Financial Empowerment Counselor Job Orlando area,Florida USA,Finance & Banking

Financial Empowerment Counselor makes meaningful impact by helping people budget, save, build credit, reduce debt, and protect their financial future.

Mission

Seeking to put God’s love into action, Habitat for Humanity brings people together to build homes, communities, and hope.

Compensation

Starting at $55,000 per year based on experience

Benefits

Health insurance, Gravie ICHRA – Starting employer contribution at $600

Benefit options paid 100% for employee only Short-term disability Long-term disability

Life insurance 1x salary up to $125,000

Voluntary - dental, vision, supplemental life, hospitalization, critical illness, and accident coverage. Retirement plan with match up to 5% first of the month after 30 days

Paid Holidays – 12 per year Flexible paid time offBook club and engagement activities

Wellness initiatives

Public Service Loan Forgiveness Eligible Employer

Classification

Exempt

Reports to

Financial Counseling Program Manager

Summary/Objective

The Orange County Financial Empowerment Center (FEC) aims to improve the financial stability of Orange County residents by providing high-quality, one-on-one financial counseling as a public service. FEC counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The FEC is operated in partnership between Orange County Local Government and Habitat for Humanity Greater Orlando & Osceola County (Habitat Orlando) FEC partners with many government and nonprofit social services in the community to help low to moderate income residents address their financial challenges and needs and plan for their futures.

Essential Functions

Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.

Assess client needs and develop individual financial action plans with each client.

Engage in ongoing follow-up with clients.

Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.

Follow required protocol and program requirements.

Collect, track and report require data using a client management database.

Participate in initial training and ongoing professional development training. Successfully complete and pass counselor training.

Competencies

Passionate about the Habitat for Humanity mission and purpose. Strategic and critical thinker able to focus on operations, systems, and procedures.

An entrepreneurial spirit with a demonstrated ability to take initiative, prioritize work, be highly organized and work independently and flexible in a dynamic environment.

Foundational knowledge of personal finance pillars such as credit, savings, budgeting, and legacy planning with the ability to communicate these concepts clearly.

Passion for learning, synthesizing ideas and integrating ideas into practice.

Experience in meeting planning and discussion facilitation.

A collaborative nature and ability to work within a team while maintaining accountability and responsibility for goals as an independent individual is critical.

Ability to read and process financial documentation. Proficient in Microsoft Office Suite and able to use a client management database.

Maintain confidentiality of sensitive information. Ability to work on multiple projects at once in a fast-paced environment. Strong communications and excellent writing skills with an ability to craft high quality reports, correspondence, and other materials.

Ability to work directly with people from diverse racial, ethnic, and socioeconomic backgrounds.

Ability to provide outstanding customer experience and a passion for assisting people. Knowledge of community resources or social services. A high…