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Financial Counselor

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Job Description - Financial Counselor


Join Us in Empowering Financial Futures


Are you passionate about helping others achieve financial freedom? Do you want to be part of a team that’s changing lives across the Charleston Tri-County area? The City of Charleston Financial Empowerment Center (FEC)—in partnership with Increasing H.O.P.E Financial Training Center—is looking for a Financial Counselor who’s ready to make a lasting impact.


At the FEC, we provide free, one-on-one financial counseling to help individuals improve credit, reduce debt, grow savings, access safe banking, and build long-term financial stability. As part of a national network supported by the Cities for Financial Empowerment Fund, we’re on a mission to equip our community with the tools and support they need to thrive.


Learn more about our work: www.fecpublic.org


Position Overview: Financial Counselor


As a Financial Counselor, you’ll serve as a trusted coach and motivator—helping clients create and follow personalized financial action plans that lead to real, measurable change.


Key Responsibilities:


·         Deliver one-on-one financial counseling sessions (initial and follow-ups)


·         Create customized action plans covering credit, debt, savings, banking, and legacy planning


·         Track client progress and provide ongoing encouragement


·         Connect clients to other support services (benefits assistance, tax prep, community resources)


·         Accurately maintain client records and comply with program protocols


·         Participate in training and continuous professional development


·         Meet and exceed performance goals that directly improve client outcomes


 


Qualifications


We welcome diverse experiences and backgrounds. Ideal candidates will have:


·         A bachelor’s degree or at least two years of relevant experience in social services, financial education, counseling, coaching, or related fields


·         Skills or background in one or more of the following: social work, financial planning, coaching/mentoring, teaching, or financial services.


·         Excellent people skills—empathetic, trustworthy, and culturally competent


·         Comfort with tech tools such as Microsoft Office and client database systems


·         Flexibility to work occasional evenings and weekends


·         Bilingual in English and Spanish is a plus


 


Why Work With Us


·         Mission-Driven Impact: Help individuals take control of their financial futures


·         Community Focus: Join a respected, high-impact program making real change


·         Growth Opportunities: Access training and coaching to elevate your career


·         Supportive Culture: Collaborate with passionate, dedicated colleagues



Schedule:
Monday–Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 12:00 PM


Reports to:
FEC Program Director and Executive Director



Ready to make a difference in someone’s financial story?
Apply today and be a part of a movement transforming lives across Charleston.


Let’s build brighter financial futures—together.


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