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  Financial Counselor Job viewed 747 times.
  Job Description

Financial Counselor

Neighborhood Trust Financial Partners


About us:

Neighborhood Trust Financial Partner’s (Neighborhood Trust) mission is to empower low-income individuals to become productive participants in the U.S. financial system and achieve their financial goals. Neighborhood Trust serves more than 6,000 clients each year via its specially trained corps of 20+ Financial Counselors and is regarded as an industry leader in the financial inclusion field. In 2013, the NYC Center for Economic Opportunity named Neighborhood Trust among the City’s 10 Most Innovative Nonprofits seeking to alleviate poverty.

About the Employer Solution:

The Employer Solution – our workplace-based financial wellness program, a social enterprise - is growing! We are hiring Financial Counselors to meet this growing demand.

Below are some of the activities through which we currently bring our financial wellness services to employees of partnering employers. The program is actively evolving and, while you can expect any of the following to be part of your responsibilities upon joining the team, you should also expect that your responsibilities may shift or change as we continue to refine our services.

  • Delivering brief and persuasive presentations on our services to employee groups
  • Engaging with employees during their breaks and at benefit info fairs to promote our services
  • Offering high-quality individual financial counseling sessions to employees - at an employer partner site or over the phone - and developing personalized Financial Action Plans for employees
  • Communicating with employees via phone, SMS, email or our interactive web platform to follow up on progress towards their financial goals
  • Documenting services and gathering session data for program reporting and evaluation


About you:

You’re excited by the prospect of joining an innovative, data-driven organization in an emerging field and are attracted to working on a program in an active state of evolution. You feel passionate about improving the lives of low- to middle-income individuals through financial wellness.

You have excellent interpersonal skills and enjoy fostering relationships with employee clients and employer partners alike. You’re flexible and enjoy a schedule that has variety designed to meet employee availability. You are adaptable and welcome the opportunity to work in diverse settings. You’re self-motivated and take initiative when faced with ambiguity. You are a critical thinker who wants to find the best solution that produces the best outcome. You want to be part of a dedicated team of smart, interesting people who are passionate about improving the lives of low- and middle-income New Yorkers.



  • 2-5 yrs. experience in personal finance, start-ups, direct service, community organizing, education, or social work a plus
  • Bachelor’s degree or relevant experience required
  • Bilingual English/Spanish required


If this is the job for you, please email a resume and thoughtful cover letter to Human Resources at


Neighborhood Trust offers a competitive salary and benefits, commensurate with experience and skills. Neighborhood Trust is an equal opportunity employer.

  Metro Area New York NY
  Job Location City New York
  Job Location State New York
  Job Location Zip 10032
  Job Location Country United States
  Job Category Accounting and Finance, Counseling, Customer service, Education and Training, Human Relations, Marketing, Social Enterprise, Social Services
  Prefered Experience 2 year(s)
  Job Type Full time
  Language 1 English ( Speak Read Write )  
  Language 2 Spanish ( Speak Read Write )  
  Job Posting Date Sep. 5, 2017

Organization Details

  Organization Name Neighborhood Trust Financial Partners
  Organizational Focus Consumer Protection, Credit Union, Entrepreneurship, Job Training and Workplace Issues, Personal Finance, Poverty and Hunger, Seniors and Retirement Issues, Social Enterprise and Economic Development, Social Services, Training
  Contact Person Luke Feldman
  Contact Phone (212) 927-5771
  Contact Fax (212) 927-5593
  Contact Email
  Web Address

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