Financial Counselor – Plus
Listed on 2026-09-12
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Finance & Banking
Introduction
Henry Street Settlement is like no other organization, and our positions are not ordinary jobs. Every day Henry Street’s dedicated team carries out a 130-year blueprint of service to our community established by our founder, Lillian Wald, in 1893.
OverviewJob Overview:
- Department: Jobs Plus
- Work Schedule: Mon, Wed, Thu, Fri 10 am- 6 pm, Tue 11 am – 7 pm Regular, Full Time
- Pay Type: $60,000 - $65,000 yearly, commensurate with experience
- Exemption Status: Non-Exempt
- Location: Fully onsite in the Lower East Side
- Start Date: As soon as possible
Organizational Overview:
Henry Street Settlement opens doors of opportunity to enrich lives and expand human progress for Lower East Side residents and other New Yorkers through social services, arts, and health care programs. Building on its 130+year legacy of innovation and effective programming, Henry Street offers more than 50 programs and is one of New York City’s largest social service agencies.
Position Overview:
Henry Street Settlement is seeking a dynamic and mission-driven Financial Counselor to support the Jobs Plus Program in Manhattan's Lower East Side (LES), a place-based workforce initiative designed to increase employment, earnings, and financial stability among NYCHA residents. The Financial Counselor plays a critical role in advancing financial capability, asset building, and long‑term economic mobility through individualized coaching, group workshops, and strategic partnerships.
ResponsibilitiesFinancial Coaching & Case Management
- Conduct comprehensive financial assessments and provide 1:1 coaching to support a minimum of 30 members per month in achieving goals related to budgeting, savings, credit building, debt reduction, opening a safe and affordable bank accounts and long‑term financial stability.
- Develop individualized financial action plans and document progress toward milestones via Salesforce.
- Assist members with FAFSA applications and access to financial aid resources, including TAP, the Excelsior Scholarship, NYCHA scholarships, and additional educational funding opportunities.
- Support members in navigating complex financial challenges (e.g., debt, collections, student loans, wage garnishments).
- Utilize tools such as ACCESS NYC to assess eligibility and connect members to public benefits (SNAP, cash assistance, healthcare, etc.).
- Provide guidance on NYCHA policies (ACOP), rent calculations, and recertifications.
- Assist members in resolving tenancy or financial‑related issues in coordination with property management.
- Design and facilitate a minimum of three workshops per month focused on financial literacy, covering topics such as banking, credit, savings, taxes, debt management, and financial wellness Partnership Development & Resource Navigation.
- Build and maintain partnerships with financial institutions, community‑based organizations, and city agencies.
- Conduct outreach within NYCHA developments to promote financial counseling services.
- Collaborate with Jobs Plus staff to drive program engagement and participation.
- Assist a minimum of 50 members per quarter in achieving Employment and Advancement Preparation Measures and financial capability milestones.
- Maintain accurate and timely case notes, service data, and outcomes tracking in designated systems.
- Monitor member progress and ensure accountability toward program goals.
- Submit regular reports to program leadership.
- Participate in required training through HRA and NYC Office of Financial Empowerment (OFE) and additional training and meetings to support program functions.
- Must be able to work fully…
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