Financial Counselor

OUR MISSION
Goodwill Industries of Tulsa, Inc. provides work opportunities, job training and support services for people with disabilities or other employment barriers. SALARIED WITH BENEFITS AFTER 60 DAYS.

IF THESE SIX PHRASES DESCRIBE YOU, WE NEED YOU ON OUR TEAM!

• Ready to work
• Strong interpersonal skills
• Eager to learn
• Positive attitude
• Dependable
• Team player

JOB SUMMARY:
The Financial Empowerment Center (FEC) program aims to improve the financial stability of Tulsa households by providing high-quality, one-on-one financial education and counseling with a priority focus on low-income residents and underserved populations. The Financial Counselor position will report directly to the Financial Empowerment Center Program Coordinator within Goodwills Financial Resilience Department.
The counselor will serve as part of the broader FEC team to bring a financial stability lens to ensure financial empowerment is central to local resilience and racial equity efforts.
ESSENTIAL JOB FUNCTIONS:

• Assess client needs and develop individual financial action plans with each client.
• Provide individualized financial counseling sessions (including both initial and follow-up sessions) and achieve client outcomes.
• Make appropriate referrals and integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results.
• Engage in ongoing relationship building with clients to ensure attendance and outcomes.
• Become familiar and proficient in FEC database (FECBOT), including data entry, weekly data reports, and ensuring data quality.
• Successfully complete and pass counselor training and participate in ongoing professional development to earn and maintain required certifications.
• Follow required protocol, including client confidentially, and adhere to the national Financial Empowerment Center model.
• Represent the FEC at various community events as needed to recruit clients and program partners.
• Reviews and is familiar with Company safety policies, programs and procedures. Adheres to all safety rules, regulations and safety codes, and attends safety training sessions and safety meetings.

OTHER JOB REQUIREMENTS:

• Must be 21 years of age.
• Must have a valid Oklahoma Driver's License, with a good driving record.
• Must be eligible for a positive outcome on required State of Oklahoma criminal conviction background check.
• Must maintain appropriate requirements for legal vehicle operation including current automobile insurance, inspection and license plates.
• Must maintain compliance with Goodwill's Drug and Alcohol Abuse Policy.
• Goodwill considers this a safety sensitive position because it includes tasks or duties that Goodwill reasonably believes could affect the safety and health of the employee or others.

EDUCATIONAL REQUIREMENTS:
A bachelors degree (preferred) from an accredited college and two years of relevant work experience with some background in finance, financial education, counseling/coaching, or social service delivery such as community health work, peer education or advocacy.
ESSENTIAL SKILLS:

• Bilingual in English and another language a plus, with preference given to Spanish, Zopau, Burmese, Hmong, Dari, or Pashto.
• Particular expertise in one of the following: financial services, social work, financial planning, coaching/mentoring, teaching, or other related fields.
• Be knowledgeable about credit, debt, and money management; savings and investment options; and safe financial products and services.
• Excellent interpersonal skills.
• Excellent working knowledge of Microsoft Word, Excel, Outlook.
• Available to work some evenings and weekends.
• Ability to use a client management database.
• Cultural humility and inclusive coaching mindset.

PHYSICAL REQUIREMENTS:
Talking, hearing, stooping, crouching, reaching, handling, feeling, carrying, seeing and accommodation.
Lifting/carrying/pushing/pulling Light work Lifting 20 pounds maximum with frequent lifting and/or carrying of objects weighing up to 10 pounds. Even though the weight lifted may be only a negligible amount, a job is included in this category when it requires walking or standing to a significant degree, or when it involves sitting most of the time with a degree of pushing and pulling or arm and/or leg controls.
AN EQUAL OPPORTUNITY EMPLOYER
Goodwill is an Equal Opportunity Employer and service provider for all individuals, including those with disabilities. Goodwill does not discriminate against any person, but rather bases all employment decisions on an individuals demonstrated, job-related ability, skill, and knowledge. It is our policy to provide equal employment opportunities for all without regard to mental or physical disability, genetic information of any individual or of his/her family, race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, age, or veteran status. Equal opportunity is also provided in assignments, training, compensation, transfers, promotions, classification, referral, benefit programs, and discharge.

This is a full time position