with disabilities and other legally protected needs. To request an accommodation during the application process, please contact View email address on us.fitly.work