Financial Counselor - Tacoma, United States - South Sound Outreach

Description

Tacoma, WA (New Tacoma area) | United States

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2

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Negotiable

Job Description:
Job information


Job Description:
Job information

Financial Counselor - Hilltop

from the Company

Sound Outreach , this latest

Financial Counselor - Hilltop

job vacancy is located in the city

Tacoma, WA (New Tacoma area)

located in the country

United States

. This latest job opening is open to job seekers who have the latest education / graduate

Bachelor Degree

. Job Vacancies in this

Finance

field have been opened and published up to the specified time


Job Responsibility:

As part of the Sound Outreach team, financial counselors work to fight poverty by blending social and financial services to economically vulnerable households in Pierce County, Washington.

This position is responsible for providing financial education and coaching.

You will work to help clients increase income, decrease expenses, build credit, and reduce debt so they can better achieve their financial goals.

COMPENSATION PACKAGE

Starting salary range:
$46,000-56,000/year, dependent on qualifications.

Benefits (equivalent of about 30% of salary includes comprehensive health care package, matching 403b, vacation/sick days (PTO), and 10 paid holidays.

Financial Counselor - Hilltop

As part of the Sound Outreach team, financial counselors work to fight poverty by blending social and financial services to economically vulnerable households in Pierce County, Washington.

This position is responsible for providing financial education and coaching.

You will work to help clients increase income, decrease expenses, build credit, and reduce debt so they can better achieve their financial goals.

DUTIES & RESPONSIBILITIES
Work closely as a team with employment coach to help clients meet financial and employment goals.
Establish a baseline with each client including budget, credit report review, financial health assessment and balance sheet.
Provide one-on-one financial counseling sessions to improve credit scores and enable clients to access traditional banking products.
Create long term relationships with clients to affect behavior change and mentorship.
Refer clients to other community resources as needed.
Perform outreach at events and with partner agencies to raise awareness of Sound Outreach's services.
Teach classes and lead workshops on financial education, budgeting, and other topics.
Maintain complete and accurate client records through data entry and reporting.
Perform other duties as assigned.
REQUIRED EXPERIENCE / SKILLS
Excellent communication and interpersonal skills.
Passion for empowerment through financial counseling and education.
Familiarity with the disciplines of financial education, coaching, and counseling.
The ability to learn and build relationships quickly with community service organizations.
Ability to work effectively and efficiently both independently and in a team environment.
Ability to problem solve and to pro-actively seek solutions.
Attention to detail and strong organizational skills.
Three years of relevant professional experience.
Willingness to complete Accredited Financial Counselor exam after probationary period.
PREFERRED EXPERIENCE / SKILLS
Bachelor's degree in business, public administration, finance, social work, related subject, or experience that matches the education preference.
Current Accredited Financial Counselor certification preferred.
Knowledge of Puget Sound community service organizations preferred.

WHO WE ARE

OUR TEAM

Our ability to deliver outstanding results for our clients start with our team of smart, capable, financial counselors, employment coaches, and program managers.

As unique as we are as individuals, we share a mutual passion for Pierce and King Counties and doing excellent work for our clients and community partners.

OUR MISSIONSound Outreach provides compassionate guidance and beneficial tools for individuals and communities to move from financial insecurity to financial wellness and prosperity.

OUR VISION

Financially knowledgeable and secure Pierce County households with the ability and confidence to grow wealth and pass it along to the next generation.

OUR VALUES
Economic Justice - Trust - Innovation - Collaboration

Sound Outreach is an equal opportunity employer and we strive to reflect the wide-ranging diversity of the Pierce County community we serve.

We recognize, respect and work to foster a culture of diversity and celebrate our employees' multiple identities, including age, color, race and ethnicity, gender identity or expression, language, physical ability, religion, sexual orientation, socio-economic status, and veteran status.

We strongly encourage those who share these values, particularly candidates of color and those from other underrepresented groups, to apply.

Job Type:
Full-time


Pay:
$46, $56,000.00 per year


Benefits:
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Work setting:
In-person
Office

Education:
Bachelor's (Preferred)

Ability to Relocate:

Tacoma, WA 98405:
Relocate before starting work (Required)

Work Location:
In person


Keywords :
Tacoma jobs


Closed Date :
Company Info
Company Info

Sound Outreach

Tacoma, WA (New Tacoma area), United States

Company Profile

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