Financial Counselor Bilingual in EnglishSpanish

Charleston - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Join Us in Empowering Financial Futures

Are you passionate about helping others achieve financial freedom Do you want to be part of a team thats changing lives across the Charleston Tri-County area The City of Charleston Financial Empowerment Center (FEC)in partnership with Increasing H.O.P.E Financial Training Centeris looking for a Financial Counselor whos ready to make a lasting impact.

At the FEC we provide free one-on-one financial counseling to help individuals improve credit reduce debt grow savings access safe banking and build long-term financial stability. As part of a national network supported by the Cities for Financial Empowerment Fund were on a mission to equip our community with the tools and support they need to thrive.

Learn more about our work: Overview: Financial Counselor

As a Financial Counselor youll serve as a trusted coach and motivatorhelping clients create and follow personalized financial action plans that lead to real measurable change.

Key Responsibilities:

Deliver one-on-one financial counseling sessions (initial and follow-ups)

Create customized action plans covering credit debt savings banking and legacy planning

Track client progress and provide ongoing encouragement

Connect clients to other support services (benefits assistance tax prep community resources)

Accurately maintain client records and comply with program protocols

Participate in training and continuous professional development

Meet and exceed performance goals that directly improve client outcomes

Qualifications

We welcome diverse experiences and backgrounds. Ideal candidates will have:

A bachelors degree or at least two years of relevant experience in social services financial education counseling coaching or related fields

Skills or background in one or more of the following:social work financial planning coaching/mentoring teaching or financial services.

Excellent people skillsempathetic trustworthy and culturally competent

Comfort with tech tools such as Microsoft Office and client database systems

Flexibility to work occasional evenings and weekends

Bilingual in English and Spanish is required

Why Work With Us

Mission-Driven Impact: Help individuals take control of their financial futures

Community Focus: Join a respected high-impact program making real change

Growth Opportunities: Access training and coaching to elevate your career

Supportive Culture: Collaborate with passionate dedicated colleagues

Schedule:
Full-time - In-person position

Lets build brighter financial futurestogether.

Join Us in Empowering Financial FuturesAre you passionate about helping others achieve financial freedom Do you want to be part of a team thats changing lives across the Charleston Tri-County area The City of Charleston Financial Empowerment Center (FEC)in partnership with Increasing H.O.P.E Financi...