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Financial Counselor

Neighborhood Trust Financial Partners


Description
Neighborhood Trust Financial Partners, formerly Credit Where Credit Is Due (CWCID), seeks a goals-driven, client-centered financial counselor to deliver our full package of financial empowerment services -- individualized financial counseling and our signature "Getting Ahead" financial education workshop series -- and provide ongoing support to program graduates as they pursue financial health and build their wealth.

NTFP, engaged in a major expansion, seeks to add a Financial Counselors to our corps of financial educators as we broaden our reach throughout New York City. NTFP is a 501(c)3 nonprofit which pursues a mission of financial empowerment via financial education and individualized counseling programs. Our financial education programs serve 6,000 clients per year at over 50 sites city-wide, with significant projected growth throughout the year as we move to new headquarters and scale our work. NTFP's programs are unique in that all financial education and counseling services are delivered in coordination with Neighborhood Trust Federal Credit Union, the community development credit union (CDCU) we sponsor, and with a network of other CDCUs in New York City.

We invite people to apply who have experience working with diverse populations and who possess general expertise in social work/counseling, teaching, or direct-service. Financial Counselors will be based in one of our citywide satellite hubs; our services are offered days and evenings so Financial Counselors will have a schedule that includes up to two evening classes per week.

Salary: Commensurate with experience.

Responsibilities:
Responsibilities
•Provide financial counseling services via NTFP’s individualized counseling model.
•Deliver NTFP’s “Getting Ahead” workshop program and provide support to graduates.
•Participate in cross- training and cross-referrals with host sites.
•Gather pre- and post-session data for program reporting and evaluation.
•Contribute to program and curriculum development.
•Work as a team with NTFP and credit union staff regarding the development of appropriate financial products and services for course participants.

Qualifications:
Qualifications
•Bachelor’s degree required.
•Fluency in Spanish and English.
•Excellent teaching and facilitation skills, training in adult and non-formal education a plus.
•Background in education, microfinance, community/economic development, or social work.
•Commitment to improving the lives of the working poor in New York City through a dedication to affordable financial services and their long-term, wealth creation goals.
•Status as Certified Financial Planner™ or commitment to this or equivalent certification process (NTFP invests in this training and certification process for its entire team of Financial Counselors).

How TO APPLY:
Please email cover letter and resume to our Human Resources Department at HR@neighborhoodtrust.org


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