Agency: AADAP, Inc.- Employment Access Unit
Job Title: Financial Coach (Counselor)
Role: Non-Exempt Employee
Salary: Commensurate Upon Experience
Opening Date: Immediately
Closing Date: Until Filled
Open Positions: One (1) Full-Time
Submit Resumes to: email@example.com
Financial Coach (Counselor)
- SUMMARY STATEMENT:
Under the supervision of the Employment Access Coordinator, the primary responsibility of the Financial Coach is to provide direct services too low to moderate-income individuals who are enrolled as Financial Opportunity Center participants thru the West Adams WorkSource Center and other AADAP programs. Financial counseling and coaching involve an ability to engage and motivate participants, a strong understanding of personal finances, and the ability to teach knowledge to others.
- DUTIES AND RESPONSIBILITIES:
- PROVIDE ONE ON ONE FINANCIAL COUNSELING AND COACHING (70%)
- Teach participants about the value of financial planning and engage them in a long-term relationship with AADAP.
- Assist participants in resolving current financial situations, while providing a wide lens on their financial health.
- Work with participants to complete a very detailed financial assessment:
- Work with participant to document a budget and provide strategies for budget improvements.
- Access the participants credit report/score and provide strategies for credit building.
- Document the participant’s balance sheet and provide strategies for Increasing net worth.
- Develop plans of action and provide tools, resources, and accountability to participant to help them meet their goals.
- Understand other services offered by the agency and connect participants to these other services.
- OUTCOME TRACKING (20%):
- Use required management systems, to document and reflect the outcome to their participants accurately and in a timely manner.
- Completing Combined Financial Assessment (CFA) for financial counseling participants.
- Working with the entire FOC team to ensure that any changes to the participant’s CFA is properly documented.
- Be able to serve the targeted number of participants in various services.
- Work closely with the WorkSource center data entry staff and other AADAP units to track other services.
- CONDUCTING WORKSHOPS AND DEVELOPING PARTNERSHIPS (10%):
- Conduct workshops to FOC participants and other in the agency and public customers.
- Develop material or tailor existing material to meet the needs of AADAP participants and the community.
- Workshops should be relevant to the community, and may include topics as: budgeting, savings, banking, credit building.
- Work with mainstream financial institutions and other AADAP partners to understand the needs of the community.
- Create a network of referral organizations to help to assist the FOC participants meet their goals (as housing, legal aid, etc.).
- Fully Integrate into the WorkSource Center under the NEW Integrated Service Delivery Model to leverage resources and funds to help participants achieve higher levels of self-sufficiency.
- QUALIFICATIONS (SKILLS/KNOWLEDGE AND ABILITIES):
- A Bachelor’s Degree related to field or equivalent work experience related to position.
- A strong understanding of personal finances, particularly in the areas of budgeting, asset building, and credit building.
- Permanent resident or U.S. Citizen; proof of work eligibility upon hiring.
- Must have three (3) year of recovery or drug free lifestyle as of the date of the application.
- Must be able to work with people of diverse cultural, educational, social, and economic backgrounds.
- Demonstrated knowledge and skill in computer operations (Proficient in Microsoft Word, Excel, and PowerPoint).
- PREFERRED QUALIFICATIONS:
- Bilingual or bicultural capabilities with Spanish languages and cultural groups.
- Some experience with data entry.
AADAP, INC. IS AN EQUAL OPPORTUNITY EMPLOYER AND ADHERES TO HIRING PRACTICES IN
ACCORDANCE WITH FEDERAL AND STATE REGULATIONS
Revised April 29, 2021