Bilingual Spanish Financial Counselor

POSITION DESCRIPTION

Position: Bilingual (Spanish/English) Financial Counselor

Program: Financial Capabilities

Reports to: Program Director

Salary Range: $45,000 to $55,000

Start Date: Immediately

FULL-TIME FINANCIAL COUNSELOR POSITION

We welcome applications from candidates with diverse backgrounds and experiences. If you are passionate about advancing economic justice and have strong leadership skills, we want to hear from you.

About Ariva

MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City.

VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives.

We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs can be found at

Position Description

Ariva seeks a high-energy, self-directed Financial Counselor for an exciting project that offers free and comprehensive financial counseling to New Yorkers in the Bronx and other underserved communities in New York City. The Financial Counselor will help low and moderate-income New Yorkers strengthen their financial stability by assisting them in creating household budgets, improving credit, reducing debt, increasing savings, accessing affordable and safe financial products and services, and providing a good understanding of the US financial system. Additionally, this position will support the program’s outreach and client engagement at community events.

This job involves frequent local travel to sites around the Bronx and other communities in New York City. The position requires some evening and weekend availability to support community-based programs and events. Face-to-face in-person service is an essential component of this position.

Responsibilities

· Provide individualized one-on-one financial counseling and coaching to low-and moderate-income clients.

· Maintain ongoing contact with clients to encourage a sustained relationship with the program.

· Connect Ariva’s free tax preparation clients with financial counseling and asset building opportunities.

· Enter client data in a detailed, timely, and accurate manner in client management system.

· Protect client privacy in compliance with contract requirements and Ariva’s policies.

· Help unbanked and underbanked clients access safe and affordable bank accounts.

· Help clients with thin credit files establish a credit score and support clients with a credit score to increase their scores.

· Support clients in managing and ultimately reducing their debt, including student loans.

· Provide clients with information and resources about savings for short- and long-term financial goals.

· Connect clients in-need with resources and emergency benefits.

· Connect clients with Ariva’s free tax preparation services.

· Participate in workshops and other live streaming events to promote financial counseling.

· Serve as an advocate for financial counseling and build a referral system for clients, providing information to individuals who call in, walk in, or express interest in learning more at community events.

· Conduct outreach at assigned sites and community events to recruit clients and raise awareness of services.

Core Competencies:

· Bilingual English/Spanish required.

· Cultural competency to work with immigrant communities.

· Well-organized, computer-literate, with excellent written and verbal communication skills.

· Comfortable with data management and data entry.

· Flexible, patient, with a sense of humor and a strong work ethic.

· Genuine interest in financial capability programs for low-income communities.

· Desire to work collaboratively with staff, partners, and clients a must.

· Desire and ability to work with diverse populations.

In addition to the above competencies, any of the additional skills and experience listed below are desirable:

· Experience with financial counseling and adult education and familiarity with consumer banking products a plus.

· Bachelor’s degree.

· Direct experience with financial counseling is not required, training will be offered to the right candidate.

Compensation & Benefits

• Salary: $45,000–$55,000 annually, commensurate with experience
• Subsidized health and dental insurance.
• Generous paid time off.
• 401(k) retirement plan.
• Additional employee benefits.

Contact: Please e-mail cover letter and resume to Melissa Toonkel at [email protected]. This posting will remain open until the position is filled.

Ariva, Inc. is an Equal Opportunity Employer.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance

Work Location: In person