Financial Wellness Case Worker

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Financial Wellness Case Worker

2 days ago Requisition ID: 1458

Salary Range: $18.00 To $24.29 Hourly

JOB TITLE : Financial Wellness Case Worker

DEPARTMENT : Supportive Services

FLSA STATUS : Non-Exempt

GRADE/SALARY RANGE : Grade 5

REVISION DATE: 09/2026

JOB SUMMARY

The Financial Wellness Case Worker is a community-based professional who provides person-centered case management and financial wellness support to individuals and families across Alliance service areas.

Under the guidance of the Financial Wellness Manager, the Financial Wellness Case Worker supports the development and delivery of financial wellness education and programming designed to increase participants’ financial knowledge, confidence, stability, and access to available resources. The Financial Wellness Case Worker conducts assessments, provides education and coaching, assists with resource navigation and referrals, and identifies social and financial factors that may affect participants’ health, well-being, and ability to achieve their goals.

Essential Functions

• Establish and maintain positive, respectful, and supportive relationships with participants, service providers, agency representatives, supervisors, community partners, and office staff.
• Under the guidance of the Financial Wellness Manager, assist with the development, adaptation, and delivery of financial wellness curricula and educational programs for individuals, families, and diverse community populations.
• Conduct comprehensive, person-centered assessments to identify barriers to self-sufficiency and develop individualized action plans that are culturally responsive and inclusive of diverse backgrounds and needs.
• Maintain participant confidentiality and comply with applicable organizational policies, privacy requirements, and professional standards.
• Accurately and timely document participant encounters, assessments, referrals, interventions, and outcomes while maintaining comprehensive electronic and hard-copy client records.
• Assist participants with applications for eligible benefits, financial assistance, and community-based programs, including housing, food assistance, transportation, childcare and parenting supports, vocational services, educational resources, and other social services.
• Meet established performance measures and grant requirements associated with Supportive Services and Financial Wellness programming.
• Travel regularly to community locations, outreach sites, participant locations, partner agencies, and other locations as needed to provide services and participate in community-based activities.
• Attend and actively participate in staff meetings, case consultations, supervision, trainings, and other required meetings.
• Provide outreach, engagement, education, coaching, informal support, advocacy, and resource navigation to individuals and families experiencing financial or social barriers.
• Perform other related duties as assigned.

Education, Experience, and Skills Required

• Bachelor's degree in Social Services, Human Services, Public Health, Finance, Business, or a related field preferred; or an Associate's degree in Human Services or a comparable field with 2–4 years of relevant experience.
• Previous experience working in community-based programs addressing social financial stability, health equity, or related community needs.
• Experience providing financial education, coaching, resource navigation, case management, social services, or related support preferred.
• Experience working with ethnically, culturally, and racially diverse populations.
• Knowledge of local community resources and health, social service, and financial assistance programs.
• Excellent interpersonal, verbal, and written communication skills.
• Strong customer service skills and professional demeanor.
• Strong organizational skills and ability to manage multiple participants, priorities, documentation requirements, and deadlines.
• Ability to work independently and collaboratively as part of an interdisciplinary team.
• Ability to travel throughout the community and to partner locations as required.

Core Competencies

• Financial Wellness Education and Coaching
• Health Equity and Cultural Responsiveness
• Participant Engagement and Empowerment
• Resource Navigation and Care Coordination
• Community Outreach and Relationship Building
• Communication and Active Listening
• Confidentiality and Professional Judgment
• Documentation and Data Management
• Collaboration and Teamwork
• Advocacy and Problem Solving

PHYSICAL REQUIREMENTS

HOURS/DAY

0-1

1-2

2-4

4-7

Standing

X

X

Reaching

X

Driving

X

Walking

X

Twisting

X

X

Lifting

X

X

Gripping

X

Keyboard Use

X

We continue to work diligently at finding just the right people who can fit into our desire to fulfill our important mission. To find and retain the right people, Alliance for Community Empowerment, Inc. provides benefits that support our staff’s personal needs such as:

• Medical benefits
• Telehealth access
• Paid life and disability insurance
• Paid short-term disability
• Paid long-term disability
• Medical Flexible – a flexible spending account (FSA)

Serving Bridgeport, Easton, Fairfield, Monroe, Norwalk, Stratford, Trumbull, Westport

An Equal Opportunity Employer-Through affirmative action