Financial Counselor

Employer
Tzedek DC
Location
This position will require travel around DC. The staff works on a hybrid remote/in-person basis.
Salary
The salary range is $60,000 to $80,000 based on experience and credentials, including benefits.
Closing date
Mar 10, 2024

View more

Job Role
Financial Planner
Employment Type
Full Time
Experience Level
None
CFP® Certification
Required

Tzedek DC seeks diverse and dynamic applicants for a full-time financial counselor position to help clients facing debt-related issues take steps toward achieving financial stability. The financial counselor will work with staff attorneys to provide free services to clients in financial matters related to budgeting, bankruptcy, debt collection, student loans, credit card debt, and other consumer financial matters.

We value diversity and strongly encourage applications from people of color, people with disabilities, bilingual and bicultural people, people from immigrant communities, people of all genders, veterans, and LGBTQ community members.

About Tzedek DC

Tzedek DC is a public interest center headquartered at the University of the District of Columbia David A. Clarke School of Law. Tzedek DC’s mission is to safeguard the legal rights and financial health of DC residents with lower incomes dealing with the often-devastating consequences of abusive debt collection practices and other consumer-related issues. Tzedek DC provides free services for DC residents with debt issues, advocates for fairer policies nationally and in the District of Columbia, and conducts community-based financial empowerment programs.

Position Tasks & Duties

The position will include the following tasks and duties:

  • Providing financial counseling and assistance to community members, including group, one-on-one, and follow-up
  • Presenting in Tzedek DC’s 8-session Young Adult Financial Empowerment Program
  • Evaluating individual or family income and expenditures and providing recommendations for short- and long-term actions to achieve financial goals
  • Providing assistance to help improve and organize finances, including empowering clients to develop a budget, manage their debt, establish and rebuild credit andsavings, identify and access public and tax benefits, and efficiently meet financial goals for the short and long term
  • Assisting clients with establishing financial literacy, good financial habits, and long-term financial planning
  • Assessing clients’ financial health and developing recommendations to help clients improve their financial position and pursue their goals
  • Conducting intake with clients and gathering personal and financial information
  • Identifying immediate and long-term measures to increase income, reduce household expenditures, and avoid additional financial burdens
  • Helping clients navigate credit issues, interest rates, and payment plans
  • Working with clients to maintain and improve credit ratings
  • Helping clients establish and monitor credit and working with community members to access and analyze credit reports
  • Supervising and interacting with volunteers, including CFPs

This position will require travel around the District of Columbia. It will require little to no travel outside of DC. Currently, Tzedek DC staff works on a hybrid remote/in-person basis.

Preferred Qualifications

Candidates must have a nationally recognized and accredited financial counselor certification (such as AFC, CFP, ChFC, or CPA/PFS).

Additional preferred qualifications, not all of which are required to apply, include:

  • Demonstrated experience with at least three years providing one-on-one financial counseling
  • Understanding of personal finance, debt, debt collection, budgeting, and credit reports
  • Ability to demonstrate compassion and respect for people experiencing economic challenges, trauma, and other difficult circumstances
  • Exceptional communication skills
  • Enjoys connecting people to useful resources
  • Enjoys finding creative solutions to challenges
  • Motivated to make a difference
  • Driven and goal-oriented
  • Strong commitment to centering racial and disability justice in your work
  • Strong interpersonal skills, empathy, and a team player
  • Ability to work with sensitive information and maintain confidentiality
  • Strong organizational skills and attention to detail
  • Project management experience and ability to manage multiple assignments at the same time
  • Experience with Microsoft Office Suite
  • Familiarity with the legal system is a plus
  • Experience in a nonprofit and/or legal office is a plus
  • Experience working in or understanding of economic justice, consumer rights, or law is a plus
  • Fluency in Spanish, Amharic, and/or ASL is a plus

Salary and Other Support

The salary range for this position is $60,000 to $80,000 based on experience and credentials. Tzedek DC also offers competitive benefits including a generous leave package (27 leave days plus 13 holidays to start), full payment of employee health care premiums with some coverage for spouses and dependents, dental insurance, long term disability insurance, group life insurance, and once eligible a 403b plan with automatic 3% contributions by Tzedek DC.

Application Instructions

The application should include:

  1. Resume
  2. Cover letter
  3. Name and contact information for two references

Application materials and any questions, including application accommodation requests, should be directed by email only to: A.J. Huber, Acting Co-Associate Director, Tzedek DC: ah@tzedekdc.org.

Application Deadline: Hiring for this position is on a rolling deadline. Candidates are encouraged to apply as soon as possible.

Vaccination Requirement: As a grantee of the DC government per the Mayor's Order 2021-099, we are required to confirm the vaccination status of all employees who might at any point be in person with us or the public. As a potential employee whose role may include contact with the public or other office members, please let us know if you are vaccinated and have received a booster or if you are making an accommodation request to be exempted from the vaccination requirement for a medical reason or sincerely held religious belief.

Prioritizing Access and Inclusion: If you require accommodations or have any access needs that you want to make sure are met during any part of this application and hiring process, please reach out to A.J. Huber at ah@tzedekdc.org.

TZEDEK DC IS AN EQUAL OPPORTUNITY EMPLOYER. It is the policy of the Tzedek DC that no employee or applicant for employment or services will be discriminated against because of race, color, religion, national origin, age, sex, disability, sexual orientation, political affiliation, family responsibilities or family status, veteran’s status, or any other basis prohibited by law, including the D.C. Human Rights Act and Language Access Act.

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