Financial Social Worker

Overview

Life Wise StL is seeking a dedicated full-time Financial Social Worker to establish and nurture relationships with participants, aiding them in developing and achieving their economic wellness goals. The ideal candidate will possess a deep understanding of each participant’s holistic needs, including addressing immediate basic needs and employing effective goal-setting techniques. This role involves crafting personalized plans to help participants overcome economic barriers and promoting a culture of asset building and financial wellness among low-income communities, including both native and foreign-born participants.

Life Wise StL will also provide training and certification in Financial Social Work to equip for success in this role.

• Client Engagement and Support: Conduct formal intake assessments, develop S.M.A.R.T. action plans, and provide ongoing one-on-one coaching to help participants set and achieve their financial goals.
• Educational Programming: Co-facilitate and lead financial and wealth management education workshops, tailored to enhance participant understanding and skills in financial management.
• Data Management and Reporting: Ensure accurate data entry and management to uphold the integrity of program outcomes. Assist in marketing and outreach efforts to recruit and retain program participants.
• Professional Development: Engage in required trainings and professional development opportunities, which are fully supported and financed by Life Wise StL.
• Community
  
  Collaboration:
  
  Maintain and build productive relationships with volunteers, community partners, and staff to support holistic, client-focused programming. Actively embrace the collaborative spirit of Life Wise StL by participating in staff meetings, strategic planning, and community engagements, working alongside all stakeholders to enhance our services.

• Educational Requirements: Bachelor’s degree in Social Work or a related field required;
  Master’s degree preferred.
• Experience: At least one year of experience in social services, with specific skills in one-on-one case management or counseling required. Experience in facilitating any type of group is necessary, with a preference for those who have led psycho educational groups.
• Knowledge and
  
  Skills:
  
  
  • Basic understanding of financial management tools and terminology.
  • Proficient in public speaking and able to facilitate discussions effectively in group settings.
  • Excellent organizational skills, attention to detail, and the ability to work independently with minimal supervision.
  • Knowledge of the St. Louis social service landscape including TANF, SNAP, WIC, etc.
• Additional
  
  Skills:
  
  Experience with financial services and products is a plus. Bilingual abilities in English and Spanish are highly desirable.
• Personal Qualities: Strong initiative, problem-solving skills, and the ability to adapt flexibly to change.

• Ability to work a flexible schedule, including some non-traditional hours (evenings) as needed.
• Participation in a dynamic, collaborative, and fast-paced environment.

Please send your resume and a cover letter to jobs, with “Financial Social Worker” in the subject line.

Life Wise StL is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.