Economic Mobility Counselor

• Build a financial picture with each family, including income, expenses, debt, credit and savings, and set goals together.
• Provide ongoing one-on-one financial coaching, including budgeting, credit building and repair, savings plans, and planning for education, housing and career goals.
• Create personalized action plans with families and revisit them over time as circumstances change.
• Stay with each family through the full relationship, tracking progress and adjusting the plan rather than handing the case off.
• Connect families with community resources, job training programs and educational opportunities that support the plan.
• Facilitate workshops and group sessions on financial literacy, budgeting and career development, including some evenings and occasional Saturdays.
• Independently research and identify resources for families when an existing referral is not available, and share what you find with the team.
• Connect families with social networks that help them advance their economic mobility goals.
• Maintain accurate records of client interactions and progress in compliance with organizational policies.
• Meet the enrollment goals and metrics pertaining to economic mobility initiatives and programs.
• Collaborate with community organizations and stakeholders to enhance service delivery.
• Complete any other duties as assigned by the supervisor.

• Bachelor's degree in social work, counseling, finance, human services or a related field.

• Hands-on financial coaching experience. You have personally sat with clients and built a budget from scratch, reviewed a credit report and worked a repair plan, or set up a savings plan and followed up on it over months. Referring clients to a partner agency for this work is not the same thing.
• Experience serving families connected to Head Start, Early Head Start, housing counseling or similar family-centered programs. This is where most of our families come from.
• Experience carrying your own caseload over the long term, with the same clients, toward goals they set.
• Experience in counseling, social services, workforce development or economic development.

• Demonstrated working knowledge of financial literacy, budgeting, credit and public benefits.
• Fluent English. Bilingual (English and Spanish) strongly preferred.
• Self-motivation, resilience, and the ability to manage your own caseload and produce results after orientation and training.
• Willingness to hunt down a resource yourself when there is no existing referral.
• Excellent communication and interpersonal skills, and the ability to build trust with families over time.
• Strong organizational skills and attention to detail.
• Empathy and a real commitment to the families and the community we serve.
• Ability to analyze and use data to inform decision-making.
• Intermediate to advanced computer skills, internet and e-mail, and intermediate use of Microsoft Office.
• Ability to work independently and as part of a team.

• Full-time and onsite at 174 Diamond Street, Philadelphia.
• Monday through Friday, 9:00 am to 5:00 pm.
• Workshops and activities take place some evenings, roughly two evenings in a busy month, and occasionally on a Saturday. This position is expected to attend them.
• Counselors receive orientation and training before taking on an independent caseload.
• The team meets three times a week to discuss cases, resources and logistics.

• Full Health Coverage - Medical, Vision, and Dental
• Paid Vacation and Sick Time
• 401(k) with Company Match
• Supportive Team Environment
• Opportunities for Professional Development

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