Raleigh, NC 27617
Financial Counselor Volunteer Financial Counselors will assist Financial Haven in providing clients with virtual or in-person individual, couple and/or group counseling on personal finance topics, such as budget planning, credit management and debt reduction, retirement planning, and estate planning. What you will do Assist clients identify short- and long-term SMART goals; create spending plans to support those goals. Work with clients to understand spending habits and identify and implement plans to reduce, eliminate and avoid debt and achieve solvency and stability. Examine potential areas for reduction of expenses and explores ideas for increasing income. Educate clients on the importance of credit scores and how to monitor and protect credit, how to read a credit report, why credit matters, and ways to improve credit scores. Explain the importance of emergency funds and best practices to address unanticipated expenses; educates clients on money management techniques to live within their means. Provide referrals to appropriate resources. Specific duties and responsibilities may vary based upon organizational needs. Other duties may be assigned similar to the above consistent with the knowledge, skills and abilities required for the position. Minimum Qualifications A general understanding and in-depth knowledge of personal finance matters, including goal setting, credit, money management, savings, debt reduction, estate planning, insurance. Excellent oral and written communication skills; demonstrated active listening skills. Works well with others in a collaborative team-based environment. Understanding, sensitivity, and empathy for clients and their family members; ability to develop and maintain trusting and helping relationships. Ability to work effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds. Ability to develop, implement, and evaluate financial needs of individuals and families. Proficiency with Microsoft Office products (Excel, Word, PowerPoint). Familiarity with video conferencing platforms, such as Zoom and Cisco Webex. Once selected, a criminal history background check.
Date Posted: Aug 31, 2021