Financial Counselor II

JOB SUMMARY:
The Financial Counselor II works in a Financial Empowerment Center location and provides personal and
family financial counseling to service members and their families. Financial counseling will be provided to
assist with establishing a basic level of financial literacy and good financial behavior and habits, as well as
more sophisticated financial planning to assist with building savings accounts, increasing credit scores and
addressing issues on credit reports as well as assisting with setting long-term financial goals for the
individual or families that enrolled in our program, while ensuring that services provided are in alignment
with the Social Determinants of Health through a trauma informed care lens as defined by the agency.
Will also provide job training assistance to individuals and families as assigned.

 

Agency Functions:
1. Community and Customer Service - Increase client access, enrollment, and satisfaction of program
resources by creating wraparound services, recruitment, and surveying strategies.
2. Internal Processes - Use agency and program data to track clients through different agency programs to
gauge resiliency and outcomes of participating families.
3. Learning and Growth - Strengthen staff and client well-being by addressing the social determinants of
health: Economic Stability, Education, Health and Healthcare, Neighborhood supports, Social and
Community Engagement.

 

Essential Functions:
1. Ensures that clients have access, as needed, to all five pillars of the social determinants of health
with a trauma-informed lens through Agency services and/or community partners.
2. Provide essential services to individuals and families who seek out assistance through the Financial
Empowerment Center.
3. Conduct an initial eligibility screening with potential service recipients. Complete necessary intake and
discharge paperwork and conduct a review for appropriate utilization of services from enrollment through
discharge.
4. Assess each case within thirty (90) working days, as mandated by contractual requirements after the
initial screening, or as may be required as applicable.
5. Develop a financial plan for each individual or family within ten (10) working days of completing the
assessment, or as mandated by specific contract. Collaborate with the individual/family in the
development and execution of the financial plan, and achievement of goals.
6. Re-evaluate the service recipient’s status a minimum of every thirty (30) days and respond to
the changing needs and circumstances of people receiving services. Update the service plan
as needed, with all follow-up visits.
7. Maintain service recipient records and database for monthly, quarterly and annual statistical reports and
document on progress notes and/or contract approved documents. Evaluate participant satisfaction and
quality of care provided.
8. Coordinate the integration of social services/case management functions into the participant care,
discharge, and home planning process with other departments, external service organizations,
agencies, and clinicians.

 

 

 

QUALIFICATIONS:
To perform this job satisfactorily, an individual must be able to perform each essential performance
requirement satisfactorily. The requirements listed below are representative of the training, experience,
knowledge, and skills required for this job. Reasonable accommodation may be made to enable an
individual with disabilities to perform the essential functions listed above.
Education/Training/Experience:
1. Bachelor’s degree in social work or a related behavioral science area of study plus two (2) years of
related work experience, with some background in finance, financial education,
counseling/coaching or social service delivery;
2. Associate’s degree in social work or a related behavioral science area of study plus four (4) years
of related work experience with some background in finance, financial education,
counseling/coaching or social service delivery;
3. High School Diploma or equivalent plus four (7) years of related work experience, with some
background in finance, financial education, counseling/coaching, or social service delivery.
4. At least one year’s paid or volunteer experience in a social service program or human services setting.
5. Understands cultural differences and is sensitive to the implications of culture for service delivery.
6. Demonstrated knowledge of basic community resources and of making referrals and providing
follow-up consultation.
7. Fluent in English and Spanish (read, write, and speak) desirable.
8. Certificate or license, as applicable, by the appropriate State agency as a qualified practitioner.

9. State of Texas vehicle operator’s license and proof of liability insurance.

 

PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to
successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.
1. While performing the duties of this job, you must be able to stand, walk, reach with hands and arms, climb or
balance, stoop, kneel, crouch or crawl, talk and hear, and taste or smell.
2. You may be able to lift up to 25 pounds, have close vision, color vision, depth perception, and the ability to
adjust your focus with good hand-eye coordination.