What are the responsibilities and job description for the Financial Literacy Benefit Advisor position at Mitchell Martin?
One of our client is seeking a Financial Literacy Benefit Advisor
Type: Contract
Schedule: Full Time Schedule: M-F: 9am-5pm (1 Hour unpaid lunch)
Location: Bronx, NY
Summary
The Financial Literacy Benefits Advisor will assist veterans with managing their finances to help facilitate financial understanding and freedom. The Financial Literacy Benefits Advisor will work with the veteran family on setting financial goals, reducing debt, and developing strategies to increase their savings and income.
Minimum Qualifications:
Bachelor's degree or 60 college credits in the Human Services field plus two years of experience in a related field or a satisfactory combination of education and experience
Bachelor's degree preferred.
Veterans are encouraged to apply.
Strong written, and verbal communication, as well as strong computer skills are required for this position.
The position requires a demonstrated ability to assess the client's current financial situation competently.
Must have the necessary skill set to empathize with clients about their financial situation while providing motivation and moving clients toward positive action.
Principal Responsibilities:
Conduct client financial coaching through one-on-one, couple, or small group sessions.
Competently assess clients' current financial situation by reviewing their income, assets, and debts.
Provide resources on financial management concepts such as how to understand credit, manage and reduce debt, and prepare a household budget
Analyze the financial information provided to create plans for achieving their financial objective.
Conduct training in money management, budgeting, reducing debt, and savings. Provides group education and other activities for current or prospective program clients (may host Teams or ZOOM groups or classes for clients).
Conduct outreach and referral to third-party payee and representative payee service providers
Provide referrals and general guidance to support veterans interested in planning for retirement
Document change the s to the financial situation to reassess client goals.
Put financial strategies into action.
Develop and maintain relationships with clients.
Perform other related tasks as assigned.
Please email: JAbbate@hcmmi.com
Type: Contract
Schedule: Full Time Schedule: M-F: 9am-5pm (1 Hour unpaid lunch)
Location: Bronx, NY
Summary
The Financial Literacy Benefits Advisor will assist veterans with managing their finances to help facilitate financial understanding and freedom. The Financial Literacy Benefits Advisor will work with the veteran family on setting financial goals, reducing debt, and developing strategies to increase their savings and income.
Minimum Qualifications:
Bachelor's degree or 60 college credits in the Human Services field plus two years of experience in a related field or a satisfactory combination of education and experience
Bachelor's degree preferred.
Veterans are encouraged to apply.
Strong written, and verbal communication, as well as strong computer skills are required for this position.
The position requires a demonstrated ability to assess the client's current financial situation competently.
Must have the necessary skill set to empathize with clients about their financial situation while providing motivation and moving clients toward positive action.
Principal Responsibilities:
Conduct client financial coaching through one-on-one, couple, or small group sessions.
Competently assess clients' current financial situation by reviewing their income, assets, and debts.
Provide resources on financial management concepts such as how to understand credit, manage and reduce debt, and prepare a household budget
Analyze the financial information provided to create plans for achieving their financial objective.
Conduct training in money management, budgeting, reducing debt, and savings. Provides group education and other activities for current or prospective program clients (may host Teams or ZOOM groups or classes for clients).
Conduct outreach and referral to third-party payee and representative payee service providers
Provide referrals and general guidance to support veterans interested in planning for retirement
Document change the s to the financial situation to reassess client goals.
Put financial strategies into action.
Develop and maintain relationships with clients.
Perform other related tasks as assigned.
Please email: JAbbate@hcmmi.com
Salary : $22 - $31
