Financial Counselor

The Financial Empowerment Center program aims to improve the financial stability of Greenville households by providing high-quality, one-on-one financial education and counseling to low-income residents. Empowerment Centers are located in areas with high concentrations of poverty and financial distress. The Financial Counselor position will report directly to the Financial Empowerment Center Program Manager within the Greenville County Human Relations Commission.

 

Responsibilities

Duties shall include, but are not limited to:

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

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

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

  • Engage in ongoing follow-up with clients.

  • Collect, track and report required data using client management database.

  • Participate in initial trainings and ongoing professional development trainings.

  • Follow required protocol and program requirements.

  • Successfully complete and pass a credit-bearing, graded, 45 hour (minimum) counselor training course.

  • Perform other duties as required.

 

Minimum Qualification Requirements

Applicants not meeting the minimum qualifications will not be considered for this position.

  • A baccalaureate degree from an accredited college

  • Expertise in one of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields

 

Preferred Qualifications

  • Two years of experience or relevant work experience with background in finance, financial education, counseling/coaching, or social service delivery

  • Ideally bilingual, speaking English as well as Spanish

 

Essential Skills

  • Be knowledgeable about credit, debt, and money management; savings and investment options; and safe financial products and services.

  • Excellent interpersonal skills

  • Excellent working knowledge of Microsoft Word, Excel, Outlook

  • Available to work some evenings and weekends

  • Ability to use a client management database

 

Salary:  $20 per hour