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Financial Counselor

Financial Counselor

Bedford Stuyvesant RestorationBrooklyn, NY, United States
19 hours ago
Job type
  • Full-time
  • Part-time
Job description

Financial Counselor

Bedford-Stuyvesant Restoration Corporation, founded in 1967, is the nation's first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap. We provide direct services across an economic mobility platform centered on workforce development, affordable housing / homeownership, community revitalization, small business development and arts and culture to 60,000 people annually.

About the Role

Bedford Stuyvesant Restoration Corporation seeks a full-time Financial Counselor for its Center for Personal Financial Health, a program of the NYC Department of Consumer Affairs and Worker Protection, implemented through its headquarters at Restoration Plaza and several partner locations throughout Brooklyn. We seek to help New Yorkers take control of their personal finances by increasing financial literacy, developing budgeting and money management skills, to improve credit, reduce debt, build savings and grow their assets to achieve their financial goals.

Key Responsibilities

  • Work to fulfill the organization's mission of bridging the racial wealth divide.
  • Provide individualized one-on-one financial counseling with a goal moving clients to financial stability and asset building.
  • Assess client needs and develop individual financial action plans with each client.
  • Daily data entry. Use data creatively to track individual performance, identify areas for needed improvement.
  • Responsible for making appropriate referrals and integrating other wraparound supports (i.e. benefits and tax preparation) into counseling to achieve greater results.
  • Lead and deliver workshops and webinars. Attend quarterly meetings and participate in program events.
  • Cultivate partnerships designed to grow our client base.
  • Implement and assist with the design of client retention and capability strategies.
  • Work from multiple partner locations, participate in their outreach events and coordinate workshops and other educational activities.
  • Some evening and weekend hours
  • Performs other duties as assigned

What you bring to the role

  • Bachelor's Degree from an accredited college or university
  • Have a minimum of two years of full-time work experience in Finance, Financial Literacy, Human services or Business
  • Bi-Lingual preferred but not required
  • Strong organizational skills and attention to detail
  • Ability to work independently and meet deadlines with little supervision
  • Passion for helping low-income adults meet their financial goals
  • Excellent interpersonal and presentation skills
  • Spanish language preferred, but not required
  • Hourly Rate : $30.22

    What we offer :

    Full Time : Medical, Dental and Vision Insurance, Vision plan paid for you and your family, 403B retirement benefits, 12 paid holidays, a generous PTO bank of 4 weeks, paid sick leave, Employee Discount Program, Employee Assistance Program, Commuter Benefits programs, and other forms of leave and benefits.

    Part Time : Paid Sick Leave, 403B retirement benefits, Employee Discount Program, Commuter Benefits Program, Employee Assistance Program and other forms of leave.

    Application Process :

    Please include a resume and cover letter outlining your interests and qualifications when applying for this position. (may include other requirements, e.g writing samples, graphic design samples, etc.)

    I have reviewed the job description as outlined above and understand that I am responsible for all duties as outlined and other tasks as may be assigned. I understand that if I need accommodations to perform the essential functions of my job that I must contact my supervisor or Human Resources as soon as possible to begin an interactive process. By signing this offer letter, I acknowledge receipt of the job description and accept the job offer.

    Note : This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

    Bedford Stuyvesant Restoration Corporation, its board members, President & CEO, executives and employees are committed to providing equal employment opportunities for all persons regardless of race, creed, color, national origin, sex, ethnicity, gender identity or expression, religion, source of income, sexual orientation, age, disability status, marital status, citizenship status, familial status, military status, domestic violence victim status, predisposing genetic characteristics, employment status, arrest or conviction record or any other characteristic protected by federal, state or local law. Equal employment opportunities extend to all aspects of the employment relationship, including hiring, transfers, promotions, training, terminations, working conditions, compensation, benefits, and other terms and conditions of employment.

    Anti-Nepotism Policy : Bedford Stuyvesant Restoration Corporation is committed to a policy of employment and advancement based on qualifications and merit and does not discriminate in favor of or in opposition to the employment of relatives.

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